Episode IV:Handling User Inputs in custom functions

Episode IV:Handling User Inputs in custom functions

Hi Everyone,

We've been exploring custom functions which help in performing advanced automation tasks. Custom functions enable you to achieve possibilities based on your organization's requirements. Custom functions require user inputs that allow the function to operate specifically for your organization based on the data provided.

The User Inputs section

Zoho Desk team provides you custom functions in a uniform code format. We have the "user inputs section" at the beginning of most of our custom functions.
The code below demonstrates what the User Inputs section looks like in custom functions. The User inputs section lets you feed in customized inputs based on your organization/portal.
  1. // ----<<<< User Inputs format>>>>----
  2. logs = Map();
  3. deskUrl = "https://desk.zoho.com";  //Replace .com the domain based on your DC
  4. Orgid = "***********" //replace with org ID
  5. cfApiName = "cf_field_name";// replace with the API name of the custom field
  6. departmentId = ***********;// Replace *********** with your department Id
  7. templateId = "enter_the_email_template_id";
  8.  
  9. from_email = "enter_the_from_email_address";
  10. // ----<<<< Code Section >>>>----
  11.  
  12. logs.insert("templateId":templateId);
  13. if(templateId != "")
  14. {
  15. // info templateId;
 
Here's how you can add your portal-based inputs to the custom function:
  1. // ----<<<< User Inputs with data >>>>----
  2. logs = Map()
  3. deskUrl = "https://desk.zoho.au";  //DC is au
  4. Orgid = "10000000x7" //replace with the complete org ID
  5. cfApiName = "cf_country_name";// replaced with the API name of the field Country name.
  6. departmentId = 29x0x0x0x0x0x9;// Replace *********** with your department Id
  7. templateId = "1x3x00xx9x8xxx0x0x";
  8. from_email = "1x4x00xx1x0xxx0x0x";
  9. // ----<<<< Code Section >>>>----
  10. logs.insert("templateId":templateId);
  11. if(templateId != "")
  12. {
  13. // info templateId;

What makes the 'User Inputs' section valuable in custom functions?

Some developers prefer to include user inputs directly within the code in every line.  However, using the dedicated User Inputs section offers several advantages: it keeps your code clean, enhances efficiency, and separates hard-coded values from the logic, making your custom function more manageable and easier to maintain.
In the User Inputs section, you’ll need to replace the sample values or placeholders with actual data. This is necessary because the Arguments option in the Custom Function script provides access to only a limited set of field values. In most cases, inputs such as Org ID, ticket ID, and API names must be entered in the User Inputs section to ensure the function runs correctly and is tailored to your organization/portal.

User Inputs: where to get the required values?

This section explores how to fetch the user inputs required for specific parameters.  These inputs play a key role in helping you code custom functions tailored to your needs. In most cases, they include IDs related to your organization, tickets, custom views, departments, holiday lists, and more; each referring to a unique record ID within the Zoho Desk platform.

1. Zoho Desk Domain

Many user inputs begin with "replace .com based on the your DC".
The easy way to find your DC(data center) or location is from the browser's URL. Login to your Zoho account via this link, your DC is present after accounts. zoho.
For example : deskURL = "https://desk.zoho.com";
If your DC is IN, replace .com with in in the deskURL like this "https://desk.zoho.in". Based on your DC : eu/au/in, replace .com with the respective DC alone.


2. Org ID

To get the Org ID of your Zoho Desk portal, go to Setup >> APIs under Developer Space. You will find the Org ID under the API Plan details.

3. Ticket ID

To get the ticket ID, go to Tickets >> open the ticket for which you want the ticket ID. In the browser's URL, you will find an 18-digit number  after the "/tickets/details/" section, which is the ticket ID of the particular opened ticket.



4. Contact ID

To fetch the contact ID, go to Customers and choose the contact for which you wish to find the Contact ID. In the browser's URL, you will find an 18-digit number at the end of the URL after the "/contacts/details/" section. This is the contact ID for the selected contact.



5. Account ID

To get the Account ID, click on Customers in your Zoho Desk portal, then click on Account on the bottom left of the window. Click on the account for which you want the account ID. Once the account is displayed, the 18-digit number at the end of the browser's URL after "/accounts/details/" is the Account ID for the selected account.


6. Agent ID

To fetch the Agent ID, go to Setup (S) >> User Management >> Agents. You can search the Agent using the Search space on the top left. Select the Agent for detailed view. The 18 digit number in the browser URL at the end after the "/user-control/agents/" is the Agent ID of the selected ID.


7.  Department ID

Navigate to Setup >> Organization >> Departments >> select the department for which you want to fetch the ID. The URL in the browser has the department ID after the "/general/departments/" section.


8. Help Center ID

To fetch the ID of the Help Center, go to Setup >> Channels >> Help Center >> select the Help Center for which you want to fetch the Help Center ID, then click Customization. Now the browser URL will have the 18-digit number between #setup/channels/  <Help Center ID> and /hcCustomize.


9. ID of Business hours

To get the ID for a business hour configured, go to Setup >> Organization >> Business Hours. Select the Business hour to view the Business hour page. The browser's URL will have the business hour ID after "/businesshours/edit/" section.


10. ID of a Holiday list

To get the ID of the Holiday Lists configured, go to Setup >> Organization >> Holiday Lists. Click on the Edit button in the Holiday list to view the Holiday list page. You will find the Holiday list ID next to "/holidaylist/edit/" in the browser URL.


11. Email template ID

Navigate to Setup >> Customization >> Email Templates. Click on the Email template for which you need the ID. Once you've selected the Email template, you can locate the Email template ID in the URL of the email template page. It is found after the "/emailtemplates/edit/" section.
 

12. Custom field API name

When custom functions are triggered based on  a specific field or a custom field created, they require the field's API name to be included in the user inputs.
To fetch the API names, go to Setup >> Customization >> Layouts and Fields >> Field list. You will find the API name for the respective Field Name in the Fields list. 

13. Custom view ID

Some custom functions operate based on a custom view you've created. To execute the custom function based on the custom view within your portal, you'll need the custom view ID.
To fetch the ID of the Custom View, select the Module where you created the Custom View >> Views >> choose the custom view, right click on the page and select inspect. Click on Network in the Inspect tab. Click clear to clear the Network tab. Click Save on the custom view. In the Network console, the first 16 digit number you see is the Custom view ID. Click on the ID to view the headers, you can confirm the ID here.
To fetch the Custom View ID:
  1. Navigate to the module where the custom view was created.
  2. Go to Views and select the desired custom view. Click Edit on the custom view.
  3. Right-click on the page and select Inspect to open the developer tools. Click the Network tab.Click on Click Clear to empty the Network logs.
  4. Now, click Save on the Custom View. In the Network console, look for the first 16-digit number—this is the Custom View ID.
  5. Click on that entry to view the Headers, where you can confirm the ID.
 
With this episode, we bring the custom function series to a close.

Here are the links to visit the previous episodes:

We’d love to hear how these inputs have helped you! If there are any topics you'd like us to focus on, share them in the comments below.
Until the next post, see you soon!
Lydia | Zoho Desk

    • Sticky Posts

    • Register for Zoho Desk Beta Community

      With the start of the year, we have decided to take a small step in making the life of our customers a little easier. We now have easy access to all our upcoming features and a faster way to request for beta access. We open betas for some of our features

    • Share your Zoho Desk story with us!

      Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge. 

    • Tip #1: Learn to pick the right channels

      Mail, live chat, telephony, social media, web forms—there are so many support channels out there. Trying to pick the right channels to offer your customers can get pretty confusing. Emails are most useful when the customer wants to put things on record. However, escalated or complicated issues should not be resolved over email because it's slow and impersonal.  When you need immediate responses, live chat is more suitable. It's also quick and convenient, so it's the go-to channel for small issues. 

    • Welcome to Zoho Desk Community - Say hello here!

      Hello everyone! Though we have been here for a while, it’s time to formally establish the Zoho Desk Community; we’re really happy to have you all here! This can be the place where you take a moment to introduce yourself to the rest of the community. We’d love to hear all about you, what you do, what company or industry you work for, how you use Zoho Desk and anything else that you will like to share! Here’s a little about me. I am Chinmayee. I have been associated with Zoho since 2014. I joined here

    • Webinar 1: Blueprint for Customer Service

      With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing

      • Recent Topics

      • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

        Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

      • Good news! Calendar in Zoho CRM gets a face lift

        Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

      • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

        Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

      • Writer update results in BitDefender blocking it as malware

        After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

      • Zoho One Unified Portal - Applications

        Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

      • Refresh frequency

        Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but

      • Refund

        My plan expired today, and I updated my payment details with a new credit card. At the same time, I wanted to downgrade, but the system wouldn’t allow the downgrade until the payment details were updated. As a result, I was charged for the same plan before

      • Add "Fetch Composite Item" Action for Inventory

        I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

      • Calling Function via REST API with API Key gives 401 using Zoho Developer

        Hi, I created a couple of functions using the one month trial of Enterprise edition, which I was able to call using the API Key method from Postman and from an external site. Now that my trial has expired, I have created the same functions in the Developer

      • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

        Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

      • Embed CRM record images in email templates

        I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

      • Assign multiple departments to multiple helpcenters

        Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

      • Zoho Desk Training

        Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

      • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

        Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

      • Edit default "We are here to help you" text in chat SalesIQ widget

        Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

      • PO Based Advance payment to Vendor

        We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

      • Converting Customer Invoice to Purchase Bill

        Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

      • Getting Project Template List using the REST API

        I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

      • How to get Quickbooks Desktop Info into Zoho?

        Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

      • ZeptoMail API Request

        We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

      • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

        Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

      • Mass import of documents into Zoho Writer

        I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

      • Add home page or dashboard in CRM customer portal

        is it possible to add home page or dashboard in CRM customer portal?

      • User Tips: How to change the the label display name of a system defined field

        Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

      • Search not working!

        I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

      • Zoho CRM Community Digest - October 2025 | Part 1

        Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your

      • Automate onboarding emails with CRM Workflow and Accounts module

        We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

      • Important update: Enhanced security measures for account operations in Zoho Cliq

        Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these

      • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

        find attached extract of my report

      • No Functional Autosave or Manual Save Button

        Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried

      • Enterprise subscription support

        My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription

      • Issue with Creator's IF logic

        Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

      • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

        Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot

      • zoho creator view is not present in the workspace and blank reports

        Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots

      • Customize portal email template

        Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}

      • Can't we let users decide which options they'd like to add at embed widget?

        It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability

      • Reupload and rename from one field to another field (file upload)

        Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

      • Printing Multi-Page Reports (PDF Export)

        Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

      • Next Page