Kaizen #86 - PHP SDK [Part III]

Hey there!

Welcome back to yet another insightful post in our Kaizen series!

In this post, we will continue the journey of PHP SDK sample codes for Record Operations from last week. Let us delve into a new set of use-cases and expand your horizons with additional examples in the Record and Send Mail Operations.

1. Subforms

To add subform details of a record during a record create/update, use the following format.

$subformVar = new Record();

$subformVar->addKeyValue("Subform_Field_API_Name", "FieldValue");

$record->addKeyValue("Subform_API_Name", [$subformVar]);

Repeat the second line of the above code to add as many fields as you have in your subform layout. To add multiple subform records, you will have to map the fields within a new object for each subform record.

Here is a sample code to update the details of a custom subform in Contacts.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\Contacts;

use com\zoho\crm\api\util\Choice;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class UpdateRecord

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function updateRecord1(string $moduleAPIName, string $recordId)

{

$recordOperations = new RecordOperations();

$request = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Contacts::LastName(), "Boyle");

$subformRec1 = new Record();

$subformRec1->addKeyValue("Language_Proficiency", new Choice("English"));

$subformRec1->addKeyValue("Personal_Email", "patricia.boyle@zylker.com");

$subformRec1->addKeyValue("Secondary_Phone", "9876543210");

$record->addKeyValue("Proficiency_and_Others", [$subformRec1]);

$request->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->updateRecord($recordId, $moduleAPIName, $request, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

UpdateRecord::initialize();

$moduleAPIName = "Contacts";

$recordId = "5545974000002858001";

UpdateRecord::updateRecord1($moduleAPIName, $recordId);

2. Line Items and Line Taxes in Inventory Modules

2.1 Product Line Items and Product Line Taxes

To add or update product line items and their product line taxes in the Inventory module, use the following format.

$lineItemVar = new Record();

$lineItemProductVar = new LineItemProduct();

$lineItemProductVar->setId("product_id");

$lineItemVar->addKeyValue("Product_Name", $lineItemProductVar);

$lineItemVar->addKeyValue("Quantity", Value);

$lineItemVar->addKeyValue("ListPrice", Value);

$lineItemVar->addKeyValue("Discount", Value);

$productLineTaxVar = new LineTax();

$productLineTaxVar->setName("Tax_Name");

$productLineTaxVar->setPercentage(Value);

$lineItemVar->addKeyValue('Line_Tax', [$productLineTaxVar]);

Repeat this code to add multiple products to the inventory record.

Note that when you update any one of the line items in the inventory records, the remaining line items will become null and have to be re-added to the list.

2.2 Inventory Record Line Taxes

To add line taxes to an inventory record, use the following format.

$lineTaxVar = new LineTax();

$lineTaxVar->setName("Tax_Name");

$lineTaxVar->setPercentage(Value);

$record->addKeyValue('$line_tax', [$lineTaxVar]);

The 'line_tax' represents the tax amount specific to each line item. Whereas, the '$line_tax' represents the tax applied to the overall products in the line item list.

Following is a sample code to create a record in the Quotes module.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\LineTax;

use com\zoho\crm\api\record\LineItemProduct;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\{Accounts, Contacts, Quotes, Deals};

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Quotes::Subject(), "Quote No 1");

$AccountName = new Record();

$AccountName->addFieldValue(Accounts::id(), "55459742858119");

$record->addFieldValue(Quotes::AccountName(), $AccountName);

$dealName = new Record();

$dealName->addFieldValue(Deals::id(), "55459742858125");

$record->addFieldValue(Quotes::DealName(), $dealName);

$contactName = new Record();

$contactName->addFieldValue(Contacts::id(), "55459742858122");

$record->addFieldValue(Quotes::ContactName(), $contactName);

//product 1

$inventoryLineItem1 = new Record();

$lineItemProduct1 = new LineItemProduct();

$lineItemProduct1->setId("55459742897004");

$inventoryLineItem1->addKeyValue("Product_Name", $lineItemProduct1);

$inventoryLineItem1->addKeyValue("Quantity", 2.0);

$inventoryLineItem1->addKeyValue("ListPrice", 150.0);

$inventoryLineItem1->addKeyValue("Discount", "5%");

$productLineTax = new LineTax();

$productLineTax->setName("Sales Tax");

$productLineTax->setPercentage(2.0);

$inventoryLineItem1->addKeyValue('Line_Tax', [$productLineTax]);

//product 2

$inventoryLineItem2 = new Record();

$lineItemProduct2 = new LineItemProduct();

$lineItemProduct2->setId("55459742897009");

$inventoryLineItem2->addKeyValue("Product_Name", $lineItemProduct2);

$inventoryLineItem2->addKeyValue("Quantity", 1.0);

$inventoryLineItem2->addKeyValue("ListPrice", 100.0);

$inventoryLineItem2->addKeyValue("Discount", "3%");

$productLineTax1 = new LineTax();

$productLineTax1->setName("Sales Tax");

$productLineTax1->setPercentage(2.0);

$productLineTax2 = new LineTax();

$productLineTax2->setName("Vat");

$productLineTax2->setPercentage(4.0);

$inventoryLineItem2->addKeyValue('Line_Tax', [$productLineTax1, $productLineTax2]);

$record->addKeyValue("Quoted_Items", [$inventoryLineItem1, $inventoryLineItem2]);

//line taxes

$lineTax1 = new LineTax();

$lineTax1->setName("Sales Tax");

$lineTax1->setPercentage(2.0);

$lineTax2 = new LineTax();

$lineTax2->setName("Vat");

$lineTax2->setPercentage(2.0);

$record->addKeyValue('$line_tax', [$lineTax1, $lineTax2]);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Quotes";

CreateRecords::createRecords($moduleAPIName);

3. Events and Tasks Module Operations

3.1 Add and Update Participants in Events

There are two methods to add participants to an event. In the first method, use the record ID of the contact, lead or user.

$participantVar = new Participants();

$participantVar->addKeyValue("participant", "record_id");

$participantVar->addKeyValue("type", "record_module");

$record->addFieldValue(Events::Participants(), [$participantVar]);

In the second method, mention the participant's email ID with the type key specified as email.

$participantVar = new Participants();

$participantVar->setParticipant("name@domain.com");

$participantVar->setType("email");

$record->addFieldValue(Events::Participants(), [$participantVar]);

In the above code snippet, setParticipant() is a method used to assign a new value to the participant field.

3.2 Reminder in Events

To create/update reminders for any event, use the following format.

$reminderVar = date_create("YYYY-MM-DDThh:mm:ss.sssZ", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::FieldName(), $reminderVar);

Here date_create() function is used to create the DateTime object with two parameters. The first parameter represents for the DateTime string and the following represents for the time zone.

3.3. Reminder in Tasks

To create/update reminder for a task, use the following format.

$remindAtVar = new RemindAt();

$remindAtVar->setAlarm("ACTION=Value;TRIGGER=Condition;TRIGGER_TIME=hh:mm");

$record->addFieldValue(Tasks::FieldName(), $remindAtVar);

In the above code, the setAlarm() method is used to set the reminder properties. The multiple key-value pairs in the string argument denote the properties of your reminder. Following are the representation of keys for this field type.

ACTION - Specifies the notification type of the reminder.
TRIGGER - Defines the trigger condition that activates the reminder.
TRIGGER_TIME - Indicates the time at which the alarm should be triggered.

Refer to this document, to learn more about these key-value pairs and their possible values.

3.4 Recurring Activity in Events and Tasks

Use the following format to create a recurring event.

$recurringActivityVar = new RecurringActivity();

$recurringActivityVar->setRrule("FREQ=value;INTERVAL=value;BYMONTH=mm;BYMONTHDAY=dd;

DTSTART=yyyy-mm-dd;UNTIL=yyyy-mm-dd");

$record->addFieldValue(Module_API_Name::FieldName(), $recurringActivityVar);

Here, the setRrule() method is used to define the elements that determine the recurrence of the activity. This format is common for all the activity modules. To know more about the Rrule elements, refer to this post.

Below is a sample code to create an event using the above field types.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\Participants;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\RecurringActivity;

use com\zoho\crm\api\record\Events;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$BodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Events::EventTitle(), "Test Events");

$startdatetime = date_create("2023-05-16T23:03:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::StartDateTime(), $startdatetime);

$enddatetime = date_create("2023-05-16T23:45:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::EndDateTime(), $enddatetime);

//add participants

$participant1 = new Participants();

$participant1->setParticipant("patricia.boyle@zylker.com");

$participant1->setType("email");

$participant2 = new Participants();

$participant2->addKeyValue("participant", "5545974000002858122");

$participant2->addKeyValue("type", "contact");

$record->addFieldValue(Events::Participants(), [$participant1, $participant2]);

//event reminder

$remindAt = date_create("2023-05-16T21:00:06+05:30", new \DateTimeZone(date_default_timezone_get()));

$record->addFieldValue(Events::RemindAt(), $remindAt);

//recurring event

$recurringActivity = new RecurringActivity();

$recurringActivity->setRrule("FREQ=YEARLY;INTERVAL=1;BYMONTH=5;BYMONTHDAY=16;DTSTART=2023-05-16;UNTIL=2026-05-16");

$record->addFieldValue(Events::RecurringActivity(), $recurringActivity);

$BodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $BodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Events";

CreateRecords::createRecords1($moduleAPIName);

Here is a sample code for creating a recurring task with a reminder.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\RecurringActivity;

use com\zoho\crm\api\record\RemindAt;

use com\zoho\crm\api\record\Tasks;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName)

{

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Tasks::Subject(), "Follow-up call");

//task reminder

$remindAt = new RemindAt();

$remindAt->setAlarm("ACTION=EMAIL;TRIGGER=-P0D;TRIGGER_TIME=14:20");

$record->addFieldValue(Tasks::RemindAt(), $remindAt);

// recurring task

$recurringActivity = new RecurringActivity();

$recurringActivity->setRrule("FREQ=WEEKLY;INTERVAL=1;UNTIL=2023-06-01;BYDAY=TH;DTSTART=2023-06-01");

$record->addFieldValue(Tasks::RecurringActivity(), $recurringActivity);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, see here.

}

CreateRecords::initialize();

$moduleAPIName = "Tasks";

CreateRecords::createRecords1($moduleAPIName);

5. Send Email

You can either use an email or inventory template to send mail or write your own HTML/text body for the email. Refer to this sample code on GitHub to know how to fetch the inventory template IDs. To use a template in your email follow the below structure.

$mail = new Mail();

$templateVar = new EmailTemplate();

$templateVar->setId(template_id);

$mail->setTemplate($templateVar);

Use the following format to write your own email body.

$mail = new Mail();

$mail->setContent("your_html_content");

$mail->setMailFormat("html");

To specify plain text as the value for the setContent() method, you have to set text as the value for the setMailFormat() method.

Here is a sample code of send mail using email template for your reference.

<?php

use com\zoho\crm\api\sendmail\SendMailOperations;

use com\zoho\crm\api\sendmail\Mail;

use com\zoho\crm\api\emailtemplates\EmailTemplate;

use com\zoho\crm\api\sendmail\BodyWrapper;

use com\zoho\crm\api\sendmail\UserAddress;

//use com\zoho\crm\api\inventorytemplates\InventoryTemplate;

require_once "vendor/autoload.php";

class SendMail

{

public static function initialize()

{

// add initialisation code

// refer to the previous post for details and examples

}

public static function sendMail1(string $recordId, string $moduleAPIName)

{

$sendMailOperations = new SendMailOperations();

$mail = new Mail();

$from = new UserAddress();

$from->setUserName("Patricia Boyle");

$from->setEmail("patricia.boyle@zylker.com");

$mail->setFrom($from);

$to = new UserAddress();

$to->setUserName("Carissa Kidman");

$to->setEmail("carissa-kidman@yahoo.com");

$mail->setTo([$to]);

$mail->setSubject("Mail subject");

//use this for customized email body

//$mail->setContent("Hello! Thank you for shopping with us!");

//$mail->setMailFormat("text");

//use this for inventory template

//$template = new InventoryTemplate();

//$template->setId("55459741230768");

//$mail->setTemplate($template);

$template = new EmailTemplate();

$template->setId("55459741230058");

$mail->setTemplate($template);

$mail->setConsentEmail(true);

$wrapper = new BodyWrapper();

$wrapper->setData([$mail]);

$response = $sendMailOperations->sendMail($recordId, $moduleAPIName, $wrapper);

//Add your code to handle the response received in $response

// For more details, see here.

}

SendMail::initialize();

$recordId = "5545974000002935001";

$moduleAPIName = "Contacts";

SendMail::sendMail1($recordId, $moduleAPIName);

We hope you found this post useful and engaging!

If you have any queries, feel free to drop them in the comments section below or reach out to us directly at support@zohocrm.com. We eagerly await your thoughts and feedback on this!

Keep an eye out for future posts packed with similar content!

Cheers!

Additional Reading

PHP SDK - Configuration and Initialization Process, Sample Codes for Record Operations
Subforms - Subforms API
Product line items and line taxes - Insert Records API, Handling Product Line Items, Sales Orders API
Events and Tasks Module Operations - Insert Records API, Handling Recurrence and Participants in Events Module
Send Mail - Send Mail API, Email Templates API, Inventory Templates API

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Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
Increase Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being
Mass update Accounts in Zoho Desk
We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update
Vivaldi will not open the Zoho Mail app when I click a email link in the browser
I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?
Digital publisher
Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.
Time Zone Correction with Daylight Savings Time
Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me
Load form in iframe without header
I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any
Filter embedded report
How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&Service_Date__gte=<%=startDate%>&Service_Date__lte=<%=endDate%>'
Creator Simplified #5: Set file upload restrictions in Zoho Creator
Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize
Field Type: Address, Change District/State to Dropdown with picklist??
Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.
cutomized fields are not showing up in zoho creator from zoho crm
We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks
How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit
I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form
Open New Free Zoho Account
Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,
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Kaizen #86 - PHP SDK [Part III]

Kaizen #86 - PHP SDK [Part III]

1. Subforms

2. Line Items and Line Taxes in Inventory Modules

2.1 Product Line Items and Product Line Taxes

2.2 Inventory Record Line Taxes

3. Events and Tasks Module Operations

3.1 Add and Update Participants in Events

3.2 Reminder in Events

3.3. Reminder in Tasks

3.4 Recurring Activity in Events and Tasks

5. Send Email

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