Zoho CRM SDK: Is "domain_name" stable?
Hi everyone! The ZOHO.CRM.CONFIG.getOrgInfo() call from the JS SDK returns an object that has a "domain_name" field. Is this value stable or is it possible that in the future somehow it will change? I would like to use it to find if I'm running in production
client script to validate custom field
I'm new to Zoho CRM. I'm trying to solve a problem. Here is my pseudo code create a new deal serial_number = user input check serial number (user input) against serial number in all records in product module if serial number (user input) not found in
How to get values from a Subform when use ZDK.Apps.CRM.Sales_Orders.fetchById ( Deluge Client Script)
Hi Folks, I´m working with two modules Sales Orders and Cases, and I´m needing get from Cases Form the values recorded in the field product_description located in a subform Product_Details in Sales Order module to do a comparation . I´m using this piece
How to get ID of the CRM record created in Client Script
Hi! How to get ID of the CRM record created in Client Script? New record created successfully, but I can't get data from the var resp: var module = new ZDK.Apps.CRM.Contacts(); module.Name = "Test Name"; ... var resp = module.create(); log(resp); //in
Zoho CRM Widget and translations
Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks
Zoho CRM: sandbox-aware Webhook
Hi everyone! I need to configure a Webhook that somehow changes if it's being called in a production environment or in a sandbox. Is there a way to do this? For example, definining "URL to notify" as "https://my.company.com/$environment" I'd like to do
Kaizen #70 - Client Script Support for Wizards
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss the recently added Client Script Support for Wizards. What is a Wizard? A Wizard in Zoho CRM helps you divide a long form into a series of screens. You can also
Wizard Client Scripts Don't work on Mobile App
I have created client scripts for a Wizard create page. The scripts work fine on the browser, but on the mobile app they don't work. Client scripts on standard create pages, and edit pages work as expected on the mobile app. It's just wizard pages that
Styling UI components for Widgets
Hi everyone! We're building a Widget that should ask the user for some information. Is there a recommended way to style UI components so that they look similar to the ones used by Zoho?
Kaizen #99 - Render Widgets Using Client Script
Hello everyone! Welcome back to another interesting post. In this post, let us see how you can render Widgets using Client Script. Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions
Use client- script to get the data id for multiple selection
After selecting data in multiple selections, I found that there was an array object called selectid, but it was not included in the packaged SDK. We were unable to obtain which data had been selected, resulting in no way to filter the corresponding data
How to extract multi lookup field data
Hi I have a multi lookup field in the Deals module of Zoho CRM which is looking up to the Contact module. Is it possible to extract the contact associated to each deal from that multi lookup field via a custom function? Can anyone share a sample code
Workflow trigger not working with Zoho Forms
Hi there, I'm utilizing Zoho Forms to create a custom module in Zoho called "Discovery". It's working as expected. On this "Discovery" I have a field with a drop down with the options of Yes or No. If that field is Yes, a case should be created. It is
Client Script - On Field Update Event
I am trying create a Client Script that would run when a field is updated. But the only available event option is onBeforeUpdate. I need an onAfterUpdate kind of event so I have the latest value of the updated field. How can I accomplish this? Thank
Adding a button that asks for details
Hi everyone! we would like to add a "Ask for a quote" button to our Deals Detail page. This button should show a form that asks a few details and then sends the values to an endpoint exposed by our ERP. What is the recommended way to achieve this? Thanks
Triggers workflow rules when restoring from the Recycle Bin
Hello, Currently, I can run a function in a workflow rule when I delete a record, but I can't run anything when I restore it from the Recycle Bin. I have set a function in my workflow rule that recalculates the amount when a record is deleted. However,
Please, one complete Circuit example of getting a CRM record and updating some fields
Please, One complete Circuit example of getting a CRM record and updating some fields. The example you provide for “commission calculation” is insufficient to use as a starting place for my own circuit. I’m always willing to first use published documentation,
How to use workdrive api in crm widget?
Is there a way to integrate WorkDrive API into a CRM widget? I'm currently developing a widget for the CRM platform and utilizing the JS SDK as detailed here: JS SDK Documentation. My goal is to create a new directory in WorkDrive for each account and
FILE_NOT_SUPPORTED Error making Bulk Write request
Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"File
How can i get parameters using Zoho Widget?
I would like to know how I can pass parameters (for example: the ID of a financial proposal), to a Widget? I intend to host the widget externally, however I need to obtain the Proposal ID so that it can react dynamically.
Zoho CRM API 2.0 with OAuth 2.0 invalid code
For the 2nd step, https://accounts.zoho.com/oauth/v2/token . I am ALWAYS getting the error ""error": "invalid_code"". Any idea on what may have caused this?
Get the Error "OAUTH_SCOPE_MISMATCH"
Hello, in every case i will get Data from the New OAuth2.0 CRM API i get the error "OAUTH_SCOPE_MISMATCH" Example call/response out of postman what am I doing wrong? The oauthtoken works fine, because i get the Error "INVALID_TOKEN" if i change it...
JSON return empty owner
Hello, I have used both CURL and PHP SDK version 4. I noticed that CURL returns JSON response completely while PHP SDK misses the owner and other nested objects. Is there a way for SDK to return the same response as the CURL version?
ZDK Error
I get this error when trying to trigger a CRM Function from Client Script: Uncaught (in promise) ZDKError: {"code":"NOT_ACTIVE","details":{"api_name":"activate_client_from_prospect"},"message":"api is inactive for the given custom function","status":"error"}
How do I insert a record with an external ID?
Request header: X-EXTERNAL: Potentials.Subscription_Id Request body: { "data": [ { "id": "385551000026301022", "Subscription_Id": "cc49c2cf-dc69-4ae7-a42e-c8c3a0d59fa2_1" } ] } (I've omitted some other fields for confidentiality) Response body: { "code":
COQL does not return queryable value if the result set is empty
See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context
Want to upload images to custom image fields using zoho crm api v2.
Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks
Introducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
Access Service Desk requests using Zoho API by generating code, auth token, and searching requests using python - OAuth2.0
Hello Zoho Community, I am new to python and I am working on accessing Zoho API for an Automation flow, specifically I am looking to search for a specific service desk requests based on a search criteria (Subject of a request) . Below are the issues faced
Audit Log via API
Is it possible to fetch an audit log .csv file through a ZoHo CRM REST API instead of manually, through a dashboard? If not, is there another way to fetch user activities through the official API?
Efficient way to get a list of records like Notes under Leads that changed in last N minutes
Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However
Sandbox API not working
According to https://help.zoho.com/portal/community/topic/api-has-a-sandbox-environment the ZohoCRM Sandbox API can be accessed at https://crmsandbox.zoho.com I am finding, however, that api calls made to this sandbox address returns an HTML document
API has a sandbox environment?
Hello! I've need do some unit tests and I think that is better call the API into a sandbox environment. It's exists? Which is it endpoint? Thanks!
Upload a file to a File Upload Field through API
Hello, Is there any way to upload a file to a custom file upload field in a module when doing an Update using the Record API? I've found and I am able to upload files to attachments but I don't know how to upload them to a field. I've checked the documentation at https://www.zoho.com/crm/help/api/v2/#update-specify-records but the File Upload field type does not appear in the examples. Thanks
Kaizen #118 - Mass Delete Records Across Modules (Part II)
Hey there! Welcome back to yet another insightful post in our Kaizen series! Picking up the thread from our last post, let's explore how to automate the process of mass deleting child records directly from the parent record's details page. This approach
How to insert a new row into a sub-form through deluge?
I have a form where I'm trying to insert a new row into a subform through deluge. I know in general how it's supposed to work but there's a problem that I'm running into. newItem = Map(); newOrder.put("Product_Name", "Test Name"); So I created a map
Kaizen #117 - Mass Delete Records Across Modules (Part I)
Season's greetings to our coding enthusiasts! Let us code our way into the festive spirit with another insightful post in our Kaizen series! In this post, we will explore the process of creating a custom button using functions on the records' detail page.
Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?
Zoho CRM Client Script Open Pop-Up
Hello All Hope you are doing well. In this article, you will see how we can create a Popup and get the value from the Popup Up. Example:- Suppose we have a field (Boolean Type) City Details once someone selects this a popup will open and capture some
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