My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function when the "update notes" field is edited.
This function fetches the deal, and uses what was input to that field to add it as a note using the zoho.crm.createRecord task. This gives us a workaround to mass notes across multiple deals, but the added by field is defaulting to the superadmin. I am trying to make this appear like it was added by the owner of the deal.
- void automation.massUpdateNotes(Int lawsuitID)
- {
- // fetch the lawsuit
- lawsuit = zoho.crm.getRecordById("Deals",lawsuitID);
- //info lawsuit;
- // take the new note to be updated
- newNote = lawsuit.getJSON("update_notes");
- owner = lawsuit.getJSON("Owner");
- info owner;
- // assemble the note record
- addNote = Map();
- addNote.put("Parent_Id",lawsuitID);
- addNote.put("$se_module","Deals");
- addNote.put("Note_Title","Massed By: "+ownerName);
- addNote.put("Note_Content",newNote);
- addNote.put("Owner",owner);
- addNote.put("Modified_By",owner);
- addNote.put("Created_By",owner);
- //
- info zoho.crm.createRecord("Notes",addNote);
- }