[login to view URL] Zoho crm trail
[login to view URL] Test data
[login to view URL] a new module called "Direct Debit Mandate"
a. Rename the "Direct Debit Mandate Name" to "Reference" and set it to auto number. The format should be <company abbreviation>-10000-MD
b. Create a new section in the layout called "System".
c. Move email, owner, created by and modified by to that section.
d. Remove secondary email and email opt out from the first section.
e. Add a text field for "IBAN" and a number field for "BIC" to the first section. These are
f. Save and close.
4. Open the Standard Accounts layout
a. Add a look up to the Direct Debit Mandate module that you just created. Think
b. Create a new picklist field called Mandate Checked with the following options: "No
mandate added", "Added but not checked", "Checked". Make "No mandate added"
c. Save and Close
5. Use a workflow to update the accounts field
a. Create a new workflow for accounts.
b. It will fire when the Direct Debit Mandate field on account is updated.
c. If the field is not empty, update "Mandate Checked" to "Added but not checked" on
d. Save and test it by opening an account and adding a new direct debit mandate.
1. Go back to the standard layout for your Direct Debit Mandate module and add a checkbox field called "Checked".
a. Add this to the first section.
b. Save and close.
2. Create a new function.
a. The goal of this function is to update the Account picklist to "Checked" when we open the Direct Debit Mandate and select the "Checked" checkbox. This is made difficult by the fact that there is no 1-1 relation in Zoho. It is always 1-many. That means when you put a lookup to Direct Debit Mandate on Account there will be a list of Accounts on the Direct Debit Mandate, not a lookup.
b. The name is "UpdateAccountChecked".
c. The category is automation.
3. This opens the deluge editor.
a. The incoming argument is MandateID of type int.
b. The logic is as follows
i. Retrieve the list of Accounts from the Direct Debit Mandate
ii. Loop through the Accounts and update their "Mandate Checked" field to
iii. Test the function by using "Save & Execute" and filling in the MandateID as
the argument. You can find the ID at the end of the URL when you open a record