Assuming field is required, the following 153 results were found.
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This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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see my article Joomla article modal with clear button for Joomla article selection. How? We have to create a custom form field type. In the following example, I'm going to create a dropdown which selects all projects associated with a particular user....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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through using the country of domicile with the pipe delimiter as the example: &G[entity.dictionary: |: Select the exchange fields (or container) to apply this to Select the "Export Format" tab and click on the chevrons ("»") next to the field to apply...
- Type: Article
- Author: Joel Lipman
- Category: Extensible Markup Language
- Language: *
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after submitting the form. How? Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field. Set the form to reload the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide. First, let's add a Notes field to the Creator form, I'm calling mine Note_CSS, then I have added a radio group called Tabs [NB: If you rename it from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and I want to use an example that worked for me. Important: This is for Joomla version 1.6.x+. Aim / Objective Add a field with a dropdown list. Add a button to upload an avatar (and sync with 3rd party avatar). Not riveting stuff but something that all...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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setting up all the pre-requisites in SITS first: What changes will trigger the event? Find the screen you know contains the field to monitor, in this example, it will be the Application Clearance and Decision Entry (ACD) screen. Put the cursor in the...
- Type: Article
- Author: Joel Lipman
- Category: Extensible Markup Language
- Language: *
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appear when exporting to Excel. There are four main causes for extra blank columns to appear in a worksheet. Cause 1: Fields in the same column are not aligned with guidelines or snap-togrid To prevent fields from appearing in different rows,...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: *
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but I get what you mean and it's sometimes difficult to explain why you want to use it. How? Method #1: Add an alias to the field: -- Note the alias for the field SELECT COUNT( DISTINCT `my_field`) AS myCount FROM my_table; Method #2: Count from results...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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What? A quick article on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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(CMS - phew what a mouthful) Joomla! version 1.6.x to 2.5.x; no wonder customers have difficulty following. How? So it's the field on the XML file /models/forms/whatever.xml which needs the filter=raw attribute, for example: Other searches: Stripping...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho Inventory... and the list goes on. So in my job, we tend to create a few custom functions which will download any...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record. How? The following is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *