Update a field value using Custom Button

Updating a field value using Custom Button in Zoho CRM

Here is our approach for updating field value using Custom Button in Zoho CRM

Approach

Updating field value is possible using 'Custom Function' which is triggered using 'Custom Button'

POINTS TO NOTE

Check and replace the correct API name for module, fields in the variables of given code snippet

1.1 Tap on the button '...' from the Module which you want to add new 'Custom Button'

1.2 Select 'Create Button'

1.3 Give a name for the button as 'Update' and Choose action as 'Writing Function'

1.4 Fill up mandatory fields

1.5 Copy paste the code and Tap on 'Edit Arguments'

1.6 Select the argument as deal Id and give parameter name as 'deal_id'

1.7 Tap on 'Save' button

2.1 Tap on the 'Update' button to trigger the workflow to update a field value