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:
To create custom buttons:
//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;
}
}
|