Counting 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
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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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Create project form quotes using custom function
I am trying to create a new project from quotes using below code. have already created a connection using zoho qauth. it was creating a project earlier without the quotes id and details. However, I need to have the project created with details from the
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",
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