Assuming documents is required, the following 28 results were found.
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I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to 'File > Save As...'): // // if successful if(r_Attachment.get("code") == 0) { l_DocumentResponse = r_Attachment.get("documents"); for each r_Doc in l_DocumentResponse { v_DocumentID = r_Doc .get("document_id"); break; } // // open/download the file...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Just a quick note here. This is an article based on the REG file from Kelly's Korner (@www.kellys-korner-xp.com/xp_tweaks.htm). I'm not fond of downloading REG files and running them even if I have checked what it's doing. I'm putting a note here just...
- Type: Article
- Author: Joel Lipman
- Category: Windows OS
- Language: en-GB
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- Applications @ https://api-console.zoho.com/) Select your "Self Client" Enter in the applicable Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have about 3 minutes to do the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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the escape character/backslash character Trying to split a string into a list by the backslash character: v_File = "C:\Documents\My_File.txt"; // want to extract My_File.txt l_FileParts = v_File.toList("\\"); info l_FileParts.get(l_FileParts.size() -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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has the ticket reference, product information, factory/supplier, the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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a task is completed - it's either done or not) Submit all marketing, promotional material (can include fonts, images, word documents, etc) We can accept most formats except for those exclusive to the Apple Mac operating systems. Webspace Setup For...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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to an Internet Provider OS disks Document Templates: Service Agreement Template Computer Repair Invoice Template Documents: Service Agreement Electronic Newsletter Business Cards Extra RAM (to charge for) Extra Cables (again to charge for) Service:...
- Type: Article
- Author: Joel Lipman
- Category: IT Support
- Language: *
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Search module but with the parameters embedded (set in the administration section). Why? A client has a repository of PDF documents that are uploaded to a folder. The client also purchased OS PDF Indexer by OS Solutions and installed this. The client...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
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should be something similar to the following: { "code": 0, "message": "Your file has been attached to the sales order.", "documents": [ { "document_id": "12345678901234567", "file_name": "dummy.pdf", "file_type": "pdf", "file_size": 13264,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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will change every time it is updated as you will see. Also note, I have a form called "Document", a report called "All Documents", and the file upload field is called "Document File": // // now upload updated file v_Endpoint =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and drag to the desktop (or wherever you want to store shortcuts) then run the shortcut: RunWait, "C:\Users\Joel\Documents\_shortcuts\Mail - Shortcut.lnk" Without a shortcut, the command to run is: RunWait, "C:\Windows\explorer.exe"...
- Type: Article
- Author: Joel Lipman
- Category: AutoHotkey
- Language: en-GB
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But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below documents how to create your first widget in a MacOS environment. I aim to create a WindowsPC version of this document at some point...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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will display a HTML table with click-to-download files) A blank subform callled "Attachments" (links to a form called "Documents") Here's the Creator form to hold the Attachments: Parent Record (a single line that will be a unique ref to prevent...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have severaly...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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]; info r_UpdateContact; // // now need to query to get the preview URLs needed to merge images into writer documents v_PreviewID = ""; r_ContactDetailsAgain = invokeurl [ url :v_Endpoint3 type :GET connection:"zcrm" ]; l_ResponseData =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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on this and I know my article Zoho Deluge - Connect to Xero API covered a quick query to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *