Updates to Functions and the Activities Module
Hi everyone!
This post is to inform you of the following enhancements we have made to our Developer Space.
1. Functions
a. Request object binding
b. Update in argument mapping for CRM variables
2. Buttons
a. Creating buttons in the Activities module's View page
b. Accessing the users' location through buttons in mobiles
1.a. Request object binding
We have introduced an object called Request in the argument mapping section of functions that are associated with buttons and custom related lists. This object allows you to extract readily available data of all fields, headers, parameters, file content, and body, that are bound in the request. This will facilitate getting the necessary information about the browser, device, IP addresses, etc.
This is where the Request object is placed under Argument Mapping.
This is how the Request object looks inside a function's code.
Note that this object is available under Argument Mapping only when you create/edit a function at the place it is associated with a button or a custom related list.
Here is the JSON response with the default keys when you use the Request object - all fields:
- {"headers":{"x-crm-org":["58189452"],"lb_ssl_remote_ip":["172.20.3.131"],"lb_http_version":["HTTP/2.0"]},"file_content":{},"params":{"moduleDisplayName":"Meetings","module":"Events","moduleAPIName":"Events","entityId":"623587000000265590"},"body":{}}
1.b. Update in Argument Mapping for CRM Variables
Now, we have grouped all CRM Variables as an object and this is available readily under the Argument Mapping section of a function. Even if you have multiple variable groups, they are grouped under CRM Variables.
Here is how the UI looks:
Note that this feature will be released to all users by this evening (Aug 5, 2020).
2.a. Buttons in the Activities Module
You can now place custom buttons on the View page of the Meetings (formerly Events) and Tasks modules.
Go to Setup > Customization > Modules and Fields > Meetings. You can find Buttons as one of the tabs.
Create a new button and choose the action you want the button to perform.
When you are done, you can see the button on the View page of theMeetings module.
Apart from the button specific to the Meetings module, you can also see the buttons on the View page of the module that the meeting is associated with.
Here, you can see the button "Generate Quote" from the Deals module, as the meeting is associated with a Deal.
2.b. Toggle button to receive the users' location information
After you define the button action, you can see a toggle button to receive the users' location information. When you enable this, if the users use this button from the CRM native mobile app, the system will prompt them to grant/reject consent to the app to receive their location details.
This feature will be opened to all by the end of August, 2020.
We hope you find this post and these enhancements useful. Write to us at support@zohocrm.com if you have any questions.
Cheers!
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