Function-14: Get record owner details inside a record with the click of a button
Welcome back everyone!
Last week, we learnt how to display grand total of Invoices in words. This week, let's look at a custom function that helps you fetch the details of a record owner inside a record with the click of a button.
Business scenario:
Lot of factors lead to a winning deal. Besides the obvious of being the first of the vendors to reach out to a prospect and closely following up without overwhelming the potential customer, and arranging for timely presale support, the processes followed internally either add to or slow down the efficiency. One such internal process is for the sales manager to have visibility into the details of who is following up on a particular prospect. Let's assume the sales manager gets a call from a prospect. You'd appreciate having all the information on the sales person who is following up on the sale as well. This visibility empowers the sales manager to engage with the prospect with more clarity. Be it an escalation or an usual query from the prospect, the call ends more fruitfully.
Here's a custom function that makes your job easier by, letting you add the lead owner information to the lead record using custom fields. Now, when you report you can classify them based on the sales person who handled the lead or the profiles(Designations e.g. Administrators, Standard).
The capabilities of this custom function does not stop here. The goal is to fetch the employee details and add them to records in modules to indicate the record owner. For companies with a huge sales team, sometimes panning across products or branches, this custom function comes handy.
Getting started with the custom function:
- Go to Setup > Customization > Modules > Select the required module > Links and Buttons > +Create new button.
- Provide a name for the button. For example: “Add Record Owner information”. Add a description(optional).
- Choose View page from the drop-down list.
- Select Writing custom function from the subsequent drop-down.
- Provide a name for the custom function. Add a description(optional).
- Click “Free flow scripting”.
- Copy the code given below.
- Click “Edit arguments”.
- Enter the name as “leadId” and select the value as “Lead Id”.
- Save the changes.
- Change the 'xxxxxxxxxxxxxxxxx' with your crm authtoken .
- Click Save to create the button.
The script:
Code for Version 2.0 API:
Arguments :
record owner id - name it as 'ownerid'
record id - name it as 'leadId'
headerMap = {"Authorization":"555289a90fb486ea702236e516ac87b2"};
response = invokeurl
[
type :GET
headers:headerMap
];
//info response;
uservalue = response.get("users").toJSONList();
for each rec in uservalue
{
city = ifnull(rec.get("city"),"");
state = ifnull(rec.get("state"),"");
country = ifnull(rec.get("country"),"");
email = ifnull(rec.get("email"),"");
phone = ifnull(rec.get("phone"),"");
name = ifnull(rec.get("full_name"),"");
}
mp = Map();
mp.put("Owner's_City",city);
mp.put("Owner's_State",state);
mp.put("Owner's_Country",country);
mp.put("Owner's_Email",email);
mp.put("Owner's_Phone",phone);
mp.put("Owner's_Name",name);
update = zoho.crm.update("Leads",leadId.toLong(),mp);
info mp;
info update;
return "success";
Code for Version 1.0 API:
leadIdStr = input.leadId.toString();
loginemail= zoho.loginuserid ;
userResp = getUrl(("https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=xxxxxxxxxxxxxxxxx&scope=crmapi&type=ActiveUsers"));
info userResp;
users = userResp.executeXPath("/users/user");
if ((users != null) && (users != ""))
{
userList = users.toList("-|-");
for each user in userList
{
emailNode = user.executeXPath("/user/@email");
email = emailNode.executeXPath("/email/text()");
if (email == loginemail)
{
idNode = user.executeXPath("/user/@phone");
phone = idNode.executeXPath("/phone/text()");
name = user.executeXPath("/user/text()");
email = emailNode.executeXPath("/email/text()");
}
}
}
mp=map();
mp.put("Owner's Name",name);
mp.put("Owner's Phone",phone);
mp.put("Owner's Email",email);
update=zoho.crm.updateRecord("Leads", leadIdStr, mp);
info mp;
info update;
return "success";
Note:
- The above code can be used in conjunction with different custom functions. For example: It can be used together with the lead assignment custom function so that the record owner information is added as soon as the lead gets assigned.
- To use this code in other modules, change the module name from "Leads" to the required module name.
- This code adds the name, phone number and email id of the record owner in the custom field. Do create the required custom fields and try it out. The custom fields can also be added as a separate section if required.
- To fetch other user details, do tweak the code and add the relevant custom fields.
- To know more about the API used in this custom function, click here.
Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Share this with your team if you find it useful. Do check out other custom functions shared in this series here.
See you all next week with another interesting custom function. Ciao!
Update: As you must be aware, API V1.0 will be deprecated and support for version 1.0 API will be available only till Dec 31, 2018. Version 1.0 compatible Functions will continue to work until Dec 31, 2019. You're advised to migrated to API Version 2.0 at the earliest. Check this announcement for more. We've updated the post to include the Version 2.0 compatible Function.
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