Zoho FSM | Mark attendance in Zoho People using the Checked-in hours in FSM Mobile

Mark attendance in Zoho People using the Checked-in hours in Zoho FSM Mobile

Use case: Use the check-ins and check-outs in the Zoho FSM mobile app to log the user's attendance in Zoho People.
 
Follow the steps below to implement this usecase:

Step 1: Create a connection for Zoho People

To use the Zoho People APIs via the invokeURL task in the custom function, you need to create a connection for Zoho FSM. To do so:
  1. Navigate to Setup > Developer Space > Connections and click Create Connection.



  2. Under the Default Services tab, select Zoho People.



  3. Perform the following and click Create And Connect:
    1. Enter the Connection Name as ZohoPeopleCon
      The Connection Link Name will be automatically populated.
    2. Disable Use Credentials Of Login User. If this is disabled, the connection will utilize the credentials of the connection owner.
    3. Select the Scopes ZOHOPEOPLE.announcement.ALL,  ZOHOPEOPLE.assessment.ALL, ZOHOPEOPLE.attendance.all, and ZOHOPEOPLE.automation.ALL



  4. Click Connect in the authentication page.



  5. Click Authorize in the Authorization page.



  6. Click Proceed.



  7. Click Accept in the Permissions page.

In the custom function, where the Zoho People API is used via the invokeURL task, use this Connection Link Name.
 

Step 2: Create a custom function

Create a custom function to mark attendance in Zoho People using the checked-in hours in Zoho FSM Mobile
  1. Navigate to Setup > Automation > Functions and click Create Function.
  2. Enter the following details and click Save:
    1. Function Name: CheckInHoursAsAttendanceInPeople
    2. Module: Attendance
    3. In the Deluge Script Editor, enter the following script:

      /*
       ------check-In time-----
      */
      Check_In_Time = attendance.get("Check_In_Time");
      Check_In_temp_time = Check_In_Time.getSuffix("T");
      Check_In_time_f = Check_In_temp_time.subString(0,8);
      Temp_Check_In_Time = Check_In_Time.toTime();
      Check_In_date = Temp_Check_In_Time.getDay().toLong();
      if(Check_In_date < 10)
      {
      Check_In_date = "0" + Check_In_date;
      }
      Check_In_month = Temp_Check_In_Time.getMonth().toLong();
      if(Check_In_month < 10)
      {
      Check_In_month = "0" + Check_In_month;
      }
      Check_In_year = Temp_Check_In_Time.getYear();
      Final_Check_In_Time = Check_In_date + "/" + Check_In_month + "/" + Check_In_year + " " + Check_In_time_f;
      /*
       ------check-out time-----
      */
      Check_Out_Time = attendance.get("Check_Out_Time");
      if(Check_Out_Time != null)
      {
      Check_Out_temp_time = Check_Out_Time.getSuffix("T");
      Check_Out_time_f = Check_Out_temp_time.subString(0,8);
      Temp_Check_Out_Time = Check_Out_Time.toTime();
      Check_Out_date = Temp_Check_Out_Time.getDay().toLong();
      if(Check_Out_date < 10)
      {
      Check_Out_date = "0" + Check_Out_date;
      }
      Check_Out_month = Temp_Check_Out_Time.getMonth().toLong();
      if(Check_Out_month < 10)
      {
      Check_Out_month = "0" + Check_Out_month;
      }
      Check_Out_year = Temp_Check_Out_Time.getYear();
      Final_Check_Out_Time = Check_Out_date + "/" + Check_Out_month + "/" + Check_Out_year + " " + Check_Out_time_f;
      }
      /*
       ------Owner Email-----
      */
      owner_map = attendance.get("Owner").toMap();
      owner_email = owner_map.get("email");
      /*
       ------People Check-In check-Out Code-----
      */
      if(Check_Out_Time == null)
      {
      paramMap = Map();
      paramMap.put("dateFormat","dd/MM/yyyy HH:mm:ss");
      paramMap.put("checkIn",Final_Check_In_Time);
      paramMap.put("emailId",owner_email);
      response = invokeurl
      [
      type :POST
      parameters:paramMap
      connection:"zohopeoplecon"
      ];
      }
      else
      {
      paramMap = Map();
      paramMap.put("dateFormat","dd/MM/yyyy HH:mm:ss");
      paramMap.put("checkOut",Final_Check_Out_Time);
      paramMap.put("emailId",owner_email);
      response = invokeurl
      [
      type :POST
      parameters:paramMap
      connection:"zohopeoplecon"
      ];
      info "response: " + response;
      }

Step 3: Create a workflow rule

Create a workflow rule in Zoho FSM to mark attendance in Zoho People using the checked-in hours in Zoho FSM Mobile
  1. Navigate to Setup > Automation > Workflow Rules and click Create Workflow.
  2. Enter the following details, then click Next:
    1. Module: Attendance
    2. Rule Name: CheckInHoursAsAttendanceInPeople
    3. Description: Mark attendance in Zoho People using the checked-in hours in Zoho FSM Mobile



  3. Select the rule trigger as Created or Edited and click Next. Select the checkbox Repeat this workflow whenever a Attendance is edited.



  4. Select the rule criteria as To all Attendance. Click Next.



  5. Click +Action and select Function.



  6. Select Existing Functions and click Next.



  7. Select the custom function created in the last step.



  8. Click Save.


Testing the use case

Log in to Zoho FSM mobile and check-in. The checked-in time will reflect in Zoho People. Similarly, when you check-out, it will also reflect in Zoho People.
 


Please ensure that you haven't chosen any preferences for Push time log entries to attendance. You can find this option at Time Tracker > SettingsGeneral SettingsAttendance Integration Settings.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Zoho FSM Mobile App

                                                                                                    The Zoho FSM mobile app empowers on-the-go field agents with all the information they need, to be efficient at work and delight contacts with every appointment. It helps them to be on time for their appointments, attend more appointments in a single ...
                                                                                                  • Using FSM Mobile Offline

                                                                                                    The Offline Mode of the Zoho FSM Mobile app enables you to access the data in your mobile app even when the internet connectivity is poor or non-existent. The offline mode of the Zoho FSM mobile app will come into effect when the offline mode is ...
                                                                                                  • Overview of Zoho FSM

                                                                                                    What is Zoho FSM? Zoho FSM is a cloud application that offers an overarching solution for handling the entire life cycle of processes involved in the management and execution of field services. All processes that are pivotal to field services are ...
                                                                                                  • Zoho FSM Extension for Zoho CRM (Direct Data Sync)

                                                                                                    Prerequisites - Standard edition or above of Zoho FSM - Standard edition or above of Zoho CRM - Zoho CRM is not integrated with a Zoho Finance Suite (Books/Invoice) org Install the Extension You can install Zoho FSM for Zoho CRM either from Zoho ...
                                                                                                  • Push Zoho FSM Contacts to Google Contacts

                                                                                                    Use case: Push (create/update) a Zoho FSM contact to Google Contacts. Changes made to the Name, Email, Mobile, Phone, or Service Address of the Zoho FSM Contact will reflect in the corresponding Google Contact. Follow the steps below to implement ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources