... for ZohoAnalytics.fullaccess.all)
Note the connection link name (mine is called "zanalytics")
Create a Ticket workflow:
ZohoDesk > Setup > Automation > Workflows
Click on "Create Rule"
Select ...
... workflow which does the clever bit in Zoho Creator:
Go to Workflow > Form Workflows > New Workflow
Choose the form > Run when Created or Edited > Trigger on Successful form submission > and name it ...
... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...
... to be changed as well to the new name and follow the syntax .zc-NewName-group{}].
What I have (Original)
I want to run some deluge (snippets below) every time the form loads, so I
Go to Workflows ...
... set the param name to file (this is important)
r_CreatorPhoto.setParamName("file");
//
// upload the photo to CRM (and prevent workflows from running)
v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" ...
... have workflows triggered from many deltas/changes.
Why?
Some clients have referred to this as the "spinning circle of death": they load up a Creator application or change a field and there will be ...
...
In a nutshell:
[Optional]: Deactivate any workflows that this process would affect
Go to the Module Layout and drag a "Checkbox" field on to the module
We'll call ours "Processed" but it really ...
...
So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if this helps anyone:
Stop Workflows from executing:
l_Quotes = List();
l_Quotes.add(m_CreateCrmQuote);
m_Data ...
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. ...
... record called Zoho Books Sales Order Ref
Add a decision box field to your Creator record called Attached Files in CRM
Setup a workflow that when SO Ref changes, the tick box is unticked
Form Workflows ...
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