カスタム関数：Zoho CRMの商談にサブフォーム（商品）を登録し見積書を作成する

カスタム関数：Zoho CRMの商談にサブフォーム（商品）を登録し見積書を作成する






// 商談の情報の取得
resp = zoho.crm.getRecordById("Deals",pID);
subinfo = ifnull(resp.get("field5"),"");
// 事前準備 項目名の確認
info resp;
pdList = list();
// サブフォームの商品情報を見積書用に転記
for each  rec in subinfo
{
mp = Map();
mp.put("product",{"name":rec.get("prname").get("name"),"id":rec.get("prname").get("id")});
mp.put("quantity",rec.get("prquantity"));
mp.put("list_price",rec.get("prprice"));
mp.put("net_total",rec.get("sum"));
pdList.add(mp);
}
// 見積書データの作成
qMap = Map();
qMap.put("Product_Details",pdList);
qMap.put("Subject","見積書");
qMap.put("Contact_Name",cID);
qMap.put("Deal_Name",pID);
createResp = zoho.crm.createRecord("Quotes",qMap);
info createResp;

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