Function #35: Close all tasks associated with a lead and create a new task.

Function #35: Close all tasks associated with a lead and create a new task.



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:
  1. Go to Setup > Customization > Modules > Deals > Links and buttons > Create new button.
  2. Provide a name for the button. For example: "Close all tasks & create new". Add a description(optional).
  3. Select the placement of the button as View page.
  4. Select the action to be performed as "Writing function".
  5. Copy the code given below.
  6. Click “Edit arguments”.
  7. Enter the name as “recid” and select the value as “Lead Id”.
  8. Enter the name as “leadowner” and select the value as “Lead owner id”.
  9. Click Save&Execute Script to check the code.
  10. Save the script.
  11. Select the profiles who can view this button.
  12. Click Save.
The Code:

For V2 API - DRE Editor:
------------------------------------------------------------------------------------------
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";
------------------------------------------------------------------------------------------

For V1 API - Old Editor :
------------------------------------------------------------------------------------------
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";
------------------------------------------------------------------------------------------

Note:

  • Include this function in a Button, within the Leads module and set it in the View page.
  • The code is zoho.crm._getRelatedRecords for Version 1.0 of APIs.

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!

    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

    • Function #35: Close all tasks associated with a lead and create a new task.

      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

    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

    • Recent Topics

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Add an option to disable ZIA suggestions

      Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

    • Peppol: Accept Bill (Belgium)

      Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

    • Want to use Zoho Books in Switzerland. CHF support planned?

      Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

    • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

      Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

    • Closing off tasks automatically based on project status

      Is there a way to close off all open tasks when a project is set as Cancelled?

    • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

      Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

    • Bridge the Gap Between your Service and Finance Teams

      In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly

    • Direct URL to "View Record"

      I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

    • Live Chat for user

      Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

    • SalesIQ Chat Owner to CRM Lead Owner Mapping

      There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

    • Product line search in quotes

      Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.

    • Searching for an item from within an invoice should show any item containing the string, not just those that begin with the string.

      Hello, I've found myself becoming increasingly frustrated with the limited line-item seach when adding new items to an invoice. The problem is that the characters being typed are only being matched from the beginning of the item name.  This might be usable

    • Storage Limits

      Hello, What is the storage limitations for each user on professional edition?  Thanks, Mekki

    • Power Pivot and Data Modeling functionality in Zoho Sheet

      When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • What's New - January 2026 | Zoho Backstage

      Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. As

    • Cliq on your mobile phone

      Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it. 

    • Bulk Delete Messages in Cliq

      Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"

    • stock movement report by each transaction for each item

      Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and Transfer

    • Unable to change Company Logo

      Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to upload

    • Metadata API Access to Functions

      I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Introducing Record Category in CRM: Group options to see record status at a glance.

      Release update: Currently available for CN, JP, and AU, CA, Sa, and UAE DCs (all editions); EU, US, and IN (Standard and Professional editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category

    • Service disruption in Zoho Cliq (EU Region) – February 9, 2026

      Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experienced

    • Spotlight series #26 - Build slides with visual clarity using Diagram

      Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and share

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

    • Uplifted homepage experience

      Editions: All editions. Availability update: 17th February 2026: All editions in the CA and SA DC | JP DC (Free, Standard and Professional editions) 23 February 2026: JP (All Editions) | AU, CN (Free, Standard, Professional editions) 27 February 2026:

    • Ability to move emails between different Shared Mailboxes

      Hi Zoho Team and Community, I would like to suggest a feature that would greatly improve the workflow for teams managing multiple Shared Mailboxes. Currently, we often receive emails in the wrong shared mailbox. While we can forward them to the correct

    • Crossbeam

      Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work

    • Access forms within a form

      I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select the

    • WorkDrive issues with Windows Explorer Not Responding

      We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or

    • Issues with Actions By Zoho Flow

      Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.

    • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

      Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available

    • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

      The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't

    • How can we add products using a Wizard?

      We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?

    • Orphan email alias blocking user creation – backend cleanup required

      Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address does

    • Ensure Consistent Service Delivery with Comprehensive Job Sheets

      We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

    • Next Page