Search a custom module record based on a date range

Search a custom module record based on a date range

Hi ,
I hope you can share some guidance.
I need to look up a record from a custom module based on the Closing Date of a Deal (in the Deals module).
Here’s the context:
1. I have a custom module that stores quarterly values (e.g., rates or thresholds).
2. Each record in that module has a start date and end date.
3. I want to find the record where the Deal’s Closing Date falls between those two dates.
4. Once I find the matching record, I need to pull one or more field values from it and update the Deal.

Could you please help me understand:
How to write this function that searches the custom module using a date range condition?

Thanks so much in advance!


    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • How to reach the official Zoho Support channels and avoid fake ones.

                                                            Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
                                                          • Function #35: Close all tasks associated with a lead and create a new task.

                                                            Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
                                                          • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

                                                            <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
                                                          • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

                                                            Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
                                                          • CRM Hack #2: Automate sending of birthday greetings to your customers.

                                                              Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方







                                                                                                            • Recent Topics

                                                                                                            • Zoho Sites "pages" management page

                                                                                                              I have 80 plus pages on zoho sites. When I go to the "pages" link to view and edit pages, They are not in any kind of order, so I spend lots of time searching for pages when I need to edit or create new. How can I change the view order of all my pages
                                                                                                            • Introducing the all-new email parser!

                                                                                                              Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,
                                                                                                            • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                                                                                              Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                                                                                            • Zoho Projects - Refine Access to Collaboration Menu

                                                                                                              Hi Projects Team, I noticed that Calendar, Chat and Meeting menu options in the Collaboration section are visible to client users, even when they don't have access to the features. This could be confusing and frustrating, because if it's there you expect
                                                                                                            • Zoho Projects - Add Feed to Project Tabs

                                                                                                              Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can
                                                                                                            • Zoho Projects - Email Notifications for Feed Updates

                                                                                                              Hi Projects Team, I'm working with a client who wants a simple way to communicate with their customers on projects. Getting the customer to add comments to Tasks or Bug records is not ideal, as we need a way which is easy with minimal training, and has
                                                                                                            • Zoho Books Finance Modules Not Accessible in Zoho CRM Mobile App

                                                                                                              We have integrated Zoho CRM with Zoho Books using the Zoho Finance Suite integration. In the CRM web version, we can see the Finance modules (Estimates/Quotes, Invoices, Sales Orders, Items, Payments) and are able to create invoices and quotes directly
                                                                                                            • Zoho CRM Kiosk Upload Files

                                                                                                              Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
                                                                                                            • Connecting zoho creator to zoho writer to send prefilled documents

                                                                                                              i will paste the worflow below // Get user's submitted data from the form userSalary = input.Current_Salary; userCIBIL = input.CIBIL_Score; userEmail = input.Email; userName = input.Name; // You need to get the Document ID from the URL of your Zoho Writer
                                                                                                            • Extracting Images from a Zoho Creator Report into a Pages

                                                                                                              If you’ve uploaded images in a form and can see them in your report, you might also want to display those same images inside a Page (custom HTML page). This is useful for dashboards, profile pages, or any place where images should be visible dynamically
                                                                                                            • How do I change a form's name? Why isn't this more intuitive?

                                                                                                              Can someone please let me know how to change a form's name?
                                                                                                            • Zoho is blocking emails I subscribe to from one sender

                                                                                                              About 4 months ago I stopped receiving newsletters that I subscribe to from @thedispatch.com. They tell me that zoho's server is blocking them. I've added them to my contacts list, but they're not even reaching my inbox. I don't know how to troubleshoot
                                                                                                            • Introducing Formula Fields for performing dynamic calculations

                                                                                                              Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
                                                                                                            • Inactive Items - Make Less Prominent by Default

                                                                                                              Currently, when one marks an Item as "Inactive", it really doesn't do much of anything to hide it or get it out of the way. Search and reporting within Finance should, by default, hide inactive Items from standard reports, searches, etc. If one specifically
                                                                                                            • Items should display under specific warehouse

                                                                                                              I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards
                                                                                                            • Zoho Analytics Bulk Api Import json Data

                                                                                                              HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on
                                                                                                            • E-Invoicing in Belgium with Zoho Billing

                                                                                                              Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works
                                                                                                            • Convert HTML to PDF & Send as Email Attachments in Zoho Creator (Deluge)

                                                                                                              This approach is useful for sending welcome letters, instructions, or promotional offers after order creation. // 1. Define the variables using the submitted input customerName = input.Customer_Name1; orderID = input.ID; customerEmail = input.Email_Address; //
                                                                                                            • Auto-fill New Row with Previous Row Values

                                                                                                              rowsize = input.Order_Items.count(); for each row1 in input.Order_Items { rowsize = rowsize - 1; if(rowsize == 1) { row.Door_Model = row1.Door_Model; row.Door_Color = row1.Door_Color; row.Materials = row1.Materials;
                                                                                                            • I am facing a problem with an if-else condition

                                                                                                              If I use if, else if, and else conditions in Deluge with the same variable name, sometimes the variable causes an error because the same variable name is present in every block
                                                                                                            • When I click on PDF/PRINT it makes the invoice half size

                                                                                                              When I click PDF / Print for my invoice in Zoho Books, the generated PDF appears at half size — everything is scaled down, including the logo, text, and layout. The content does not fill the page as it should. Could someone advise what causes Zoho Books
                                                                                                            • Python - code studio

                                                                                                              Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
                                                                                                            • API question - adding a thread to an existing ticket

                                                                                                              Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add record append to same ticket number?) Thanks
                                                                                                            • search and Smart Bar both missing in Mail

                                                                                                              One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
                                                                                                            • Why is Zoho Meeting quality so poor?

                                                                                                              I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on
                                                                                                            • Hide fields only for creation

                                                                                                              Hello, I'd like to hide some fields only during the creation of a contact in Zoho CRM. In fact I have some fields that are automatically calculated thanks to an automation, so when my users create a contact I don't want them to fill those fields. I know
                                                                                                            • Items Below Reorder Point Report?

                                                                                                              Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s
                                                                                                            • Qwen as the default open source Generative AI model for Zia

                                                                                                              Hello everyone, Zia Generative AI is transitioning from Llama (8B parameters) to Qwen (30B parameters) as the default model. This means that users who were using Llama as a GenAI service will now use Qwen. This upgrade was made with a vision to enhance
                                                                                                            • Calendar week view: Today + 6

                                                                                                              Is there anyway to have the calendar change dynamically based on the date? Due to the amount of events, we only display a week at a time, but towards the end of the week, we can no longer see ahead to next week (without changing it manually every time).
                                                                                                            • How to restrict user/portal user change canvas view

                                                                                                              Hi , I would like to restrict user / portal user change their canvas view because I hide some sensitive field for them. I dont want my user switch the canvas view that do not belong to them But seems Zoho do not provide this setting?
                                                                                                            • E-Invoicing in Belgium with Zoho Books

                                                                                                              Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. This means that invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing
                                                                                                            • E-Invoicing in Belgium with Zoho Inventory

                                                                                                              Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing Works
                                                                                                            • Enhancement Request for Multi-Asset Work Order Feature

                                                                                                              Hello Latha, Thank you for your continued support. The multi-asset Work Order feature is extremely helpful. I did some testing based on our requirements, and during the process, I noticed a few areas where we need your team’s support to improve the feature
                                                                                                            • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                              Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
                                                                                                            • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

                                                                                                              Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how
                                                                                                            • Add Option to Mass Dispatch by User

                                                                                                              Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
                                                                                                            • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                              Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
                                                                                                            • Error AS101 when adding new email alias

                                                                                                              Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
                                                                                                            • How to add to Subforms via Zapier with Zoho Writer?

                                                                                                              I have the following layout for a Zoho Writer Document. As you can see there is a repeating subform taking in "Items". I am trying to make a Zapier integration with it, and I can see there is 1 field saying: "Items", but it does not specify how I'm supposed
                                                                                                            • Contrôles administratifs granulaires : un atout pour la sécurité des e-mails

                                                                                                              La moindre erreur dans votre système de messagerie peut coûter très cher à votre entreprise, tant en argent qu’en conformité et en image de marque. Pour beaucoup d’organisations, ce risque est bien réel. Les e-mails véhiculent quotidiennement des informations
                                                                                                            • Next Page