What?
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.
Why?
I could do a normal automation/workflow ...
...
Similar to how to create a call or task, but with some variation:
//
// initialize
m_ScheduleMeeting = Map();
//
// specify parent module
m_ScheduleMeeting.put("$se_module","Leads");
//
// all ...
... to ZohoCRM > Setup > Customization > Modules and Fields > Leads
Select "Validation Rules" and cick on "New Validation Rule"
Choose the layout, this has to be the highest level (I think) as a custom lead ...
... expressions then separate each with parenthesis joined by "and" or "or". Nulls are not returned.
Set the "ModuleToSearch" to the API Name of the module you want to search.
Method #1: zoho.crm.searchRecords() ...
... each r_Event in l_Events
{
if(!isnull(r_Event.get("eventCategory")))
{
//
// event type will be UPDATE and eventCategory will be our module
v_Event = r_Event.get("eventCategory") + " ...
... off a scheduled workflow of a call/meeting
Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule
Module is "Calls"
Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...
... are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can ...
... it the following scopes:
ZohoCRM.modules.ALL
ZohoCRM.users.READ
ZohoCRM.coql.READ
//
// set to the number of hours minus the ones to be logged on Friday (40 - 8)
v_RemindeMeAtHoursLogged = ...
... going to ZohoCRM > Setup > Customization > Modules and Fields > Contacts > Links and Buttons > Create Button where the function arguments will be p_ContactID = Contacts.Contact_ID
v_OutputMessage = ...
What?
This article demonstrates how to return a list of unique values in a particular field in a CRM module.
Why?
My use-case is a data-migration where the records exist in a staging module in ...
... > Modules and Fields
Hover the mouse cursor over the "Products" module and then over the ellipsis
Click on "Customize Tax Rates"
For our clients in the UK, we tend to specify the tax rates as "Standard ...
... street 2 and shipping street 2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and ...
... 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), ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order.
How?
The quick answer is buried in Zoho documentation and due to the ...
...
or (untested)
m_Trigger = Map();
m_Trigger.put("trigger",[]);
r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger);
From the documentation:
The trigger input ...
What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. ...
What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.
Why?
Sometimes you might need this when data mapping fields from one module ...
What?
This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload".
Why?
Just to remind me where I went ...
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