Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Fetching and using field values from Module's Subform in Zoho CRM

Here is our approach for fetching values from a module's Subform in Zoho CRM

Approach

We can fetch Subform field values using 'Workflow Rules'

1. Creating Workflow Rules

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 a trigger point to trigger your workflow.

1.5 Choose the rule to apply for entries

1.6 Select 'Function' from 'Instant Action'

1.7 Tap on 'Write your own'

1.8 Fill up the mandatory fields

1.9 Paste the given code here and tap on 'Edit Arguments'

1.10 Select the argument as Module ID (eg: Custom Module Id) and give parameter name as module_name_field_name (eg:custom_module_ID)

Code Snippet

Notes: 
  •  Check and replace the correct API name for module, fields in the variables given in the code snippet
  •  Here , We fetches room details from a subform (Room Details) from a Custom module
  • We added fetched Subform field values into a Map
  • We can get each subform row values only within a for each loop
  • Use 'Save & Execute' button to know the fetched field values with the help of 'info' in the code snippet