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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