Submit form to create estimate

Submit form to create estimate

Hi

I'm really hoping someone can help me understand the deluge script that is needed to make this work! Basically I have a form which includes a sub form in it.

Between the forms they collect customer data, such as name, address, contact number and information about rooms in a house such as measurements and items that might be installed in them, all combined they will be used to provide a quote/estimate.

The form is all working nicely, however, I now need to add some script to send some elements of the form across to Zoho Invoice as an estimate.

I have seen the examples put up in the knowledge center (https://help.creator.zoho.com/Create-Estimate.html) but don't fully understand it, for example, in the script is says to include the Customer ID (







refers to the name of the expense category. ( Mandatory) - whats an expense category???...

customerID = 141995000000022001;
send = true;
itemList = List:Map();
itemList.add({ "ItemName" : "Test", "ItemDescription" : "Sample Description", "Price" : 50 });
itemList.add({ "ItemName" : "Test1", "ItemDescription" : "Sample Description", "Price" : 50 });
estimateInfo = { "EstimateDate" : zoho.currentdate, "ReferenceNumber" : 123, "Custom.Body" : "This is the mail content", "Custom.Subject" : "This is mail subject",
"Description" : "Comment added to an invoice", "Notes" : "Estimate Notes will be shown in PDF", "Terms" : "Terms and Conditions apply", "Items" : itemList };
resp = zoho.invoice.createEstimate(customerID, estimateInfo , send);

How do I find this customer ID? I want the customer id to be auto generated based on
whatever the customer info has been completed on the form, so this ID doesn't exist as
far as I know?











Does anyone have a working example where multi items are sent from Zoho Creator to an estimate or can someone help to explain what this customerID part is all about?


Thanks in advance for any help.





      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • Celebrating our Zoho Community SuperBuds!

            The SuperBud program recognizes the efforts Zoho users  put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups  or these forums, several Zoho users including our MVPs andZUG leaders, have stepped

          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 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




                            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