Extension Pointers - Simple yet significant pointers #8: CRM variables

Getting and setting CRM variable values in an extension

CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation. CRM variables come in handy in these situations as well. Let's look at how and where you can get or set the value of a CRM variable in an extension.

Get org variable - Fetch the value of an org/CRM variable
Set org variable - Set the value of an org/CRM variable

What are the options available to get or set values for a CRM variable?

1. In a custom function using Deluge tasks: When you need to get or set the value of a CRM variable in a custom function, you can use the Deluge tasks available.

➤ Get org variable - Syntax:

<Response> = zoho.crm.getOrgVariable("<customVariableName>");

➤ Set org variable - Syntax:

<Response> = zoho.crm.invokeConnector("crm.set", <valueMap Map>);

You can refer to this link for more details.

2. In widgets: When you need to get or set a CRM variable as part of the widget UI you are designing, then you can use the below syntax.

➤ Get org variable - Syntax:

ZOHO.CRM.API.getOrgVariable("variableNamespace").then(function(data){
console.log(data);
});

You can refer to this link for more details.

➤ Set org variable - Syntax:

var variableMap = { "apiname": "{crm variable API name}", "value": "{value}"};

ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);

Extension Pointers: Build third-party integrations by incorporating Custom variables into Widgets

<<Previous

Next>>

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Topic Participants
Nanditha Somasundaram Somasundaram

Sticky Posts
Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM
Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes
Extension pointers: Handle cases with personalized solutions using custom actions
In our last post, we detailed the steps involved in creating a custom action and the workflow from the developer and end user's side. Now let's look at a working example of how we can create a custom action and implement it in a Zoho CRM account to make
Extension pointers - Simple yet significant pointers #13: On change of field value for CRM variables
CRM variables provide global access to a variable across an entire extension. They also help in the storage of user-specific data provided by the user at the time of installation, which can later be fetched to perform data functionalities. Additionally,
Extension pointers: Extend end-user benefits and allow personalization by implementing extensions with custom actions
From our earlier post on custom actions, we know that we can create templated actions, share them with end users, and allow them to reuse those actions to achieve personalized outcomes. In this post, we'll look at how custom actions make it easy for users
Extension pointers - Simple yet significant pointers #12: Functions for Zoho CRM extensions
Functions are essential in achieving logical functionality for an extension. You can easily code your functions in Deluge using drag-and-drop tools to meet your requirements. How to create functions for Zoho CRM extensions in Sigma Go to Sigma and select