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Assuming trigger is required, the following 50 results were found.

  1. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    Function: Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: invoice Outputs: - Date Created: 2023-02-24 - Initial...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. 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

    String fn_Workdrive_HostImage(string p_DownloadImageUrl, string p_WorkdriveFolder) Label: Fn - Workdrive - Host Image Trigger: Off a button / Standalone Purpose: This uploads an image to workdrive and returns a publicly-accessible link/URL for use in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    Function: void fn_Tickets_OnCreateEdit(int p_Ticket) Label: Fn - Tickets - On Create or Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date...

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

    Function: - Label: Products - Correct Decimals Trigger: On Products Edit Page (Standard) > Page Event OnLoad Purpose: ZohoCRM only allows up to 6 decimals but some calculations are resulting in more than this which blocks users from saving a record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    on the subform so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The function to rule-them-all This code was used...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. 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

    Function: csfn_Invoice_OnEdit_Type Label: csfn_Invoice_OnEdit_Type Trigger: Triggered on an invoice type change Purpose: Prepares the invoice as a deposit invoice or final balance invoice Inputs: string value Outputs: - Date Created: 2025-03-31 (Joel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. 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

    Function: string standalone.fn_Deals_RetrievePipeline(String p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. 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

    details view) var v_EntityID = r_Data.EntityId, v_EntityModule = r_Data.Entity; // get id and module on page (depending on trigger) // var v_EntityID = r_Data.EntityId[0], v_EntityModule = r_Data.Entity; // Define the function name to be called (don't...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Drop If Object Existshttps://www.joellipman.com/articles/else/database/t-sql/drop-if-object-exists.html

    RF = Replication-filter-procedure S = System base table SN = Synonym SQ = Service queue TA = Assembly (CLR) DML trigger TF = SQL table-valued-function TR = SQL DML trigger TT = Table type U = Table (user-defined) UQ = UNIQUE constraint V = View X =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Transact-SQL
    • Language: *
  10. A quick run through of setting up an export process in SITShttps://www.joellipman.com/articles/cms/website-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

    run all three monitors (DOT, EOT, TOT) last and after setting up all the pre-requisites in SITS first: What changes will trigger the event? Find the screen you know contains the field to monitor, in this example, it will be the Application Clearance and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Extensible Markup Language
    • Language: *
  11. Joes Quicklist Weblinks (JQW) Downloadshttps://www.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw-downloads.html?catid=105&Itemid=165

    Popup related parameters - Parameter: Hits Prefix Text in popup - Parameter: Date Prefix Text in popup - Parameter: Popup Trigger: Weblink Thumbnail or Text - Parameter: Description Font-size (Proportion to Title) - Enhancement: Optimized and reduced...

    • Type: Article
    • Author: Joel Lipman
    • Category: Downloads
    • Language: *
  12. Minimal Privileges for MySQL Database Backup Cron Jobhttps://www.joellipman.com/component/content/article/minimal-privileges-for-mysql-database-backup-cron-job.html?catid=111&Itemid=165

    to the user doing the backup on the database I want a backup of: GRANT SELECT, LOCK TABLES, EVENT, INDEX, REFERENCES, TRIGGER, SHOW VIEW ON 'my_live_db'.* TO 'mybackupuser'@'localhost' IDENTIFIED BY 'mybackupuser'; Or via cPanel the following screenshot...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  13. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    SO Ref changes, the tick box is unticked Form Workflows > New Workflow Select your form Run when Created or Edited When to trigger: User input of a field Choose Field: ZohoBooks Sales Order Ref Name it whatever: eg. OnUserInput_ZBSoRef Put the following...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    !important;} .fa.fa-close::before,.fa.fa-close::after{background:#999 !important;} 2. Trigger the notification There are several ways to display this as a popup, the first use example is on report workflow (click of a button in a report row) but I've...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    is what we use: /* ******************************************************************************* Function: OnValidate Trigger: Function executed on the application of a leave Inputs: string p_RequestID,string p_Dept,string p_LeaveFrom,string...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  16. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    } In Workflow > Form workflows > Click on "New Workflow" Choose your form Run when a record is "Created or Edited" When to trigger workflow is "User input of a field" Choose Field "Save & Close" Name the workflow "OnSubmit_SaveClose" Add your deluge...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    not a call: v_ReminderDate = v_SystemAppointmentDateTime.subMinutes(15); v_ReminderStr = "FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:" + v_ReminderDate.toString("yyyy-MM-dd'T'HH:mm:ss") + "-05:00"; m_ReminderAlarm = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-text-sms-using-twilio-api-localsense.html

    type :POST parameters:m_Data ]; // // display to user/developer the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    /* ******************************************************************************* Function: fn_Validate_LeadStatusChange Trigger: Function executed when a record is changed Inputs: String crmAPIRequest Outputs: output message to user Date Created:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    } input.Calendar_Day_Select:ui.add(">"); // // default selected to current date (triggers the next code snippet / workflow on user input of "calendar day select") v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" +...

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