Help with associating a project to an account via deluge script
Hi there! I've successfully created a custom function to create a project using a project template, assign it to a project group and use a naming convention. The problem is that the function doesn't associate the project to the account. Here's the script
Can't use invokeurl in Validation rule function?
Hi, I've got a validation rule looking up an error table to return the error message, but it's not working. The error is: Oops! Something went wrong. Please try again or check out for following reasons: Please check your function for any possible failed
Delete Custom Function
Hello, How do I delete a custom function? So far I have only been able to remove the association from the function in my workflow rules.
Copy Email From Zoho Contacts to Zoho Sales Order
In Zoho Contacts, I have email addresses already filled in, API name is "Email". I want to transfer this email field when a sales order is created. Name of email field in sales order is "Email" I tried using this function soDetails = zoho.crm.getRecordById("Sales_Orders",salesOrderId);
How can we use something other than Account ID or Account Name as an identifier to match up data when importing data to Zoho?
We are trying to import new data to Zoho for accounts (add industries etc). But the account names in Zoho, may be slightly different to the Account Names in the importing file, which causes issues in the long run. However, we have a 'client code' custom
Potential amount to be automatically set by Zoho
In CRM, the Potential has an Amount of revenue, which in Zoho you must enter and update manually as your potential is refined. But in our case, we don't want to manage it manually. We would like it to be updated directly by the system, based on the Products (and units) associated with the Potential. Or to come from a selected Quote for the Potential. However, we have not found a way to do this. Salesforce and other CRMs can be configured in this way. We have seen others request this same functionality
updating contact addresses account address
I assumed that the addresses used in Probabilities, Quotes, Sales, etc... would flow from the ACCOUNT record, but it appears these fields are all or primarily populated from the address fields in the CONTACT records. I therefore need a solution that
Updating multiple fields with a workflow function
I have a custom module called Listings and a workflow that executes this function as an instant action when any record is created or edited. listing_map = Map(); listing_name = street_address.proper() + " - " + mls_number; listing_map.put("Name",listing_name);
Code to connect modules
Hello, In our opportunity module, it's possible to create benchmarks, which is another module. There are a few things we want to do with these modules. 1. Once a benchmark is created we would like the contact for the module to be automatically updated
Automatically Update "Lead Owner" to the last user who updated the lead
I have multiple users working on leads and would like to automatically change the lead owner to the last user who updated the lead. For example, all leads come into Zoho CRM with the same lead owner. Our call center staff are not assigned these leads,
Auto-updating custom module's date filed based on deal's starting date
Hi there, I'm trying to create custom function which auto-fills custom modules date by referring deal's date. We're running a photo studio and there are some rental clothing (custom module). What I want to achieve here is when we create shooting details
Lead Conversion & Account Creation
Hello everyone, We need to create accounts for every lead conversion. We have residential and commercial customers. The system defined field "Company Name" required for account creation is thus confusing for our team, since we need to create accounts
Create Button to register sales visit
Hi, I need a function for a button that I have created. When the sales person clicks the button, two fields must be updated: VISIT (list field) --> updated from NO to SI Date visit (date field) --> updated with the current date Thank you
Custom Function to populate Email Field in Opportunity from Related Lookup Field
Hi, I would like to populate a custom field called "Contact Email" on the opportunity module, with the email address of the related contact from a lookup field in the Contacts module. I have been attempting to write with as a custom function but could do with some help with the deluge script please.
Auto Update Currency Rates - using workflow or script / API - any suggestions?
Hi, Has anyone any suggestions on update currency rates on a regular basis and any suggested sites or APIs to use. Basically I want to automate the default exchange rates on a regular basis without user intervention. Thanks Nick
|| statement is not working properly.
Dear Developers, Here is some scripting to share with you. I highlighted the || statement is not working and have to show the correct answer. All most of the part-time or part-time degree or part-time degree in psychology does not show the correct answer.
How to use .isNull()
Am I using isNull() correctly in this function for a custom module called Listings? I can't get it to work. The only argument is listing_id. The function is supposed to execute when a Listing is created or updated. // listing fields listing_record
Top 5 dashboards for Sales personal!
Hi! I would like to hear about any experience regarding Zoho CRM dashboards for sales staff! For example: - Best overview for today's to do - What components do you have in the dashboards for sale - Which overview gives the best result for the sellers
Update Closing Date with another field date
Hello, I have three dates: Pre-order date Order date Closing date I need the closing date to be updated with these dates, based on two different scenarios: 1. If pre-order date is completed, then Closing Date = Pre-order date 2. If Order date is completed AND pre-order date is empty, THEN Closing Date = Order Date Therefore if Pre-order date is completed and later Closing Date is completed as well, THEN Closing Date must remain as Pre-order Date. if you could send me a function that makes this happen
CRM : Blueprint Transition - Function - 'Transition User'
Hi, During the Blueprint transition "After" phase, I want to call a custom function. Within the function arguments - what is the correct field where I can access the USERID of the user who initiated the transition? Would that be Last Modified By? Also,
RECEIPTS AND SALES
Good Evening, Please i like to get clarity for the above subject matter. i noticed that the graph for our company's receipts is usually higher than the graph for the sales on the dashboard and i thought it should be vice-versa so that it could accommodate
Custom Function for Custom Module not working
I created a custom module called Listings which is listed as CustomModule4 in CRM. Then I created a basic workflow to name Listings when they are created or edited. Here is the function that isn't working mp = Map(); mp.put("Listing_Name",streetnum
Approval process causing duplicates
I have a workflow function that searches a module for a lookup field that matches the relevant id. If it exists, it updates the record. If it doesn't exist, it creates it. This process worked perfectly until I added an approval process. Now, if a record
zoho.crm.searchRecords Help
Hello I am trying to write a custom function to return an Account. I am using a workflow to pass in a field populated with a string. I then seatch for an Accounts Record which has a match to the passed in value in the IG Sitecode field. the below
Including Details from Related Items in Email Template
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential
How can I show the Profit Margin on a quote
I want to be able to see the profit margin on the quotes. I created a field on the product so I can enter the cost of the item, but I'm stuck from here. I want the quote to calculate the total quote amount - cost - discounts. I would like the gross
Default value for multi-line field
It would be very nice, if ZOHO CRM would allow to set a default text in a multi-line field. There is no technical reason why this should not be possible. Please implement this!
Is Empty Function Not Working Properly
39 relatedMetric = list(); 40 relatedMetric = zoho.crm.getRelatedRecords("Metrics","Deals",dealId); 41 if(relatedMetric.isEmpty() == false) { Value is empty and 'isEmpty' function cannot be appliedat lineNumber 41 Not sure why this is happening? it's
Show Meeting Notes in Deal
Hi, I want to show meeting notes from Client Meeting module to on Deal page under deal module. Below is the code - but i am getting error: Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]' for the function '756'
Workflow Question - Creating New Task from Closed Task
Hello, I'm working at setting up workflows in Zoho crm. Is there a way to create a new task after another one is closed? In this scenario no record is created or edited. The scenario would be that when Task A is closed Task B is automatically created. Is this possible? -Michael Pierce michael.pierce@constructionei.com
How can we bring alibaba contacts and emails into to Zoho crm ?
Any thoughts lets have a chat !!!!
Trying to show data via function using custom related list - what's wrong with my formatting?
Hi, Sent this in via live chat but haven't gotten a response yet, and wondering what I'm doing wrong. I have this code: string FreshdeskTickets(string email) { headerMap={ "Content-Type" : "application/xml", "Authorization" : "Basic XXXXX" }; response
Zoho Contacts to Sales Order "Product Details"
I have a custom field in "Contacts" for products. When creating a sales order can the system auto-populate " Product Details" in the sales order form with the information in "contacts"? We're having to manually select the product in sales order every
Hide/Show fields in subform in a for loop
Hi! I have a subform that I'm iterating through with a for loop. I want to be able to hide specific fields for particular rows in this subform. I know how to hide fields for every entry in the subform, but I cannot find a way to hide fields for particular entries in the subform. Is there a way to do that? Any help would be much appreciated!
Tiggering a ZOHO Flow with a CRM Button
Is there a way to effectively trigger a ZOHO Flow with a ZOHO CRM Button?
Zoho CRM Custom Function search related records by phone number.
We are currently using Zapier to pull in inbound/outbound text messages from Ring Central and create an activity in our CRM system. Only problem is we are lost when it comes to creating a custom function that will associate that activity to the related
Round Robin for Automated Task Assignment
Using a Custom Function, users can be assigned to records via Round Robin and also a similar custom fucntion can be set up for the purpose of assigning tasks to users in a round robin. I wanted to share here in PartnerSpeak a good use case of this from a recent client post which also has the instructions on how to set up this Custom Function: https://help.zoho.com/portal/community/topic/enhancement-round-robin-for-automated-task-assignment We will add later how to make a few small changes to this
Custom Workflow Function
Hi, I'm trying to use Zoho for a Property Developer. I've changed the Products module to Properties. I'd like Zoho to match properties to leads when a lead is created. Is there a workflow function that can match and insert a property into a lead when
IF Function: return multiple values based on multiple conditions
I want to return four possible values - 1, 2, 3, 4 - based on the following conditions: If the difference in one date vs today's date is >= 7, return a 1. If the difference in one date vs today's date is >=14, return a 2. If the difference in one date
Custom Upload File Option
Hello, The upload file option (see attachment) doesn´t work. Can you please fix this. Thanks
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