How do I create a custom function?

To create a custom function in Zoho Books:

• Go to the Settings in the top-right corner of the page.
• Under the Automation tab, click Workflow Actions.
• On the Workflow Actions sidebar, select Custom Functions.
• Click + New Custom Function.
• Provide mandatory details such as the Function Name and the Module in which you want to create a custom function.
• Now, enter or drag and drop your preferred parameters and conditions from the left sidebar of the script box. Once you complete the deluge script, click Save.

The new custom function will be saved, and you can set up a workflow rule with specific conditions to trigger it. Here’s how:

• Go to the Settings in the top-right corner of the page.
• Under the Automation tab, click Workflow Rules.
• Create a new workflow and set the triggers based on which you want your workflow to be executed.
• Click + Add New Action and select Immediate Actions.
• From the dropdown, select Custom Functions and associate your custom function with it.
• Click Save.

Whenever the set conditions are met, the workflow rule will be triggered, which in turn will execute the custom function.