GDrive-custom-functions

Save data from various modules to Google Drive. The Google Drive extension for Zoho CRM is one convenient way to access stored data and share files with leads and contacts (by default) from Zoho CRM. You can extend this functionality to other modules too using custom functions. Follow the steps below to see how it's done. The 'Quotes' module is used as a reference for a non-default module from which data can be stored in GDrive.

To associate the above custom function to a workflow rule:

1. Click Settings > Setup > Automation > Workflow Rules.
2. In the Workflow Rules page, click the Create Rule button.
3. In the Create New Rule tab, specify workflow rule parameters that you require.
4. Execute the workflow during Record Actions. Select Create or Edit and click Next.
5. Select All Records in the following options.
6. Next, select Custom Function to be triggered under an Instant Action.
7. Associate the custom call function to be triggered.
8. Click Save.

To create custom buttons :

1. Click the Settings > Setup > Customization > Modules.
2. Click the $Module of your choice$ > Layout.
3. Drag and drop the Fields from the New Fields tab.
4. Click Save.