SMS History Related List

Step 1: Create a Function

1. In Zoho CRM, click . The Setup page appears.
2. Under Developer Space, click Functions. The Functions page appears.
3. Click Create New Functions.The Create Function pop-up window appears.
4. Under Choose a place, click the drop-down list to select Related List.
5. Click Next.The Create Function pop-up window appears as shown.
6. Do the following:
   • Type a name for the function within the text area labeled Untitled_Function.
   • In the text area under the Edit Arguments paste the following code:

     myFieldMap = Map();
     
     myFieldMap.put("module","smsmagic4.SMS_History");
     
     myFieldMap.put("criteria","smsmagic4__MobileNumber:equals:" + phone_field);
     
     response = zoho.crm.invokeConnector("crm.search",myFieldMap);
     
     sms_record = response.get("response").get("data");
     
     rowCount = 1;
     
     if(sms_record != null)
     
     {
     
      info "Got record";
     
      responseXML = "";
     
      for each  record in sms_record
     
      {
     
              responseXML = responseXML + "";
     
              //                 responseXML = responseXML + "" + record.get("id") + "";
     
              responseXML = responseXML + "" + record.get("smsmagic4.CustomModule1_Name") + "";
     
              responseXML = responseXML + "" + record.get("smsmagic4.MobileNumber") + "";
     
              responseXML = responseXML + "" + record.get("smsmagic4.Direction") + "";
     
              responseXML = responseXML + "" + record.get("smsmagic4.Status") + "";
     
              responseXML = responseXML + "" + record.get("smsmagic4.Text") + "";
     
              responseXML = responseXML + "";
     
              rowCount = rowCount + 1;
     
      }
     
      responseXML = responseXML + "";
     
     }
     
     else
     
     {
     
      info "no record ";
     
      responseXML = "No Record Found";
     
     }
     
     return responseXML;

     
     
     Prior to copying the function in the text area, remove the default code text ” Return ” “; ” displayed. If not removed, you will receive an error and the function will not be saved properly.
     
     
7. Click Edit Arguments. The Edit Arguments pop-up window appears.
8. Do the following to edit the Arguments:
   • Type a name for the function.
   • Under the Function Arguments, add the argument name as phone_field (Do NOT change the value shown and include it as shown)
   • Click the Select Type drop-down to choose string as the argument type.
   • Click Save.
9. Under Create Function, click Save. The Function is updated and appears under the My Function list.

Step 2: Add Function as Related List

1. From the top menu bar, select a module where you want to add the related list. The Module page appears.
2. Click a record and scroll to the end of the page.
3. Click Add Related List. The Add Related List pop-up window appears.
4. Click Functions. The Functions pop-up window appears displaying the list of available functions.
5. Click the Function you want to select. The Configure Functions pop-up window appears.
6. Under Argument Mapping, select the argument name and value. For example, phone_field, phone.
7. Click Save. The Create Custom Related List pop-up window appears.
8. Type a name for the Related list.
9. Click Save.The SMS History record related to the selected record appears.