Assuming save is required, the following 95 results were found.
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your favorite code editor, here I am using MS Visual Studio Code for Mac and I get the following: If I change the HTML and save the file, I can refresh the browser page and immediately see the changes: Adding custom CSS and JS files: If using MS Visual...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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URL, select "Custom Domain" and in the field below, enter the full domain (incl. subdomain) you want to use: Then click on "Save". If you have access to the DNS manager for the subdomain/domain of your customer portal, or you have the customer on a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick setup method is now to use the CRM interface to add a couple of users to the field and then save the changes. I now query all the records held so far in this linking module which I'm guessing is called Quotes_X_Users (would appear in the popup...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Rates" For our clients in the UK, we tend to specify the tax rates as "Standard Tax" @ 20% and a "Zero Vat" @ 0% Click on "Save" and you've pretty much specified the tax rates that this CRM can use; but... do the next steps for users to be able to use...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to :"info@joellipman.com" subject :"TEST ebay Webhook Notification" message :m_Payload ] */ return r_CreateRecord; Save the function While still on the CRM functions page, hover your mouse over the function name you just created and click on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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status back to \"" + v_LeadStatus + "\""); m_Output.put("status","error"); } } // // return response return m_Output; Click "Save" and Done! Yields: Additional Note(s): If the user's profile is blank, the rule will not apply to them. l_Disallowed =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Click on "Save" Click on "Install App" button in the top right Confirm by clicking on "Install" button in the popup You will be shown your Admin API access token > Store this in the Access Token field of your Creator form. If your app needs the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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v_EbayImageURL = r_PictureSet.executeXPath("/PictureSetMember/MemberURL/text()"); } } } } return v_EbayImageURL; Save the CRM function Hover your mouse cursor over it and click on the ellipsis/3 dots Select the REST API Enable REST API Note the REST API...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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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 the field as soon as a contact is selected. How? This needs to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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eg. a button response or response of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used in certain cases v_NewLineChar =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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sub-query levels we can go down, I want to join this to the contacts data table. So I'm going to make this first query and save it as "Contacts vs Campaigns Pivot": SELECT * FROM ( SELECT "Contact Id", "Contact Name", "Campaign Name", "Member Status"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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opening stock cannot be deleted, set the opening stock to zero: Guess who's going to have their opening stock set to zero, save the record, then delete it. Source(s) Stack Overflow - Using the Zoho Inventory API can you set the item to Track Inventory...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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downloading it (failing this it will open up in the browser and staff member will need to be instructed on how to 'File > Save As...'): // // if successful if(r_Attachment.get("code") == 0) { l_DocumentResponse = r_Attachment.get("documents"); for each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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was a little sparse on how to connect a JS widget to the data held in Zoho Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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code standalone.fn_Shopify_RestoreWebhook(); Starts ASAP; with a frequency of Hourly (run every 2 hours); and never ends. Save and done. Error(s) Encountered webhook: expected String to be a Hash In this invokeURL, set the parameters to a JSON string...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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as this is a fair bit of coding, you may want to ask us to build this solution for you. It can take a few days but it will save your staff a ton of time per week! What your staff see: How? So we're going to create a button. Let's use the example of a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= Map(); m_Response.put("status_code",200); } // // return webhook response return {"crmAPIResponse":m_Response}; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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need to copy over all the custom values to the new line items. How? This is about an hour's work doing it on a CRM workflow (save of record) but here we're going to do it in client script: Additionally, the line items will be sourced from the quote that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Analytics there is some data in the table we are going to import. You should end up with something like: I'm going to save this file as Zoho_Analytics_Performance_Goals.xlsx Login to Zoho Analytics Select "Data Sources" then Add New Data Source Select...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *