... when Status is "Paid"
Just once or every time is "Everytime"
Actions is a custom function called "fn_invoice_updatepaymentmethod"
But this wouldn't work despite being as per the documentation (see ...
... the ID from the lookup field called "Vendor Contact"
var v_VendorContactID = ZDK.Page.getField('Vendor_Contact').getValue().id;
// get the record details for this contact record
var r_ContactDetails ...
... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes:
ZohoInventory.salesorders.READ ...
... section to hold a notes field.
A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files)
A blank subform callled "Attachments" (links to a form called "Documents") ...
... 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", ...
What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.
Why?
Previously, we would receive an eBay notification and create an ...
What?
So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated ...
...
Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...
How?
As mentioned, we're going to use the address on the Lead ...
... Daylight Savings Time. The field is a text line field called Customers_Requested_Time and I have added a few more date time fields called GMT_Date_Time_Start, GMT_Date_Time_End, System_Date_Time_Start, ...
... Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given ...
... in a subform called "Mondays" then to click a button which copies it to the remaining working days.
How?
So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. ...
...
First, let's add a Notes field to the Creator form, I'm calling mine Note_CSS, then I have added a radio group called Tabs [NB: If you rename it from "Tabs" to something else, all CSS references need ...
... Zoho Creator says that public link exists. Let's say I have a field called Main_Photo and this is in a form called Portal_Listing with a report/view called Portal_Listing_Report and I have a publish key ...
... receive data
Login to your Zoho Creator and setup a form, I've called mine "eBay Webhook Payloads"
Add a Single-Line field called "Event Type"
Add a Multi-line field called "Payload"
Click Done
Make ...
... a field called "Audit_Change" and then I add to it our workflow with the main bit of code. For any other field that needs to update this preview, I tell it to update the "Audit_Change" field with something ...
What?
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.
Why?
A client had added a custom lookup field to the users settings called "Division" ...
... in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman" - when Joel is not my middle name).
How?
This is a setting that is enabled by default in ...
... snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books". The ...
... thought of an alternative that I now use frequently in client systems.
How?
The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then loop ...
... with .toLong().
Say I have an integration field on my form called "CRM Account" with field link name "Account";
Then I have a workflow on user input of the field to save this directly to the record; ...
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