Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets
Hola comunidad,
Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente).
En el formulario principal tengo los siguientes campos:
-
Cliente
-
Teléfono
-
Correo
Y en el subformulario:
-
Producto
-
Cantidad
-
Precio
Lo que necesito lograr:
Quiero guardar esta información en una hoja de cálculo (Zoho Sheet o Google Sheets) de forma que cada producto se registre como una fila independiente, pero incluyendo también los datos del cliente.
Ejemplo:
En el CRM ingreso:
-
Cliente: Juan Pérez
-
Teléfono: 3012345678
-
Correo: juanperez@email.com
Subformulario de productos:
| Producto | Cantidad | Precio |
|---|---|---|
| Teclado | 2 | 50 |
| Mouse | 1 | 25 |
| Monitor | 1 | 200 |
Resultado esperado en la hoja:
| Cliente | Teléfono | Correo | Producto | Cantidad | Precio |
|---|---|---|---|---|---|
| Juan Pérez | 3012345678 | juanperez@email.com | Teclado | 2 | 50 |
| Juan Pérez | 3012345678 | juanperez@email.com | Mouse | 1 | 25 |
| Juan Pérez | 3012345678 | juanperez@email.com | Monitor | 1 | 200 |
Pregunta:
¿Existe alguna forma de lograr esto usando Zoho Flow o alguna otra herramienta de la suite Zoho?
¡Agradezco mucho cualquier guía, experiencia o ejemplo que puedan compartir!
Saludos,Gracias!
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