Copying field from one module to another with letters like &
I have a custom function that copy fields from Account to Contacts (and opposite) as a workaround since we can simply use a formula to display the field of a parent module. All worked nicely until a customer added a symbol & in a field. The function just fail. How can I fix that?How do I to get the RecordID of the currently active record?
How do I to get the RecordID of the currently active record?Search CRM custom module by date field
Hi folks, I am attempting to create a deluge script that will search a custom CRM module (Publishing) for all records where the Publishing_Date field is set to specific date. My code is as follows: // fetch all publishing module records for the Month and Year searchDateString = concat("Publishing:Publishing_Date:is:",TargetPublishingDate); pubList = zoho.crm.searchRecords("Publishing",searchDateString); info "date "; info searchdatestring; info "Publishing List Returned"; info pubList; When testingSending to Cliq from CRM
Hi, I'm building a workflow in CRM which starts e Deluge script. In that script, I like to send a message to a channel. I see a connection is mandatory. How can I find the requested connection name between the CRM and Cliq ?How to know how many result in total from a getRecords()
Hi, I'm using getRecords() to get a list of accounts. However you need to set a page and a number of record (per page I guess). So the default is 200 results per page. But how do I know if there aren't more results than the limit ? For example, I have 700 Accounts, I already know today there is 300 records marching my request, but as the limit is 200, how do I know there are 100 records left out... How do I know the total of results ? What is the best way to handle this ? ThanksIntegration with Google Groups API, and OAuth2
Has anybody successfully created a connection to Google Groups using OAuth2? Had a long session with Zoho Support today, and neither I nor they could work it out. Essentially: - new custom connection to Google Groups, like all connections, requires completion of settings shown in attachments 'Zoho Connection creation' x2 - In the corresponding Google API section ("Google Credentials' attachment), I've created credentials (details of which are inserted above) - When the connection is created, GoogleJSON getting sub data
Just getting into Flow / Deluge and am making progress but am now stuck and hoping this is a really simple thing. I have a webhook coming in from Quotient. The payload contains sub items I need to for each on, so I can add monthly revenue and One Off. I cannot work out how to use .tojsonList to get this into a list The data I am after is in selected_items and basically all I want to do is run through the items with a couple of if statements that add the revenue together into one varialble if subscriptionGetting Zoho Sign fields for CRM
Using Zoho Sign with a custom module, so can't use the extension. Use a webhook and Flow to send the sign doc with the default value of the fields set. When a document is signed, I want to check the completed fields in the signed document against the CRM fields. Seems relatively straight forward.... apart from my deluge skills just aren't quite good enough. I can get the data using zoho.sign.getDocumentByID. I can see the data I want, but I don't seem to have the skills yet to extract the fieldAny opened Deluge repository ?
I plan to use a bit Deluge for some functions in our Zoho One, I was wondering is there were some open repository of scripts or snippets ? This would be a way for me to start learning :) As for a start, I'd like to get message in my Cliq, when I get an estimate approval request. This is parallel to the email notification, I just want to test with Cliq. Thanks !Converting time OR date strings into time objects?
I have a list of strings that either contain a timestamp OR contain a date, for example: 2020-02-29T18:50:00+05:30 2020-02-28T02:30:00+05:30 2020-02-28 What it the easiest way to iterate over them and convert each of them either into a time object or a date object, as applicable?How to sort result set from getRecords
Anybody have a code snippet to show me how to sort the result set from a call to getRecords() Here's my working function call: records = zoho.crm.getRecords("Articles_Press",1,100); return records; it would be ideal if getRecords could take a CRM View as parameter, and also specify a sort column, and sort order as parameters.Adding multiple rows in worksheet using insertCSV function
Hi I need to add 2 rows in a sheet using insertCSV function. The CSV string looks like "Row1Col1,Row1Col2\nRow2Col1,Row2Col2" When using this with the insert CSV function, there is only one row inserted with the entries as Row1Col1 Row1Col2\nRow2Col1 Row2Col2 Basically the \n is not recognised as a new line character. Where am I going wrong ?Very Basic Deluge Work Needed
Hello, I am creating some Zoho Flows and need some very basic custom functions entered, and am looking for someone I can pay to help me learn to enter them in a Zoho Assist type session. I have never worked with Deluge and there are a few areas where I am not sure what to enter. I need to enter this custom function so I can convert Zoho Project Events to Google Calendar Events. I need to do similar so I can convert Zoho Desk Events to Google Calendar Events. I need to convert the due date on ZohoZoho Project: Obtain Project Group ID(s)
Hi, I am wrapping up the last of an automated function in Zoho CRM for creating projects from successful potentials. One 'put' that I am not able to complete is with respect to the project group association. I am having trouble completing because I can't locate the group ID values of my existing groups so as to provide the value for that key-pair. Does anyone know of a way to see this information outside of API? I've looked in the Zproject backup, in the browser website address, in the projectsHow to update a CRM user using Deluge scripting?
I am trying to update a CRM user (not a Contact, but an actual user of the CRM system) using the following Deluge snippet: zoho.crm.updateRecord("users", 438564385646, {"alias":"abc"}); However, I am getting the following error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"users"},"message":"required field not found","status":"error"} which required field is this complaining about? What is wrong in my code snippet?Zoho Project Task Field
I'm trying to obtain a list of all Tasks that have been completed today within a certain project. I'm first using the getProjectDetails method to return the details of a specific project named "Ganar LLC". Then I use the following getRecords method to return the tasks from that project. All works well. Then I attempt to retrieve the completed time from each task by using the following for each/get method: projectData = zoho.projects.getProjectDetails("mazumaprojects","active"); //info projectData;Users Module List in Deluge
Hello everyone, I am using deluge function for to get users list. I can take all user list but I need to specific field For example : GetUser.get("status"); status field but it is not working. Result null Do you have any idea? Note: you can see result of code from screenshot GetLead = zoho.crm.getRecordById("Leads",LeadID); PersonelID = GetLead.get("Owner").get("id"); GetUser = zoho.crm.getRecordById("users",PersonelID); status = GetUser.get("status"); info status ;Create entry in Custom Module when creating Deal & Populate Lookup fields
I have a custom Module titled "Agreements" which is CustomModule10 Whenever I create a Deal I want an Agreements module entry created and pre populated with information from the Deal. 3 Lookup Fields are in CustomModule10 Contact Deal AccountProblem at the time of copying data from Parent Module to chiled one
Hello I have customized the default function "Mass update of Child Contacts" to copy some fields from Parent Module Leads to child Module Message. We have an structure where one Lead (Email, type) may have many messages, one per (email,Type) combination is contacting us. I am trying to move some details from Lead to the message, so we can generate some automation based on those fields. But I am getting below error: 'TEXT' can not be cast to '[BIGINT]' for the function 'get'at lineNumber 14 The codeCounting the completed tasks for a contact
Hi Community. We use tasks to track our emails, calls and voice messages. We are putting together a prospecting process that is based on a 90 day cycle of 8 outreaches. After the 90 days we take 60 days off and start the 90 day cycle again. Currently i need to look through all the activities for the contact, eliminate the completed tasks older than 90 days and add up the recent activity. Is there is a easier more automated way to do this? I know that i can run a report but I would like toHow to use hash sha256 in zoho creator?
Hello everyone, I need to ask you about hash function in zoho creator. Because I want to import some data from another website, and in that website, it need to has their signature in SHA256. In PHP, its very easy, you just use the HMAC function: "string hash_hmac ( string $algo , string $data , string $key [, bool $raw_output = false ] )" But its so hard in zoho. Its cost me 1 month to find solution for this. If there is no way to has string by SHA256 in zoho creator, could anyone please giveDatetime and timezone not being changed in function
Hi, I have a datetime field that I'm storing in one of my custom modules. In a custom function, I take that datetime (called tourDate) and try to convert it a String in the US/Central timezone (looked like it comes into the function as a UTC datetime since it shows as 5 hours ahead of me after formatting) like below: tourDate = tourDate.toString("yyyy-MM-dd hh:mm:ss a z","America/Chicago"); I'm noticing two problems after doing that. First, a tourDate that I schedule in my module as May 20, 2019Automatically Change Deal Name upon creation
I'm looking to automatically update the Deal Name to be called "Deal Name + Custom Auto Populated Number" I'm new to ZOHO, but after reading a few articles I thought this would do it: mp=map(); mp.put("Deal_Name",name); update=zoho.crm.updateRecord("Deals",name, mp); info mp; info update; Update Arguments for name="custom auto number" ------------------- I'm probably pretty far off as I can't get it to do anything. Help would be very appreciated. Thanks.Run custom button on multiple stores.
Hello, I am trying to make a custom button that can run on multiple records. I am using a custom function. The problem is that instead of running the function on each store, it is passing all the stores into one function. For example if I have a parameter in the function for the storeId when click the button it will pass all the store Id's that I have selected into one parameter in form 330xxxxxxxxxxxx40|||330xxxxxxxxxxxx21|||330xxxxxxxxxxxx30. I tried to replace the ' ||| ' separator it gives meOnly Retrieving the first Record from zoho.crm.getRelatedRecords()
Hello I have been coding for some years but am new to Deluge. I need to get the IDs of every Store that is related to a Deal. "Stores" Is a custom Module and is a RELATED LIST in Deals. When I use run.. storeData_list = zoho.crm.getRelatedRecords("Stores","Deals",330XXXXXXXXXXXX); info storeData_list; I get... {"$approval":{"delegate":false,"approve":false,"reject":false,"resubmit":false},"Owner":{"name":"Jxxxxx Waxxxx","id":"33XXXXXXXX"},"Modified_Time":"2019-08-13T14:36:09-05:00","$currency_symbol":"$","Created_Time":"2019-08-13T14:36:09-05:00","$review_process":null,"$editable":true,"Deals":{"name":"Dexxxx","id":"33xxxxxxxxxxxxx001"},"Stores":{"name":"RoxxxxpostUrl with authorisation
Hi I am attempting to integrate Zoho CRM with Signable but need to know if the postUrl function has sufficient functionality to achieve this. Here is some PHP cURL code which performs a very simple task (retrieving all contacts) successfully. How would this be entered into the postUrl function? Specifically, how do I pass the api key and password? Here is my code. <?php // Initialize cURL $ch = curl_init(); $url = 'https://api.signable.co.uk/v1/contacts?offset=0&limit=10'; // Set URL on whichScript Popup
When managing Leads in Z CRM, when employee answers a phone call or calls a lead, would like for a predefined script to pop up that is populated with the Lead's name. Suggestions? JLWSending email alerts based on responses in a form for a schedule
Hi I have 4 fields named below with data type in brackets: 1 Feedback_required? (Yes/No) 2 Date_Feedback_To_Be_received (Date) 3 Feedback_Received? (Yes/No) 4 Feedback_Received_date (Date) I would like this to happen under Schedule possibly done through script: If Feedback_required is Yes and Date_Feedback_To_Be_Received is known, then I would want a alert or email notification to be sent every weekday until Feedback_Received is Yes and a date is entered in Feedback_Received_date. Cheers CasperConvert to JSON format
How can i convert following to json format using deluge, i have debugged a bit found that i need to replace ],[ with , (comma), but i have no success. [{ "name": "Ron", "email": "ron@test.com" }, { "name": "Jaby", "email": "jaby@test.com" }],[{ "name": "Karen", "email": "karen@test.com" }, { "name": "Clowy", "email": "clowy@test.com" }]Sending an automated email with quote line items
Hi there, I would like to send an email with the quote product line items within the actual email, and I would like this to be automated. Is this possible? Surely there is a custom function we can write here? Thanks Michelleassign based on office hours
can i assign a ticket based on office hours? if ticket arrived during office hours, assign to TEAM 1, if ticket arrived outside office hours, assign to TEAM 2?Creating Time Based Alerts for Tasks assigned to a ticket
There are a few parts to this question, i am trying to automate some processes and make sure nothing is falling through the cracks for our tickets. Currently we have a workflow rule that when a certain field is updated, it changed the status of the ticket and creates a task assigned to the ticket owner. Question 1 - Under workflows -> Tasks (where i created the task) can i put a token in the Subject field of the task? Currently we have the Task called "Create Proof", so in the task view, there mightOur return in functions in buttons give white window
Starting yesterday our returns in functions in buttons are giving a white window. Do anyone knows if something has to change now with the API 2.0? Here is the piece of code: if ( input.proy == "" ) { return "Message 1"; } else { return "Message 2"; }Deluge script to record level sharing
Hi, how can we check to whom a specific record is shared? and how can we record level share a specific record? Example: USER X owns "ACCOUNT A"s record, and all "ACCOUNT A" Potentials (we do this thru a custom function that puts potentials owner = account owner)... USER X shares "ACCOUNT A" and POTENTIAL 1 with USER Y.... When USER Y creates a new "ACCOUNT A" potential... the system creates it but USER Y is not able to see it, because USER X becomes the record owner (again thru our custom function)Trying to update one record from another
I am using a custom function and going out of my mind - I just don't know why such an ordinary function is so hard and there should be a standard way of doing this I need to get the data from a field in a related record and put it into the same record in another one. In this case for a particular client they want to be able to update Lead filed with the phone number and email address from a contact where the person is already in the CRM lead=input.leadID.toString(); contact=input.contactID.toString();Get the related subform records
I have a main form called Creative Media Calls in Zoho Creator that has a products/service subform. How can I loop through the related subform records of the products/services. i.e. for each related subform record{ check the service selected } I found how to getAll() the subform records, however I just need the related subform records of the parent form record. Thanks for your help with this, Thomas
Announcements
All Zoho integration tasks to follow only OAuth authentication - We're stopping new Authtokens generation
Hello everyone, Deluge provides a set of pre-defined integration tasks that allow users to integrate with different Zoho services. These tasks are API driven, i.e., executing these tasks trigger API calls to the respective service's API in the backend.Zoho Authtokens to be expired and its impact on Deluge
Hello everyone, We hope you are aware that we have stopped new authtoken generation throughout the Zoho suite. Following this, in order to thoroughly move to OAuth authentication, we are now intending to stop the working of existing Zoho authtokens. On
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What is the data map() for url field?
I need to set a URL field via deluge. how to specify the data map for each sub-piece of the url field type? url link name title Thank you.
Sticky Posts
Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",