Example

How it works

Steps to create a custom function

1. Create connection 

1. Navigate to Tools > Custom Functions and click Manage Connections.
2. Click Create Connection. Select the Default Services tab under Pick Your Service.
3. Select the Zoho OAuth service from the list of services. 
4. Enter a suitable Connection Name. Here, we named it crm_oauth_connection. The Connection Link Name will be auto-filled accordingly.
5. Choose scopes ZohoCRM.coql.READ and ZohoCRM.modules.deals.ALL.
   Note:
• This connection is used to authorize Zoho CRM to fetch records from all its modules through a COQL query.
  
• We're using the COQL API here, since selecting a date range in  the function's criteria isn't supported in the Get Records API.
  
• Refer to the API page to learn how to get records through a COQL query.
  
6. Click Create and Connect. You'll be redirected to the service authentication page.
7. Click Connect, then click Accept to allow DRE to access data in your Zoho account. The required connection is now created.
8. The CONNECTION SUMMARY page will display your connection details.
   

2. Create custom function

1. Navigate to Tools > Custom Functions and click Create Custom Function.
2. Enter a valid function name.
3. Select the data type of the return value for the specific function to be created from the Result Type dropdown. Here, you need to choose list as the return data type, since we need the output to be displayed as a list of values (vertically).
4. You can also add the required arguments and their types for the function in the Create Custom Function popup. Here, you must add the following arguments—StartDate and EndDate—with their data types as date. This is because we're going to fetch the deal details between the specified start and end dates.
   
   
5. Click Create and your custom function will be created.

3. Script using Deluge

1. Navigate to Tools > Custom functions > View Deluge Editor.
2. Select the added custom function (DEALS_BETWEEN), write the following script in the editor, and click Save.

• In the above script, Deal_Name, Amount, and Closing_Date are API names of fields in the Zoho CRM Deals module.
  
• You can test your custom function by clicking Run and entering sample values.

4. Execute function

• Using Deluge in Zoho Mail
• Using Deluge in Zoho Writer
• Using Deluge in Zoho People