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The CRM Zen Show Episode 237 – Every Desk You Take

Zoho News

Implementation of the Week

  • Merging Document/Report Templates via Writer API
    • In this implementation, our goal was to automate the generation of a pretty complicated PDF document by merging multiple templates together
    • The tricky part about this implementation is that not all PDFs are required in each case in the final document
    • Using the CRM, we provide a UI for the user to determine which components are necessary
    • Then, by running a custom function, our script can determine which components are necessary, run the merge for each, then combine them all into one document using the Writer API
    • Lastly, we attached the output PDF to the CRM record for easy access

Code Share of the Week

  • Updating Custom Fields in Zoho Finance 
    • This is an update/correction to a previous code share: Populate Custom Fields For Finance Records via Deluge.
    • In that code share, we said that the custom field API names only worked for reading data, but not for writing data. Turns out, you can. However, you still need to pass custom fields into your deluge API calls as a list of maps, where each map contains the API name and the value in two separate key-value pairs.

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