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Assuming required is required, the following 57 results were found.

  1. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    Enter a Connection name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required! ZohoCRM.modules.{module_name}.{operation_type} or ZohoCRM.modules.all Click Create and Connect You will be prompted to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    the first time this computer has created a Zoho Creator Widget. Software used: Zoho Creator v5 (Plan Premium or greater is required - includes Zoho One) macOS Catalina v10.15.7 Safari v14.0 MS Visual Studio Code v1.48.2 Prerequisites Download nodejs...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    ]; info r_InvoiceDetails; Common Error(s): {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required field not found","status":"error"} is because you did this: r_CreateCrmQuote = invokeurl [ url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-deluge-to-submit-custom-fields.html

    print, the documentation on the Projects API would only show responses rather than requests. Sure it lists fields that are required in the request but not a sample request packaged to be sent. How? Let's assume that my custom fields have as identifiers...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  5. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    { l_Errors.add("- Record Name"); } if(l_Errors.size() > 0) { alert "Please enter the following required fields:\n" + l_Errors.toString("\n"); } else { //... code to submit form/save to record here } Then save the data by adding the record or updating...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-salespersons.html

    break; } } m_CreateSO.put("salesperson_id",v_SalesPersonID); } Additional Note(s): Scope(s) required: for the connection I think it was ZohoBooks.settings.READ for the sales persons and then ZohoCRM.modules.all for the CRM sales orders.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-copy-subform-to-other-subforms.html

    // assigning values for various subform fields in the row . = ; . = ; // declaring another row (declare as many rows as required) = .(); // assigning values for various subform fields in the row . = ; . = ; // declare a variable to hold the collection...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    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 invalid signed webhook. So I'm going to cheat, by setting up a PHP script on a server we...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    to present the user with the days of the week which they can then click on to select a particular day. Some navigation is required in the form of a left arrow and right arrow to see previous or next weeks respectively. What I have: What I want: How?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ZohoInventory.packages.READ ZohoInventory.shipmentorders.CREATE...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  11. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    == 0.0 && v_PaymentDate != null) { m_UpdateInvoice = Map(); // // copy existing custom fields (not required but just in case) l_CustomFields = invoice.get("custom_fields"); l_NewCustomFields = List(); for each m_CustomField in l_CustomFields { //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    // // do stuff here such as updating the deal if required m_UpdateDeal = Map(); r_UpdateDeal = zoho.crm.updateRecord("Deals", v_DealID, m_UpdateDeal); } // // now we have deal ID, retrieve the request documents...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  13. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    = abs_month(invsopoitm."Invoice Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above but you may want to use the out-of-the-box modules instead: Sometimes, a salesperson or user might be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  14. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    not the whole function to generate an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-send-mail-a-list-of-attachments.html

    this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form = Form[ID == 1234]; r_Download1 = c_Form.myFieldWithFile;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    to Zoho Analytics: ZohoDesk > Setup > Developer Space > Connections > Create Connection Select Zoho Analytics and give the required scopes (I've cheated and gone for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  18. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    on a query which joins the sales orders and purchase order items by the custom lookup field. What follows is the code required to build the custom related list in ZohoBooks: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    later - so perhaps rename this to 'Staff Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Code to complete the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  20. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    Select the Marketplace Account Deletion option in the Event Notification Delivery Method section. Enter a required email address to receive alerts if your Notification Endpoint URL becomes unreachable, then click Save. Enter your Notification Endpoint...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
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