Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Update associated deal when custom module entry created

Here is our approach to update associated deal when custom module entry created

Our Assumption 

1. We assume that you have 'Contact' and 'Opportunity' look up field in custom module

Approach 

We've given the steps to update associated deal when custom module entry created

1. Create workflow to update associated Deal

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 Benchmarks' 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

1.15 Tap on "Save"

2. Find API Names for required module

Click here to see detailed steps to find API Names for Deals and custom module. Copy and paste the API Names in the below Code Snippet if needed. 

Code Snippet 

Related Community Question

Code to connect modules | Link

Hello,

In our opportunity module, it's possible to create benchmarks, which is another module. There are a few things we want to do with these modules.

1. Once a benchmark is created we would like the contact for the module to be automatically updated with the contact from the corresponding opportunity.
2. We would also like the opportunity state to be automatically put to 50% once a benchmark is created for that opportunity.

I believe this is possible with a custom function or two but am a little confused on what exactly the code would be. I would appreciate any help.

Thanks in advance!