Assuming would is required, the following 210 results were found.
-
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
date, and then based on the offset, the selected date. The first bit of this snippet creates a map which for this example would be {"9":1,"10":2,"11":3,"12":4,"13":5,"14":6,"15":7}. This means that if I click on Tuesday10March, this code will match "10"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Code Click the button and you will get a refresh token which you can copy for the next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function: void fn_SignDataAndAttach(int v_RequestId,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
-
to calculate credit notes issued in a particular month rather than the one-to-one with an invoice as profits in the past would change. So this table is created so that if a credit note was issued in January for an invoice issued prior to this, and we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this article is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
} } For historical records The below snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference and Vacancy reference: /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
-
on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes = ""; v_CssNotes = v_CssNotes + ".subformRow...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
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 the parsing code below to capture auction details. This includes a split for any multi-line item orders: // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c What I want Me,Myself,I a,b,c How? So in this article I just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /* *******************************************************************************...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
the client. Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
-
this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
(different per user) at the bottom of the email message. How? So there are a few issues with displaying images which would have other solutions, such as hosting the images on a web-server, or converting to a base64 or an SVG. ZohoCRM signatures seem to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice. You would need to record the attachment ID and only push it to Analytics if Analytics doesn't have that attachment ID in its table...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *