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 ...
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? ...
... form is called "Staff" and the subform is called "Usual Shift" containing the columns "Day", "Start Time", and "End Time":
//
// select applicable staff
l_ApplicableStaff = Staff[ID != 0];
for eac ...
... first query and save it as "Contacts vs Campaigns Pivot":
SELECT *
FROM ( SELECT
"Contact Id",
"Contact Name",
"Campaign Name",
"Member Status"
FROM "Campaign Members - Contacts"
) ...
...
Getting to the development-side
Login to ZohoCRM as a super-admin
Go to Setup (cog icon in the top right)
Under Zia, select "Conversational AI"
Click on the link "Zia Developer Console" (yours ...
What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.
Why?
Because I need this ...
... bot
Login to ZohoCliq
Click on your profile picture
Select "Bots & Tools"
Click on "Create Bot" (or "Edit Handlers" on an existing bot)
Fill in the details then edit the Handlers.
For demo purposes, ...
... type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call ...
... 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 ...
... charges and other discrepancies. I'm calling this dataset "My Purchase Order Items"
SELECT DISTINCT
po."Purchase Order Date" AS "PO Date",
po."Purchase Order Number" AS "PO Ref",
poi."Produc ...
... 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, ...
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