Assuming lookup is required, the following 29 results were found.
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A quick article on an alternative to multiple lookups in SSIS. For any SSIS developer trying to create packages that need to decode a number of values into their full name/description (eg. "M" to "Male", "Prof" to "Professor"). Why? Our extract phase in...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Integration Services
- Language: en-GB
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A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's name...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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item. This took me a while to get the right syntax for writing to the invoice line items as well as setting the value of lookup fields so I thought it was worth an article and may help someone else (or even myself) in the future. At time of print (9th...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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from. Note: we also use and love Advanced Web Statistics (awstats) but this was so that you could have your own country lookup script. The Download Should contain the following: create_countriesipranges_table.sql: SQL to create a pre-populated table...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: *
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might be able to work it out from the online manuals but it took me a while, we wanted to bring back both the code and the lookup value in our XML to our Staging environment. Why? Let's take the country of birth of a person as an example as it is...
- Type: Article
- Author: Joel Lipman
- Category: Extensible Markup Language
- Language: *
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below outlines the custom module we created and how we populated with associated candidates: The CustomModule6: Candidate: Lookup to the Candidates module Job Opening: Lookup to the Job Opening module (called "Vacancies" in client's system) Candidate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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for grading, and then sent on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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not_equal, greater_equal, greater_than, less_equal, less_than and between. The supported data types are picklist, id, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, integer, currency, decimal and double. You can search...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of trigger field var v_RateCard = ZDK.Page.getField('Which_rate_card_is_this_based_off').getValue(); // get opportunity lookup (related deal) of this record let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue(); let v_DealID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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factory/supplier, the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called "Document"). Mainly, because I don't know how to refer to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a COQL - CRM Object Query Language Try using distinct on a single-line text field Adapt the query for unique values in a lookup field I won't demonstrate how to set up a connector as there is plenty of documentation on the Zoho Official Documentation...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the email to be prefilled in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and for those that do, show each job file in the run-parts # directory as if it were scheduled explicitly. function lookup_run_parts() { while read line ; do match=$(echo "${line}" | egrep -o 'run-parts (-{1,2}\S+ )*\S+') if [[ -z "${match}" ]] ; then...
- Type: Article
- Author: Joel Lipman
- Category: Linux
- Language: *
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"Edit CAP exchange fields") Under "Exchange Fields", tick which boxes to output Under "Export format", specify any code lookups (eg. for CAP_STAC, we want the code and the lookup value/name and then something to display if the lookup fails:...
- Type: Article
- Author: Joel Lipman
- Category: Extensible Markup Language
- Language: *
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Name (single-line) UTC Offset (single-line) UTC DST Offset (single-line) DST In Effect (boolean) With the addition of 2 lookup fields to our booking form: one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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foreign key (3rd-party unique ID for that contact). Error(s) Encountered Could not find a matching parent record for this lookup field. - Parent Id: Ensure that CRM Record ID exists and that you are uploading the associated module CSV at the same time...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *