Hi-
I'm completely new to Zoho CRM and Deluge, but not coding/scripting is JS and other web languages.
I've created a subform in my Accounts module that allows users to enter any number of "key contacts" rows for an Account (e.g., to identify an individual as a "manufacturing contact", a "sales contact", "accounting contact", etc.) Each of these rows in the subform contains a Lookup field referencing a record in the Contacts module, and a pulldown, "contact_role" field with their designated role.
I would like to create an event listener that (in pseudocode):
- On the create/edit of a new subform row in the Accounts module:
- get the value of the Contact Name in the row
- within the Contacts module, add/update a contact_role field that identifies this individual as a "key player" and lists their organizational role (as gathered from the Account module subform)
I tried investigating the Workflows in Zoho CRM, but I am not able to see any of the subform fields when using Workflows. They do not appear in the list of actionable fields.
Assuming I needed to write a function, I started by simply querying a "Test Account" entry I put into the Accounts module. This entry contains data on key contacts and contact roles as entered into the CRM. I tried simply logging the entry via:
response = zoho.crm.searchRecords("Accounts","(Account_Name:equals:Test Account)");
info response;
I can see all the fields EXCEPT the subform "array" (is it an array?) and its fields.
Can you please advise on best steps to accomplish my goal?
Thanks!
Ed