Assuming snippet is required, the following 60 results were found.
-
} } } Retrieving a record with 2.1 JSON The following is a snippet when querying a CRM module (invoices) from a CRM function. The important fields I wanted were some custom fields within the line items subform. Here I'm adding the parameters to ensure...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
-
The slightly longer answer to describe this might be better explained if you consider the following snippet of code: // sample data v_Test = "00011,Joel Lipman,\"Flat 8, House Corner\",Brummieland"; // regex to replace a comma found between 2...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
method could do with some refinement and perhaps if I find a better way to do this, then I'll put it here. But I like this snippet of code albeit a brute force to loop through every active product and list their IDs. How? So here's the function I came...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
scopes: WorkDrive.files.ALL, WorkDrive.workspace.ALL Click on Create and Connect > Accept Get the Template ID The following snippet is a separate function to run (standalone) and will return to you the templates and the field references: r_Templates =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
A quick article on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
// UnPredictable exception, Invalid statement found Line:(20) However, I'm not bad at producing errors so here's another snippet that will also cause the error: // select a bunch of creator records (ok all of them) l_AllRecords = myForm[ ID != 0 ]; //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails = zoho.crm.getRecordById("Calls",123456789012345678); info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
We're meant to do 40 hours, not just for Management, but for deducting from project and support bundles. How? The following snippet of code is on a CRM schedule set to run every Friday at 08:00 in the morning and will create a task if time logged is too...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
you noted above: Copy the Webhooks key on the Xero page into your CRM function replacing the value in Line 2 of my code snippet above. > Save the CRM function. Click on "Save" on the Xero page Click on "Send 'Intent to receive'" You should get an OK...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
A very quick article on a cool snippet of code, another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the form/report. Then this shows how to embed using a DIV layer which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
item record. Well I don't want to research this often so here's the quick parsing instruction to get the eBay photos; this snippet stores the URL of each picture in a list variable: l_Pictures =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
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: *
-
//info r_Create; } } } } For historical records The below snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference and Vacancy...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *