Learn to use a Deluge script that pulls records from Books/CRM/another database into a Zoho Creator Form as Subform Rows. Then, subsequently push changes to each individual record (or perform other actions like creating records) in the parent system.
Add subform rows on Zoho CRM via Deluge scripting without overwriting existing row(s), no API calls needed!
Here’s a website that teaches you how to code in Deluge (Zoho’s scripting language), lets you try it out, and has an intuitive library of functions where you can browse and test. All that and you don’t even need a Zoho account, and it’s FREE!
Learn to create a folder within another folder on WorkDrive,
create/merge a Writer Doc and storing in a WorkDrive folder
generate an External Share Link for the Folder/Document
Learn to send a ZohoSign Document via a Deluge custom function upon criteria met, instead of using the manual “Send for ZohoSign” button from a record.
Create and manage a potentially infinite number of assignment rules through a CRM Module with Subform, then process them all to achieve accurate assignment with a simple Deluge script.
In Zoho CRM, ensure that all territories assigned in an Account gets assigned to all related Contacts by getting the territory IDs off the Account, then assigning them in Contacts via Territories API.
Learn to configure collection of payment with a Creator form that doubles as registration or purchase order.
Convert fields, related activities, attachments, notes and more from one record to another across modules via custom function.
We’ve developed a formula in our Zoho laboratory that sums up values of subform tables in Zoho CRM and we’re glad to share it with you at the cost of… 5 minutes of your time.
