Assuming user is required, the following 190 results were found.
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Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the record; You would think the following would work: r_Details = myForm[ID ==...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as "dd/MM/yyyy", how do we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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and learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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your radio tabs group exists on) (Record Event) Run when a record is Created or Edited (Form Event) When to trigger workflow User input of a field Choose Field Tabs (or whatever you named your tabs radio field) Name the workflow, I'm calling mine...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 copies it to the remaining working...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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// get timezone from a free third-party API given lat/lng l_Params = List(); if(!isnull(r_GeoCode.get("latitude"))) { // add user licence key (you'll need to get your own at https://timezonedb.com/references/get-time-zone)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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// // JSON request r_TwilioResponse = invokeurl [ url :v_Endpoint 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 >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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on "Apps" > Develop Apps > Create an App Give it a name (eg. mycompanyname Zoho OAuth) Set its developer (preferably as the user you are logged in as) Click on "Create" First thing I do is browse to the API Credentials tab: Store the API Key in your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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send invitations to participants? m_ScheduleMeeting.put("$send_notification",false); // // set participants (contact, email, user, or lead) m_Participant = Map(); m_Participant.put("type", "lead"); m_Participant.put("participant", 98765432109876543);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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mark a sales order & package as shipped and delivered. How? Here's a code snippet that works for me. It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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'Unknown' as, enter a dash/hyphen to indicate not known. Click on the button Apply Then on the dashboard, if you map your user filter, this will produce a widget similar to the following (ignore my sales person filter "Unknown"):
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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which manages their domain, then they can give the following instructions to these instead. ZohoCRM: Get Details as Zoho User The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this article,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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+ " are duplicates!"; // // return a distinct list l_Customers2.removeAll(l_Customers1); // // loop through and output to user for each v_DistinctCustomer in l_Customers2 { v_CountDiscrepancies = v_CountDiscrepancies + 1; c_Customer =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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not specifically addressing this. How? Here is the code for a test function which downloads 2 files from a public domain, no user wall. The key here which the official documentation is missing is the .setParamName() but for those who have spent time to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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greater_equal, greater_than, less_equal, less_than and between. The supported data types are picklist, id, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, integer, currency, decimal and double. You can search for a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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with more than 6 decimal places. As this is more than specified on the ZohoCRM field properties, as soon as the staff user tries to save the record, they will get a validation error on the decimal field even if that's not the field that is being...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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== \"" + v_ShopifyEmail + "\" && Shopify_ID == \"" + v_ShopifyID + "\")", page : 1, pageSize : 10 } // find the logged-in user record ZOHO.CREATOR.API.getAllRecords(config) .then(function(response) { // store the search results into an array var...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business), and permissions can be "Read"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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{ v_Email = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy = c_AddedBy.Name; } break; } } %> /* page sizing */ @page { size: A4;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of the logged-in user and has as scope ZohoAnalytics.metadata.read. The code /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *