【Zoho CRM】カスタム関数:商談サブフォームのカスタム項目を見積書サブフォームに反映する方法について

【Zoho CRM】カスタム関数:商談サブフォームのカスタム項目を見積書サブフォームに反映する方法について

いつもお世話になっております。
昨日2/28のZohoワークアウトでご相談をさせていただきましたが、こちらでもあらためて投稿いたします。

【状況・やりたいこと】
弊社では、商談タブにサブフォームを設置して見積書のベースを作成し、そのデータをカスタム関数で反映して見積書データを新規に生成しています。
この仕組みを採用したのは、弊社がZoho CRMを導入した当時、見積書の標準機能では粗利を算出することができなかったためで、商談サブフォームに「仕入価格」(通貨項目)や「粗利」(販売価格と仕入価格の差額を出す数式項目)を追加することで、各商品や見積案件の粗利の妥当性を確認しています。

その後Zoho CRMの機能がアップデートされ、見積書が標準で持っているサブフォーム(見積商品)にもカスタム項目を追加できるようになったので、見積書タブ側でも粗利が確認できるように、見積書サブフォームに「仕入価格」や「粗利」のカスタム項目を作成して、商談サブフォームの同じ項目のデータをカスタム関数で引き継がれるようにしたいと考えております。

そこでカスタム関数にコードを追加したのですが、見積書サブフォームに追加したカスタム項目にデータが反映されませんでした。

ワークアウトで西尾様や松井様にコードを見ていただいたところ、商談側サブフォームのデータは正常に取得できているのに、見積書サブフォーム(見積明細)にデータが格納されていない状態ということでした。

また、Zoho CRMの帳票サブフォームは"Product_Details"という構造を使用しているという記事も拝見しておりますが、情報を取得したところ、見積書サブフォームに追加したカスタム項目は、このデータ構造に表れてこないようです。


●商談サブフォーム


●見積書サブフォーム



【質問】
商談サブフォームのカスタム項目のデータを、見積書サブフォームのカスタム項目にデータとして反映することはできますか?
また、可能な場合、どのようなカスタム関数や対応が必要になるでしょうか?

サンプルとして、テストしたカスタム関数のソースコードを添付いたします。
ご教示いただけますと幸いです。



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