Search - Joel Lipman .Com

1. Zoho CRM: Make Upload File Field Mandatory: / Zoho /; ... and Details Page (Standard). My use-case has a requirement that another dropdown called "Order Type" has to be set to "Supplier". My file upload field is called "Order Confirmation". v_OrderType = ZDK.Page.getField('Order_Type').getValue(); if ...; Created on 18 December 2024
2. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... a line item when using invokeURL and the PUT method, submit the line item again with its ID as well as a key called "_delete" as per the following snippet: // // initialize m_UpdateQuote = Map(); // // ...; Created on 18 December 2024
3. Zoho Creator: Input Color Picker: / Zoho /; ... Add a radio field type, I've called it "Color Picker" Add a single line text field, I'm calling it "Hexadecimal" [Key field that will be used by the application later - so perhaps rename this to 'Staf ...; Created on 14 October 2024
4. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... you will complete, and the ones that other recipients will complete Send it for your end-user to complete and sign it This comes back to a section called "ZohoSign Documents", download the attachment ...; Created on 06 August 2024
5. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... long as I can get to the 3rd tab of the widget (it becomes enabled once you've completed enough on the 1st tab): I'll click on the 3rd tab called "Settings" then on the sub-tab "Image", and click on ...; Created on 25 July 2024
6. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... is sitting right now. The code snippet to get the item record from the price book Note that I'm using a connection called "zbooks" and it has every permission under the sun (the naughty ZohoBooks.fullaccess.all) ...; Created on 23 May 2024
7. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... and restore them. The Code Snippets: The Shopify Order Update notification First create a CRM function called Shopify - Webhook - Order Notification. It's a standalone function but you'll need to ...; Created on 22 April 2024
8. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... We have no intention of creating a new record per file... Saying that, the file name will change every time it is updated as you will see. Also note, I have a form called "Document", a report called ...; Created on 25 March 2024
9. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... API having a few email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure ...; Created on 07 March 2024
10. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup the email from CRM mailer ...; Created on 06 February 2024
11. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... 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 "Document"). Mainly, because ...; Created on 26 January 2024
12. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... 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 ...; Created on 05 December 2023
13. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create ...; Created on 05 December 2023
14. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count"; r_MaximumCount = invokeurl [ url :v_Endpoint type ...; Created on 14 November 2023
15. Zoho Books: System Values Maps: / Zoho /; ... DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances ...; Created on 07 November 2023
16. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hir ...; Created on 16 October 2023
17. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary scope(s) ...; Created on 18 September 2023
18. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes ...; Created on 27 April 2023
19. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... form is called "Staff" and the subform is called "Usual Shift" containing the columns "Day", "Start Time", and "End Time": // // select applicable staff l_ApplicableStaff = Staff[ID != 0]; for eac ...; Created on 28 March 2023
20. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick list called ...; Created on 06 March 2023