Function #3: Assign a mandatory reporting tag to invoices

At Zoho Books, we receive numerous inquiries about the option to mark reporting tags as mandatory in transactions. We do acknowledge the usefulness of this functionality and we plan to include it as a default option in the future. In the meantime, we have built a custom function to facilitate this process for you.

All you have to do is create a dropdown custom field called "Tags" for the Invoices module and make it mandatory. The reporting tag's options must be added as dropdown options for this custom field. Based on the option chosen from this dropdown, the custom function will automatically associate the corresponding reporting tag once the invoice is created.

Custom Function:

To create the custom function, go to Settings -> Automation -> Custom Functions -> +New Custom Function.

Open this GitHub link to get the function code. You must also create a Connection named "zbooks" to successfully execute the function. Watch this GIF to know how to create the connection.

Workflow Rule:

The final step towards kickstarting this automation is setting up a workflow rule. Navigate to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and add the workflow as shown below.

Before saving the workflow, choose the custom function you set up.

And voila! You don't have to worry about missing reporting tags in transactions anymore.

Note: This function code was written to associate one reporting tag in the invoice only. If you have multiple tags to assign, write to us at support@zohobooks.com and we'll help you with the customization.

Regards,

Divya R

Zoho Books

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS