Assuming below is required, the following 165 results were found.
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cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from Zoho CRM and to write data back to the system. Why? I've rewritten this code a few...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: en-GB
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31st December 2019). Go to the Zoho Developer Console Create a Zoho Client ID Either use self-client for a code or use the below to generate one. Code Here you will need your own client ID and client secret generated from the developer console in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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Order in Books... but it isn't and doesn't. It only attaches the file(s) to the CRM record. See my "Additional" note further below in this article on how to sync the attachments to the CRM record, however for now, check the logic of this as this is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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a Zoho Creator page without the use of JavaScript or 'Widgets JS'. How? Here are some screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page. Be sure to copy the code directly into a page and NOT to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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task. But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below documents how to create your first widget in a MacOS environment. I aim to create a WindowsPC version of this document at some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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"Customer Portal" then on the "Settings" button in the top right: Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. subdomain) you want to use: Then click on "Save". If you have access to the DNS manager for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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actually causing a loop which used up all the API calls. How? You might already be familiar with some of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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create the endpoint URL for the webhook. And thirdly, we'll create the Shopify webhook. One alternative that is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 > Form Workflows > Select your form Click on New Workflow Choose form (the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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will be able to search by SKU and retrieve the correct product ID, variant ID, and inventory ID from Shopify. How? The below details on how we set up an access token in Shopify using the new process. Preparation: You don't have to do this, but I store...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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for Candidates which they called "Candidate Ref" and their own reference for the JobOpening called "Vacancy Ref". The below outlines the custom module we created and how we populated with associated candidates: The CustomModule6: Candidate: Lookup to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution below only connects to the OpenAI API, it is not currently connected to ChatGPT. The plus side however is that it is connected to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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can be an annoying overhead, especially if it can be auto-corrected with a client script. Pre-amble For both of the methods below, you will need to setup a client script which runs when the product page is being modified: Login to ZohoCRM as a system...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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building the invoice, this had to be added (don't ever remember having to do this) as contact_ids (array/list). Instead the below script will show you how to use this API having a few email addresses as the recipients: A sample code snippet: For the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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in l_Loop { info v_Iteration; } // yields an incremental count from 0 to 4999 Statement Execution Limit is 10000 If the below runs successfully, then the limit is at least 10'000: // v_Counter = 0; l_Loop = " ".leftpad(9995).replaceAll(" ",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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permissions to write sudo chmod -R 777 . open the newly created widget.html file in your code editor add the code as per the below generic script when done, save 'widget.html' then return to terminal and type zet validate and then type zet pack this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Do bear in mind that once the script is saved and re-opened, the code will be reformatted back onto a single line. How? Below are three examples demonstrating multi-line assignments in Zoho Deluge. 1) Multi-line string concatenation, converted into a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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forums for a bit. Their solution only permanently sets the default sort order to WEBLINK TITLE in order from A to Z. The below code with my modifications maintains the functionality for the user to change the sort order by clicking on the column titles....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *