Assuming task is required, the following 50 results were found.
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of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month. How? First...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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it whatever: eg. OnUserInput_ZBSoRef Put the following Deluge code: input.Attached_Files_in_CRM = false; Setup a scheduled task in Creator Schedules > New Workflow Choose a Date Field Start Date: select form and choose Modified_Time Run this process on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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been using Zoho services and programming in Zoho Deluge for a few years now, even I thought of Zoho Widgets as a daunting task. But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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as a link or you can put in a Note Field for the user to download just by clicking it. Additional: Why not set a scheduled task on the expiry date/time to delete this entry for both house-keeping and security? with the following deluge...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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uploaded successfully","status":"success"} Source(s): ZohoCRM REST API: Upload a Photo Zoho Deluge: invokeURL task for API calls
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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parameters: m_GraphQl.toString() headers:m_Header ]; info r_GetProduct; Awesome! Now for the primary objective of this task, which was to recover the relevant product based on any given Product SKU. Making the above into a function as well as returning...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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I had to break this down into several queries to generate the dataset, then use these as pseudo-subqueries. The first task was to determine the cost of each item purchased; including shipping and tax. The second is to associate these to the invoiced...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates which they called "Candidate Ref" and their own reference for the JobOpening...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution below only connects to the OpenAI API, it is not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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to make a subform equal the collection rather than inserting the collection into the subform using insert(). Invalid update task found corresponding properties: Trying to update a time field with a string is a no go. Set it to an atom time or nice SQL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English and some European names: // // set first and last name v_FirstName = "BILLIE-JO"; v_LastName =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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 cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads it to the computer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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FROM "Meetings" mtg ) AS t4 LEFT JOIN "Joels Image Library" img4 ON t4."Status" = img4."Status Value" UNION ALL SELECT 'CRM Tasks' AS "DataSource", date(t5."ModifiedTime") AS "Date", t5."RecordID" AS "Record ID", t5."RecordName" AS "Record Name",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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then return the Signed document attached to the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by a customer, you will know this takes a while to do: You have to find the contact record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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type :PUT parameters:m_Data.toString() connection:"zcrm" ]; info r_QuoteDetails; } Source(s): Zoho Deluge: invokeAPI Task Zoho CRM: Insert or Update Records (Upsert) - not used in above example but here if I want to use it one day. Zoho CRM: Update...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and password, or a client and secret in the endpoint of a URL will no longer be supported in the Zoho Deluge invokeURL task... This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *