Zoho CRM offers a lot more powerful features that you can use to fully automate your business operations. But most of the features can’t be used with basic knowledge. To leverage all the Zoho hidden features, you must have some programming knowledge, and Zoho has its own programming language called “Deluge” that is widely used in all Zoho apps to extend Zoho apps functionalities. So Today’s blog is to introduce you with a quick function that will help you to sort out your issue of copying the data of your module to any other module within Zoho CRM.
So Let’s get to the point and start focusing on the exact steps that you need to take to write down the function to Copy Zoho CRM Fields data from one module to another module.
Step 1: Create A Workflow
To assign a function for copying your data from one module to another, its important to create a workflow in your Zoho CRM. To create Workflow, Check below image.
Settings >> Automations >> Workflows Rules >> Create New Rule
Step 1: Write your Function
So in this step, you can copy the code given below and paste it to your custom function screen and follow the instructions displayed in the video.
You can copy the function given below and paste it on your custom function screen and make sure to update your APIs Name as displayed in the video.
contDetails = zoho.crm.getRecordById("Secondary_Module_API",ContId.toLong()); mp = Map(); mp.put("P_Name",ifnull(contDetails.get("S_Name"),"")); mp.put("P_Email",ifnull(contDetails.get("S_Email"),"")); mp.put("P_Phone",ifnull(contDetails.get("S_Phone"),"")); updateResp = zoho.crm.updateRecord("Primary_Module_API",WorkId.toLong(),mp); info mp; info updateResp;
In the above code, Primary Module_API will be that targeted module where you want to update the fields and Secondary_Module_API is that module which you will use to copy the data and update on Primary module.
I hope you made it and it helps you to get your data copy issue resolved. If this post helped you, Please spread the post with others by sharing it on your social media channels. and don’t forget to subscribe to our youtube channel.