For Zoho Services only:


I'm actually part of something bigger at Ascent Business Solutions recognized as the top Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge

What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.

Why?
Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record.

How?
So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules).

Quick way to determine the API name of the linking module:
  1. Go to setup > Developer Space > functions.
  2. Create a standalone function called "Test".
  3. Type in line 1: r_Record = zoho.crm.getRecords
  4. then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT - USE ARROW KEYS OR MOUSE): Zoho Deluge - Mapping a Multi-Lookup - Quick Select
As you can see from the screenshot above, there are modules concatenated with one module an "X" and then the name of the linked module. A module called "Opportunities_X_Products" is likely to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users".

Find records relevant to this module:
copyraw
l_LinkedRecords = zoho.crm.searchRecords("Opportunities_X_Products","(Opportunity:equals:" + v_DealID + ")");
  1.  l_LinkedRecords = zoho.crm.searchRecords("Opportunities_X_Products","(Opportunity:equals:" + v_DealID + ")")

Find records relevant to this user:
copyraw
v_SearchCriteria = "(field0:equals:" + v_UserID + ")";
l_SearchResults = zoho.crm.searchRecords("Vendors_X_Users",v_SearchCriteria);
  1.  v_SearchCriteria = "(field0:equals:" + v_UserID + ")"
  2.  l_SearchResults = zoho.crm.searchRecords("Vendors_X_Users",v_SearchCriteria)

Code to Add a value to a multi-lookup (on Create Record):
copyraw
// sample code when creating a record in a module that contains a lookup
m_Create = Map();
m_Create.put("Name","Joels Amazing Test");
r_Create = zoho.crm.createRecord("Tests", m_Create);

// now take the ID that was created and use the following code to populate the multi-lookup field
if(!isnull(r_Create.get("id")))
{
    m_Link = Map();

    // using record IDs cos there's nothing better
    m_Link.put("Test",r_Create.get("id"));

    // using record IDs cos there's nothing better
    m_Link.put("Joel",123456789012345678);

    // create link
    r_Link = zoho.crm.createRecord("Tests_X_Contacts", m_Link);
}
  1.  // sample code when creating a record in a module that contains a lookup 
  2.  m_Create = Map()
  3.  m_Create.put("Name","Joels Amazing Test")
  4.  r_Create = zoho.crm.createRecord("Tests", m_Create)
  5.   
  6.  // now take the ID that was created and use the following code to populate the multi-lookup field 
  7.  if(!isnull(r_Create.get("id"))) 
  8.  { 
  9.      m_Link = Map()
  10.   
  11.      // using record IDs cos there's nothing better 
  12.      m_Link.put("Test",r_Create.get("id"))
  13.   
  14.      // using record IDs cos there's nothing better 
  15.      m_Link.put("Joel",123456789012345678)
  16.   
  17.      // create link 
  18.      r_Link = zoho.crm.createRecord("Tests_X_Contacts", m_Link)
  19.  } 

Code to Add a value to a multi-lookup (on Update Record):
copyraw
v_DealID = ifnull(input.p_DealID,0);
if(v_DealID != 0)
{
    m_Link = Map();
    m_Link.put("Deal", v_DealID);
    m_Link.put("Product", 123456789012345678);
    r_Link = zoho.crm.createRecord("Deals_X_Products", m_Link);
}
  1.  v_DealID = ifnull(input.p_DealID,0)
  2.  if(v_DealID != 0) 
  3.  { 
  4.      m_Link = Map()
  5.      m_Link.put("Deal", v_DealID)
  6.      m_Link.put("Product", 123456789012345678)
  7.      r_Link = zoho.crm.createRecord("Deals_X_Products", m_Link)
  8.  } 

Code to Delete a value from a multi-lookup:
copyraw
v_ID2Delete = 123456789012345678;
v_SearchCriteria = "(field0:equals:" + v_myRecordID + ")";
l_SearchResults = zoho.crm.searchRecords("Tests_X_Users",v_SearchCriteria);
for each  r_Link in l_SearchResults
{
    if(!isnull(r_Link.get("id")) && r_Link.get("Test").get("id")==v_ID2Delete)
    {
        m_Delete = Map();
        m_Delete.put("module","Tests_X_Users");
        m_Delete.put("id",r_Link.get("id"));
        r_Delete = zoho.crm.invokeConnector("crm.delete", m_Delete);
    }
}
  1.  v_ID2Delete = 123456789012345678
  2.  v_SearchCriteria = "(field0:equals:" + v_myRecordID + ")"
  3.  l_SearchResults = zoho.crm.searchRecords("Tests_X_Users",v_SearchCriteria)
  4.  for each  r_Link in l_SearchResults 
  5.  { 
  6.      if(!isnull(r_Link.get("id")) && r_Link.get("Test").get("id")==v_ID2Delete) 
  7.      { 
  8.          m_Delete = Map()
  9.          m_Delete.put("module","Tests_X_Users")
  10.          m_Delete.put("id",r_Link.get("id"))
  11.          r_Delete = zoho.crm.invokeConnector("crm.delete", m_Delete)
  12.      } 
  13.  } 

Category: Zoho :: Article: 742

Credit where Credit is Due:


Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

Related Articles

Joes Revolver Map

Accreditation

Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF
© 2024 Joel Lipman .com. All Rights Reserved.