Workflow Custom Function for any existing Module for Box
The Box extension for Zoho CRM is one convenient way to access stored data and share files with leads and contacts (by default) from Zoho CRM. You can extend this functionality to custom modules too. Follow the steps below to see how it's done.
To associate the above custom function to a workflow rule:
- Click Settings > Setup > Automation > Workflow Rules.
- In the Workflow Rules page, click the Create Rule button.
- In the Create New Rule tab, specify workflow rule parameters that you require.
- Execute the workflow during Record Actions. Select Create or Edit and click Next.
- Select All Records in the following options. Next, select Custom Function to be triggered under an Instant Action.
- Associate the custom call function to be triggered. Click Save.
To create custom buttons:
- Click the Settings > Setup > Customization > Modules.
- Click $Module of your choice$ > Layout.
- Drag and drop the Fields from the New Fields tab.
- Click Save.
//Note: the custom function should have "record_id" parameter
// getting record info from Leads or Quotes using the record_id
quote_info = zoho.crm.getRecordById("Quotes", quote_id.toLong());
// Getting Box folder ID from the record info
box_folder_id = quote_info.get("Box Folder ID");
if ((box_folder_id == null) || (box_folder_id == ""))
{
rootFolderId = zoho.crm.getOrgVariable("box.box_rootfolder_id");
if (rootFolderId == "")
{
// Returning since the root folder ID is empty
return;
}
tokenObj = map();
tokenObj.put("folder_name", "Quotes");
tokenObj.put("parent", rootFolderId);
// Using the token object and Box connector to call the invoke connector from CRM API createFlrResp = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj, true);
if (createFlrResp == null){
return;
}
// Get the status code from the createFlrResp
status_code = createFlrResp.get("status_code");
quote_folder_id = "";
resp_obj = createFlrResp.get("response");
// Checking for same folder name
if (status_code == "409")
{
context_info = resp_obj.getJSON("context_info");
conflict_ids = context_info.getJSON("conflicts").toJSONList();
for each entry in conflict_ids
{
quote_folder_id = entry.getJSON("id");
}
}
// Returns the folder ID if these conditions satisfy
else if ((status_code == "201") || (status_code == "200"))
{
quote_folder_id = resp_obj.getJSON("id");
}
if (quote_folder_id == "")
{
return;
}
//Get the record name if folder ID exists
first_name = quote_info.get("Subject");
tokenObj1 = map();
tokenObj1.put("folder_name", first_name);
tokenObj1.put("parent", quote_folder_id);
// Update the folder id and record name using API
createFlrResp1 = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj1, true);
status_code1 = createFlrResp1.get("status_code");
resp_obj1 = createFlrResp1.get("response");
rec_folder_id = "";
if (status_code1 == "409")
{
context_info1 = resp_obj1.getJSON("context_info");
conflict_ids1 = context_info1.getJSON("conflicts").toJSONList();
for each entry1 in conflict_ids1
{
rec_folder_id = entry1.getJSON("id");
}
}
else if ((status_code1 == "201") || (status_code1 == "200"))
{
rec_folder_id = resp_obj1.getJSON("id");
}
if (rec_folder_id != "")
{
updateMap = map();
updateMap.put("Box Folder ID", rec_folder_id);
// Update the Box folder ID using the CRM API
update_resp = zoho.crm.updateRecord ("Quotes", quote_id + "", updateMap);
}
return;
}
|
Related List For Quotes Module :
// Note: the custom function should have "record_id" parameter
// Getting record info from Leads or Quotes using the record_id
quote_info = zoho.crm.getRecordById("Quotes", quote_id.toLong());
box_folder_id = quote_info.get("Box Folder ID");
// satisfies the below conditions if folder id is empty
if ((box_folder_id == null) || (box_folder_id == ""))
{
rootFolderId = zoho.crm.getOrgVariable("box.box_rootfolder_id");
if ((rootFolderId == "") || (rootFolderId == "none"))
{
xmlList = ("Folder for Zoho CRM is not created yet in Box. a Root Folder. the root folder if folder id exists
tokenObj = map();
tokenObj.put("folder_name", "Quotes");
tokenObj.put("parent", rootFolderId);
createFlrResp = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj, true);
if (createFlrResp == null)
{
xmlList = "Please authorize Box to view Box Files. You can authorize Box in Box Settings tab.";
return xmlList;
}
status_code = createFlrResp.get("status_code");
quote_folder_id = "";
resp_obj = createFlrResp.get("response");
//Satisfies the below condition when the folder name comes same
if (status_code == "409")
{
context_info = resp_obj.getJSON("context_info");
conflict_ids = context_info.getJSON("conflicts").toJSONList();
for each entry in conflict_ids
{
quote_folder_id = entry.getJSON("id");
}
}
else if ((status_code == "201") || (status_code == "200"))
{
quote_folder_id = resp_obj.getJSON("id");
}
if (quote_folder_id == "")
{
xmlList = ("No files exists for this record.");
return xmlList;
}
//get the record name and folder id from quote_info
first_name = quote_info.get("Subject");
tokenObj1 = map();
tokenObj1.put("folder_name", first_name);
tokenObj1.put("parent", quote_folder_id);
createFlrResp1 = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj1, true);
status_code1 = createFlrResp1.get("status_code");
resp_obj1 = createFlrResp1.get("response");
rec_folder_id = "";
if (status_code1 == "409")
{
context_info1 = resp_obj1.getJSON("context_info");
conflict_ids1 = context_info1.getJSON("conflicts").toJSONList();
for each entry1 in conflict_ids1
{
rec_folder_id = entry1.getJSON("id");
}
}
else if ((status_code1 == "201") || (status_code1 == "200"))
{
rec_folder_id = resp_obj1.getJSON("id");
}
//Update the folder id using the crm API
if (rec_folder_id != "")
{
updateMap = map();
updateMap.put("Box Folder ID", rec_folder_id);
update_resp = zoho.crm.updateRecord ("Quotes", quote_id + "", updateMap);
}
xmlList = ("No files exists for this record.");
return xmlList;
}
else
{
tokenMap = map();
tokenMap.put("FOLDER_ID", box_folder_id);
tokenMap.put("limit", 100);
tokenMap.put("offset", 0);
//get the folder items created under the root folder using the token object
folder_items_map = zoho.crm.invokeConnector (("box.box.getfolderitems"), tokenMap, true);
folder_items_status = folder_items_map.get("status_code");
if (folder_items_status == "200")
{
listfolder_resp = folder_items_map.get("response");
entries = listfolder_resp.getJSON("entries");
entries_list = entries.toJSONList();
if ((entries_list.toString() == null) || (entries_list.size() == 0) )
{
xmlList = ("No files exists for this record.");
return xmlList;
}
//Get the json object items from the entries list
else
{
i = 0;
recordsXmlStr = "";
for each entry in entries_list
{
type = entry.getJSON("type");
name = entry.getJSON("name");
id = entry.getJSON("id");
description = "";
if (toString(entry).indexOf("description") > 0)
{
description = entry.getJSON("description");
}
if ((description == null) || (description == ""))
{
description = "--";
}
size = "";
if (toString(entry).indexOf(("size")) > 0)
{
size = entry.getJSON(("size"));
}
if ( ((size == null) || (size == "null")) || (size == ""))
{
size = "0";
}
content_modified_at = "";
if (toString(entry).indexOf("content_modified_at") > 0)
{
content_modified_at = entry.getJSON ("content_modified_at");
}
if (content_modified_at == null)
{
content_modified_at = "";
}
modified_by = "";
if (toString(entry).indexOf("modified_by") > 0)
{
modified_by = entry.getJSON("modified_by").getJSON("name");
}
if (((modified_by == null) || (modified_by == "")) || (modified_by == "null") )
{
modified_by = "--";
}
shared_link = "";
if (toString(entry).indexOf("shared_link") > 0)
{
shared_link = entry.getJSON("shared_link");
}
shared_link_url = "--";
if (((shared_link == null) || (shared_link == "null")) || (shared_link == "") )
{
shared_link_url = "--";
}
else
{
shared_link_url = shared_link.getJSON("url");
}
link = "https://app.box.com/files/0/f/" + box_folder_id + "/1/f_" + id;
if (type == "folder")
{
link = "https://app.box.com/files/0/f/" + id + "/";
type = "Folder";
}
else
{
type = "File";
}
if (content_modified_at != "")
{
content_modified_at = content_modified_at.replaceAll ("T"," ");
}
size_str = "-";
size_str = ((((size).toDecimal() / 1024))) + "";
if (size_str.indexOf(".") > 0)
{
pos = (size_str.indexOf(".") + 3);
if (pos > size_str.length())
{
pos = size_str.length();
}
size_str = size_str.subString(0,pos);
}
size_str = (size_str) + " KB";
//Construct the xml using the above responses
recordsXmlStr = recordsXmlStr + "";
recordsXmlStr = recordsXmlStr + "";
recordsXmlStr = recordsXmlStr + "" + type + "";
recordsXmlStr = recordsXmlStr + "" + description + "";
recordsXmlStr = (recordsXmlStr + "" + size_str) + "";
recordsXmlStr = recordsXmlStr + "" + content_modified_at + "";
recordsXmlStr = recordsXmlStr + "";
if (shared_link_url == "--")
{
recordsXmlStr = recordsXmlStr + "--";
}
else
{
recordsXmlStr = recordsXmlStr + "Shared Link";
}
recordsXmlStr = recordsXmlStr + "";
}
recordsXmlStr = recordsXmlStr + "";
return recordsXmlStr;
}
}
else if ((folder_items_status == "401") || (folder_items_status == "404") )
{
xmlList = ("You need to be invited to the Box root folder. already linked to this record.");
return xmlList;
}
else
{
xmlList = ("Unable to get files related to this record from Box.");
return xmlList;
}
}
|
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vijay Surya
administrator
Vinoth Kumar
Sticky Posts
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listHere's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see theEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, andEmpower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension
Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Limiting search or dependencies with an asterisk "*".
I have a form with several dependency fields with options still developing for each field. Since these options were developing and not yet ready to be a selection in the field, I placed a filter for the dropdown field. In this filter, I selected fieldsCross Data Center Support for 1:1 Chats with External Users
Hello Zoho Cliq Team, We hope you're doing well. We appreciate the recent enhancement that enables cross data center collaboration in external channels, which has already improved communication across distributed teams. However, we’ve noticed that thisHandling Greetings/Small Talk at the Beginning of a Zobot Conversation
Hello everyone, I’m currently configuring a **Zobot** in Zoho SalesIQ and everything is working as expected, except for one specific scenario at the very beginning of the conversation. My target audience has the habit of starting with a **greeting orRegex in Zoho Mail custom filters is not supported - but it works!
I recently asked Zoho for help using regex in Zoho Mail custom filters and was told it was NOT supported. This was surprising (and frustrating) as regex in Zoho Mail certainly works, although it does have some quirks* To encourage others, here are 3 regexImporting a new list into campaigns
I'm in the middle of switching my email platform to campaigns. I have a list that I want to import, and it overlaps with my existing Zoho CRM list. The fields in my Zoho CTM are more robust. Will this new list that I upload into my campaigns overwritewhen I email a invoice how can i see it was sent and also were i can go to see all emails sent
when I email a invoice how can i see it was sent and also were i can go to see all emails sent?How can I see content of system generated mails from zBooks?
System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.CRM Blueprint Notification by Cliq
Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check CliqsZoho People Attendance Regularization – Wrong Total Hours Displayed
While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculatesSync Contacts in iOS
What does the "Sync Contacts" feature in the iOS Zoho Mail app do?Live webinar: Craft the ideal sales pitch deck with Show
Every great sale starts with a great story. And your pitch deck? That’s where the story takes shape. But too often, these presentations end up looking generic, overloaded with text, or lacking structure. The good news is, it's easier to fix than you think!Project Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them👋 Welcome to the Zoho MCP Community
Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’reDNS Manager
Where Can I find my DNS manager so I can link this to click funnels or AWEBERHow do I sync multiple Google calendars?
I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I canNeed to extract date from datetime field
I have a datetime field and need only the date part from it. I am unable to find a built-in function that would be <DateTime>.Date(). I don't think I want to go the string conversion route of converting the datetime to string and then parsing out values and create a date out of it. Any one out there has a better solution to this? Thanks in adavnce. Regards Moiz Tankiwala Smart Training & IT SolutionsNew in Cadences: WhatsApp follow-ups, upgraded limits, and options for add-ons
Hello everyone, We're rolling out two key updates to help you engage better and scale smarter with Cadences in Zoho CRM. Reach customers on WhatsApp, directly from Cadences Previously, Cadences have enabled you to automate follow-ups through emails, calls,additional accounts
If I brought 5 emails to my account. Can I later buy additional emails.Issue in Zoho People Regularization – Incorrect Hour Calculation
I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrectWhy I am unable to configure Zoho Voice with my Zoho CRM account?
I have installed Zoho Voice in my Zoho CRM, but as per the message there is some config needed in Zoho Voice interface. But when I click on the link given in the above message, I get an access denied page.Issue with Hour Calculation in Zoho People Attendance Module
I have noticed an issue in the attendance regularization feature of Zoho People. When trying to regularize past dates, the total working hours are not calculated correctly. For example, if I enter a check-in and check-out time for a previous day, theCliq Meeting Calls No Audio and Screen Share
When in a Cliq channel meeting, the audio does not work at all on pc. When i use my phone as audio source, screen share on pc does not work. I have updated audio drivers but the strangest thing is that during a 1 on 1 call, it works well. Therefore theWork anniversary and birthdays on connect
Hello, I like the idea of having employee's work anniversary and birthdays on the dashbaord. Do you have to have the employee complete this information themselves in connect settings, or does it pull from their directory settings? (ie. we use Zoho oneAlias Email Id already exists
Hi I'm trying to create an alias : contact @ yoavarielevy.co.il but i get the message Alias Email Id already exists I had an account with the same name but I deleted it. Can you help? Thanx YoavFeature Request: Ability to Set a Custom List View as Default for All Users
Dear Zoho CRM Support Team, We would like to request a new feature in Zoho CRM regarding List Views. Currently, each user has to manually select or favorite a custom list view in order to make it their default. However, as administrators, we would likeAdding Multiple Products (Package) to a Quote
I've searched the forums and found several people asking this question, but never found an answer. Is ti possible to add multiple products to a quote at once, like a package deal? This seems like a very basic function of a CRM that does quotes but I can'twebinar registration confirmation are landing in SPMA folders
I am trialing zoho webinar and do not have access to custom domains. When I test user registrations, they are working but the resulting confirmation email is landing in a spam folder. How can I avoid this?Add Save button to Expense form
A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is aMultiple organizations under Zoho One
Hello. I have a long and complicated question. I have a Zoho One account and want to set it up to serve the needs of 6 organizations under the same company. Some of the Zoho One users need to be able to work in more than 1 organization’s CRM and otherError AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in formRegarding the integration of Apollo.io with Zoho crm.
I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Googleworkflow not working in subform
I have the following code in a subform which works perfectly when i use the form alone but when i use the form as a subform within another main form it does not work. I have read something about using row but i just cant seem to figure out what to changeFetch data from another table into a form field
I have spent the day trying to work this out so i thought i would use the forum for the first time. I have two forms in the same application and when a user selects a customer name from a drop down field and would like the customer number field in theRecord comment filter
Hi - I have a calendar app that we use to track tasks. I have the calendar view set up so that the logged in user only sees the record if they are assigned to the task. BUT there are instances when someone is @ mentioned in the record when they are notHow to View Part Inventory and Warehouse Location When Creating a Work Order in Zoho FSM
Hi everyone, We’re currently setting up Zoho FSM and would like to improve how our team selects parts when creating a Work Order. Right now, when we add a part or item to a Work Order, we can select it from our Zoho Inventory list but we don’t see anyFSM too slow today !!
Anybody else with problem today to loading FSM (WO, AP etc.)?Not able to Sign In in Zoho OneAuth in Windows 10
I recently reset my Windows 10 system, after the reset when I downloaded the OAuth app and tried to Sign In It threw an error at me. Error: Token Fetch Error. Message: Object Reference not set to an instance of an object I have attached the screenshotMapping a custom preferred date field in the estimate with the native field in the workorder
Hi Zoho, I created a field in the estimate : "Preferred Date 1", to give the ability to my support agent to add a preferred date while viewing the client's estimate. However, in the conversion mapping (Estimate to Workorder), I'm unable to map my customIs there a way to request a password?
We add customers info into the vaults and I wanted to see if we could do some sort of "file request" like how dropbox offers with files. It would be awesome if a customer could go to a link and input a "title, username, password, url" all securely and it then shows up in our team vault or something. Not sure if that is safe, but it's the best I can think of to be semi scalable and obviously better than sending emails. I am open to another idea, just thought this would be a great feature. Thanks,Next Page