Send email when a new contact is added to a campaign
I want to attach a custom Deluge function to an event triggered by adding a new item to a related list. the specific use case is that I want a certain custom action / workflow to be invoked when a contact is added to contacts related list in the campaigns
IMAP Not Working Consistently
I have an IMAP configuration with our users' Outlook email. While it's working properly and the sync is updated, it is inconsistent in the emails displayed in the record. Some emails appear and others don't. What might be causing this?
IMAP Configuration - filter by customers with no email activity
As part of purging old customer contacts, we want to run a report that shows customers that have no inbound or outbound emails through our IMAP configuration with Outlook. How would I run such a report?
Create Zoho CRM Quotes Using Zoho CRM API but Tax and Aggregate Field Not working.
Hello Team, I have wrote a deluge script to create the record in Quotes and update the same quotes, all things are working fine but line Item Tax value is coming more then 2 value after point, like 2.0002, 2.0036 I am also sharing the Deluge code, Please
How to hide create button in moduel
Hi, Is it possible that hide the create button for user. Instead of they click and pop up error.
how can I change the layout of contacts in customers
I only see name/mailadress/phonenumber in this layout I want to see more info in this overview of contacts in a customer tx best regards Sandra
Modify picklist options with deluge script
Hi im trying to modify a pick list option from a deluge script I want the pick list to have only one initial value. and after running the script add some others, this script should run for every record this means every record could have different elements.
Autofill an empty field based on data within the same module
Intro warning - brand new to Zoho, complete amateur at script writing but with some background in IT, trying to figure out Deluge for more efficient system operation. We're importing a large set of data from an old CRM into Zoho, including a Membership
How to Get Multi-User Lookup Field Value in Client Script?
Hello, In Client Script for Zoho CRM Opportunities module, I can easily get the selected values of a Single-User Lookup Field: let selectedUser = ZDK.Page.getField("Proposal_Owner").getValue(); // {id: "123", name: "Taha"} But when I do the same for a
Get user ID by providing the full name
Hi all, In my Accounts module, I have a custom field which is a picklist and consists all my Users in the instance as options. I need to create a custom function which takes the value from this custom field and change the owner of all related contacts
Validate rule as function for the field Quote Dates
entityMap = crmAPIRequest.toMap().get("record"); date = entityMap.get("Quotes_Dates").toDate(); response = Map(); if(date <= today) { response.put('status','Failed'); response.put('message','date cannot be previous dates'); } else { response.put('status','Success');
Sub Form Data to Main form
We have data in subform. We need to this filed date into one filed in Main form This case we need to show into main filed like FFAC922490693-1.1/FFJL200200051-1.1 Like this , Please advice how to make it. Thank you
Question about API format
Hi, I am trying to write deluge to fix some bug that without Tax/Discount due to API V2.0. But it is strange that error will be pop up in some record(not all), could you please have a look for my coding?
Converting course percentage to grade in subform
I am struggling to get this right and not sure if it is possible and what workaround there might be. I need to have my percentages converted to a letter grade in the grade awarded column in my subform. The conversion is as follows: 98 – 100% A* 96 – 97.9%
Using an email button to have a customer update a custom zoho field
I would like to add a button or URL in an email that automatically updates whether a product has been received. Eg. The email will say Your product is on it's way. Please let us know that it has arrived safely by clicking here Is that possible?
Debug Info statements replace newlines with spaces
The info statements in Zoho Deluge can be helpful for debugging. However, they convert newlines to spaces before being posted. In my case, I had some old records with a field that was accidentally multi-valued. I wanted to get the last instance of the
How to get a picklist value and copy it to other module picklist?
Hi, I'm new in Zoho function. Could you help me with the function? I would like to get a picklist value from Account module and copy it to the same picklist in Deals module. The field is named Customer in both modules. What can be important, the picklist
Can I create a sum formula?
Good Afternoon, I'm trying to create the following a pricing formula: Field A is 100.00 Formula is: Field A * .50 = Field B Field A * .60 = Field C Field A * .25 = Field D In looking at the formula codes available, I don't see a SUM or anything else that
Deal Create button on Contact view page assignes the Deal to Account record only
Hi, I've added a function as button to my CRM which should create a deal record from a contact view page. It roughly works. However the new deal record has Account popullated field but not Contact (it looks like the Contact lookup field in Deal module
Records created using Deluge by Custom Functions fail to get into Blueprints
In our Lead conversion multiple Potentials can be required, we have a Custom Function to create as many Potentials as needed. The problem is that those potentials fail to get into their Blueprints to manage the Stages. Users have to edit and save in order
Sort subform
Anybody have code snippet to a subform on a column like this:
Use CRM variable with function to insert multi-line text into quote template
Hello: I've looked online and seen this asked before but not come across a solution. Here's what I'm trying to do: We have two different versions of product disclosures for our quotes. They aren't very long-one is 21 words and the other is 40 words. I
Mail Merge into Contracts/Documents
I have a house painting business. I have designed an estimating program in Excel (though I would like to make a better one in Zoho Creator if that is possible), and I want to merge fields from this estimating form into 2 forms: a proposal/contract for
Subforms
Hello. I would like to see support for the following features in the subforms. If any of the following features are in development or if there are other features that could take their place, could you please let me know? *I would like to be able to use
Issues with this code any help much appreciated
i am trying to create a calendar entry from a custom module based on departure date and return date i need it to create an entry in the calendar for the full duration of the trip so i know when a customer is on holidays and when they return home ideally
Subforms limited to 8 columns
Hi, I've been hoping for over 9 months now that Zoho would allow more than 8 columns in a subform. When will this limit be changed? I've been hearing "months" every time I've asked. Thanks
Atualizar um campo de um negócio vinculado a outro negócio.
Somos uma corretora de seguros e toda a movimentação de um seguro é sequencial, então criamos um negócio e se ele evolui para o status fechado ganho ele se torna "Pai" dos próximos negócios que podem ser vinculados a ele até o vencimento deste negócio
Custom Function : Automatically send the Quote to the related contact
Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
Question to users of Zoho MarketingAutomation with integration of Zoho CRM !
Hello, I'm currently using Zoho CRM inegrated with Zoho Campaigns. So in the Zoho CRM/Campaingn module, I can create a Zoho Campaing email campaign for my Prospects and Contacts. Zoho Campaign powered email campaign directly out of Zoho CRM/Campaign module
Assign Lead Owner with Gravity Forms
Hello - can we assign leads through a Gravity Form to a specific salesperson/Zoho user based on the state selected in the Gravity Form?
Leads Created Date
Hi All, With a custom function how do I populate a lead record created date/time into a custom field? For new records I have created a workflow with a custom field called 'Creation Date' that auto-populates the custom field based on the execution time.
Extract IDs from Response from getRelatedRecords and return as string to map to Multiline Text Field
Hey All, SITUATION: I have a Custom Module named 'RUNS' that has a multi-lookup field for 'Deals'. When the related deals are changed, or updated, I need to have the updated Related Deals listed out into a multiline text field - either by name or by ID
Lead deducts from total count once converted to a Contact / Deal
Can someone explain the logic for deducting a LEAD that has been CONVERTED to A CONTACT & DEAL? If I create a dashboard for LEADS MONTHLY based on TOTAL = CREATE DATE, each lead that is converted is then deducted from the total lead count and reduced
Zoho Inventory workflows not firing for "deletion" triggers.
We are trying to configure a workflow that fires when a picklist or sales order is `deleted`, `created`. However, all other trigger mechanisms are working except the `deleted` event. We've verified that the webhook is correctly working but the event is
Function that can check a field in a subform and if it is saved for a value less than a specific number it changes another field to a certain value
Hi, I have a field called Fees in a subform and I want to create a function to change another field called Rate Change Approval Status to be pending approval if the value of Fees field is changed to be less than 2 Note: all these fields are in accounts
ZDK getField doesn't work
I'm trying to get the value of a field on a canvas in a client script. It keeps returning null, though I'm sure some of the fields I've tested aren't null. Running the code below shows only getApiName to be available. The getValue method is unavailable
Strategies for developing complex CRM functions in Deluge
the logic in my custom CRM functions is getting quite complex. for advanced code I find the built in Zoho Deluge web editor limiting and I do miss a proper dev environment / IDE including local environment and unit tests. any recommendation in this area
Disable ability to add to a custom module on the Contact module only
Hi, We have a custom module that we do want users to add to from the Accounts module but not the Contact module. Is there a way to restrict the ability to add to the custom module when a user is in the Contact module only?
Workflow Criteria Numeric Field Selection
Hi, I have a development request to suggest for setting up workflows. It's a simple yet useful idea. When creating a workflow, the system only allows manual entry for numeric or currency fields. It would be useful to have the option to choose a module
Contact to deal with variables during conversion?
I got my button working in each contact to create a deal using this code contDetails = zoho.crm.getRecordById("Contacts",contId.toLong()); PotentialMap = Map(); PotentialMap.put("Deal_Name",ifnull(contDetails.get("Full_Name"),"")); PotentialMap.put("City",ifnull(contDetails.get("City"),""));
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