... 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: ...
What?
This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord ...
... void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID)
Trigger: On Demand when button in report is clicked
Purpose: This will send a ZohoBooks invoice directly to its recipient
Inputs: ...
... for myself is as follows:
Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
Popup a confirmation box to proceed or cancel.
Popup the email from CRM mailer ...
... so that I get the popup to enable bi-directional rather than via the tickbox.
The below code is added to a trigger whenever the ticket form is submitted either on creation or modification.
The ...
...
Trigger: On Products Edit Page (Standard) > Page Event OnLoad
Purpose: ZohoCRM only allows up to 6 decimals but some calculations are resulting in more than this
which blocks ...
... void fn_Tickets_OnCreateEdit(int p_Ticket)
Label: Fn - Tickets - On Create or Edit
Trigger: Off a workflow when a ticket is created or modified
Purpose: Pushes the tickets attachments ...
... Map fn_GetSystemValues()
Trigger: Snippet to be used at beginning of code to get dynamic maps of system values
Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts
Inputs: ...
... is attached to the last record of the source data
File identifying number is returned from being attached
File is opened in a new tab/window to trigger downloading.
File is deleted from attachments ...
...
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 ...
... Email
- Possibly still an issue with delayed payment (check this is not holding status)
Date Modified: 2023-03-17 (Joel Lipman)
- Enhanced debug messages as function not auto-triggering ...
... = Map();
m_Thread.put("role","user");
m_Thread.put("content",v_Message);
l_Messages.add(m_Thread);
//
// if the message is not blank nor the trigger, send to OpenAI ChatGPT API
if(!isBlank(v_Message) ...
... p_CandidateID)
Workflow: AB001: Associate Job Openings with Candidate
Trigger: Workflow run whenever a candidate record is modified
Purpose: Associates Job Openings with a Candidate when ...
... client script which will manage a subform.
The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". ...
... check this record is the same school
if(r_School.get("Account_Name").equalsIgnoreCase(v_SchoolName))
{
// update the CRM record
m_Trigger = Map();
m_Update = Map();
m_Update.put("Total_Number_of_Candidates",v_CandidatePlacedCount);
m_Update.put("Number_of_Candidates_This_Graduation_Year",v_CandidateGraduatingCount);
m_Update.put("Number_of_Candidates_Next_Graduation_Year",v_CandidateGraduatingNextCount);
r_Updat ...
... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes:
ZohoInventory.salesorders.READ ...
... 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 ...
We use cookies to improve your experience on our website. By browsing this website, you agree to our use of cookies. Read more about our Privacy Policy.