Update associated Deals when Account is modified

Here is our approach to update associated Deals when Account is modified

Our Assumption

1. We assume that you want to update associated Deals when Account is modified

2. Also we assume that you have some (Segment 1) field in both Accounts and Deals module

Approach

We've given the steps to update associated Deals when Account is modified

1. Create workflow to update associated Deals

1.1 Tap on Settings icon

1.2 Tap on "Workflow Rules" under AUTOMATION

1.3 Tap on "Create Rule"

1.4 Fill all mandatory fields as mentioned in the image and tap on Next

1.5 Choose "On a record action"

1.6 Choose the following as mentioned in the image and tap on Next

1.7 Choose 'All Accounts' and tap on Next

1.8 Choose "Function" for Instant Actions

1.9 Tap on "New Function"

1.10 Choose "Write your own"

1.11 Give Function Name as mentioned in the image

1.12 Tap on "Edit Arguments"

1.13 Choose Param value as mentioned in the image and tap on Save

1.14 Copy and paste the below Code Snippet and tap on Save

1.16 Tap on "Save"

Code Snippet

Related Community Question

Deluge code to update related record | Link

Hi there,

I got this code to update a "Deals" record with "accounts record" when it is edited/created

accDetails = zoho.crm.getRecordById("Accounts",input.accId.toLong());

PotentialDetails = zoho.crm.getRelatedRecords("Deals", "Accounts",input.accId.toLong());

// info PotentialDetails;

PotentialList = list();

for each potential in PotentialDetails {

// get the potential record

PotentialId = zoho.crm.getRecordById("Deals", potential.get("id"));

PotentialList.add(PotentialId.get("id").toLong());

// PotentialList.toLong();

}

info "Potential ID:" + PotentialList;

segment = accDetails.get("Segment1");

info segment;

updatePotentials = zoho.crm.updateRelatedRecord("Potentials", PotentialList.toString(), "Accounts", accId, {"Segment1": "Digital"});

info updatePotentials;

But when I run it it throws and error saying the data is invalid.

So I did this test,

updatePotentials = zoho.crm.updateRelatedRecord("Deals",773870000022817004,"Accounts",773870000022790023);

info updatePotentials

It still throw an invalid Data.

Got no idea what did i do wrong.

Can someone please help?

Thank you

US	+1 707 722 2525
Europe	+45 36 96 49 29
UK	+44 20 3287 0660

Australia	+61 8 8120 0288
India	+91 99628 38338

Update associated Deals when Account is modified

Our Assumption

Approach

1. Create workflow to update associated Deals

Code Snippet

Related Community Question

SKYPE

GOOGLE HANGOUTS

TWITTER

EMAIL