What?
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. ...
... 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 ...
... enabled.
But to flesh that out a little more along with setting the other options under "Advanced Tracking"
//
// get chart of accounts to use
r_ChartOfAccounts = invokeurl
[
url :"https://books.zoho.eu/api/v3/chartofaccounts?organization_id=" ...
... "Role" with the options: "user", "assistant", "system".
Add a file upload field called "Big Data"
Add a single line field called "Title" (used as a multi-line cannot be used in the listview).
Add ...
...
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 ...
... you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't.
Assuming my multi-lookup field is ...
... of ebooks currently assigned to your Kindle account, all of which are shown under the Content Other options shown include Devices, Preferences, and Privacy Settings.
Click on the Devices heading to show ...
... will be the name of the file including its extension)
Document (the file upload field)
Downloaded (a picklist with the options "Downloaded" and "Pending Upload")
Here's the code for the parent ...
... label[elname='radioEl_zc-Calendar_Day_Select_9']";
v_Css = v_Css + "";
input.Form_Css = v_Css;
}
But wait we're not finished as there are the chevrons / less-than greater-than signs options to program ...
... are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can ...
What?
A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown.
Why?
Because I find myself doing ...
... and select both tax rates
Now go to a transactional module that has line items and use the product
When you click on the edit icon in the line item "Tax" you will see both options available to be ...
... > blank
Name the form, I'm going to call mine Shopify Webhook Payloads
Drag some fields onto the form, this is what I did:
Event Type [Drop Down: with options "Order Update", "Inventory Update", "Product ...
What?
This is an article to document how to include a subform and rows while you are creating a record containing the subform.
Why?
The use case here is for a Quote Builder in Zoho Creator: Create ...
...
You might already be familiar with some of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list [].
...
... a standalone function called "Test".
Type in line 1: r_Record = zoho.crm.getRecords
then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT ...
... "message": "Field name 'ApprovalStatus' is invalid "
},
"status": 1
}
}
[Warning: Another red herring ahead] We tried various other options such as adding a tickbox that would be used ...
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