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Assuming should is required, the following 195 results were found.

  1. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    is the appending of a row to the subform based on the start date (first field in the subform) match in which case it should re-add the row with an "End Date" specified (blank or not). console.log("Joel Lipman - 20221018 -------------------------"); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  3. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    than 2 levels deep. We're only displaying the maximum value alphabetically found in member status per contact per campaign (should be only 1?)

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  4. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    then press delete/backspace to remove the attribute. Also remove the class names "disableEditProp" and "eventNone". You should get the following: Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup > Modules and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. 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

    + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } This should yield something as follows: { "code": 0, "message": "success", "data": { "payment_terms": [ { "payment_terms_id": "123456000000000123", "payment_terms": 15, "is_default":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    dateValue.toString("yyyy"); // returns 2019 dateValue = '29-Dec-2019'; info dateValue.toString("YYYY"); // returns 2020 You should also pad single digit week numbers if we're going to store a year week value: v_ThisCurrentWeekNumber =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    :"https://www.zohoapis.eu/crm/v2.1/Quotes/" + p_QuoteID type :GET parameters:m_ApprovedConverted connection:"zcrm" ]; // should be checking here that data contains any rows but I'm going on the basis that this quote exists in CRM and at least 1 line...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    need the long hash ID of the folder: Login as the client to ZohoWorkdrive (www.zoho.com/workdrive) Signin or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    error on the decimal field even if that's not the field that is being changed: Decimal places for the Unit Price field should be less than or equal to 6 . How? The workaround for staff is to round this up manually and then save the record. But this can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    Aggregate of total amount may be unnecessary as this could be the same under price total. Where a price is applied, values should be retained in decimal format with currency symbol prefixed if value is greater than zero. Source(s): To convert Page to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    the sun (the naughty ZohoBooks.fullaccess.all) but according to documentation (to be taken with a grain of salt), the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    Analytics. "; } v_Message = v_Message + " This may have been a one-off blip but if you get this error again tomorrow, you should raise this with either Zoho or your Zoho partner. This email will also have been copied to the ticket support system of your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  14. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    it then let's update CRM API v7 style if(l_NewLineItems.size() > 0) { // // build request to send to CRM v7 // m_RecordData should have value from last iteration m_UpdateQuote.put("Subject",m_RecordData.get("Subject"));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    [ url :"https://www.zohoapis.com/crm/v7/Quotes/" + p_QuoteID + "?fields=Quoted_Items" type :GET connection:"j_crm" ]; // // should only be 1 record but respecting JSON data structure and parse l_Datas = ifnull(r_QuoteDetails.get("data"),Map()); for each...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. A for loop within a for loop in MS-DOShttps://www.joellipman.com/component/content/article/a-for-loop-within-a-for-loop-in-ms-dos.html?catid=51&Itemid=165

    IN ('DIR InitializingFile*') DO ECHO %%A -- yields: 123.csv 456.csv So that's our first loop, here's what the second loop should do: -- the following loops through a line and separates by period (.) FOR /F "tokens=1,2* delims=." %%I IN ('DIR...

    • Type: Article
    • Author: Joel Lipman
    • Category: MS-DOS
    • Language: en-GB
  18. Zoho Deluge - MD5 functionhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-md5-function.html

    Execution Failed Due to invalid expressions insert statement is terminated Line:(102) Value of the field Etag length should be lesser than or equal to MaxLength 255. Line:(132) It's not in the documentation but wouldn't it be nice if you could just...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  19. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    to the pipeline selected can be shown while others hidden. Standard tabs such as Notes, Attachments, Emails, and Timeline should remain. Code will be needed as a layout rule couldn't control the tabs on a canvas view page. An additional function is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    function in CRM setup and select REST API, then tick both to the "on" position). The returned output from this function should be the HTML that will be displayed in your JS Widget: string standalone.fn_Accounts_GetCreditSafe(string crmAPIRequest) { /*...

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