Functions IDE in Zoho CRM

Functions IDE in Zoho CRM

Hello everyone! We hope you are doing great!

We're excited to enhance your coding experience with a new IDE for Functions!

This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the deployed places, revisions, review, multiple themes, etc.

What's new in the editor?

An all-new IDE with:
  1. Test Run
  2. Review
  3. Revisions
  4. Settings

1. Test Run

In the existing editor, whenever you want to execute a function, the Save and Execute button saves the code and executes it. This, in turn, also saves the function at all the associated places.

With the new Run feature in the new editor, you can simply execute the function to test it on the fly. This does not change the function at the deployed places as run simply executes but doesn't save the code, as opposed to the Save and Execute button in the old editor.


2. Review

Wouldn't it be nice if there was a way to see the changes you made to your code?
Fret not! We've got you covered!
The Review component on the left pane acts as a diff-editor and highlights the changes you have made recently.


3. Revisions

Ever wanted to return to the logic you wrote previously? The Revisions component lets you do just that!
With this new component, you can
  • Track the last 30 versions of your function.
  • Track the history of the changes in code along with the changelog and the user who modified the code.
  • Make use of any archived revision of the script by clicking the 'Use this revision' option at the top-right.

4. Settings

What's an IDE without a touch of personalization, right? We hear you!
Customize your Functions IDE to suit your taste. Right from Dark mode, customizing font, word spacing, to syntax assist, we have it all!


We hope you are as excited as we are with this enhancement.

Do try it out and let us know what you think in the comments or at support@zohocrm.com.

Happy coding!


Shylaja S
Zoho CRM
Info
Note that this enhancement will be available in the IN DC in a few weeks. Follow this post to get notified when it becomes available.

    • Sticky Posts

    • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

      Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
    • Function #37: Create a Purchase Order from a Quote

      Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
    • Function-2: Round-Robin assignment of records

      Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
      • Recent Topics

      • Zoho notes list issue

        Hi team, Suddenly my extension is not working and I could not find the extension in my marketplace list anymore. Extension version deprecated This version of the extension is no longer in use. Please update the extension and try again.
      • Create Bill from Purchase Order via API

        I know you can create a invoice from a Sales Order by using https://books.zoho.com/api/v3/invoices/fromsalesorder Is there a similar url for creating a bill from a purchase order?
      • Is there a live chat for Zoho mail?

        I am having a problem in Zoho mail and would love to live chat with someone instead of email and wait for a response. Is there a function for this? I know there is in CRM but I can't seem to find it in mail... Thank you!
      • Running Total % in Pivot with filters

        Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add
      • how can I hide this Module?

        Hi everyone, newbie question. how can I hide the "Sales Order" column? when I try I get this message: https://imghostr.com/86395c_p7j
      • Log incoming calls on Android CRM?

        I keep reading that I'm able to log incoming calls on the CRM app for Android, but when I answer a call and hang up, I never get the option to log. Is there a special admin I need to do for that? Or permissions? Thanks
      • How do i send an automated email 10 days after closing a ticket

        I am trying to set up an automated email to the customer a set period after the ticket is closed. I have created the email template, but i cannot work out how to set the trigger to send this out. Can someone point me in the right direction please? If
      • Domain Verification

        Hey,  How do I know that my account is verified by Zoho?  Do I need some zd code/number for it?  Need help asap! 
      • Sender not verified message showing on mails sent using zoho mail

        Hello, I am using Zoho mail to send and receive emails. Whenever i send emails to zoho mail id, it showing a message "Warning! Unverified sender.We could not verify that the email was actually from sending email. Be cautious when opening any links/ attachments,
      • Mail Outgoing blocked. Reason :Mail rate exceeded limit

        Hello, Please unblock my mail account: ser1@innspo.com Thanks
      • Export view via deluge.

        Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
      • Why is Zoho Mail support so lousy?

        This is not the first time I voiced out about this, the first time was 2 months ago https://help.zoho.com/portal/en/community/topic/what-the-actual-fk-is-wrong-with-zoho-mail-support where I had to follow 7 times in the span of 2 months to get a (unhelpful)
      • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

        I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
      • Add Google Workspace Module to Zoho Flow

        Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and
      • Separate Triggers and Enhanced Information for Zoho One Departments and Groups in Zoho Flow

        Dear Zoho Flow Team, I hope this message finds you well. Currently, there seems to be a mix-up between zoho one departments and groups in Zoho Flow, which causes some challenges in handling triggers effectively. For instance, when using the "User added
      • Creator Subform to CRM Subform

        Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have a Creator form that once submitted creates a new Location in the CRM. Inside a Location there is a subform for hours of operation. I collect those hours in
      • not able to accept the Invitation

        not able to accept the Invitation
      • Inventory Management for Manufacturer

        Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the
      • Subform Time field showing as null in script.

        Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are
      • Is there a way to sort report on record template by a specific field like date field

        Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,
      • Produce application url to be common for all the Creator application Stages

        I am trying to develop an application using the 3 environments steps like development, stage, production. I am trying to pass in a variable url like which redirects to a Report inside the application URL = "https://creatorapp.zoho.eu/insurancemarket/environment/development/all/#Report:Sign_Up_Form_Report"
      • 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." 
      • Bill quantity received / PO quantity

        PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
      • Inventory API - How do I add a payment to a bill using the API?

        I can update the "notes" field but I don't know how to add a payment to an existing bill. Is this possible? Does someone have a working example?
      • Why Doesn't TrueSync Desktop App Have an Auto-Update Feature?

        I have to manually update the app myself. I think it's a big shortcoming.
      • Error AS101 when adding new email alias

        Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
      • Link Zoho Inventory to Clover POS

        Is it possible to link zoho Inventory to Clover POS?
      • How can I start trial version without any example data?

        I am lazy to manually delete each data in every section. Is there any button to fresh start my account from zero?
      • Send Whatsapp with API including custom placeholders

        Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
      • Building a custom site

        do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://trackscourier.com/jnt-tracking-ph/. Is it doable? Please assist.
      • Free developer edition of Zoho CRM

        A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version
      • Confirmation prompt before a custom button action is triggered

        Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
      • Selecting ZOHO Help Desk Plan for Startup

        Hello everyone, We at unisouk are setting up a Product support team for our platform. and probably we will be team of 3-5 people. Which plan would cater my needs to address customer technical queries and maintain the inflow of various channel queries
      • Where do we manage tags?

        Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?
      • Possibilité de créer des boutons de raccourci dans les tickets Zoho Desk

        Bonjour, J'ai développé plusieurs automatisations avec Zoho Deluge pour optimiser la gestion des tickets. Je souhaiterais savoir s’il est possible de créer des boutons de raccourci directement accessibles dans l’interface des tickets afin de déclencher
      • Update to the Merge Tickets Functionality

        This is to inform you about a significant update to the Merge Tickets functionality in Zoho Desk.  Until now, while merging tickets, a user could set one ticket as the master ticket and choose the final value for any field from any of the secondary tickets too. As a result of this provision, many a time, crucial details related to the master ticket faced the risk of being excluded in the final, merged ticket. To overcome this challenge, we have decided to make the value of some critical fields unchangeable,
      • Setting up CRM for RFP workflow management

        This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if
      • Integrating Calendly with Zoho Calendar in Zoho Mail

        I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration
      • Unable to access Zoho Desk at all - has an extreme slow load and then just remains blank

        This is all I see:
      • Demande : Épingler automatiquement un commentaire via Deluge

        Bonjour, Je suis utilisateur de Zoho Desk et j'ai développé une fonction avec Zoho Deluge permettant d'ajouter automatiquement un type de commentaire à chaque création de ticket. Cependant, j'aimerais pouvoir épingler ces commentaires directement depuis
      • Next Page