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  • Learn Zoho
  • Get Help
  • Resources
  • Partner With Us!
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  • Learn Zoho CRM
  • Learn Zoho Analytics
  • Learn Deluge
  • Get a Career in Zoho
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  • Our Mission
  • Choosing Which Zoho Form Builder to Use
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Home Course Deluge Create Your First Zoho Books Custom Function

Create Your First Zoho Books Custom Function

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Every Zoho application comes with many useful tools and built-in features. However, much like we learned in our Intro to Deluge course, knowing how to program basic functions in Deluge increases the functionality significantly. This is the case with the Zoho Finance Suite.

Whether you work out of Books, Inventory, Subscriptions, Expense, or Invoice, this course will help you accomplish more in less time.

  • In lesson 1, learn why you should use custom functions
  • In lesson 2, we talk about use cases and the differences between function in the Finance Suite and Zoho CRM
  • Learn how to build your function in the 3rd lesson
  • And last, learn how to set up the automations and test the function in lesson 4

In this course, we create the function in Zoho Books, the master and commander of the Finance Suite, but the concepts are the same for the other finance applications.

Course Content

Expand All
Why Would You Want to Use Custom Functions? 1 Topic
Expand
Lesson Content
0% Complete 0/1 Steps
Why Use Custom Functions in Zoho Books?
Navigating Functions in Zoho Books 4 Topics
Expand
Lesson Content
0% Complete 0/4 Steps
Function Use Case
Writing Custom Functions Across the Zoho Finance Suite
Creating our Last Payment Date Custom Field
Navigating to Creating Functions
Writing Our Function 10 Topics
Expand
Lesson Content
0% Complete 0/10 Steps
How Zoho Books Passes Arguments
Get Record by ID
Organization ID’s
Save and Execute Within Books
Looking at the JSON
Drilling Down In Your JSON to Get the Payment Map
Getting the Customer ID and Date
How to Spruce Up Your Info Statements
Adding Custom Fields to a Map
UpdateRecord and Testing
Testing Our Live Function 5 Topics
Expand
Lesson Content
0% Complete 0/5 Steps
Creating a Workflow Rule
Testing It on the Trigger
Other Ways to Trigger Functions
Streamline Estimate Creation in Zoho Books (Practice Quiz)
What’s Next?

Ratings and Reviews

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mcbruse
Posted 2 weeks ago
Awesome Course!

After writing dozens of functions in CRM, I went to Books and came to a dead end. This video is super helpful even if you already know how to write functions in Zoho CRM!

Helpful?
Drew Brockbank
Posted 4 months ago
You can't ask for a better course on this.

Must take. Better than anything else on custom functions for Zoho Books.

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Course Navigation
Course Home Expand All
Why Would You Want to Use Custom Functions?
1 Topic
Why Use Custom Functions in Zoho Books?
Navigating Functions in Zoho Books
4 Topics
Function Use Case
Writing Custom Functions Across the Zoho Finance Suite
Creating our Last Payment Date Custom Field
Navigating to Creating Functions
Writing Our Function
10 Topics
How Zoho Books Passes Arguments
Get Record by ID
Organization ID’s
Save and Execute Within Books
Looking at the JSON
Drilling Down In Your JSON to Get the Payment Map
Getting the Customer ID and Date
How to Spruce Up Your Info Statements
Adding Custom Fields to a Map
UpdateRecord and Testing
Testing Our Live Function
5 Topics
Creating a Workflow Rule
Testing It on the Trigger
Other Ways to Trigger Functions
Streamline Estimate Creation in Zoho Books (Practice Quiz)
What’s Next?
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