Calculating Deal amount with sum of associated Products in Zoho CRM

Calculating Deal amount with sum of associated Products in Zoho CRM

Here is our approach for Calculating total price for all associated products with single deal in Zoho CRM

Approach

Calculating total price for all products related to single deal is possible using "Custom Function" which is triggered using "Custom Button"

POINTS TO NOTE

Check and replace the correct API name for module, fields in the variables of given code snippet

1.1 Tap on the button "..." from "Deals" Module

1.2 Select "Create Button"

1.3 Give a name for the button as "Calculate Amount" and Choose action as "Writing Function"

1.4 Fill up mandatory fields

1.5 Copy paste the code and Tap on "Edit Arguments"

1.6 Select the argument as deal Id and give parameter name as "deal_id"

1.7 Tap on "Save" button

2.1 Tap on the "Calculate Amount" button to trigger the workflow to calculate deal amount