Macro or Function: Update a field and PAUSE for 30 seconds between records?
I want to update a value in ALL of my open "Leads" with the push of a button and I need it to pause 30 seconds in between updating each record. It doesn't matter which field is updated i just need it to update each record so that a workflow will be
"OR" function for filtering
Is it possible to filter records using an "OR" command? For example, State - Doesn't Contain - Michigan OR Ohio Thanks!
Value is empty and 'get' function cannot be applied Line Number:11
Hi Everyone, I wrote a custom code to check if leads are referred and to check if the client who referred the lead exist, i had used single line field to check who is the client who has referred. everything was working fine with the code after i used
Zoho Workdrive folder linked as attachment to a Deal Record using Function
Hello, I am trying to see if there is a function using which I can reference a Zoho Workdrive folder in Attachments section of a particular deal. Please refer to this article. https://help.zoho.com/portal/en/kb/crm/manage-crm-data/attachments-and-notes/articles/attach-files-workdrive#Sharing_documents_through_WorkDrive
Button to convert from custom module to Account or Lead
We have created a module ( named ICAP) that we have saved a list of companies that we did not want to save in leads or accounts. How can we create a button - convert to account? - so that we can turn the record into a company whenever needed .. it
Retrieve the record id of the currently displayed record for use in Deluge Script
If I have a record displayed with a url like : https://crm.zoho.com/crm/EntityInfo.do?module= Potentials&id=19999999990000000 how can I retrieve the id part of the url to pass to a Deluge script function like void workflowspace.create_Tasks99 ( int PotentialID)
Getting user input to set task due date
Hello. Thanks in advance for your help. I am using a custom action, in the after transition of a blueprint transition, to automatically set a task with a due date of 2 days from the current date when the attempted contact was unsuccessful. instead of defaulting to 2 days from the current date, I would like to implement a pop up dialog box or form of some kind that would allow to the user to to change the due date of the task by entering the number of days from the current date before the task is
Deluge function zoho.crm.updateRecord not updating
Hi, I have a very basic function that when a new record is created it takes the value of a few fields glues them together and then adds the result into a new field. The function was working fine till a few days ago when it magically stopped working !
Custom function to autofill the data in zoho crm across modules
I've two custom modules say A and B. A module has some fields and B has some fields. Now I want to populate the fields from B module to A module which are common in both using a lookup field in my A module. I've tried this . But this is only for default
Solution: Deluge script to determine the default Layout for a given User to be used when creating a new record
My use case: Create a new Invoice, using fields in the Potentials module in Zoho CRM - I want the layout to be set to the default layout of the user who is creating the invoice. Problem - when creating a new record using a Deluge function, the layout
Sales Funnel in Free Version of Zoho CRM
Is the sales funnel functionality available in the free version of the crm? I looked up the help pages for creating funnels, but I cannot find the dashboard tab in my version.
popup alert triggered by workflow rule not a button?
Hi, I am creating a function that is triggered by a workflow rule. I want to get a popup alert when the function is done but I get this error message when I use the alert task: "'ALERT' task can be used only in on load, on validate and on change actions"
How to link the ATTACHMENTS and EMAILS?
Hi, I hope everyone's doing great and in good health. A number of question regarding EMAILS and ATTACHMENTS. 1. Is there a way to link the ATTACHMENTS and EMAILS? Whenever we use the EMAILS, we always reattach the files that we already uploaded in
How to change the status of an ACCOUNT(S)
I'm currently setting up the CRM for our company and I just want to know if there is a way to change a status of an ACCOUNT, the statuses are "ON GOING", "CLOSE", "PAID"... etc. Looking forward to your response.
Update the Contact with the Account Type
When viewing contacts, I want to be able to filter them by Account Type. It seems this basic function is not available? Therefore, the work around is to create a custom field on the account, which I have done and also called it Account Type. I know
Update leads field based on entered zip code
Hello, My first time coding in deluge and its...not...working. I am trying to compare the entered zip code with a list and if its on that list set the custom variable "Territory" (which is a pick list) BellevueZips = List:String(); BellevueZips = {98004,98005,98007,98008,98009,98011,98014,98015,98019,98024,98028,98029,98033,98034,98039,98041,98045,98052,98053,98065,98072,98073,98074,98075,98077,98083};
Function to copy Created Time into custom date field
Hi, I am stuck creating two functions for a single Deals workflow. Copy the Created_Time field into a custom date/time field (API name = Analytics_Reporting) when stage does not equal "Closed Won". Copy "Closed_Date" (date field) into Analytics_Reporting
Remove Currency from all areas of CRM
Hi there, Currently, we have a field called 'Currency' active on our CRM but it is now affecting all reports, as it is difficult to total any sales reports completed in Excel using the Zoho Opportunities data. Is it possible to remove the currency option from all locations of our CRM? Thank you, Vanessa
Function-1: Compute and update sales commission in quotes.
Welcome back folks! In this week's custom functions series, we've picked a requirement that has often been asked by users! Business requirement: In most sales organizations, commissions are an integral part of the extrinsic rewards program, contributing significantly to the sales person’s compensation package. Sales commission is usually calculated as a percentage of revenue generated by the sales person. What if your sales team is enabled with an option to check their sales commission associated
Attachments Disappear After
Hi, I have noticed that every time I convert a lead to Account, all the attachments disappear immediately. Did anyone else experience this as well?
Introducing tagging of records in Zoho CRM!
We are pleased to announce the introduction of tags in Zoho CRM. You can now add keywords to a single record or a bunch of records as "tags", for better identification of sorts. Suppose you have just returned from a trade show in London, and you are importing the leads obtained from the event. You can simply tag them as "London Tradeshow Leads" and this will be applied on all the records imported in that one batch. This way you can ID them better. Creating tags Tags are module-specific. To create
Check data in Subform then change field in another module
Hello, Zoho One user here. We would like to know if our customers have purchased a service contract from us every month. I have a custom module that has data imported to from Xero (our accounts software). This custom model has a subform with each item
Contact-specific product information
Hi. Is it possible to add contact-specific information against a product? For example, one of our products is a 'Service package' (a service rather than a product), which has an annual renewal date. This date differs for every customer and as such we'd like to be able to add in the date against the product in each account. Is this possible or can anyone suggest a workaround? Likewise, we'd also like to add in the specific price for the product for each company. Thanks
Duplicate value on duplicate field
Hi, I have created a field (Single Line or Long Int : the same problem) In a custom module with the option "Do not allow duplicate values". With a Deluge fonction executed by a workflow, I insert several entries in this module. But I see that there is several times the same value in the "unique" field !!!! Help !!! Thanks, Pierrot
Creating a summary on Accounts
Hi, Is there a way of adding a formula to the Accounts page that shows a summary of deals that this customer has? ie: total number of deals / amount won / amount lost.... I realise that we can get it this information through a report, but it would be
If products are designated as a certain type, I need all that are in a quote to be added together in a single field
I have about 20 products in my catalog, 12 of them are monthly recurring services, the rest are one time charges I have created a field in the product that designates the recurring as "monthly recurring" I have also created a field in my quotes that is
Adding values to a empty subform using deluge
Hello, I am a new user. I have create a workflow function that is attached to a form and is ran when a user creates a new form. The form is a quote. I want to populate a empty subform on the qoute with data from another modules subform upon creation
Function Needed - Calculate Currency Fields Every Day in Deals Module
Hey there! I have a common issue with our clients that we onboard into the CRM that I'm hoping to solve with a custom function. Most of our clients work of a 50% deposit upon contract signing and the final 50% after the delivery of services. The goal
Getting related records from a custom module in a function
Background: I'm trying to put an automatically-calculated field on Account records that totals up all the sales to that account. Sales are kept in a custom module called "Sales Records," because we just get a spreadsheet of orders from our distributor
zoho.crm.getRecordById("Products", productId.toLong()); sending status failure message
Hi, I am using custom updateCommissions function to grab the Quote details using workflow when the deal is updated. This works successfully following code from Calculate commissions from quote where I am using getRecordById to fetch the Quote record.
Billing addresses on member accounts
Is is possible to make all member accounts have the same billing address as their parent accounts? The billing details do not appear when generating quotes unless they are retyped into each member account (and there are lots!) Or can you add fields to
Zoho CRM Sub-Form Add a line using Custom Function
I want to use a sub-form as a way for my team to track progress and leave notes. My goal is to use the sub-form for most transitions in the blueprint so each transition with have a during note and then an after action with a custom function. So the custom
zoho.crm.convertLead does not save custom fields data on Deal
dealMap = Map(); dealMap.put("Deal_Name", lead.get("Company")) dealMap.put("My_Custom_Field",ifnull(lead.get("My_Custom_Field"),"")); convert = zoho.crm.convertLead(leadId, {"Deals":dealMap}); I would expect the above code to copy My_Custom_Field (or
How can a contact run a function from the portal?
I need a contact to be able to execute a function from the portal. A key part of the function is to open a webpage where the contact will have access to what they need, based on info in CRM. I have tried: Using buttons: buttons don't appear to show up
Search in Subdomains
Hello. I've got a subform on a custom module that starts with a lookup field of other records in the module. I'm trying to create a custom function that searches in other records for the record I'm working on. So, let's say the custom module is Friends
Pulling data from external API when change field value
Hi, I have some field in my Deals module, that when I change the value of this field I want the CRM to send a request to external API, and populate the returned data in the relevant fields in the Deal module. Is this possible? Thansk
Boolean Formula to be Checkbox
It would be nice if the boolean formula was in the form of a checkbox (or at least to have the option) rather than to just have it say "true" or "false".
How to make the account number field unique?
I would like to make the account number field unique on our account module. However I get the following error when I try to activate it. We have no workflows that set this field. We used to have one but I made sure it was disabled and I have now deleted
Parent and child Maps don't stick
Posting to see whether anybody has come up with a solution to this, which appears to be a fundamental flaw in Zoho Deluge. Try this code: //testing nested maps with updated values. ParentMap = Map(); ChildMap = Map(); ChildMap.put("Item1","Value 1");
Zoho Canvas Builder - editing fields
Hello, I have tried making a layout in Zoho Canvas builder, but when I put the layout live, there is no way for a user to easily edit a field in the CRM. In the existing CRM a pencil appears next to each item allowing the user to quickly edit a field.
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