Step 1:  Create a connection for Zoho FSM in Zoho CRM  

To create a connection for Zoho FSM that can be used in Zoho CRM for invoking the Zoho FSM APIs, do the following:

1. Log in to Zoho CRM.
   
2. Navigate to Setup > Developer Hub > Connections and click Create Connection.
   
   
   
   
3. In the Create Connection page, select the Custom Services tab and click Create New Service.
   
   
   
   
4. In the Create Service page, enter the following details and click Create Service.
   
1. Service Name: Zoho FSM
   The Service Link Name will be automatically populated.
2. Authentication Type: OAuth2
   
3. Parameter Type: Header
   
4. Generated Client ID, Client Secret
   
5. Authorize URL: https://accounts.zoho.com/oauth/v2/auth?access_type=offline&prompt=consent
   
6. Access Token URL: https://accounts.zoho.com/oauth/v2/token
   
7. Refresh Token URL: https://accounts.zoho.com/oauth/v2/token
   
8. Scope: ZohoFSM.modules.all
   Provide values for Scope Display Name.
   
   
   
   
5. Click Create Connection.
   
6. Do the following and click Create And Connect:
   
1. Connection Name: FSMConnection
   
2. Select the Scopes ZohoFSM.modules.all
   
   
   
   
7. Click Connect in the authentication page.
   
   
   
   
8. Click Accept in the authorization page.
   
   
   

In the custom function, where FSM APIs are used via the invokeURL task, use this Connection Link Name.

 

Step 2: Create a custom button 

1. Navigate to Setup > Customization > Modules and Fields and click the Deals module.
   
   
   
   
2. Select the Links and Buttons tab and click New Button.
   
   
   
   
3. In the Create Your Button page, do the following and click Save:
   
1. What would you like to name the button?: CreateRequestInFSM
   
2. Where would you like to place the button?: Details Page
   
3. What action would you like the button to perform?: Writing Function
   Create a custom function.
   
   
   

Step 3: Create a custom function 

1. In the Create New Function popup, enter the following and click Create.
   
1. Function Name: CreateRequestInFSM
   
2. Display Name: CreateRequestInFSM
   
   
   
   
2. In the Deluge Script Editor, click Edit Arguments.
   
   
   
   
3. In the Edit Arguments popup, do the following:
   
1. Enter the argument name as deal_Id.
   
2. For the argument value, type # and select Deals - Deal Id and click Done.
   
   
   
   
4. Click Save.
   
   
   
   
5. Add the script and click Save.
   
   

   dealResp = zoho.crm.getRecordById("Deals",deal_Id); if(dealResp != null) {  Summary = dealResp.get("Deal_Name");  /*   Fetch Account related information  */  Account_Name = dealResp.get("Account_Name").toMap().get("name");  Encoded_Account_Name = zoho.encryption.urlEncode(Account_Name);  response = invokeurl  [   url :"https://fsm.zoho.com/fsm/v1/Companies/search?api_name=Company_Name&value=" + Encoded_Account_Name   type :GET   connection:"fsmconnection"  ];  // ADD IF ELSE HERE  response_data = response.get("data").toMap();  FSM_Account_id = response_data.get("id");  /*   Fetch Contact related information  */  Contact_Id = dealResp.get("Contact_Name").toMap().get("id");  Contact_Resp = zoho.crm.getRecordById("Contacts",Contact_Id);  Contact_Email = Contact_Resp.get("Email");  responze = invokeurl  [   url :"https://fsm.zoho.com/fsm/v1/Contacts/search?api_name=Email&value=" + Contact_Email   type :GET   connection:"fsmconnection"  ];  // ADD IF ELSE HERE  FSM_Contact_id = responze.get("data").toMap().get("id");  Billing_Address_resp = responze.get("data").toMap().get("Billing_Address");  if(Billing_Address_resp != null)  {   Billing_Address_resp = Billing_Address_resp.toMap();   bill_add_map = Map();   bill_add_map.put("id",Billing_Address_resp.get("id"));   bill_add_map.put("Billing_City",Billing_Address_resp.get("City"));   bill_add_map.put("Billing_Country",Billing_Address_resp.get("Country"));   bill_add_map.put("Billing_Street_1",Billing_Address_resp.get("Street_1"));   bill_add_map.put("Billing_State",Billing_Address_resp.get("State"));   bill_add_map.put("Billing_Zip_Code",Billing_Address_resp.get("Zip_Code"));   bill_add_map.put("Billing_Address_Name",Billing_Address_resp.get("Address_Name"));  }  Service_Address_resp = responze.get("data").toMap().get("Service_Address");  if(Service_Address_resp != null)  {   Service_Address_resp = Service_Address_resp.toMap();   ship_add_map = Map();   ship_add_map.put("id",Service_Address_resp.get("id"));   ship_add_map.put("Service_Street_1",Service_Address_resp.get("Street_1"));   ship_add_map.put("Service_State",Service_Address_resp.get("State"));   ship_add_map.put("Service_Zip_Code",Service_Address_resp.get("Zip_Code"));   ship_add_map.put("Service_City",Service_Address_resp.get("City"));   ship_add_map.put("Service_Country",Service_Address_resp.get("Country"));   ship_add_map.put("Service_Address_Name",Service_Address_resp.get("Address_Name"));  } } terrResp = zoho.fsm.getRecords("Territories"); terrId = terrResp.get("data").toMap().get("id"); createMap = Map(); createMap.put("Summary",Summary); createMap.put("Contact",FSM_Contact_id); createMap.put("Company",FSM_Account_id); createMap.put("Service_Address",ship_add_map); createMap.put("Billing_Address",bill_add_map); createMap.put("Territory", terrId); create_resp = zoho.fsm.createRecord("Requests",createMap); reqId = create_resp.get("data").toMap().get("Requests").toMap().get("id"); reqId = reqId + ","; dealResp = zoho.crm.getRecordById("Potentials",deal_Id); fieldVal = dealResp.get("Request_IDs"); if(fieldVal != null) {  reqId = reqId + fieldVal; } updateMap = Map(); updateMap.put("Request_IDs",reqId); updateResp = zoho.crm.updateRecord("Potentials",deal_Id,updateMap); return "Function executed successfully";

   
   

Create a custom field

1. Navigate to Setup > Customization > Modules and Fields. Hover over the Deals module and click on Fields.
   
   
   
   
2. Click Create and Edit Fields.
   
   
   
   
3. Add a field named Request_IDs and click Save.
   
   
   

Step 4: Create a related list 

1. Navigate to a Deals record and click Add Related List.
   
   
   
   
2. In the Add Related List popup, click Functions.
   
   
   
   
3. In the Existing Functions popup, click Create New Function.
   
   
   
   
4. In the Create New Function popup, enter the following and click Create.
   
1. Function Name: AssociatedRequests
   
2. Display Name: AssociatedRequests
   
   
   
   
5. In the Deluge Script Editor, click Edit Arguments.
   
   
   
   
6. In the Edit Arguments popup, do the following:
   
1. Enter the argument name as deal_Id.
   
2. For the argument value, type # and select Deals - Deal Id and click Done.
   
   
   
   
7. Click Save.
   
   
   
   
8. Add the script and click Save.
   
   

   response = zoho.crm.getRecordById("Potentials",deal_Id); fieldVal = response.get("Request_IDs"); products = fieldVal; productList = products.toList(","); responseXML = ""; for each  productListItem in productList {  rowVal = 0;  url = "https://fsm.zoho.com/home#/tab/Requests/" + productListItem;  responseXML = responseXML + "<row cnt='" + rowVal + "'><FL val='Request ID' link=\"true\" url=\"" + url + "\">" + productListItem + "</FL></row>";  rowVal = rowVal + 1; } return responseXML;

   
   
9. In the Create Custom Related List popup, click Save.
   
   

Testing the use case