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Showing posts from June, 2017

Custom buttons that handle multiple records

One powerful technique in Zoho Creator is to have a custom action that you can trigger on multiple records by ticking the checkboxes and then unleashing the custom action. I had a client ask me to do the same thing in Zoho CRM, i.e.

I couldn't figure out how to do this initially as the docs only mention how to do it with one record at a time but after a bit of debugging and support from the CRM team, I discovered the solution. When multiple records are selected, the IDs get sent as a pipe delimited string:


Knowing that, it's simple to write a corresponding custom function. You just have to turn the string into an array of IDs with this code IdsList = input.IdsStr.toList("|||");

Here's a sample function the Zoho team gave me:

string custombutton.SendMassEmail(string IdsStr) {
  IdsList = input.IdsStr.toList("|||");
  for each IdStr in IdsList
  {
    operationsDetails = zoho.crm.getRecordById("CustomModule1", IdStr.toLong());
    sendmail
    (
      To …