Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account

: Joel Lipman; Zoho; 19 October 2022; Hits: 1684

What?
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account.

Why?
For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit.

How?
As mentioned, we're going to update several fields called:

Number of Candidates This Graduation Year
Number of Candidates Next Graduation Year
Candidates Graduated in the Past
Candidates Graduating in the Future
Total Number of Candidates

I'll flesh this out some other time but here's the code I used:

copy raw

r_CandidateDetails = zoho.recruit.getRecordById("Candidates",p_CandidateID,"zrecruit");
//info r_CandidateDetails;
if(!isNull(r_CandidateDetails.get("Which School do you go to?")))
{
	v_SchoolName = r_CandidateDetails.get("Which School do you go to?");
	v_SchoolID = r_CandidateDetails.get("Which School do you go to?_ID");
	b_SchoolPaid = if(r_CandidateDetails.get("Paid School") == "true",true,false);
	//
	v_CandidatePlacedCount = 0;
	v_CandidateGraduatingCount = 0;
	v_CandidateGraduatingNextCount = 0;
	l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit");
	for each  r_Candidate in l_CandidateSearch
	{
		if(!isnull(r_Candidate.get("CANDIDATEID")))
		{
			v_CandidatePlacedCount = v_CandidatePlacedCount + 1;
			r_CandidateDetail = zoho.recruit.getRecordById("Candidates",r_Candidate.get("CANDIDATEID"),"zrecruit");
			if(!isnull(r_CandidateDetail.get("Graduation Year")))
			{
				v_GraduationYear = r_CandidateDetail.get("Graduation Year");
				if(v_GraduationYear == zoho.currentdate.addYear(1).getYear() && zoho.currentdate.getMonth() >= 9 || v_GraduationYear == zoho.currentdate.getYear() && zoho.currentdate.getMonth() < 9)
				{
					v_CandidateGraduatingCount = v_CandidateGraduatingCount + 1;
				}
				if(v_GraduationYear == zoho.currentdate.addYear(2).getYear() && zoho.currentdate.getMonth() >= 9 || v_GraduationYear == zoho.currentdate.addYear(1).getYear() && zoho.currentdate.getMonth() < 9)
				{
					v_CandidateGraduatingNextCount = v_CandidateGraduatingNextCount + 1;
				}
			}
		}
	}
	//
	m_Blank = Map();
	l_SchoolSearch = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm");
	for each  r_School in l_SchoolSearch
	{
		// check no search error and valid records are returned
		if(!isnull(r_School.get("id")))
		{
			// check this record is the same school
			if(r_School.get("Account_Name").equalsIgnoreCase(v_SchoolName))
			{
				// update the CRM record
				m_Trigger = Map();
				m_Update = Map();
				m_Update.put("Total_Number_of_Candidates",v_CandidatePlacedCount);
				m_Update.put("Number_of_Candidates_This_Graduation_Year",v_CandidateGraduatingCount);
				m_Update.put("Number_of_Candidates_Next_Graduation_Year",v_CandidateGraduatingNextCount);
				r_Update = zoho.crm.updateRecord("Accounts",r_School.get("id"),m_Update,m_Trigger,"zcrm");
				info r_Update;
			}
		}
	}
}

r_CandidateDetails = zoho.recruit.getRecordById("Candidates",p_CandidateID,"zrecruit");
//info r_CandidateDetails;
if(!isNull(r_CandidateDetails.get("Which School do you go to?")))
{
v_SchoolName = r_CandidateDetails.get("Which School do you go to?");
v_SchoolID = r_CandidateDetails.get("Which School do you go to?_ID");
b_SchoolPaid = if(r_CandidateDetails.get("Paid School") == "true",true,false);
//
v_CandidatePlacedCount = 0;
v_CandidateGraduatingCount = 0;
v_CandidateGraduatingNextCount = 0;
l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit");
for each r_Candidate in l_CandidateSearch
{
if(!isnull(r_Candidate.get("CANDIDATEID")))
{
v_CandidatePlacedCount = v_CandidatePlacedCount + 1;
r_CandidateDetail = zoho.recruit.getRecordById("Candidates",r_Candidate.get("CANDIDATEID"),"zrecruit");
if(!isnull(r_CandidateDetail.get("Graduation Year")))
{
v_GraduationYear = r_CandidateDetail.get("Graduation Year");
if(v_GraduationYear == zoho.currentdate.addYear(1).getYear() && zoho.currentdate.getMonth() >= 9 || v_GraduationYear == zoho.currentdate.getYear() && zoho.currentdate.getMonth() < 9)
{
v_CandidateGraduatingCount = v_CandidateGraduatingCount + 1;
}
if(v_GraduationYear == zoho.currentdate.addYear(2).getYear() && zoho.currentdate.getMonth() >= 9 || v_GraduationYear == zoho.currentdate.addYear(1).getYear() && zoho.currentdate.getMonth() < 9)
{
v_CandidateGraduatingNextCount = v_CandidateGraduatingNextCount + 1;
}
}
}
}
//
m_Blank = Map();
l_SchoolSearch = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm");
for each r_School in l_SchoolSearch
{
// check no search error and valid records are returned
if(!isnull(r_School.get("id")))
{
// check this record is the same school
if(r_School.get("Account_Name").equalsIgnoreCase(v_SchoolName))
{
// update the CRM record
m_Trigger = Map();
m_Update = Map();
m_Update.put("Total_Number_of_Candidates",v_CandidatePlacedCount);
m_Update.put("Number_of_Candidates_This_Graduation_Year",v_CandidateGraduatingCount);
m_Update.put("Number_of_Candidates_Next_Graduation_Year",v_CandidateGraduatingNextCount);
r_Update = zoho.crm.updateRecord("Accounts",r_School.get("id"),m_Update,m_Trigger,"zcrm");
info r_Update;
}
}
}
}