Introducing Functions IDE in Zoho CRM
Hello everyone! We hope you are doing great!
We're excited to enhance your coding experience with a new IDE for Functions!
This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the deployed places, revisions, review, multiple themes, etc.
What's new in the editor?
An all-new IDE with:
- Test Run
- Review
- Revisions
- Settings
1. Test Run
In the existing editor, whenever you want to execute a function, the Save and Execute button saves the code and executes it. This, in turn, also saves the function at all the associated places.
With the new Run feature in the new editor, you can simply execute the function to test it on the fly. This does not change the function at the deployed places as run simply executes but doesn't save the code, as opposed to the Save and Execute button in the old editor.
2. Review
Wouldn't it be nice if there was a way to see the changes you made to your code?
Fret not! We've got you covered!
The Review component on the left pane acts as a diff-editor and highlights the changes you have made recently.
3. Revisions
Ever wanted to return to the logic you wrote previously? The Revisions component lets you do just that!
With this new component, you can
- Track the last 30 versions of your function.
- Track the history of the changes in code along with the changelog and the user who modified the code.
- Make use of any archived revision of the script by clicking the 'Use this revision' option at the top-right.
4. Settings
What's an IDE without a touch of personalization, right? We hear you!
Customize your Functions IDE to suit your taste. Right from Dark mode, customizing font, word spacing, to syntax assist, we have it all!
We hope you are as excited as we are with this enhancement.
Happy coding!
Shylaja S
Zoho CRM
Zoho CRM
Note that this enhancement will be available in the IN DC in a few weeks. Follow this post to get notified when it becomes available.
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Topic Participants
Shylaja S
Yossi Ashkenazi
Sunderjan Siddharth
Sakis Oikonomou
Eric Chrobak
Sticky Posts
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
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