Workflow Custom Function for any existing Module for Box
The Box extension for Zoho CRM is one convenient way to access stored data and share files with leads and contacts (by default) from Zoho CRM. You can extend this functionality to custom modules too. Follow the steps below to see how it's done.
To associate the above custom function to a workflow rule:
- Click Settings > Setup > Automation > Workflow Rules.
- In the Workflow Rules page, click the Create Rule button.
- In the Create New Rule tab, specify workflow rule parameters that you require.
- Execute the workflow during Record Actions. Select Create or Edit and click Next.
- Select All Records in the following options. Next, select Custom Function to be triggered under an Instant Action.
- Associate the custom call function to be triggered. Click Save.
To create custom buttons:
- Click the Settings > Setup > Customization > Modules.
- Click $Module of your choice$ > Layout.
- Drag and drop the Fields from the New Fields tab.
- Click Save.
//Note: the custom function should have "record_id" parameter
// getting record info from Leads or Quotes using the record_id
quote_info = zoho.crm.getRecordById("Quotes", quote_id.toLong());
// Getting Box folder ID from the record info
box_folder_id = quote_info.get("Box Folder ID");
if ((box_folder_id == null) || (box_folder_id == ""))
{
rootFolderId = zoho.crm.getOrgVariable("box.box_rootfolder_id");
if (rootFolderId == "")
{
// Returning since the root folder ID is empty
return;
}
tokenObj = map();
tokenObj.put("folder_name", "Quotes");
tokenObj.put("parent", rootFolderId);
// Using the token object and Box connector to call the invoke connector from CRM API createFlrResp = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj, true);
if (createFlrResp == null){
return;
}
// Get the status code from the createFlrResp
status_code = createFlrResp.get("status_code");
quote_folder_id = "";
resp_obj = createFlrResp.get("response");
// Checking for same folder name
if (status_code == "409")
{
context_info = resp_obj.getJSON("context_info");
conflict_ids = context_info.getJSON("conflicts").toJSONList();
for each entry in conflict_ids
{
quote_folder_id = entry.getJSON("id");
}
}
// Returns the folder ID if these conditions satisfy
else if ((status_code == "201") || (status_code == "200"))
{
quote_folder_id = resp_obj.getJSON("id");
}
if (quote_folder_id == "")
{
return;
}
//Get the record name if folder ID exists
first_name = quote_info.get("Subject");
tokenObj1 = map();
tokenObj1.put("folder_name", first_name);
tokenObj1.put("parent", quote_folder_id);
// Update the folder id and record name using API
createFlrResp1 = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj1, true);
status_code1 = createFlrResp1.get("status_code");
resp_obj1 = createFlrResp1.get("response");
rec_folder_id = "";
if (status_code1 == "409")
{
context_info1 = resp_obj1.getJSON("context_info");
conflict_ids1 = context_info1.getJSON("conflicts").toJSONList();
for each entry1 in conflict_ids1
{
rec_folder_id = entry1.getJSON("id");
}
}
else if ((status_code1 == "201") || (status_code1 == "200"))
{
rec_folder_id = resp_obj1.getJSON("id");
}
if (rec_folder_id != "")
{
updateMap = map();
updateMap.put("Box Folder ID", rec_folder_id);
// Update the Box folder ID using the CRM API
update_resp = zoho.crm.updateRecord ("Quotes", quote_id + "", updateMap);
}
return;
}
|
Related List For Quotes Module :
// Note: the custom function should have "record_id" parameter
// Getting record info from Leads or Quotes using the record_id
quote_info = zoho.crm.getRecordById("Quotes", quote_id.toLong());
box_folder_id = quote_info.get("Box Folder ID");
// satisfies the below conditions if folder id is empty
if ((box_folder_id == null) || (box_folder_id == ""))
{
rootFolderId = zoho.crm.getOrgVariable("box.box_rootfolder_id");
if ((rootFolderId == "") || (rootFolderId == "none"))
{
xmlList = ("Folder for Zoho CRM is not created yet in Box. a Root Folder. the root folder if folder id exists
tokenObj = map();
tokenObj.put("folder_name", "Quotes");
tokenObj.put("parent", rootFolderId);
createFlrResp = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj, true);
if (createFlrResp == null)
{
xmlList = "Please authorize Box to view Box Files. You can authorize Box in Box Settings tab.";
return xmlList;
}
status_code = createFlrResp.get("status_code");
quote_folder_id = "";
resp_obj = createFlrResp.get("response");
//Satisfies the below condition when the folder name comes same
if (status_code == "409")
{
context_info = resp_obj.getJSON("context_info");
conflict_ids = context_info.getJSON("conflicts").toJSONList();
for each entry in conflict_ids
{
quote_folder_id = entry.getJSON("id");
}
}
else if ((status_code == "201") || (status_code == "200"))
{
quote_folder_id = resp_obj.getJSON("id");
}
if (quote_folder_id == "")
{
xmlList = ("No files exists for this record.");
return xmlList;
}
//get the record name and folder id from quote_info
first_name = quote_info.get("Subject");
tokenObj1 = map();
tokenObj1.put("folder_name", first_name);
tokenObj1.put("parent", quote_folder_id);
createFlrResp1 = zoho.crm.invokeConnector ("box.box.createboxfolder", tokenObj1, true);
status_code1 = createFlrResp1.get("status_code");
resp_obj1 = createFlrResp1.get("response");
rec_folder_id = "";
if (status_code1 == "409")
{
context_info1 = resp_obj1.getJSON("context_info");
conflict_ids1 = context_info1.getJSON("conflicts").toJSONList();
for each entry1 in conflict_ids1
{
rec_folder_id = entry1.getJSON("id");
}
}
else if ((status_code1 == "201") || (status_code1 == "200"))
{
rec_folder_id = resp_obj1.getJSON("id");
}
//Update the folder id using the crm API
if (rec_folder_id != "")
{
updateMap = map();
updateMap.put("Box Folder ID", rec_folder_id);
update_resp = zoho.crm.updateRecord ("Quotes", quote_id + "", updateMap);
}
xmlList = ("No files exists for this record.");
return xmlList;
}
else
{
tokenMap = map();
tokenMap.put("FOLDER_ID", box_folder_id);
tokenMap.put("limit", 100);
tokenMap.put("offset", 0);
//get the folder items created under the root folder using the token object
folder_items_map = zoho.crm.invokeConnector (("box.box.getfolderitems"), tokenMap, true);
folder_items_status = folder_items_map.get("status_code");
if (folder_items_status == "200")
{
listfolder_resp = folder_items_map.get("response");
entries = listfolder_resp.getJSON("entries");
entries_list = entries.toJSONList();
if ((entries_list.toString() == null) || (entries_list.size() == 0) )
{
xmlList = ("No files exists for this record.");
return xmlList;
}
//Get the json object items from the entries list
else
{
i = 0;
recordsXmlStr = "";
for each entry in entries_list
{
type = entry.getJSON("type");
name = entry.getJSON("name");
id = entry.getJSON("id");
description = "";
if (toString(entry).indexOf("description") > 0)
{
description = entry.getJSON("description");
}
if ((description == null) || (description == ""))
{
description = "--";
}
size = "";
if (toString(entry).indexOf(("size")) > 0)
{
size = entry.getJSON(("size"));
}
if ( ((size == null) || (size == "null")) || (size == ""))
{
size = "0";
}
content_modified_at = "";
if (toString(entry).indexOf("content_modified_at") > 0)
{
content_modified_at = entry.getJSON ("content_modified_at");
}
if (content_modified_at == null)
{
content_modified_at = "";
}
modified_by = "";
if (toString(entry).indexOf("modified_by") > 0)
{
modified_by = entry.getJSON("modified_by").getJSON("name");
}
if (((modified_by == null) || (modified_by == "")) || (modified_by == "null") )
{
modified_by = "--";
}
shared_link = "";
if (toString(entry).indexOf("shared_link") > 0)
{
shared_link = entry.getJSON("shared_link");
}
shared_link_url = "--";
if (((shared_link == null) || (shared_link == "null")) || (shared_link == "") )
{
shared_link_url = "--";
}
else
{
shared_link_url = shared_link.getJSON("url");
}
link = "https://app.box.com/files/0/f/" + box_folder_id + "/1/f_" + id;
if (type == "folder")
{
link = "https://app.box.com/files/0/f/" + id + "/";
type = "Folder";
}
else
{
type = "File";
}
if (content_modified_at != "")
{
content_modified_at = content_modified_at.replaceAll ("T"," ");
}
size_str = "-";
size_str = ((((size).toDecimal() / 1024))) + "";
if (size_str.indexOf(".") > 0)
{
pos = (size_str.indexOf(".") + 3);
if (pos > size_str.length())
{
pos = size_str.length();
}
size_str = size_str.subString(0,pos);
}
size_str = (size_str) + " KB";
//Construct the xml using the above responses
recordsXmlStr = recordsXmlStr + "";
recordsXmlStr = recordsXmlStr + "";
recordsXmlStr = recordsXmlStr + "" + type + "";
recordsXmlStr = recordsXmlStr + "" + description + "";
recordsXmlStr = (recordsXmlStr + "" + size_str) + "";
recordsXmlStr = recordsXmlStr + "" + content_modified_at + "";
recordsXmlStr = recordsXmlStr + "";
if (shared_link_url == "--")
{
recordsXmlStr = recordsXmlStr + "--";
}
else
{
recordsXmlStr = recordsXmlStr + "Shared Link";
}
recordsXmlStr = recordsXmlStr + "";
}
recordsXmlStr = recordsXmlStr + "";
return recordsXmlStr;
}
}
else if ((folder_items_status == "401") || (folder_items_status == "404") )
{
xmlList = ("You need to be invited to the Box root folder. already linked to this record.");
return xmlList;
}
else
{
xmlList = ("Unable to get files related to this record from Box.");
return xmlList;
}
}
|
Topic Participants
Vijay Surya
administrator
Vinoth Kumar
Sticky Posts
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listHere's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see theEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, andEmpower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension
Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued
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
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー