Assuming both is required, the following 107 results were found.
-
// Yields: SUCCESS: Note the "," will display as a comma in both Creator and CRM.
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
opens in the parent window: This only happens on certain machines and I couldn't narrow down the cause. I have tested on both Mac and PC but I had a client using a Mac with admin privileges which would open the same popup link in the parent window. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
to download just by clicking it. Additional: Why not set a scheduled task on the expiry date/time to delete this entry for both house-keeping and security? with the following deluge if(!isnull(input.ID)) { delete from Download_File[ID == input.ID]; }
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
module. A module called "Opportunities_X_Products" is likely to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users". Find records...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
one" does apply more than we think. A colleague of mine suggested adding a group by to the query which works (tested with both the keyword 'distinct' and without it with no difference in the response): // // build up COQL query v_CoqlQuery = "select...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
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 to remind our customer that they have an appointment in 1...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
(my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and invalid signed webhook. So I'm going to cheat, by setting up a PHP script on a server we own to return a 200...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
form, the parameter is "privateLink" and for me this is the publish key of the report, not the form (though I publish both form and report) p_PublishKey = "AaBbCcDdEeFfGgHhIiJjKkLlMmNnOoPpQqRrSsTtUuVvWwXxYyZz0123456789"; l_FormParams.add("privateLink="...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
-
Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings (ZohoCRM.settings.READ). I'm...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
this file from the attachments as well as from the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
} info m_SalesPersons; // // --------------------------------- // get chart of accounts to use (both sales and purchases) r_ChartOfAccounts = invokeurl [ url :"https://www.zohoapis.com/books/v3/chartofaccounts?organization_id=" + v_BooksOrgID type :GET...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
criteria is in the same syntax format as the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
will work for Zoho Users... didn't really test on permissions and sharing the report, I was logged in as the super admin on both ZohoDesk and ZohoAnalytics for the above demo. Invalid OAuth Scope: Might be an invalid scope, or the TLD (datacenter) is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
-
the record. But this 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
workflow that triggers on the creation of a lead and runs a function which will simultaneously create a task with a reminder both on popup and email which repeats every day until an end date. We then carry out the last bit of the brief with a separate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
function cannot be applied isNull Preceding is TRUE isNull Succeeding is TRUE Equals Blank is FALSE */ I've tried this in both Zoho Creator and Zoho CRM with the same results. I don't code with the method appended at the end of the variable but in more...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
to invoiced items (i console logged out this line item and copied each of the fields hoping they had the same API name in both modules) o_NewLineItem.CUSTOM = o_ThisLineItem.CUSTOM; o_NewLineItem.Config = o_ThisLineItem.Config;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *