What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. ...
... = 0;
//
// get this order details from ZohoCreator
c_ThisOrder = Order[ID == v_OrderID];
//
// get this customer record from ZohoCreator
c_ThisCustomer = Customer[ID == c_ThisOrder.Customer];
if(c_ThisCustomer.count() ...
... mine "Extra Confidential"
Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the layout if you want.
Under Event Details, set Type=Page Event; Event=onLoad
Click on ...
... of ticket or attachment webhook, will push some of the details of the ticket and all/any attachments to a Zoho Creator form.
The ticket form has the ticket reference, product information, factory/supplier, ...
...
You should be in the "Organization Settings"
Click on any page in the left sidebar (eg. Plan Details), your Org ID is in the URL as the last number after the slash (eg. "20012345678")
Note this dow ...
... to be unable to handle a lot of code or long URLs such as a base64 source URL for an image.
The Plan
Get company phone and website from Organization Details in ZohoCRM.
Upload and get publicly-accessible ...
...
Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have ...
... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system.
m_InvoiceDetails = Map();
m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));
m_InvoiceDetails.put("payment_terms",-3);
// ...
... the following instructions to these instead.
ZohoCRM: Get Details as Zoho User
The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this ...
What?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why? ...
... each index v_Increment in l_AddPages
{
l_Pages.add(v_Increment + 1);
}
v_TotalNumberOfPages = l_Pages.size();
//
// declare variables to store order details in a JSON or ZohoDeluge Map format
m_Response ...
... your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings (ZohoCRM.settings.READ). I'm calling mine "mycrmconnection".
r_OrgDetails ...
... your details > Confirm via Email
Create an app as described under Get Access section
Click My Apps on the portal website
Click on the App you created
Note the API Key by clicking on "Show Key" ...
... ", ",").toList();
for each index v_Increment in l_AddPages
{
l_Pages.add(v_StartingPageIndex + v_Increment);
}
v_TotalNumberOfPages = l_Pages.size();
//
// declare variables to store order details ...
... above within the same function to return a map. Note that this is for fixedpriceitems only. For auction ones, you would need to adjust the parsing code below to capture auction details. This includes ...
... on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following:
//
// CSS overrides
v_CssNotes ...
... bot
Login to ZohoCliq
Click on your profile picture
Select "Bots & Tools"
Click on "Create Bot" (or "Edit Handlers" on an existing bot)
Fill in the details then edit the Handlers.
For demo purposes, ...
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