Assuming will is required, the following 359 results were found.
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to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users". Find records relevant to this module: l_LinkedRecords =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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level is 0. Triggers when using REST API v2.1 When using the REST API (even v2.0), the workflow/approval/blueprint triggers will all run by default. Set this to an empty list [] to prevent/stop CRM triggers from running any workflows.
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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workflow, approval, or blueprint. If trigger is not mentioned, the workflows, approvals, and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows. Source(s): Insert Records API
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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as "Save_and_Close" (the field link name is important for the next step: CSS styling): Apply the following styling (this will depend on the theme you are using): .zc-Save_and_Close-group .decision-box-field label{ display:none !important; }...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and some data...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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one in Zoho Deluge. How? We're going to make use of the .toLong() function applied to a datetime datatype variable which will return the Unix seconds. // the now time v_NowTime = zoho.currenttime; // // correction: I want to specify a from datetime...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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token to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay Listings. You will note that I use the access token function (one that regenerates an access token or reuses if not expired). Thereafter, I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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stylesheet to the note CSS input.Note_CSS = v_Css; Yields All of me Now 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation"; v_AppointmentDuration = 30;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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, Hawaii and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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from eBay if you give it the eBay Item ID as a parameter. Why? Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need an access token for eBay which I documented on how you can...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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instance that I knew a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here: How? This has been raised a few...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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can be done as long as you set the datatype to a decimal first and then use the rounding. In other words the following will force the number to have 2 decimal places: v_Test1 = 12; info v_Test1.toDecimal().round(2); // yields 12.00 v_Test2 = 12.0; info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Note that for the below code, only 1 image is accepted at the moment, and the endpoint will depend on your datacenter (eg. COM or EU), and lastly the connection "joel_books" is my connection to ZohoBooks: // // declare ID of item in Zoho Inventory...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for each r_Result in l_SearchResults { if(!isnull(r_Result.get("payment_id"))) { // // invalid searches will return 200 results non-matching, so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *