Function #35: Close all tasks associated with a lead and create a new task.

Function #35: Close all tasks associated with a lead and create a new task.



Welcome back everyone!

Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task.

Business scenario:

The success of a company, in one way or another, is determined by the leads it gets. Each lead is just as important and turning a lead into a deal takes a lot of skill and time. The help we (CRM) provide can reduce your workload a bit. As you grow, the tasks that everyone in the company needs to do grow too.

Today, let's look at a scenario where you would need to close all the ongoing tasks for a lead and create a completely new one. For instance, let's say you created tasks for call follow-up, product demo, in-person meet and negotiation. If the lead decides to postpone the arrangements due to an emergency, it is not required to have all the tasks as is, since there might be periodic check on the completed and ongoing tasks.

In that case, add a button in the leads module with this function to close all the existing tasks and create a new one with the task as "Open all tasks again when lead is available.". Convenient, right?

Getting started with the custom function:
  1. Go to Setup > Customization > Modules > Deals > Links and buttons > Create new button.
  2. Provide a name for the button. For example: "Close all tasks & create new". Add a description(optional).
  3. Select the placement of the button as View page.
  4. Select the action to be performed as "Writing function".
  5. Copy the code given below.
  6. Click “Edit arguments”.
  7. Enter the name as “recid” and select the value as “Lead Id”.
  8. Enter the name as “leadowner” and select the value as “Lead owner id”.
  9. Click Save&Execute Script to check the code.
  10. Save the script.
  11. Select the profiles who can view this button.
  12. Click Save.
The Code:

For V2 API - DRE Editor:
------------------------------------------------------------------------------------------
reltasks = zoho.crm.getRelatedRecords("Tasks", "Leads", recid.toLong(),1,200);
for each rec in reltasks
{
reltaskid = rec.get("id");
update = zoho.crm.update("Tasks", reltaskid, {"Status":"Completed"});
}
mp = map();
mp.put("Subject","Test");
mp.put("Due_Date",today.toString("yyyy-MM-dd"));
mp.put("Status","Not Started");
mp.put("$se_module","Leads");
mp.put("What_Id",recid);
mp.put("Owner",leadowner);
create = zoho.crm.create("Tasks", mp);
info create;
return "Success";
------------------------------------------------------------------------------------------

For V1 API - Old Editor :
------------------------------------------------------------------------------------------
recidStr = input.recid.toString();
reltasks = zoho.crm._getRelatedRecords("Tasks", "Leads", recidStr,1,200);
for each rec in reltasks
{
reltaskid = rec.get("ACTIVITYID");
update = zoho.crm._updateRecord("Tasks", reltaskid, {"Status":"Completed"});
}
mp = map();
mp.put("Subject","Test");
mp.put("Due Date",today.toString("yyyy-MM-dd"));
mp.put("Status","Not Started");
mp.put("SEMODULE","Leads");
mp.put("SEID",recid);
mp.put("SMOWNERID",leadowner);
create = zoho.crm._create("Tasks", mp);
info create;
return "Success";
------------------------------------------------------------------------------------------

Note:

  • Include this function in a Button, within the Leads module and set it in the View page.
  • The code is zoho.crm._getRelatedRecords for Version 1.0 of APIs.

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!

      Zoho Developer Community








                                Zoho Desk Resources

                                • Desk Community Learning Series


                                • Digest


                                • Functions


                                • Meetups


                                • Kbase


                                • Resources


                                • Glossary


                                • Desk Marketplace


                                • MVP Corner


                                • Word of the Day



                                    Zoho Marketing Automation


                                            Manage your brands on social media



                                                  Zoho TeamInbox Resources

                                                    Zoho DataPrep Resources



                                                      Zoho CRM Plus Resources

                                                        Zoho Books Resources


                                                          Zoho Subscriptions Resources

                                                            Zoho Projects Resources


                                                              Zoho Sprints Resources


                                                                Qntrl Resources


                                                                  Zoho Creator Resources


                                                                    Zoho WorkDrive Resources



                                                                      Zoho Campaigns Resources

                                                                        Zoho CRM Resources

                                                                        • CRM Community Learning Series

                                                                          CRM Community Learning Series


                                                                        • Tips

                                                                          Tips

                                                                        • Functions

                                                                          Functions

                                                                        • Meetups

                                                                          Meetups

                                                                        • Kbase

                                                                          Kbase

                                                                        • Resources

                                                                          Resources

                                                                        • Digest

                                                                          Digest

                                                                        • CRM Marketplace

                                                                          CRM Marketplace

                                                                        • MVP Corner

                                                                          MVP Corner







                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now