Assuming which is required, the following 337 results were found.
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not find a working example that could allow us to do this. I have provided some links at the end of this article for you which we tried to use but only helped us out about half-way, the rest we guessed on our own: Our use case, is that we are developing...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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request but not a sample request packaged to be sent. How? Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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we'll create the Shopify webhook. One alternative that is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the JSON webhook response beforehand. 1. Set up the Creator...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Zoho Creator (see "Sources" below), the most relevant one being my article Zoho Deluge: Get Image Uploaded in Creator Form which has one method of getting a public link. My use-case scenario here is that while I could upload the link from Creator to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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via a Shopify Webhook This time, the objective is to have an eBay notification be sent to Zoho CRM (can receive webhooks) which forwards it to Zoho Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 have a lead record with the status "New Lead". The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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m_Params.put("CreateTimeFrom",v_OrdersFrom); m_Params.put("CreateTimeTo",v_OrdersTill); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using the method of "mega-functions", here is the code snippet for one function which will accept as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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zoho.books.createRecord("invoices",v_BooksOrgID,m_InvoiceDetails,"abzohobooks"); } Note(s): There are 2 other payment terms which is by setting payment terms to 0 which will result in a "Due on Receipt". m_InvoiceDetails.put("payment_terms",0);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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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 necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a connection...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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automatically do that in ZohoBooks. } } } Additional You can include a parameter in the request when creating an invoice which is sent = true which will automatically send it and mark it as sent. As the function I use before this to generate the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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or even change how I upload the file, this error no longer appears. This error seems to be at the end of a function which has already done a lot of processing. Here's a quick test snippet of code: void fn_UploadTest() { // // selecting a record which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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HTML attribute zcpage-footerhtml; but note the 3 other CSS classes zcpage-pagenumber, currentPageNumber, and totalPageNumber which will output the current page number and total count of pages respectively: Page of Copyright © My Company Ltd. All...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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me for 30 minutes is worth writing a quick article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *