Rodger's helpful deluge scripts #4 - Bulk updating records using a deluge function

One of this things I love about Zoho is that there's so many ways to accomplish something. Want to mass update some records? Sure, we have the Mass Update function to update a single field. Need to update more than 1 field? Sure, we have she Sheet view, but what if you need to incorporate logic decisions or calculations into your record update?

You could use sheet view, but that's limited to 100 records at a time, and what if there's multiple logic decisions to be made? Well, you use a deluge function.

This is the function I use when dealing with relatively small numbers of records. It can work well up to a couple of thousand records:

Firstly you're going to create a standalone function with the following arguments:

v_module (string data type)

v_records (integer data type)

Then we're going to use the following code:

// Create a list of pages based on the number of records in the module. This will take the number of records, v_records,
// divide it by 200 (200 records per page) and then round up to the nearest whole number. It will then use this number to repeat the text "1,"
// and finally, it will remove the last "," and convert the string into a list
l_pages = repeat("1,",(v_records/200).ceil()).removeLastOccurence(",").toList();
l_bulkUpdate = List(); // Create a list to hold the records for the bulk update
v_page = 1; // set the first page number
for each page in l_pages
{
l_records = zoho.crm.getRecords(v_module,v_page,200);
for each record in l_records
{
m_record = Map();
m_record.put("id", record.get("id"));
m_record.put("updated", true); // Create a temporary checkbox in your module to track whether the record has been updated
//
// insert your code here
//
l_bulkUpdate.add(m_record);
if ( l_bulkUpdate.size() == 100 )
{
bulkUpdate = zoho.crm.bulkUpdate(v_module, l_bulkUpdate);
info "Bulk Update: " + bulkUpdate;
l_bulkUpdate.clear(); // Clears the bulk update list after sucessful bulk update
}
}
v_page = v_page + 1; // Index the page number by 1
}
if ( l_bulkUpdate.size() > 0)
{
bulkUpdate = zoho.crm.bulkUpdate(v_module, l_bulkUpdate); // Final bulk update if the list size is greater than zero but less than 100
info "Bulk Update: " + bulkUpdate;
}

Now put your logic in where it says "// insert your code here" then you can save and execute.

Because we use the put the module name in a variable, you can use this code for any module and will be prompted for the module name and the record count when you click "Save and Execute"

This comes with a warning however - DO NOT TRY THIS IN PRODUCTION IF YOU'RE TESTING YOUR CODE. ALWAYS TEST THIS IN SANDBOX FIRST BEFORE USING IT IN PRODUCTION!!

Also, test out your code on a single record before testing out your bulk update. That way you won't have to undo a huge mess if something goes wrong.

This is by no means the ONLY way to bulk update records using a deluge function and will not work if you have tens or hundreds of thousands of records.

Zoho Desk Resources

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

Topic Participants
Rodger Brehaut
Kevin Flynn

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several