Assuming were is required, the following 106 results were found.
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than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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we have the tabs looking close to what we want, you will have noted that I have done this code in-line of the form. If you were to embed the form on to a page, you would be free to use some reserved CSS attributes on the page style rather such as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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schedule a call using the GUI then write a test function to check the JSON that is being returned for API names... If that were the 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and updates the custom fields. Executing the function this worked as expected. Now put it on a workflow where the settings were: When an invoice is "Created or Edited" Execute the workflow when "When any field is updated" Filter the triggers when Status...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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for an invoice issued prior to this, and we want to work out profits in January, we're including the credit notes that were issued in January. I'm calling this one "My Credit Note Items": SELECT cn."Created Time" AS "Created", abs_month(cn."Created...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record - but now pulled from Opp or from set values) ZDK.Page.getForm().setValues({ 'Rate_Year_1_0':...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Urlencoding or not didn't have much affect on the above but it is recommended you do as it did work if the criteria were encoded... The criteria is in the same syntax format as the one used in the Search API call. Code-wise using the same criteria...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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when you download the PDF and view this outside of the Zoho instances, the photos don't display. This is because the photos were just links in the Zoho Creator image field, links to another Zoho app that is behind a user wall (ie. login and password as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on the customer record. Instead, when building the invoice, this had to be added (don't ever remember having...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Passed in URL - Cannot use window.location URL var queryParams = ZOHO.CREATOR.UTIL.getQueryParams(); // Check parameters were even specified if (queryParams.p_ShopifyEmail !== undefined) { v_ShopifyEmail = queryParams.p_ShopifyEmail; } if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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set in Step 1: // ******************************************************************************* // delete any tasks that were transferred from the lead record relating to reminding staff to convert the lead. // l_RelatedTasks =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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is to remove the color_code key as well... m_Tag.remove("color_code"); */ Considering that neither the color code nor ID were necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Ta daa! Source(s): I would mention a few community forum pages I went through which showed me how not to do it, but as none were the solution, I'm not sure putting them here would make this easier for you. Zoho Books API Documentation: Create Invoice:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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} } } // determine deposit amount // get grand total (note that formula for grand total excludes line items which were optional) v_QuoteGrandTotal = 0.00; r_QuoteDetails = ZDK.Apps.CRM.Quotes.fetchById(v_QuoteID); if (r_QuoteDetails.Grand_Total !=...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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invoice) var o_InvoicedQuote = ZDK.Page.getField('Quote').getValue(); // go down this route if a quote is specified (they were on the quote and clicked on the plus next to 'invoice') if (o_InvoicedQuote != null) { // check on the quote associated to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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not a third-party app. This can only be cleared by Zoho’s backend support. Yodlee vs Plaid: Older Zoho Books feeds in the UK were powered by Yodlee. From 2024 onward, Zoho migrated UK accounts to Open Banking connections handled by Plaid. The “via...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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- remove menu item Ultimately this solved the problem of redirecting the user after they complete the contact form: If you were wondering how to get the default contact form in Joomla 1.5 to redirect you to another page after you submit it, or if you...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *