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I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

ZohoCRM: Deluge: Map a custom field from user profile

What?
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.

Why?
A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line.

How?
The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division":
copyraw
//
// init
v_DealID = ifnull(p_DealID,0);
r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID);
//
// Map users/owners division to this deal
if(!isnull(r_DealDetails.get("Owner")))
{
	l_Users = zoho.crm.getRecordById("users",r_DealDetails.get("Owner").get("id"));
	for each  r_UserDetails in l_Users
	{
		m_UserDetails = r_UserDetails.toMap();
		if(!isnull(m_UserDetails.get("Division")))
		{
			v_DivisionID = "";
			v_DivisionName = m_UserDetails.get("Division");
			l_CrmDivisions = zoho.crm.searchRecords("Divisions","Name:equals:" + v_DivisionName);
			for each  r_Division in l_CrmDivisions
			{
				if(!isnull(r_Division.get("Name")))
				{
					if(r_Division.get("Name") == v_DivisionName)
					{
						v_DivisionID = r_Division.get("id");
					}
				}
			}
			if(v_DivisionID != "")
			{
				m_UpdateDeal = Map();
				m_UpdateDeal.put("Division",v_DivisionID);
				r_UpdateDeal = zoho.crm.updateRecord("Deals",v_DealID,m_UpdateDeal);
				info r_UpdateDeal;
			}
		}
		break;
	}
}
  1.  // 
  2.  // init 
  3.  v_DealID = ifnull(p_DealID,0)
  4.  r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID)
  5.  // 
  6.  // Map users/owners division to this deal 
  7.  if(!isnull(r_DealDetails.get("Owner"))) 
  8.  { 
  9.      l_Users = zoho.crm.getRecordById("users",r_DealDetails.get("Owner").get("id"))
  10.      for each  r_UserDetails in l_Users 
  11.      { 
  12.          m_UserDetails = r_UserDetails.toMap()
  13.          if(!isnull(m_UserDetails.get("Division"))) 
  14.          { 
  15.              v_DivisionID = ""
  16.              v_DivisionName = m_UserDetails.get("Division")
  17.              l_CrmDivisions = zoho.crm.searchRecords("Divisions","Name:equals:" + v_DivisionName)
  18.              for each  r_Division in l_CrmDivisions 
  19.              { 
  20.                  if(!isnull(r_Division.get("Name"))) 
  21.                  { 
  22.                      if(r_Division.get("Name") == v_DivisionName) 
  23.                      { 
  24.                          v_DivisionID = r_Division.get("id")
  25.                      } 
  26.                  } 
  27.              } 
  28.              if(v_DivisionID != "") 
  29.              { 
  30.                  m_UpdateDeal = Map()
  31.                  m_UpdateDeal.put("Division",v_DivisionID)
  32.                  r_UpdateDeal = zoho.crm.updateRecord("Deals",v_DealID,m_UpdateDeal)
  33.                  info r_UpdateDeal; 
  34.              } 
  35.          } 
  36.          break
  37.      } 
  38.  } 

Category: Zoho :: Article: 762

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