Deluge script to record level sharing
Hi, how can we check to whom a specific record is shared? and how can we record level share a specific record? Example: USER X owns "ACCOUNT A"s record, and all "ACCOUNT A" Potentials (we do this thru a custom function that puts potentials owner = account owner)... USER X shares "ACCOUNT A" and POTENTIAL 1 with USER Y.... When USER Y creates a new "ACCOUNT A" potential... the system creates it but USER Y is not able to see it, because USER X becomes the record owner (again thru our custom function)Trying to update one record from another
I am using a custom function and going out of my mind - I just don't know why such an ordinary function is so hard and there should be a standard way of doing this I need to get the data from a field in a related record and put it into the same record in another one. In this case for a particular client they want to be able to update Lead filed with the phone number and email address from a contact where the person is already in the CRM lead=input.leadID.toString(); contact=input.contactID.toString();Get the related subform records
I have a main form called Creative Media Calls in Zoho Creator that has a products/service subform. How can I loop through the related subform records of the products/services. i.e. for each related subform record{ check the service selected } I found how to getAll() the subform records, however I just need the related subform records of the parent form record. Thanks for your help with this, Thomas
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We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically[Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025
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Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
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