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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Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll
How to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give me
Task status - completed - other options
I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
Task module and related-to field
In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
migrating from Zoho Invoices (CRM) to Zoho Books
Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years
Zoho MA and Custom Module
I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or
When is partial reimbursement going to be launched?
Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.
Year-End Wrap: Declutter Your Inbox Using Email Filters
Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging
Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula
Items attribute questions
Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the
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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

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Este domínio já está associado a esta conta

Integration with Moodle

How to Record Loan with interest

Task status - completed - other options

Task module and related-to field

Add Lookup Field in Tasks Module

migrating from Zoho Invoices (CRM) to Zoho Books

Zoho MA and Custom Module

When is partial reimbursement going to be launched?

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