Related Lists

Adding Custom Related Lists

Each record created by your subscribers in your vertical CRM has the option to associate other records to it. For example, a Contact has notes, activities, potentials, products, attachments, etc. associated to it. These are called Related Lists and are provided by default but you can also have custom related list added to a record. Custom Related Lists helps your customer view data collected from other sources. You can add new related list or customize the existing related list.

 Adding a Related List

 Create Custom Functions

In addition to the pre-defined related lists, you can also create new related list by writing your own custom functions using DELUGE script. See Also Deluge Scripts, Functions 

Deluge Script

Deluge or Data Enriched Language for the Universal Grid Environment as we call it, is an online scripting language integrated with Zoho Creator. It enables users to add logic to the application, incrementally, making it more powerful and robust. The entire database layer is abstracted and you will only speak in terms of forms and fields, while scripting in Deluge. Read more 

Custom Function

A function is a set of statements grouped together under a name and can be invoked from anywhere within a program. Deluge Scripting supports Functions, using which we can structure the deluge script, in a more modular way, accessing all the potential that structured programming can offer. Related functions can also be grouped under a common category based on their purpose, called names pace, which helps in easy maintenance. Functions can be invoked from form/field action scripts or on selected records in a view. Read more 

To create a custom function

  1. Log in to Zoho Developer Console and click CRM for Verticals
  2. In the Vertical CRM page, select the application in which the related list has to be edited and click Edit.
  3. Click Cutomize in the left pane and select Related List tab at the top of the page and click Custom.
  4. In the Add Related List page, selct the module in which the related list has to be added from the drop down list box and click Create.
  5. In the Add Related List Custom Function page, specify the following:
  • Enter a name for the function in the Function Name text box.
  • In the Deluge script editor, code your own logic and click Save and Close.

 Edit a Custom Related List

To edit a related list

  1. Log in to Zoho Developer Console and click CRM for Verticals
  2. In the Vertical CRM page, select the application in which the related list has to be edited and click Edit.
  3. Click Cutomize in the left pane and select Related List tab at the top of the page and click Custom.
  4. Select the module which has the related list to be edited, from the Module drop-down list box.
    Now a list of related list created for this particular module gets listed below.
  5. Move the mouse pointer to the related list that you want to edit and click the Edit icon.
  6. In the Edit Custom Related List popupbox, you can do the following:
    • Modify the name of the Related List.
    • In the Deluge Script Editor, edit the logic of the custom function.
  7. Click Save.

 Delete a Custom Related List

To delete a related list

  • Log in to Zoho Developer Console and click CRM for Verticals
  • In the Vertical CRM page, select the application in which the related list has to be edited and click Edit.
  • Click Cutomize in the left pane and select Related List tab at the top of the page and click Custom.
  • In the Add Related List page, selct the module which has the related list to be deleted, from the Module drop-down list box.
    Now a list of related list created for this particular module gets listed below.
  • Move the mouse pointer to the related list that you want to edit and click the Delete icon.
    In the confirmation Pop up click OK.

 

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