Assuming zoho is required, the following 216 results were found.
-
overall Tax on this record (where p_QuoteID is the ID of the quote): // init Map m_UpdateQuote = Map(); // r_QuoteDetails = zoho.crm.getRecordById("Quotes", p_QuoteID); v_SubTotal = r_QuoteDetails.get("Sub_Total").toDecimal() * 0.2; v_GrandTotal =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
and someone may want to open this in Google Sheets or Microsoft Excel: // // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line items. You may have tried code where you add a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo in Zoho Creator but the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to update the photo in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
A really quick article to test when to use isNull and isBlank. Why? So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable: if(v_Test.isBlank()) {... } VS if(isBlank(v_Test)) {......
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
1 day send an email and notification to sales person 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
we will count backwards from the end of the month: if(input.Switch_Over_Day=="First Monday of Month") { v_NextMonthDate = zoho.currentdate.addMonth(1); v_NextMonthDateFirst = v_NextMonthDate.toStartOfMonth(); if(v_NextMonthDateFirst.getDayOfWeek()!=2) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
-
false); if(!b_Exists) { // insert into Product table r_ProductCreate = insert into Product [ Product_Name=v_Name Added_User=zoho.loginuser ]; v_ProductID = r_ProductCreate.ID; } else { // DON'T insert into Product table v_ProductID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
This is a quick article to demonstrate how to compare two datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this caused...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
// build image src v_ImageSrc = "https://creator.zoho." + v_TLD + "/file" + zoho.appuri + "MyImages_Report/"; v_ImageSrc = v_ImageSrc + f_MyImages.ID + "/MyImage/image-download/" + v_PublishKey; v_ImageSrc = v_ImageSrc + "?filepath=/" + v_Filename; //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
and break it down into days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong() function applied to a datetime datatype variable which will return the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
a new attachment that will eventually be uploaded back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
ellipsis/3 dots icon int the top right Click on “Settings” Click on “Privacy and Security” Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not then: Click on “View permissions and data stored across sites” Click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
-
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *