I am a Zoho Certified Business user but next week I will try Stage 2 Developer Associate, I have practiced the 23 videos from this series to reinforce my understanding. Thanks, Zenatta Team!
Hi! Great video but the Integration field just allows to link fields of standard modules not from user generated modules or custom modules, so taking that in consideration what could be the key to make the 2 way sync between a custom or user generated module from the Zoho CRM and the Zoho Creator App?
Thanks for sharing this video! I followed along and everything worked perfectly for me except at the very end when I was setting up the script to push data back into CRM, the success message that popped up on your screen at the end that you comment on seeing only because you’re a developer is replacing the account ID in the creator app on my end. I’veI’ve checked my script compared to yours and it’s identical. Why would this be happening? So the list of modifications made that shows up in your pop-up is completely replacing the account ID (the integration field) in my creator application’s record.
Follow up question to a great video: how would you make this work with a custom module? The integration field is used, but custom modules aren't an option. Would you just create two fields, one to hold the crm record id, and one to hold the record name? Thanks!
hi there - when attempting to edit the argument in argument mapping to set AccountID to the merge field, I only have options to select the "type" from a picklist of (int, string, date, float, bool) -- any advice on what configuration steps I need to take to be able ot enter an actual value?
What prevents this from resulting in an endless loop where a record update in CRM invokes a record update in Creator which invokes a record update in CRM which invokes a record update in Creator…
Good question! and it is definitely something you should be careful with. The reason why a loop does not occur with the method I display is that I am not triggering CRM workflows when running my creator function. To trigger CRM workflows you need to append additional parameters to the integrated function. {"trigger": {"workflow","blueprint","approval"}}. ex: zoho.crm.updaterecord("Contacts", contactid, {"trigger": {"workflow","blueprint","approval"}}). As long as those parameters are not appended to the function, it should not trigger the workflows in the CRM when the API is called. Which will prevent the loop from occurring. If you do want to trigger the workflows, then you will need to add logic in the function to check a date-time field to see when the last update occurred to prevent the function from running if it has already run within the last 30 seconds or so. I hope that helps!
I am a Zoho Certified Business user but next week I will try Stage 2 Developer Associate, I have practiced the 23 videos from this series to reinforce my understanding. Thanks, Zenatta Team!
Awesome information, I'm starting with Zoho Creator and this video has been very useful, thanks a lot!
Hi! Great video but the Integration field just allows to link fields of standard modules not from user generated modules or custom modules, so taking that in consideration what could be the key to make the 2 way sync between a custom or user generated module from the Zoho CRM and the Zoho Creator App?
Thanks for sharing this video! I followed along and everything worked perfectly for me except at the very end when I was setting up the script to push data back into CRM, the success message that popped up on your screen at the end that you comment on seeing only because you’re a developer is replacing the account ID in the creator app on my end. I’veI’ve checked my script compared to yours and it’s identical. Why would this be happening? So the list of modifications made that shows up in your pop-up is completely replacing the account ID (the integration field) in my creator application’s record.
Follow up question to a great video: how would you make this work with a custom module? The integration field is used, but custom modules aren't an option. Would you just create two fields, one to hold the crm record id, and one to hold the record name? Thanks!
hi there - when attempting to edit the argument in argument mapping to set AccountID to the merge field, I only have options to select the "type" from a picklist of (int, string, date, float, bool) -- any advice on what configuration steps I need to take to be able ot enter an actual value?
Never mind; watched Greg's intro videos and am covered now that I understand how to invoke the dynamic argument prompts; thanks for the great stuff!
What prevents this from resulting in an endless loop where a record update in CRM invokes a record update in Creator which invokes a record update in CRM which invokes a record update in Creator…
Good question! and it is definitely something you should be careful with. The reason why a loop does not occur with the method I display is that I am not triggering CRM workflows when running my creator function. To trigger CRM workflows you need to append additional parameters to the integrated function. {"trigger": {"workflow","blueprint","approval"}}.
ex: zoho.crm.updaterecord("Contacts", contactid, {"trigger": {"workflow","blueprint","approval"}}).
As long as those parameters are not appended to the function, it should not trigger the workflows in the CRM when the API is called. Which will prevent the loop from occurring.
If you do want to trigger the workflows, then you will need to add logic in the function to check a date-time field to see when the last update occurred to prevent the function from running if it has already run within the last 30 seconds or so.
I hope that helps!
Yes. Thanks for the detailed explanation (and video).