How to access Deals fields when a Deluge script is linked to a button?
Hi,
Please note I am new to Zoho and not a developer.
I created a button in the view page of my Deals module that is linked to a Deluge function that sends a message to a vendor via Zoho Clic. What I want to do in that function is get the name of the vendor listed in the Deal. That vendor is on a lookup field, so I will need to get the name and email address. I also need to get a few other pieces of info to add to the message that will be sent via Cliq.
I am having a hard time finding out how to get the data on that Deals record. Once I get the data I can handle crafting the message and send it to the vendor via Cliq.
What I am doing is replacing a process (used outside of Zoho) where I enter some instructions on a Google Sheet (4 or 5 columns) and then use IFTTT to send a message to the vendor via Slack when that record is created. My thought process is to record a set of instructions for the vendor regarding that Deal record and click a button "Send to Vendor" (have done that) which then fires the SendToVendor function to craft a message to be sent via Cliq.
Any guidance you can share on how to get certain data from the current Deals record would be appreciated.
Thanks so much.