Learn to leverage Deluge script in Zoho CRM for powerful customizations and seamless workflows.Find deluge script examples.Learn to leverage Deluge script in Zoho CRM for powerful customizations and seamless workflows. From basic Deluge Zoho concepts to complex Zoho CRM Deluge script examples, our content is designed to help you harness the full potential of Zoho Deluge script across the entire Zoho ecosystem.
Create deals in Zoho CRM from Zoho Books estimates
For those who use Zoho CRM and Zoho Books together, a new zoho books custom functions helps optimize the sales process by creating a deal in Zoho CRM when an estimate is created in Zoho Books.
This automation is set up using a custom function and a workflow rule. You create the custom function first, and then configure a workflow rule to trigger it automatically in your zoho books implementation.
This function provides a way to link sales and accounting processes, helping ensure that your sales team is immediately aware of a new zoho estimate created.
Deluge scripting in Zoho Mail: Automate Email Processing
Zoho Mail's filter feature, when combined with deluge, allows you to automate tasks based on incoming emails. You can configure filter criteria that act as a rule to trigger a deluge function. This is useful for automating repetitive tasks like parsing email content and posting details to another service, which can prevent manual errors and save time.
For example, imagine a vendor sends invoices to your email, and you want to automatically post the invoice ID, date, and total amount to a Zoho Cliq channel. Instead of manually copying and pasting the details, you can use a Deluge function to automate the entire process.
Here's a look at the process:
Set up the filter: You create an incoming filter in Zoho Mail that triggers a custom deluge function when an email is received from the specific vendor's email address.
Create the Deluge function: The function would use Zoho Mail deluge integration tasks to fetch the email's content.
Parse the content: The script then handles the returned text to structure it as valid XML and uses XPath to extract the required information, such as the invoice ID, invoice date, and total amount.
Post to Zoho Cliq: Finally, the extracted details are formatted and posted to the designated Zoho Cliq channel using a webhook.
By leveraging deluge with Zoho Mail filters, you can streamline workflows and automate data handling directly from your inbox.
For those working with Zoho Desk and looking to access the most recent comment on a ticket, there's a straightforward approach using custom functions. While the API documentation provides details on listing all comments, you can efficiently retrieve just the latest one by incorporating specific parameters.
Previously, users might define latestThread to get the most recent thread. However, to get the latest comment, you can use a similar invokeurl structure. The key is to add parameters that sort by commentedTime in descending order and limit the results to just one.
Alternatively, for those utilizing Zoho Desk's built-in Deluge tasks, you can use zoho.desk.getRelatedRecords. This method also allows you to specify sorting and limits to efficiently retrieve the latest comment.
Automating tasks in project management can significantly streamline workflows and improve consistency. A common challenge in project setup is ensuring that the correct task templates are applied based on specific project requirements. Zoho Projects offers a powerful solution to this by allowing you to dynamically generate tasklists based on values selected in custom fields, leveraging Custom Functions and Workflow Rules.
Consider a scenario where a 'Category' custom field is created within the Tasks module, with values directly corresponding to your available task templates. When a specific task (e.g., 'Development') has a value selected in this 'Category' field, you can automate the creation of a tasklist by applying the matching task template. This eliminates manual selection, ensures consistency, and speeds up project initiation.
This automation is achieved by setting up a custom function within Zoho Projects, which is triggered by a workflow rule. The custom function reads the value from the 'Category' field and then programmatically creates the appropriate tasklist using the Zoho Projects API.
To implement this, you will need to create a connection with the necessary scopes ("ZohoProjects.tasklists.ALL, ZohoProjects.tasks.ALL") and integrate a custom function into your workflow rules.
For more details on how to set this up and for the necessary custom function code, refer to the source of this article.
Zoho CRM: Mastering Record Updates with the zoho.crm.updateRecord() task
For anyone working with Zoho CRM, keeping your records accurate and up-to-date is essential. The zoho crm deluge updateRecord() task in Zoho CRM provides a powerful way to programmatically modify existing records within your modules. This is particularly useful for automating data synchronization or building custom integrations that need to react to changes in other systems.
The zoho crm deluge updateRecord() task allows you to update a record in any module within your Zoho CRM instance. You simply specify the module, the unique ID of the record you wish to update, and a map containing the fields you want to modify along with their new values. The keys in this map should be the API names of the fields.
Imagine you have an account record with shipping and billing addresses, and you want to ensure that all related contacts also reflect these address details. With zoho.crm.updateRecord(), you can easily fetch the address information from the parent account and then iterate through the related contacts, updating their mailing and other address fields automatically. This eliminates manual data entry and ensures consistency across your CRM.
Another practical application is updating tasks. You can obtain a task ID and then use zoho.crm.updateRecord() to modify its status, or even link it to specific contact and account records using their respective IDs. This can be invaluable for automating workflow processes, such as marking a task as "In Progress" once certain conditions are met, or associating a task with a newly created contact.
Whether you're looking to synchronize data, automate workflows, or simply maintain cleaner records, understanding and utilizing the zoho crm deluge updateRecord() task is a key skill for any Zoho CRM power user or developer.
Custom Calculation in Zoho Books Invoices: Incorporating Two Custom Fields for Item Amount
Zoho Books typically calculates the Item Amount in invoices by multiplying Quantity and Rate. However, a new function has been introduced that allows you to include two custom fields in this calculation, making it more flexible for diverse business needs. The formula becomes:
Item Amount = Custom Field 1
× Custom Field 2 × Rate × Quantity
This enhancement is particularly useful for businesses that require more detailed measurements for their billing. For example, a steel production plant can use this function to calculate the Item Amount of steel sheets based on their length, width, quantity, and rate per square foot. The length and width would be entered into the custom fields, and the function would then automatically calculate the Item Amount.
Prerequisites for Implementation:
Create a Connection: A connection named "zbooks" is required for the function to execute successfully.
Create Custom Fields:
Set up two item-level custom fields (Decimal type) for your two additional variables (e.g., "Length" and "Width"). These will be displayed in sales transactions.
Create another custom field named "Unit Rate" (also an item-level field) to store the original sales rate of the line item.
Once the invoice is saved, the custom function will be executed. It first copies the original sales rate to the "Unit Rate" custom field. Then, it calculates "Length × Width × Unit Rate" and populates this result into the default "Rate" field. Finally, Zoho Books calculates "Rate (Default field)
× Quantity" and fills the result into the "Amount" field.
For detailed instructions and the custom function code, you can refer to the GitHub link provided in the source.
A common question among Zoho Creator users is how to create a button within a widget that triggers a pop-up form. While direct HTML snippets for pop-ups work well in other contexts, they might not function as expected within a widget.
Fortunately, there are a couple of effective methods to achieve this.
One straightforward approach is to modify the
href attribute of your button's link to include the complete Zoho Creator application URL, along with the target="_top" attribute. This ensures the link is opened in the top-level Browse context, allowing the form to appear as a pop-up.
For a more robust and "true" form pop-up, you can leverage an
onclick JavaScript function instead of a direct link tag. This method provides greater control over the pop-up window's behavior.
This method is particularly useful when working with more complex interactions and dynamic form loading in Zoho Creator.
These solutions provide flexible ways to integrate Zoho Creator forms seamlessly within your widgets, enhancing user experience and streamlining workflows without the need for deluge script in zoho creator for the pop-up itself, focusing on the client-side interaction. While Zoho Creator deluge scripts are powerful for backend logic, for widget pop-ups, these HTML and JavaScript approaches are effective.
