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1. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; What? This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products ...; Created on 13 December 2023
2. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the record: / Zoho /; ... Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, ...; Created on 26 July 2021
3. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; What? A super quick article to demonstrate an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather ...; Created on 17 June 2021
4. Creating a custom form field type for Joomla XML fieldset: / Joomla /; ... is to remove any non-alphanumeric characters... In your component, create a PHP file in /administrator/models/fields/ (eg. "userprojects.php"). Rename "userprojects" with the name of your field ty ...; Created on 25 October 2013
5. Inline Labels in Form Fields using Javascript: / JavaScript /; What? This is to describe how to change the value of a field of a form from it's default when it is clicked on so that it auto-clears and changes to how it normally works. Example? Note the value ...; Created on 21 August 2012
6. CSS Fieldset: / Cascading Stylesheets /; Add horizontal space between label and fieldset fieldset label.inline Change color of fieldset grouping line fieldset; Created on 25 April 2011
7. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; What? 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 ...; Created on 06 August 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... is. So we have a workaround, by sending all the data including the custom fields per line items to ZohoAnalytics; and in ZohoAnalytics importing a table based on a query which joins the sales orders and ...; Created on 09 July 2024
9. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... when generating the access token should be entered here v_ClientSecret = "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"; // // store the record in ZohoCreator // I have a custom form in ZC with the fields ...; Created on 22 April 2024
10. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... } // Setup a config to find this record (use a custom report that only has the 2 searchable fields) var config = { appName : "joes_quote_builder", ...; Created on 14 March 2024
11. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... I don't know how to refer to the public URL of a subform row other than making the subform link to an existing form and not a blank form. The document form contains the fields: Ticket (lookup to Ticket ...; Created on 26 January 2024
12. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Data Sources in the left sidebar Add Data Sources > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create ...; Created on 05 December 2023
13. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... image URL to/from ZohoWriter. Loop through active users in ZohoCRM. Merge the HTML email signature with the fields evaluated. Function: fn_Workdrive_HostImage I add this function to the CRM ...; Created on 05 December 2023
14. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... or different columns) with equals and starts_with conditions. The only operator that is supported for encrypted fields is equals. When you use "equals" for multiple conditions, and if one of your conditions ...; Created on 14 November 2023
15. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the ...; Created on 16 October 2023
16. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... 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); // ...; Created on 06 July 2023
17. Zoho CRM: Change System Field Length: / Zoho /; ... record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which ...; Created on 19 June 2023
18. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; 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? ...; Created on 27 April 2023
19. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid"); l_OutputFields.add("CreatedTime"); l_OutputFields.add("TotalNumberOfPages"); l_OutputFields.add("TotalNumberOfEntries"); m_Params.put("OutputSelector",l_OutputFields); // // ...; Created on 29 March 2023
20. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... = ifnull(invoice.get("balance"),0); // // Get custom Amount to Pay from Invoice l_CustomFields = invoice.get("custom_fields"); if(l_CustomFields.size() > 0) { for each m_CustomField in l_CustomFields { if(m_CustomField.get("label") ...; Created on 16 March 2023