What?
The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...
What?
A very quick article on how to push a multi-select picklist from CRM to Creator.
Why?
We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module ...
... statement.
Why?
The MySQL statement SELECT COUNT(DISTINCT name) FROM table is valid but I get what you mean and it's sometimes difficult to explain why you want to use it.
How?
Method #1: Add ...
... solutions dotted about the web but the biggest improvement was the "SELECT TOP 100" brain wave:
-- DataSet1:
SELECT TOP 100
Reference, Forenames, Surname, DOB
FROM
PersonsTable
WHERE
(Reference ...
... do this so we'll need to modify the XML file and add some files that this will select.
Modify \templates\\config.xml add the select option "Ambient Turquoise" to the end of the list:
Grey
Dots
Tartan
Lines
Dark ...
...
This returns the number of unique values in the range A3 to A1000 and excludes the blank/empty cells.
Display all Unique
Found this note on one of Microsoft Help sites:
Office 2010:
Select the ...
... to be sent to a compressed folder.
the Import process
Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM
Now upload all the files neede ...
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 ...
... I select on a dashboard.
First you will need a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following:
With ...
... admin account)
Log in to https://accounts.zoho.com/developerconsole
Click on Add Client ID
Select "Self Client"
Provide the details and register your application
Upon successful authentication, ...
... on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to ...
... 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 ...
... you or may be already working for you without this issue. By changing the workflow to execute not "When any field is upddated" but "When any selected field is updated" and then selecting the fields "Status", ...
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 ...
... down and select the Personal Document Settings
Scroll down again and select the Approved Personal Document E-mail List.
This is the list containing the email address that the Kindle will recognize. You ...
... for
Select the Server Type and then click on "Download Zip File" button
Decompress the ZIP and find the CRT file
Return to your GoDaddy page and scroll down to "Web Hosting" then click ...
... Step-by-step
Add Zoho Creator to your Zoho One
Login to Zoho One
Go to Settings (cog in top right)
Click on Applications i the sidebar
Click on the Add Application button
Select Creator by clicking ...
... > Right-click on it, enable it and select "Update Driver"
Either via the device manager or just from pure frustration, you should get a prompt to download the Intel Graphics Command Center app from the ...
What?
Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous ...
... will all be done by the sales team via Shopify. So I select the following: (see: Shopify API Access scopes for more info on each):
read_analytics,write_customers,read_customers,write_inventory,read_inventory,write_order_edits,read_order_edits,write_orders,read_orders,write_product_listings,read_product_listings,write_products,read_products,write_reports,read_reports ...
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