Search - Joel Lipman .Com

1. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... 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: ...; Created on 17 August 2022
2. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; ... or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the ...; Created on 16 June 2021
3. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... you know the code to remove this field, then you know what I mean. In Workflow mode: add a workflow to the form whenever it is created or edited, on load of the form; I call mine "OnLoad". For Deluge ...; Created on 28 February 2023
4. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... this one "jl_recruit". The Deluge code for workflow /* ******************************************************************************* Function: void fn_AB_AssociateVacancy2Candidate(int ...; Created on 08 February 2023
5. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; What? This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging ...; Created on 19 October 2022
6. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; 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 ...; Created on 20 July 2022
7. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... 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 ...; Created on 31 March 2022
8. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... 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 ...; Created on 11 March 2022
9. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... (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 ...; Created on 09 March 2022
10. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...; Created on 11 February 2022
11. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
12. Zoho Creator: Copy Subform to other Subforms: / Zoho /; ... The form I have looks something like the following: and displays as something like this: The code I create a workflow that when the decision box "Copy Monday to the Other Days" is clicked it ...; Created on 17 November 2021
13. Zoho Creator: Change Radio into Tabs: / Zoho /; ... to be changed as well to the new name and follow the syntax .zc-NewName-group{}]. What I have (Original) I want to run some deluge (snippets below) every time the form loads, so I Go to Workflows ...; Created on 22 October 2021
14. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has ...; Created on 21 October 2021
15. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... set the param name to file (this is important) r_CreatorPhoto.setParamName("file"); // // upload the photo to CRM (and prevent workflows from running) v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" ...; Created on 27 September 2021
16. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... have workflows triggered from many deltas/changes. Why? Some clients have referred to this as the "spinning circle of death": they load up a Creator application or change a field and there will be ...; Created on 19 September 2021
17. ZohoCRM: Process all records of a module: / Zoho /; ... In a nutshell: [Optional]: Deactivate any workflows that this process would affect Go to the Module Layout and drag a "Checkbox" field on to the module We'll call ours "Processed" but it really ...; Created on 24 August 2021
18. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... How? Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field. ...; Created on 27 July 2021
19. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; ... with .toLong(). Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the record; ...; Created on 27 July 2021
20. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... when using REST API v2.1 When using the REST API (even v2.0), the workflow/approval/blueprint triggers will all run by default. Set this to an empty list [] to prevent/stop CRM triggers from running any ...; Created on 17 May 2021