Assuming them is required, the following 113 results were found.
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This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass edit on a listview of products but for demo...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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this article to go through various methods I tried to prevent this from happening: First - Off: The one workflow to rule them all In the first instance, we don't want large amounts of code to be copied and pasted for each field, especially if they're...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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]; // // output info r_Coql; But this returns something like the following (I've reduced the 200 records to about 6 of them): { "data": [ { "Currency": "EUR", "id": "123456789000000001" }, { "Currency": "EUR", "id": "123456789000000002" }, { "Currency":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but here's the snippets for the various DSTs around the world. US (Except Arizona,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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 = List(); l_Disallowed.add("Joel"); if(l_Disallowed.contains("")) { info "Yay"; } else { info "Nay"; } // yields...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the options "Downloaded" and "Pending Upload") Here's the code for the parent form to download the attachments and upload them to the Creator "Document" form: // // get attachments v_NoteAttachments = " "; m_SortCriteria = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It is triggered...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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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 "jl_recruit". The Deluge code for workflow /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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= Map(); m_Message.put("role",v_Role); m_Message.put("content",v_Content); l_Messages.add(m_Message); } } The one to rule them all So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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"); // adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up v_ProductIDStr = "\"'" + v_ProductID + "\""; v_VariantIDStr = "\"'" + v_VariantID + "\""; v_InventoryIDStr = "\"'" + v_InventoryID + "\""; // // generate CSV row for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Stripe Dashboard - Developers - API Keys Stripe Docs - Decline codes - Learn about decline codes and how to resolve them when a charge fails.
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right next to your profile picture) Under Channels, go to Email Click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not recommended... but it is a workaround...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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sure the attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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"Latest CRM" in their Campaign_Name fields. When you use parentheses or comma in the value for a criteria, you must escape them using a backslash. Further, you must encode the value. Example: Consider the search term:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. Check that ZohoDesk is sync'ing with your ZohoAnalytics: Login to ZohoAnalytics as an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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[ url :v_Endpoint type :GET headers:m_Header connection:"my_workdrive_connection" ]; info r_TeamFolderInfo; The one to rule them all // ====================== // get folder information //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Workdrive
- Language: *