Welcome back everyone!

Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task.

Business scenario:

The success of a company, in one way or another, is determined by the leads it gets. Each lead is just as important and turning a lead into a deal takes a lot of skill and time. The help we (CRM) provide can reduce your workload a bit. As you grow, the tasks that everyone in the company needs to do grow too.

Today, let's look at a scenario where you would need to close all the ongoing tasks for a lead and create a completely new one. For instance, let's say you created tasks for call follow-up, product demo, in-person meet and negotiation. If the lead decides to postpone the arrangements due to an emergency, it is not required to have all the tasks as is, since there might be periodic check on the completed and ongoing tasks.

In that case, add a button in the leads module with this function to close all the existing tasks and create a new one with the task as "Open all tasks again when lead is available.". Convenient, right?

Getting started with the custom function:

The Code:

For V2 API - DRE Editor:

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reltasks = zoho.crm.getRelatedRecords("Tasks", "Leads", recid.toLong(),1,200);

for each rec in reltasks

{

reltaskid = rec.get("id");

update = zoho.crm.update("Tasks", reltaskid, {"Status":"Completed"});

}

mp = map();

mp.put("Subject","Test");

mp.put("Due_Date",today.toString("yyyy-MM-dd"));

mp.put("Status","Not Started");

mp.put("$se_module","Leads");

mp.put("What_Id",recid);

mp.put("Owner",leadowner);

create = zoho.crm.create("Tasks", mp);

info create;

return "Success";

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For V1 API - Old Editor :

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recidStr = input.recid.toString();

reltasks = zoho.crm._getRelatedRecords("Tasks", "Leads", recidStr,1,200);

for each rec in reltasks

{

reltaskid = rec.get("ACTIVITYID");

update = zoho.crm._updateRecord("Tasks", reltaskid, {"Status":"Completed"});

}

mp = map();

mp.put("Subject","Test");

mp.put("Due Date",today.toString("yyyy-MM-dd"));

mp.put("Status","Not Started");

mp.put("SEMODULE","Leads");

mp.put("SEID",recid);

mp.put("SMOWNERID",leadowner);

create = zoho.crm._create("Tasks", mp);

info create;

return "Success";

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Note:

Found this useful? Try it out and let me know how it works! If you have questions, do not hesitate to ask! Share this with your team if you find it useful. Do check out other custom functions shared in this series here.

See you all next week with another interesting custom function. Ciao!