Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Update custom module entry's field values

Here is our approach to update custom module entry's field values

Our Assumption 

1. We assume that you have a custom module

2. Also you want to update a custom module entry when an entry is created or edited

Approach 

We've given the steps to update custom module entry's field values

1. Create workflow to update custom module entry

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' 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

 Updating multiple fields with a workflow function | Link

I have a custom module called Listings and a workflow that executes this function as an instant action when any record is created or edited.

listing_map = Map();
listing_name = street_address.proper() + " - " + mls_number;
listing_map.put("Name",listing_name);
listing_map.put("Street Name",street_address.proper());
update_response = zoho.crm.updateRecord("Listings",listing_id.toLong(),listing_map);
info listing_map;
info update_response;

The module "Name" field is getting updated perfectly but the "Street Name" field doesn't update.  The "street_address" argument is mapped to an imported Listing field that isn't in proper case.

Shouldn't the updateRecord task be able to update multiple fields?  If so, what am I doing wrong?