Assuming really is required, the following 65 results were found.
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2020, this is how I do it. How? So the trick is, go over the official documentation, but don't take it as gospel. You only really need the syntax for attaching a document to a Sales Order in Books and the documentation leaves certain bits out. Just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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above is simply wrong. The trick and solution is a lot simpler than you might think... Doing the above, I would get a really messy response (I'm targeting an API made with ExpressionEngine) such as: Fatal error: Uncaught Error: Class...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat. How? 1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll create the endpoint URL for the webhook....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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would affect Go to the Module Layout and drag a "Checkbox" field on to the module We'll call ours "Processed" but it really doesn't matter as long as it's a field to update In your code, sort a list by "Modified_Time", loop through and update each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and to keep reminding me of how to do this. Why? My use-case is that I have a photo in Zoho Creator but the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to update the photo in the CRM record. How? So we have to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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requires that your target API accepts base64encoded images or that you can send these in a cURL request (same thing really): string API.fn_ShopifyQuery_UploadPhoto(int p_Position, int p_ProductID) { v_Output = ""; m_Header = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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after merge" and select the function to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. How? As per our...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to insert a date time and perhaps accompany that value with a timezone, several calculations happen in real-time making it really difficult to extract and use. The key trick I used was to actually use a single-line text to store the customer's requested...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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to higher level) and 1 picklist as selectable means that the first-line agent would be referring to 2 status fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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HTML table. But on a mobile device, it's somewhat better to use the built-in interfaces provided by Zoho Creator. What I really needed was a way to display the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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might want to add to the code to only push valid image file types as files. The report 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- 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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m_Response.put("body",v_BodyHTML); } else { // // could put a 403 but it's if there was an invalid request. Here we're not really responding with anything m_Response = Map(); m_Response.put("status_code",200); } // // return webhook response return...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A really quick article to test when to use isNull and isBlank. Why? So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable: if(v_Test.isBlank()) {... } VS if(isBlank(v_Test)) {......
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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in the logs) console.log(e); //ZDK.Client.showMessage("Client Script error"); } standalone.fn_Quotes_GetQuotedItems If you really need it although this is the basic CRM function to return the line items from the quote using InvokeURL so as to use CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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obtain each field in this record and create our own map... // in this case, my table exactly matches the keys so this isn't really necessary but just in case I wanted to filter some fields out... for each v_Field in m_ThisGoal.keys() {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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bit to set up a Web Chart The final bit: Embed the radar chart in a Zoho CRM merge template This is the easy bit... not really... not a clue how I'm going to do this nor if writer will just allow us to embed it... but let's give it a go: The page...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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I did this is because AEC is now a commercial package and it is somewhat limited in terms of good customer service. It only really manages the payment side and the complicated tasks of invoicing, but Community Builder provides more options for your...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *