dd Linked Note to Comments & History via Custom Function + Zoho Document View Feature
Hi all,
I have a couple of custom functions running in Zoho (specifically in Inventory/Books), and I'm trying to streamline it.
Here’s the scenario:
When a Purchase Receive is processed, my custom function automatically creates a Package. I'd like to update the Comments & History section of the original Purchase Receive with a note that includes a physical link (URL) to the newly created Package record.
-
Is it possible to programmatically add a comment (or system note) to the Comments & History section from a custom function?
If so, how? -
Can we utilize the same "document view" linking style Zoho uses?
Specifically, Zoho links (like from a Sales Order to a Package) often show a quick preview popup when you hover/click. I'd like to use that same functionality so the user can quickly preview the linked document.
Any guidance, example Deluge snippets, or documentation links would be greatly appreciated!
Thanks in advance!
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