Assuming here is required, the following 191 results were found.
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download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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require you to add in this custom field per line item, but also requires a change to the other fields in the line item. There is an additional note that when using v2.1, you no longer post to the "Product_Details" key but to the respective module line...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to document how to include 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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it so that the process doesn't repeat on records that have already been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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the Product IDs. This method could do with some refinement and perhaps if I find a better way to do this, then I'll put it here. But I like this snippet of code albeit a brute force to loop through every active product and list their IDs. How? So here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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// assuming my sections are called "Tab_Section_1", and so on... [these can be named as you want, the names I've used here are for demo purposes] hide Tab_Section_1; hide Tab_Section_2; hide Tab_Section_3; hide Tab_Section_4; hide Tab_Section_5; hide...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- 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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takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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: *
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of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in there or even delete the box the address was in. How? So you're going to say this is a strange issue and an even stranger fix,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This article is an effort to find clear and working solutions. It is working again as of 2022-02-10. How? Two methods listed here, the standard searchRecords() and then the getRecords() functions: Set the record ID to your own record ID. Set the list of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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API for 2022 using the new policy that Shopify have implemented when creating a custom app. Why? My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books. How? We're not going to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM record into a PDF using a customer's template. // // initialize (this is code added...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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!= 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,{"converted":"both","approved":"both"}); // // do stuff here such as updating the deal if required m_UpdateDeal = Map(); r_UpdateDeal = zoho.crm.updateRecord("Deals", v_DealID,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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to create a string of a length, converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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even Zoho themselves without a solution. This took my team the best part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *