Custom Button - IfElse Function
We have a working custom function that can create PDFs from our module, in this instance we are using it to generate quotations from a lead module.
Button clicked > PDF created and attached to record
However, we operate in different countries and have different templates that change currency and date format.
So what I am trying to do is create an "IF ELSE" within the working function based on the selected currency of the lead.
E.g. If currency = USD excute this function A, IF ELSE currency = GBP execute function B.
The intention to merge with the correct template based on currency.
Here is the function without currency if else.
templateid = "200903000003070203";
val = "Quotation for " + cname;
to_list = List();
from_map = Map();
to_map = Map();
mp = Map();
from_map.put("email",zoho.loginuserid);
from_map.put("user_name",zoho.loginuser);
to_map.put("email",email);
to_list.add(to_map);
mp.put("from_address",from_map);
mp.put("to_address",to_list);
mp.put("subject","Subject");
mp.put("content","Test Content");
mp.put("id",leadid);
mp.put("template_id",templateid);
// mp.put("attachment_name","Quotation for "+cname);
datalist = List();
datalist.add(mp);
datamap = Map();
datamap.put("data",datalist);
send = invokeurl
[
url :"https://www.zohoapis.eu/crm/v2/Leads/actions/send_mail?type=mailmerge"
type :POST
parameters:datamap.tostring()
connection:"zohocrm"
];
info "send:" + send;
file = invokeurl
[
url :"https://zohoapis.eu/crm/v2/Leads/" + leadid + "/actions/print_preview?type=mailmerge&template_id=" + templateid + "&download_file_name=" + encodeUrl(val)
type :GET
connection:"zohocrm"
];
info file;
attach = zoho.crm.attachFile("Leads",leadid,file);
info attach;
return "Success! Refresh this page, PDF Proposal will appear in Attachments";
Additional considerations:
Macros and workflows will not work for this as you cannot trigger a macro from a custom button.
This feature MUST be controlled from a page view button, not a drop down menu.
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Sticky Posts
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
Function #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
Function #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.