自動で商談名を「取引先名＋様＋作成日付＋商品･サービス」にするコード
自動で商談名を「取引先名＋様＋作成日付＋商品･サービス」にするコード です。
需要あるか分かりませんが、必要な方お使いください。
例：「＊＊＊＊様 20200213 ワッペン」
関連タブ 商談
SHODAN_ID = 商談.商談のID
以下はDelugeコード
- dealDetails = zoho.crm.getRecordById("Deals",SHODAN_ID.toLong());
- newdealname = ifnull(dealDetails.get("field19"),"");
- mp = Map();
- mp.put("Deal_Name",newdealname);
- update = zoho.crm.updateRecord("Deals",SHODAN_ID.toLong(),mp);
- info mp;
- info update;
「 field19 」は カスタマイズ ＞ タブ＆項目 ＞ 商談 ＞ 項目 ＞ 商談名自動生成；数式（文字列）
「 field19 」の数式は「Concat(${商談.取引先名},'様',' ',Substring(Tostring(${商談.作成日時}),1,4),Substring(Tostring(${商談.作成日時}),6,7),Substring(Tostring(${商談.作成日時}),9,10),' ',${商談.商品･サービス})」
「 field19 」は 商談の「商談名自動生成」フィールドのAPI名（API名は下記参照）
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