What?
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...
... the Payment Date.
Why?
This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...
... or updateRecord.
Why?
We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the ...
What?
I started getting this error:
The task with the name "Data Flow Task" and the creation name "DTS.Pipeline.2" is not registered for use on this computer
Why?
We use a combination of MS Visual ...
... cut even more time, we could store it directly in ZohoCRM and have a CRM workflow/automation forward it to Zoho Creator.
m_WebhookLog = Map();
m_WebhookLog.put("Name","Shopify - Inventory Update - " + ...
... 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 ...
...
This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified:
//
// initialize
v_BooksOrgID = 123456789;
v_BooksCustomerID = 0;
m_CreateEstimate = Map();
l_CrmBillingAddress ...
What?
One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory:
Why?
Who uses ZohoInventory ...
... you know the code to remove this field, then you know what I mean.
In Workflow mode: add a workflow to the form whenever it is created or edited, on load of the form; I call mine "OnLoad". For Deluge ...
...
Storing prompts as quick commands
Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper":
/imagine a flower
// returns 4 ...
... this one "jl_recruit".
The Deluge code for workflow
/* *******************************************************************************
Function: void fn_AB_AssociateVacancy2Candidate(int ...
What?
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.
Why?
A client wanted an automation on-the-fly that when selecting a specific ...
What?
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging ...
What?
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.
Why?
I could do a normal automation/workflow ...
... 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 ...
... the code I use when a "Addition of a row" workflow is triggered on that subform. This makes sure I don't download it again and create a new Creator record to hold the same file but in a new record, as wel ...
... (triggers the next code snippet / workflow on user input of "calendar day select")
v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" + zoho.currentdate.toString("d") + "" + zoho.currentdate.addDay(v_DateIndex).toString("MMMM");
input.Calendar_Day_Select ...
... 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 ...
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