Creating entry in module based on field entries from another module

Creating new entry in a module based on the fields values from another module in Zoho CRM

Here is our approach for creating new entry in a module based on the fields values from another module in Zoho CRM

Approach

We can create new entry in another module using fields values from one module by using Workflow Rules even if the Multi-Select and Date fields are empty

Notes:

Replace right API name for fields and modules in the code before using it
Check whether the Multi-Select and Date field are not mandatory fields. Because if they are mandatory then new entry will not be created in another module(Always Mandatory fields should not be empty while creating new entry via Workflow )

1. Creating Workflow

1.1 Go to "Setup" --->Tap on "Workflow Rules" from "Automation"

1.2 Tap on "Create Rule"

1.3 Fill up the mandatory fields

1.4 Select "Create "

1.5 Choose rule to apply for entries

1.6 Select "Function" from "Instant Action"

1.7 Tap on "Write your own"

1.8 Fill up mandatory fields

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

1.10 Select the argument & choose "personal_details_ID" (Here we used the module "personal_details". So, we have selected the module ID as personal_details_ID for Argument . So, Check with your module and choose your module_ID) and give parameter name as "personal_details_ID"

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Creating new entry in a module based on the fields values from another module in Zoho CRM

Approach

Code Snippet

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