Calculation based on the value from another module using (Lookup) in Zoho CRM
Here is our approach for making calculation based on the value from another module using (Lookup) in Zoho CRM
Our Assumption
1. We assume that you are having a "percentage field" in "Customer'' module and "value 1" and "value 2" field in "Custom module".
2. Also you are having a lookup field of "Customer"module in "Custom module"
3. Now you want to update value 2 from custom module by calculating percentage for value 1 using percentage value from customer module which you get from the lookup field of customer module
Approach
- As of the above approach you need to get percentage value from customer module percentage field and calculate value 1 percentage and update it in value 2 of the custom module
- We have given the steps to perform the above requirement
1. Workflow for Calculating percentage of value 1 and updating result in value 2
1.1 Go to "Setup" --->Tap on "Workflow Rules"
1.2 Tap on "Create Rule"
1.3 Fill up the Mandatory Fields
1.4 Select the rule to execute "Workflow"
1.5 Choose the rule to apply for entries
1.6 Select "Function" form "Instant Action"
1.7 Tap on "Write your own"
1.8 Fill up the mandatory fields
1.9 Tap on the button "Edit Arguments " and paste the code
1.10 Select "Custom modules ID" as argument and name it as "custom_module_id"
