Created
June 28, 2015 09:21
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Generate potentials for subscription revenue
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| void add_additional_potentials (int potential_ID ) | |
| potential_obj = zoho.crm.getRecordById("Potentials",input.potential_ID); | |
| month_list={1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24}; | |
| for each month in month_list | |
| { | |
| new_closing_date=(potential_obj.get("Closing Date")).toDate().addMonth(month); | |
| new_potential_name=(("Auto-generated follow up potential for " + potential_obj.get(("Account Name"))) + " closing on ") + new_closing_date; | |
| //check if there's already an existing potential for this month | |
| existing_potential = zoho.crm.searchRecords("Potentials","(Potential Name|=|" + new_potential_name + ")",1,1); | |
| info "Existing results: " + (existing_potential.size()); | |
| if(existing_potential.size() == 0) | |
| { | |
| //duplicate the map so we're not touching the original | |
| new_potential_map=(potential_obj.toString()).toMap(); | |
| closing_date_str=new_closing_date.toString("MM/dd/yyyy"); | |
| new_potential_map.put("Closing Date",closing_date_str); | |
| new_potential_map.put("Stage","Renewal"); | |
| new_potential_map.put("Potential Name",new_potential_name); | |
| potential_add_resp = zoho.crm.create("Potentials",new_potential_map,1); | |
| } | |
| else | |
| { | |
| info ("Potential already exists for ") + new_closing_date; | |
| } | |
| } |
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