Get Lookup field

Zoho CMR

@Peaky

Send Mail Merge Pagination Code 1 Client Script New Client Script Mail Merge 2 Get Lookup field Client Script

##pagination ##zoho ##crm ##zohocrm ##zoho_crm ##deluge

update_map = Map();
counter = 1;
loopexecutioncount = 2;
lst = if(loopexecutioncount > 1,counter.leftpad(loopexecutioncount).toList(""),List());
for each  rec in lst
{
  info "counter ==>" + counter;
	get_pop_records = zoho.crm.getRecords("POP",counter,200);
		counter = counter + 1;
}

##pagination ##zoho ##crm ##zohocrm ##zoho_crm ##deluge

Client Script



var userID = $Crm.user.id;
var userName = $Crm.user.first_name; // + " " + $Crm.user.last_name;
var module = $Page.module;
var module_recordID = $Page.record_id;
var recordName = $Page.record._Full_Name;
/*var currentdate = new Date();

var timesettings = {  year: 'numeric',  month: 'long',  day: 'numeric',  hour: 'numeric',minute: 'numeric',  second: 'numeric',hour12: true, timeZoneName: 'short' };var formattedDateTime = currentdate.toLocaleTimeString('en-US',timesettings);    console.log("time ::::::: ", formattedDateTime);   */

var map = { "Viewed_By": "Last Viewed by - " + userName + " \n " };
var map = { "Last_Viewed_User_ID": +userID};
console.log("User id new : " +userID)
// + formattedDateTime 

//console.log(map); 

var datalist = [];datalist.push(map);var param = { "data": datalist };

//console.log("param: ", param); 

var response = ZDK.Apps.CRM.Connections.invoke("crmconn", "https://zohoapis.com/crm/v5/"+module+"/"+module_recordID, "PUT", 2, param, {});

//console.log("Response : ", response);

##pagination ##zoho ##crm ##zohocrm ##zoho_crm ##deluge

New Client Script

var userID = $Crm.user.id;
console.log("userID==>", userID);
var userName = $Crm.user.first_name; // + " " + $Crm.user.last_name;
console.log("userName==>", userName);
var module = $Page.module;
console.log("module==>", module);
var module_recordID = $Page.record_id;
console.log("module_recordID==>", module_recordID);
var recordName = $Page.record._Full_Name;
console.log("recordName==>", recordName);
var owner = ZDK.Page.getField('Owner').getValue();
console.log("owner==>", owner);
var ownerID = ZDK.Apps.CRM.Users.fetchById(owner.id);
console.log("owner==>", owner);
// Construct the map to include both fields you want to update

created_time = ZDK.Page.getField('Created_By').getValue();
console.log("created_time==>", created_time);

var map = {
    "Last_Viewed_User_ID": userID
};

console.log("User ID: " + userID);

// Prepare data for the API call
var datalist = [];
datalist.push(map);

var param = { "data": datalist };

// API call to update the record in Zoho CRM
var response = ZDK.Apps.CRM.Connections.invoke(
    "crmconn", 
    "https://www.zohoapis.com/crm/v5/" + module + "/" + module_recordID, 
    "PUT", 
    2, 
    param, 
    {}
);

console.log("Response: ", response);

##pagination ##zoho ##crm ##zohocrm ##zoho_crm ##deluge

Populate field from one module into an other module

void automation.OCR_001_Fetch_Reservation_Details(Int Ownership_change_request_id)
{
Owner_map = Map();
Ownership_change_request_details = zoho.crm.getRecordById("Ownership_Change_Requests",Ownership_change_request_id);
info "Ownership_change_request_details ==>" + Ownership_change_request_details;
Reservation_Owner = Ownership_change_request_details.get("Reservation_Name");
info "Reservation_Owner ==>" + Reservation_Owner;
if(!Reservation_Owner.isNull() || !Reservation_Owner.isEmpty())
{
	Reservation_naame = Reservation_Owner.get("name");
	info "Reservation_naame ==>" + Reservation_naame;
	Reservation_id = Reservation_Owner.get("id");
	info "Reservation_id ==>" + Reservation_id;
	Reservation_details = zoho.crm.getRecordById("Deals",Reservation_id);
	info "Reservation_details ==>" + Reservation_details;
	Contact_Owner = Reservation_details.get("Contact_Name");
	info "Contact_Owner ==>" + Contact_Owner;
	if(!Contact_Owner.isNull() || !Contact_Owner.isEmpty())
	{
		Contact_name = Contact_Owner.get("name");
		info "Contact_name ==>" + Contact_name;
		contact_id = Contact_Owner.get("id");
		info "contact_id ==>" + contact_id;
		Owner_map.put("Customer_Name",Contact_Owner);
		Customer_Details = zoho.crm.getRecordById("Contacts",contact_id);
		info "Customer_Details ==>" + Customer_Details;
		Email = Customer_Details.get("Email");
		Owner_map.put("Customer_Email",Email);
	}
	Joint_buyer_name_owner = Reservation_details.get("Joint_buyer_name");
	info "Joint_buyer_name_owner ==>" + Joint_buyer_name_owner;
	if(!Joint_buyer_name_owner.isNull() || !Joint_buyer_name_owner.isEmpty())
	{
		Joint_buyer_name = Joint_buyer_name_owner.get("name");
		info "Joint_buyer_name ==>" + Joint_buyer_name;
		Joint_buyer_id = Joint_buyer_name_owner.get("id");
		info "Joint_buyer_id ==>" + Joint_buyer_id;
		Owner_map.put("Joint_buyer_name",Joint_buyer_name_owner);
	}
	Project = Reservation_details.get("Property");
	info "Project ==>" + Project;
	if(!Project.isNull() || !Project.isEmpty())
	{
		Owner_map.put("Project",Project);
	}
	Project_ID = Reservation_details.get("Project_ID");
	info "Project_ID ==>" + Project_ID;
	if(!Project_ID.isNull() || !Project_ID.isEmpty())
	{
		Owner_map.put("Project_ID",Project_ID);
	}
	Unit = Reservation_details.get("Unit");
	info "Unit ==>" + Unit;
	if(!Unit.isNull() || !Unit.isEmpty())
	{
		unit_name = Unit.get("name");
		info "unit_name ==>" + unit_name;
		unit_id = Unit.get("id");
		info "unit_id ==>" + unit_id;
		Owner_map.put("Unit",Unit);
	}
	Unit_Price_At_Sale = Reservation_details.get("Unit_Price_At_Sale");
	info "Unit_Price_At_Sale ==>" + Unit_Price_At_Sale;
	if(!Unit_Price_At_Sale.isNull() || !Unit_Price_At_Sale.isEmpty())
	{
		Owner_map.put("Unit_Price_At_Sale",Unit_Price_At_Sale);
	}
	Paid_Admin_Fee = Reservation_details.get("Paid_Admin_Fee");
	info "Paid_Admin_Fee ==>" + Paid_Admin_Fee;
	if(!Paid_Admin_Fee.isNull() || !Paid_Admin_Fee.isEmpty())
	{
		Owner_map.put("Paid_Admin_Fee",Paid_Admin_Fee);
	}
	Admin_Fee = Reservation_details.get("Admin_Fee");
	info "Admin_Fee ==>" + Admin_Fee;
	if(!Admin_Fee.isNull() || !Admin_Fee.isEmpty())
	{
		Owner_map.put("Admin_Fee",Admin_Fee);
	}
	Joint_Buyers_Multiple = Reservation_details.get("Joint_Buyers_Multiple");
	info "Joint_Buyers_Multiple ==>" + Joint_Buyers_Multiple;
	info "Joint_Buyers_Multiple.size ==>" + Joint_Buyers_Multiple.size();
	// 	if(!Joint_Buyers_Multiple.isNull() || !Joint_Buyers_Multiple.isEmpty() && Joint_Buyers_Multiple.size() > 0)
	// 	{
	// 		Joint_Buyers_Multiple_list = Joint_Buyers_Multiple.toList(",");
	// 		for each  my_Joint_Buyers_Multiple in Joint_Buyers_Multiple
	// 		{
	// 			info "my_Joint_Buyers_Multiple ==>" + my_Joint_Buyers_Multiple;
	// 			search_resp = zoho.crm.searchRecords("Contacts","(Full_Name:equals:" + my_Joint_Buyers_Multiple + ")");
	// 			info "search_resp ==>" + search_resp;
	// 			// 			Lead_owner = search_resp.get("Lead");
	// 			// 					info "Lead_owner   "
	// 		}
	// 		// 			Owner_map.put("Joint_Buyers_Multiple", Joint_Buyers_Multiple);
	// 	}
	
	
	// need to put in owner map 
	Payment_Details1 = Reservation_details.get("Payment_Details1");
	info "Payment_Details1 ==>"+Payment_Details1;
	
	
	Payment_Details1_size = Payment_Details1.size();
	info "Payment_Details1_size ==>"+Payment_Details1_size;
	
	
	Total_Amount_Payablee = Reservation_details.get("Total_Amount_Payablee");
	info "Total_Amount_Payablee ==>"+Total_Amount_Payablee;
	if ( !Total_Amount_Payablee.isNull() || !Total_Amount_Payablee.isEmpty() ) 
    {
			Owner_map.put("Total_Amount_Payable", Total_Amount_Payablee);
    }
/////// From Here
	Paid_Installment_Amount = Reservation_details.get("Paid_Installment_Amount");
	info "Paid_Installment_Amount ==>"+Paid_Installment_Amount;
		if ( !Paid_Installment_Amount.isNull() || !Paid_Installment_Amount.isEmpty() ) 
    {
			Owner_map.put("Paid_Installment_Amount", Paid_Installment_Amount);
    }
	
	Registration_Fees = Reservation_details.get("Registration_Fees");
	info "Registration_Fees ==>"+Registration_Fees;
		if ( !Registration_Fees.isNull() || !Registration_Fees.isEmpty() ) 
    {
			Owner_map.put("DLD_Registration_Fees", Registration_Fees);
    }
	
	DLD_Waiver_Amount = Reservation_details.get("DLD_Waiver_Amount");
	info "DLD_Waiver_Amount ==>"+DLD_Waiver_Amount;
		if ( !DLD_Waiver_Amount.isNull() || !DLD_Waiver_Amount.isEmpty() ) 
    {
			Owner_map.put("DLD_Waiver_Amount", DLD_Waiver_Amount);
    }
	
	Paid_Registration_Fee = Reservation_details.get("Paid_Registration_Fee");
	info "Paid_Registration_Fee ==>"+Paid_Registration_Fee;
		if ( !Paid_Registration_Fee.isNull() || !Paid_Registration_Fee.isEmpty() ) 
    {
			Owner_map.put("Paid_DLD_Registration_Fee", Paid_Registration_Fee);
    }
	
	Total_Paid_Amount_Report = Reservation_details.get("Total_Paid_Amount_Report");
	info "Total_Paid_Amount_Report ==>"+Total_Paid_Amount_Report;
		if ( !Total_Paid_Amount_Report.isNull() || !Total_Paid_Amount_Report.isEmpty() ) 
    {
			Owner_map.put("Total_Paid_Amount_Report", Total_Paid_Amount_Report);
    }
	Total_Amount_Paid = Reservation_details.get("Total_Amount_Paid");
	info "Total_Amount_Paid ==>"+Total_Amount_Paid;
		if ( !Total_Amount_Paid.isNull() || !Total_Amount_Paid.isEmpty() ) 
    {
			Owner_map.put("Total_Amount_Paid_AED", Total_Amount_Paid);
    }
	DLD_Waiver = Reservation_details.get("DLD_Waiver");
	info "DLD_Waiver ==>"+DLD_Waiver;
		if ( !DLD_Waiver.isNull() || !DLD_Waiver.isEmpty() ) 
    {
			Owner_map.put("DLD_Waiver", DLD_Waiver);
			Choose_waiver = Reservation_details.get("Choose_waiver");
			info "Choose_waiver ==>"+Choose_waiver;
			if ( !Choose_waiver.isNull() || !Choose_waiver.isEmpty() ) 
            {
				Owner_map.put("Choose_waiver", Choose_waiver);
            }
    }
	DLD_Admin_fees_paid= Reservation_details.get("DLD_Admin_fees_paid");
	info "DLD_Admin_fees_paid ==>"+DLD_Admin_fees_paid;
		if ( !DLD_Admin_fees_paid.isNull() || !DLD_Admin_fees_paid.isEmpty() ) 
    {
			Owner_map.put("DLD_Admin_fees_paid", DLD_Admin_fees_paid);
    }
	DLD_Payment_Date = Reservation_details.get("DLD_Payment_Date");
	info "DLD_Payment_Date ==>"+DLD_Payment_Date;
		if ( !DLD_Payment_Date.isNull() || !DLD_Payment_Date.isEmpty() ) 
    {
			Owner_map.put("DLD_Payment_Date", DLD_Payment_Date.toDate());
    }
	SPA_Issued_Date = Reservation_details.get("SPA_Issued_Date");
	info "SPA_Issued_Date ==>"+SPA_Issued_Date;
		if ( !SPA_Issued_Date.isNull() || !SPA_Issued_Date.isEmpty() ) 
    {
			Owner_map.put("SPA_Issued_Date", SPA_Issued_Date.toDate());
    }
	
	
    }
	
update_ownership_change_request = zoho.crm.updateRecord("Ownership_Change_Requests",Ownership_change_request_id,Owner_map);
info "update_ownership_change_request ==>" + update_ownership_change_request;
}

##pagination ##zoho ##crm ##zohocrm ##zoho_crm ##deluge

Mail Merge 2

void automation.Send_Ack_Letter_Mail_Merge(Int pop_id)
{
pop_details = zoho.crm.getRecordById("POP_Requests",pop_id);
info "pop_details ==>" + pop_details;
Customer_Name = pop_details.get("Customer_Name");
info "Customer_Name ==>" + Customer_Name;
Project_owner = pop_details.get("Project");
info "Project_owner ==>" + Project_owner;
Project_name = Project_owner.get("name");
info "Project_name ==>" + Project_name;

emailData = map();
fromDetails = map();
fromDetails.put("email", zoho.loginuserid);
emailData.put("from", fromDetails);

// To
toList = list();
toUser = map();
toUser.put("email", "muhammad.kaleem@leosops.com");
toList.add(toUser);
emailData.put("to", toList);

emailData.put("org_email", false);
// emailData.put("scheduled_time", "2021-06-12T12:12:12+05:30");
emailData.put("subject", "Proof of Payment" + Customer_Name + "-" + Project_name);

// Attachments
attachmentList = list();
attachment = map();
attachment.put.put("id","kphns9739e715cf504f968324d0e7a0d362a7");
attachmentList.add(attachment);
emailData.put("attachments", attachmentList);

// Template
template = map();
template.put("id", "5971686000095227019");
emailData.put("template", template);

// Final API call
// Step 1: Create list and add emailData
emailDataList = list();
emailDataList.add(emailData);

// Step 2: Create final payload map
emailRequest = map();
emailRequest.put("data", emailDataList);

send_mail_resp = invokeurl
[
	url :"https://www.zohoapis.com/crm/v8/POP_Requests/" + pop_id + "/actions/send_mail"
	type :POST
	parameters:emailRequest.toString()
	connection:"mail_merge"
];
info send_mail_resp;
}

##pagination ##zoho ##zohocrm ##zoho_crm ##deluge

Get Lookup field

Project = ifNull(POP_Details.get("Project",{"id":""}).get("id");

##pagination ##zoho ##zohocrm ##zoho_crm ##deluge

Test

string standalone.Test_Mail_Merge_2(String pop_id)
{
	pop_details = zoho.crm.getRecordById("POP_Requests",pop_id);
	info "pop_details ==>" + pop_details;
	Customer_Name = pop_details.get("Customer_Name");
	info "Customer_Name ==>" + Customer_Name;
	Payment_Date = pop_details.get("Payment_Date");
	info "Payment_Date ==>"+Payment_Date;
	Amount_Paid = pop_details.get("Amount_Paid");
	info "Amount_Paid ==>"+Amount_Paid;
	Unit = pop_details.get("Unit");
	info "Unit ==>"+Unit;
	EOI_owner = pop_details.get("EOI");
	info "EOI_owner ==>"+EOI_owner;
	EOI = EOI_owner.get("name");
	info "EOI ==>"+EOI;
	Payment_Mode = pop_details.get("Payment_Mode");
	info "Payment_Mode ==>"+Payment_Mode ;
	Project_owner = pop_details.get("Project");
	info "Project_owner ==>" + Project_owner;
	Project_name = Project_owner.get("name");
	info "Project_name ==>" + Project_name;
	merge_doc_details = invokeurl
	[
	url: "https://www.zohoapis.com/writer/api/v1/documents/kphns9739e715cf504f968324d0e7a0d362a7/fields"
	type: GET
	connection: "mail_merge"
	];
	info "merge_doc_details ==>"+merge_doc_details;
	merge = merge_doc_details.get("merge");
	info "merge ==>"+merge;
	for each my_merge in merge
	{
		info "my_merge ==>"+my_merge;
		}
		attachment_id = "kphns9739e715cf504f968324d0e7a0d362a7";
		emailData = Map();
		fromDetails = Map();
		fromDetails.put("email",zoho.loginuserid);
		emailData.put("from",fromDetails);
		toList = list();
		toUser = Map();
		toUser.put("email","muhammad.kaleem@leosops.com");
		toList.add(toUser);
		emailData.put("to",toList);
		emailData.put("subject","Proof of Payment - " + Customer_Name + " - " + Project_name);
		emailData.put("org_email",false);
		// Attachments
		attachmentList = list();
		attachment = Map();
		attachment.put("id",attachment_id);
		attachmentList.add(attachment);
		emailData.put("attachments",attachmentList);
		// Email Template (Optional)
		template = Map();
		template.put("id","5971686000095227019");
		emailData.put("template",template);
		// Final Payload
		emailDataList = list();
		emailDataList.add(emailData);
		emailRequest = Map();
		emailRequest.put("data",emailDataList);
		inner_data = map();
		inner_data.put("id", pop_id); 
		inner_data.put("Customer_Name", Customer_Name);
		inner_data.put("Payment_Date", Payment_Date);
		inner_data.put("Project", Project_name);
		inner_data.put("Amount_Paid", Amount_Paid);
		inner_data.put("Unit", Unit);
		inner_data.put("EOI", EOI);
		inner_data.put("Payment_Mode", Payment_Mode);
		data = map();
		data.put("data", inner_data);
		mergedata = Map();
		mergedata.put("merge_data", data);
		mergedata.put("subject","Proof of Payment - " + Customer_Name + " - " + Project_name);   
		
		////////////////////
		
		myfile_1 = zoho.writer.mergeAndDownload(attachment_id,"pdf",mergedata,"mail_merge");
		info "File ==> " +myfile_1;

// 		emailData = Map();
// 		fromDetails = Map();
// 		fromDetails.put("email",zoho.loginuserid);
// 		emailData.put("from",fromDetails);
// 		toList = list();
// 		toUser = Map();
// 		toUser.put("email","muhammad.kaleem@leosops.com");
// 		toList.add(toUser);
// 		emailData.put("to",toList);
// 		emailData.put("subject","Proof of Payment - " + Customer_Name + " - " + Project_name);
// 		emailData.put("org_email",false);
// 		// Attachments
// 		attachmentList = list();
// 		attachment = Map();
// 		attachment.put("name",file);
// 		attachment.put("id",attachment_id);
// 		attachmentList.add(attachment);
// 		emailData.put("attachments",attachmentList);
// 		// Email Template (Optional)
// 		template = Map();
// 		template.put("id","5971686000095227019");
// 		emailData.put("template",template);
// 		// Final Payload
// 		emailDataList = list();
// 		emailDataList.add(emailData);
// 		emailRequest = Map();
// 		emailRequest.put("data",emailDataList);
// 		// Send email
// 		send_mail_resp = invokeurl
// 		[
// 			url :"https://www.zohoapis.com/crm/v8/POP_Requests/" + pop_id + "/actions/send_mail"
// 			type :POST
// 			parameters:emailRequest.toString()
// 			connection:"mail_merge"
// 		];
// 		info send_mail_resp;

		
		//////////////////////////////////////////



		send_mail_merge = zoho.writer.mergeAndSend(attachment_id, "pdf", "muhammad.kaleem@leosops.com", mergedata, "mail_merge");
		info "send_mail_merge ==>"+send_mail_merge;
		
		
		records = send_mail_merge.get("records");
		record_1 = records.get(0);
		download_link = record_1.get("download_link");
		info "Download Link ==> " + download_link;

sendmail
[
	from: zoho.loginuserid
	to: "muhammad.kaleem@leosops.com"
	subject: "Test Subjectr"
	message: "Test Message"
	attachments: myfile_1 as PDF

]
info "Send Email ==>";
// 	attachments:<component> <name> as PDF
// 		pdf_file = invokeurl
// 		[
// 		url : download_link
// 		type : GET
// 		connection : "mail_merge"
// 		];
// 		info "Downloaded PDF ==> " + pdf_file;


// 		Send email
// 		send_mail_resp = invokeurl
// 		[
// 			url :"https://www.zohoapis.com/crm/v8/POP_Requests/" + pop_id + "/actions/send_mail"
// 			type :POST
// 			parameters:emailRequest.toString()
// 			connection:"mail_merge"
// 		];
// 		info send_mail_resp;

	return "";
}

##pagination ##zoho ##zohocrm ##zoho_crm ##deluge

Client Script

var userID = $Crm.user.id;
console.log("userID==>", userID);
var userName = $Crm.user.first_name; // + " " + $Crm.user.last_name;
console.log("userName==>", userName);
var module = $Page.module;
console.log("module==>", module);
var module_recordID = $Page.record_id;
console.log("module_recordID==>", module_recordID);
var owner = ZDK.Page.getField('Owner').getValue();
console.log("owner==>", owner);
var ownerID = ZDK.Apps.CRM.Users.fetchById(owner.id);
console.log("owner==>", owner);
// Construct the map to include both fields you want to update

pop_details = ZDK.Apps.CRM.POP_Requests.fetchById(module_recordID);
console.log("pop_details==>", pop_details);

var created_time = ZDK.Page.getField('Created_By').getValue();
console.log("created_time==>", created_time);

var created_date = ZDK.Page.getField('Created_Date').getValue();
console.log("created_date==>", created_date);

var currentDate = new Date();
var currentDateOnly = currentDate.toISOString().split("T")[0];
console.log("Current Date Only:", currentDateOnly); 

var createdDateObj = new Date(created_date);
var currentDateObj = new Date(currentDateOnly);

var diffMs = currentDateObj - createdDateObj;
console.log("diffMs ==>", diffMs); 

var diffDays = Math.floor(diffMs / (1000 * 60 * 60 * 24));
console.log("diffDays ==>", diffDays); 

var aging_fiels = currentDateOnly - created_date;
console.log("aging_fiels ==>", aging_fiels); 

var map = {
    "Last_Viewed_User_ID": userID,
    "Aging_Field" : diffDays
};

console.log("User ID: " + userID);

// Prepare data for the API call
var datalist = [];
datalist.push(map);

var param = { "data": datalist };

// API call to update the record in Zoho CRM
var response = ZDK.Apps.CRM.Connections.invoke(
    "crmconn", 
    "https://www.zohoapis.com/crm/v5/" + module + "/" + module_recordID, 
    "PUT", 
    2, 
    param, 
    {}
);

$Client.refresh();
console.log("Response: ", response);

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