3. Add a Deluge Function within a workflow

1. //To map months with Numbers
2. month = {1:"Jan",2:"Feb",3:"Mar",4:"Apr",5:"May",6:"June",7:"Jul",8:"Aug",9:"Sep",10:"Oct",11:"Nov",12:"Dec"};
3. //To retrieve the Deal record
4. dealRecord = zoho.crm.getRecordById("Deals",dealRecordID);
5. info dealRecord;
6. //To retrieve the Closing Date
7. closingDate = dealRecord.get("Closing_Date");
8. info closingDate; 
9. //To get the predefined value from the closing month
10. closingMonth = month.get(closingDate.month());
11. closingYear = closingDate.year();
12. //To Format the Month and Year from the Closing Date
13. picklistValue = closingMonth + " " + closingYear;
14. info picklistValue;
15. //Retrieving Current Picklist Values
16. Dealsfield = invokeurl
17. [
18. url :"https://www.zohoapis.com/crm/v7/settings/fields/5725767000003664513?module=deals"
19. type :GET
20. connection:"zohocrm"
21. ];
22. info Dealsfield;
23. picklistValues = Dealsfield.get("fields").get(0).get("pick_list_values");
24. info picklistValues;
25. //Checking if the Picklist Value Already Exists
26. flag = false;
27. for each  option in picklistValues
28. {
29. if(option.get("display_value").equals(picklistValue))
30. {
31.   flag = true;
32.   info flag;
33. }
34. }
35. //Adding a New Picklist Value if It Doesn't Exist
36. if(flag == false)
37. {
38. requestBody = Map();
39. requestList = List();
40. requestData = Map();
41. picklist = list();
42. picklistobj = Map();
43. picklistobj.put("display_value",picklistValue);
44. picklist.add(picklistobj);
45. requestData.put("pick_list_values",picklist);
46. requestList.add(requestData);
47. requestBody.put("fields",requestList);
48. info requestBody + "";
49. updateField = invokeurl
50. [
51.   url :"https://www.zohoapis.com/crm/v7/settings/fields/5725767000003664513?module=deals"
52.   type :PATCH
53.   parameters:requestBody + ""
54.   connection:"zohocrm"
55. ];
56. info updateField;
57. }
58. //To update the Deal Record
59. requestBody = Map();
60. requestList = List();
61. requestData = Map();
62. requestData.put("Closing_Month",picklistValue);
63. requestList.add(requestData);
64. requestBody.put("data",requestList);
65. info requestBody + "";
66. dealreecordUpdate = invokeurl
67. [
68. url :"https://www.zohoapis.com/crm/v7/Deals/" + dealRecordID
69. type :PUT
70. parameters:requestBody + ""
71. connection:"zohocrm"
72. ];
73. info dealreecordUpdate;

4. Configure the Workflow

                            

                                               

• Configuring Workflow Rules
• Workflow Scenarios
• Workflow Suggestions by Zia
• FAQs: Workflow Rules
  
• Functions

• Zoho CRM V6 APIs
• Zoho CRM V7 APIs