Cスクリプトを利用したタブ間のデータ取得

Cスクリプトを利用したタブ間のデータ取得

見積書項目に取引先番号をカスタム項目で追加(API名=Account_No)


クライアントスクリプト作成
----------------------
カテゴリー-タブ
ページ-編集ページ
タブ-見積書
レイアウト-標準
処理の種類-項目の処理
項目-Account Name
イベント-onChange
----------------------

クライアントスクリプト


  1. //見積書の取引先名を取得
  2. var field_obj1 = ZDK.Page.getField('Account_Name');
  3. //オブジェクトの取引先IDを取得
  4. let accountId = field_obj1.getValue().id;
  5. //取引先IDから該当レコードを取得
  6. let accountInfo = ZDK.Apps.CRM.Accounts.fetchById(accountId);

  7. //見積書の取引先番号をセット
  8. var field_obj2 = ZDK.Page.getField('Account_No')
  9. //取引先番号を見積書の取引先番号にセット
  10. field_obj2.setValue(accountInfo.Account_Number);
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day


                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day



                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ
                              





                                ご検討中の方