Setting up the initial variable
I am trying to set up a script to copy the contents of certain fields from the contact module to the deals module (renamed to Proposed Systems). I keep getting an error about thee variable declaration on line 2? What am I missing?
Error: "Failed to save the function
- Variable 'proposed_system_id' is not defined Line Number: 2"
Script:
// Use the input variable for the Proposed System ID
proposed_system_id = proposed_system_id; // The variable set manually
// Fetch the Proposed System record using the ID provided by the workflow
proposed_system = zoho.crm.getRecordById("Proposed_Systems", proposed_system_id.toLong());
if(proposed_system != null)
{
// Get the contact ID from the Proposed System's "Contact_Name" lookup field
contact_id = proposed_system.get("Contact_Name"); // Replace "Contact_Name" with the actual API name of your lookup field in Proposed Systems
// Check if the Proposed System has an associated Contact
if(contact_id != null)
{
// Fetch Contact details using the contact ID
contact_info = zoho.crm.getRecordById("Contacts", contact_id.toLong());
if(contact_info != null)
{
// Fetch all Proposed Systems associated with this contact
proposed_systems = zoho.crm.searchRecords("Proposed_Systems", "(Contact_Name:equals:" + contact_id + ")");
if(proposed_systems.size() > 0)
{
for each proposed_system_record in proposed_systems
{
// Map the contact fields to the Proposed System fields
proposed_system_map = Map();
proposed_system_map.put("Email", contact_info.get("Email"));
proposed_system_map.put("Phone", contact_info.get("Phone"));
proposed_system_map.put("Mailing_City", contact_info.get("Mailing_City")); // Replace with your actual field names
// Update each Proposed System with the contact information
update_proposed_system = zoho.crm.updateRecord("Proposed_Systems", proposed_system_record.get("id").toLong(), proposed_system_map);
// Check if the update was successful
if(update_proposed_system.get("status") == "success")
{
info "Proposed System " + proposed_system_record.get("id") + " updated successfully with Contact information";
}
else
{
info "Failed to update Proposed System " + proposed_system_record.get("id");
}
}
}
else
{
info "No Proposed Systems found for this contact.";
}
}
else
{
info "Contact not found.";
}
}
else
{
info "No contact associated with this Proposed System.";
}
}
else
{
info "Proposed System not found.";
}
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Alan Morgan
Bhoomi Joshi
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Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchCustom Function : Automatically send the Quote to the related contact
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Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
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