Assuming within is required, the following 105 results were found.
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a snippet when querying a CRM module (invoices) from a CRM function. The important fields I wanted were some custom fields within the line items subform. Here I'm adding the parameters to ensure we get CRM records that are also pending approval or being...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots. Why? This is for a Creator app which had a form to allow customers to make a booking based on the configuration...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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asked to update all records and there are at least 10 thousand if not 100 thousand records. The code I use is a for loop within a for loop or in other words 5 pages (as each page is limited to 200) and 1000 records is the sweet spot in which case the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception, Invalid statement found...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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cheat here is that we actually want the user to be able to click and download/open the attachments on the CRM record from within the Creator app. As for the add a new attachment, well that's just functionality. Here's my Creator form (well the part for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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this wouldn't work despite being as per the documentation (see sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize v_PaymentMode...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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text field Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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parameters:x_Params headers:m_Headers ]; Parsing the response into JSON or a Deluge Map This can be appended to the above within the same function to return a map. Note that this is for fixedpriceitems only. For auction ones, you would need to adjust...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA......
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Some registrars will say this can take between 24 to 72 hours to propagate. In our cases, a working example can return within the hour as authenticated. Use the following link to continue monitoring for when this has taken effect:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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to generate an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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records and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. How? My team of developers actually...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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necessary scope(s) to read from and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Signin or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create another folder called "Profile Photos"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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getting this error despite including the customer_id and there was a primary contact on the customer record. 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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How? The key trick to use here the ability for Zoho Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change it's format to show the image and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *