For Weekly scheduler, you will be able to select the day on which the schedule should run, by using the dropdown. For Monthly scheduler, you will have the option to select the date and for Yearly scheduler, you will be able to select the Month and Date on which the scheduler should run.

Example Scenario - Salary Processing

You need to have the forms and fields used in the script available in your account for you to use this function.

1. From your home page, go to Settings (gear icon) > Employee Information > Automation > Scheduler > Custom Scheduler > Add Custom Scheduler.
2. Name the Scheduler "Reimbursement details". and add a description if necessary.
3. Set the Start date and time as 27.
4. Under Time, specify the desired time
5. Under Frequency, select Monthly and under Dates, choose 27.
6. In the Custom Function Editor, paste the script given below:
   
   
   

   salarydetails = Map();
   

   salarydetails = zoho.people.getRecordById("Salary_reference",recordid);

   tabularmap = Map();

   tabularmap = salarydetails.get("tabularSections");

   tabularlist = List();

   tabularlist = tabularmap.get("Breakup details");

   salarymap = Map();

   Totalsalary = 0;

   for each r in tabularlist

   {

   salarymap = r.toMap();

   Totalsalary = salarymap.get("HRA1").toDecimal() + salarymap.get("Other_Allowance1").toDecimal() + salarymap.get("Medical1").toDecimal() + salarymap.get("Basic1").toDecimal();

   }

   salaryupdate = Map();

   salaryvalue = Map();

   salaryvalue.put("recordid",recordid);

   salaryvalue.put("Net_Salary",Totalsalary.toString());

   salaryvalue.put("Revised_date",today.toString());

   salaryupdate = zoho.people.update("Salary_reference",salaryvalue);

   info salaryupdate;

   This function will add salary details from salary reference form to the Monthly salary form.
   

   
   

   

   getdata = List();
   

   getdata = zoho.people.getRecords("Salary_reference");

   addata = Map();

   addrecord = Map();
   

   This will iterate all the entries and update it to Salary details form on specifying current date.
   

   
   

   

   for each r in getdata
   

   {

   mon_salary = r.get("Net_Salary");

   erecno = r.get("Employee_ID.ID");

   addata.put("Employee_ID",erecno);

   addata.put("Montly_Salary",mon_salary);

   addata.put("Date_1",today.toString());

   addrecord = zoho.people.create("Monthly_Salary_Details",addata);

   }

   putrecord = Map();

   updaterecord = Map();

   putrecord.put("recordid",recordid); putrecord.put("Sch_date",datevalue.toString());

   updaterecord = zoho.people.update("Schedular_form",putrecord);

   info updaterecord;
   
   
7. Click Save.