Episode I : Exploring the World of Custom Functions in Zoho Desk

Hello Again!
Welcome to an Automation Adventure in the World of Zoho Desk
Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk.

Automation is everywhere. From robotic arms assembling products on factory floors to automating tasks in the software world, automation has revolutionized how we work out stuff. But what does this have to do with Zoho Desk? 

Anline, a curious resident in the Zoho Desk world, is exploring how automation can transform her workflow.

Anline’s Quest in the Zoho Desk World  

Anline is building her own world within Zoho Desk, but she’s hit a few roadblocks. She wants to perform specific operations; like updating ticket statuses, fetching data from external services, and automate repetitive tasks. She knows Zoho Desk has the tools she needs, but where does she start?

DeskAutomate Services is here as a guide to the Automation City. The citizens of Zoho Desk World operate based on their licenses. Each license unlocks different levels of automation capabilities.

Anline has the Enterprise edition, which grants her the access to the most powerful tools: Custom Functions. How can this empower Anline?

The Power of Custom Functions  

Custom Functions are like magic spells in the Zoho Desk world. They give users flexibility to tailor automation to their exact needs. While basic automation features are available to all license holders, Custom Functions are exclusive to Enterprise users. These functions let Anline go beyond the basics and create automations that meet her unique requirements. What makes them even more accessible is Deluge, Zoho’s in-house scripting language.

But there’s a catch: Anline isn’t a coding expert in Deluge. How can she harness the power of Custom Functions without getting lost in complex scripts? DeskAutomate guides Anline to the prebuilt functions and a user-friendly framework, simplifying the coding process.

Whether you’re new to coding or an experienced developer, Deluge simplifies the process of creating Custom Functions with its intuitive interface and drag-and-drop functionality.

The Deluge Script Editor: Your Coding Playground  

To access the Custom Function window, go to Setup (S) >> Developer Space >> Functions >> New Function.

When you open the Custom Function window in Zoho Desk, you’ll find a user-friendly interface designed to help you build scripts using drag-and-drop options. Here’s what you’ll discover: Each section has predefined variables which you can drag and use based on your requirements.

1. Basic Commands
The Basic section includes essential commands like setting variables, adding comments, and inserting informational text into your script. These foundational elements help you structure your Custom Function logically.

          Example: businessDaysCount = 5; //<variable> = <expression>;

2. Conditional Logic
The Condition section allows you to add conditional operators such as if, else if, and else. These operators let you program decision-making logic into your Custom Function.
Example:

1. if (TicketStatus == "Open")
2. {
3.     info "This ticket is still open.";
4. }

3. Notifications
The notifications section lets you enter values to send emails or post messages via Cliq.
Example:

1. sendmail
2. [
3. from : zoho.userid
4. to   : support@zylker.com
5. subject : "Ticket is created"
6. message : "Thank you for your enquiry. A ticket has been created and our experts will respond to you."
7. ]; 

4. Integrations
Zoho Desk makes coding easy for integrations. With drag-and-drop options, you can create webhook integrations and API calls without writing complex code from scratch. The Custom Function window provides all the necessary code snippets, so you can customize them to fit your requirements.

Example: contactRecord = zoho.crm.getRecordbyId("Contacts",9876787);

5. Collections
The Collections feature lets you gather and manage strings of data or specific information within your Custom Function. This is particularly useful when you need to process or analyze multiple data points.
Example:

1. myList = Collect();
2. myList.insert("ID1");
3. myList.insert("ID2");
4. myList.insert("ID3");
5. for each ID in myList
6. {
7.    info ID;
8. }

You can also enable the Syntax Builder within your Coding playground. Enabling this option will help you choose variables from the drop-down windows having prebuilt variables/Fields.

Mapping Parameters and Testing Your Script  

Once you’ve built your Custom Function, the next step is to map it to your Zoho Desk environment:

1. Edit Arguments
The Edit Arguments option lets you map params within your Custom Function to fields in your tickets. For example, you can link the Ticket ID, Ticket Owner, or Case ID to the corresponding fields in your Zoho Desk setup. This ensures that your Custom Function interacts seamlessly with your data.

2. Authentication and Connections
Zoho Desk uses OAuth tokens to establish secure connections for Custom Functions. Commonly, this involves using Zoho OAuth to make API calls within Zoho's scope. You can choose the appropriate scopes during authorization to ensure your Custom Function has access to the necessary data and functionalities.
Note: If you choose third-party applications, please create a connection using the required default or custom services.

3. Save and Test

After saving your script, use Save & Execute Script to test it with sample inputs. This lets you test the function, ensuring functionality, debug, and refine your code before deployment.
In the upcoming episodes, we'll dive into how Custom Functions work and contribute to expanding the capabilities within Zoho Desk.
See you in the next episode,
Regards,
Lydia | Zoho Desk. 

• Topic Participants

• Lydia | Zoho Desk

  

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