Custom Function to increment a value by one
Hi,
I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example:
We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like this field to automatically increase by 1 whenever a user edits the "Closing Date" field of that specific record. This doesn't seem to be possible via a Workflow Rule directly (I can set the field to a specific number, but can't set it to {previous value}+1.
It seems straightforward to set up a custom function that will run every time such an edit takes place, but I'm not familiar with Deluge and haven't found any suitable code online that I was able to successfully modify to get what I want. Do you have any advice on how I'd go about doing this? In particular, I'm not clear on the scope of Deluge's custom functions and wasn't able to find a clear answer. Does a function that's triggered by a Workflow Rule run only on the record that triggered it, or does it run globally on everything?
Thanks!
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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 suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.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 followFunction #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. CRMFunction #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,
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