Assuming example is required, the following 175 results were found.
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"OnSubmit_SaveClose" Add your deluge code that should: Validate the fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been entered l_Errors = List(); if(isnull(input.Record_Name)) { l_Errors.add("- Record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Comparing both records JSON and finding the $converted system field is different. Checking the Zoho documentation for an example showing how you can get all results irrespective of whether they are converted or approved: response =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Additional Notes As a preliminary measure, I deactivate any workflows in CRM that this process would affect. In the example above, all workflows relating to the Contacts and Leads module. Lastly, I'm usually asked to update all records and there are at...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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"\n", then you might want to consider that not all new lines/line breaks/carriage returns are at the end of a line.... for example, maybe your CSV contains multi-line fields; eg. where address street is on a different line to address city but in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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this (if it is a lookup to a module - only returns as string), and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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we don't want large amounts of code to be copied and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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+ v_BooksOrgID; // saw this in the documentation example so will hopefully do what it says m_ShippingAddress.put("is_one_off_address",true); m_ShippingAddress.put("is_update_customer",false); // send the request via API (change connection name to your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Solution #2: Using Third-Party Server If this doesn't work, you will need to consider using a third-party server (my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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specify whether first row are headers/column/field names. If necessary, specify the format of the data per column (in this example, I highlight the Date column, it then prompted me what format this is in, eg. dd/MM/yyyy): You will then be shown a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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In the Developer Tools Inspection Window for Elements, make the changes to your box using your HTML knowledge (in my example, clearing the hard-coded address) Once it looks like you want, click on the "Save" then "Save Now" button in the top right of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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see any record related to this meeting) m_ScheduleMeeting.put("Owner",123456789012345678); // // related to what (in this example, a lead record but can be almost any kind of record) m_ScheduleMeeting.put("What_Id",98765432109876543); // // the subject...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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starting date, and then based on the offset, the selected date. The first bit of this snippet creates a map which for this example would be {"9":1,"10":2,"11":3,"12":4,"13":5,"14":6,"15":7}. This means that if I click on Tuesday10March, this code will...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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seen. You could try adding a subform to Creator but have it as a blank form rather than a bidirectional form as in this example, the parent record doesn't yet exist... The cheat here is that we actually want the user to be able to click and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{"code":37,"message":"The HTTP method POST is not allowed for the requested resource"} The endpoint is wrong (for example you don't need the organization ID parameter at the end of the URL) {"code":2,"message":"The request passed is not valid."} The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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system. But keeping it for future reference. var l_existingSubformRows = ZDK.Apps.CRM.Deployment_Rate_Log.fetch(); Another example of looping through a subform In the following snippet of code, we are going to loop through a subform called "Skillset"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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subform on that form, you will need to brush up a little on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A very quick article of a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *