... contact.
$se_module (String): The API name of the parent module that the contact is associated with. This key is mandatory when you include Who_id and What_Id.
FREQ (String): Defines the frequency ...
... photos and a bit of fuzzy logic.
I thought I could simply update the field with the new file but as I'm not downloading it, this is apparently not the process.
How?
As a high-level overview: ...
... form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform ...
... whose Campaign_Name is "CRM" and not records with "Best CRM" or "Latest CRM" in their Campaign_Name fields.
When you use parentheses or comma in the value for a criteria, you must escape them using a backslash. ...
... ID which has to be unique as you may have many files called "image001.jpg" but for other records.
Parent Id: The CRM Record ID you are going to attach the file to (eg. "zcrm_123450000000000123456").
...
What?
This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts ...
... but have it as a blank form rather than a bidirectional form as in this example, the parent record doesn't yet exist... The cheat here is that we actually want the user to be able to click and download/open ...
...
Similar to how to create a call or task, but with some variation:
//
// initialize
m_ScheduleMeeting = Map();
//
// specify parent module
m_ScheduleMeeting.put("$se_module","Leads");
//
// all ...
... in mind script execution limits set by Zoho.
Set the search criteria string to your specific requirements (:equals:, :starts_with:, |=|). If 1 expression then you can omit the parenthesis. If multiple ...
... a slightly transparent red background (if they do, then add the field again and delete the one highlighted in red - alternatively give it a unique name in the record). Then map the fields using the dot ...
... invoices). Our solution: Send all Zoho invoices in API call to Xero... apparently it can accept up to 60 invoices in one call.
How?
Crazy simple solution, your JSON needs to have the key "Invoices" ...
... select JSON
Under URL, paste the URL for your CRM REST API function from the steps above.
Under Webhook API version I specify the one with the word Latest in the parentheses.
Click on Save
...
... response somewhat similar to the following:
// this is sample JSON with replaced IDs
"My_CRM_File": [
{
"extn": "pdf",
"is_Preview_Available": true,
"download_Url": "/crm/org12345678901/specific/ViewAttachment?fileId=aaaabbbbccccddddeeeeffff1111222233334&module=CustomModule1&parentId=123456789012345678&creatorId=987654321098765432&id=234567890123456789&name=dummy1.pdf&downLoadMode=default",
...
... to do this, click on the red "Verify Now" link. The sidebar for "Domain Verification" will poup on the right. Note the small code and prefix it to your parent domain (eg. abcd12.joellipman.com) and note ...
... window");
Known Issues
Popup opens in the parent window: This only happens on certain machines and I couldn't narrow down the cause. I have tested on both Mac and PC but I had a client usin ...
What?
This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis.
Why?
I wrote this article because some searches will work for me and ...
... it this way apparently. So setup a Zoho Oauth connector (see the end of this article if you don't know how), I'm going to call mine myZohoConnector, with the scope:
ZohoCRM.settings.fields.READ
Then ...
... of its app. The alert message is always at the center of the iframe but if the iframe has a height of 2000 pixels, the iframe gets aligned to the top of the parent...
How?
We're going to use a touch ...
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