... 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: ...
... 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 ...
... and the system managers need to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves.
How?
We're going to add a scheduled workflow on a daily ...
... price book rate post saving a record in Zoho Deluge would fail because it was making too many function statements.
How?
I have this code triggered in a workflow when the sales order is created to ...
... everyday for 3 days then escalate to a specified user".
Why?
Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily ...
... cut even more time, we could store it directly in ZohoCRM and have a CRM workflow/automation forward it to Zoho Creator.
m_WebhookLog = Map();
m_WebhookLog.put("Name","Shopify - Inventory Update - " + ...
... for ZohoAnalytics.fullaccess.all)
Note the connection link name (mine is called "zanalytics")
Create a Ticket workflow:
ZohoDesk > Setup > Automation > Workflows
Click on "Create Rule"
Select ...
...
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 ...
... 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 ...
... this one "jl_recruit".
The Deluge code for workflow
/* *******************************************************************************
Function: void fn_AB_AssociateVacancy2Candidate(int ...
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 ...
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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
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 ...
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