... you want to the detail view of the report you are accessing.
The detailed resolution is:
Create a duplicate of the report with the records you want
Click on "Detail View"
Click on "Layout"
Select ...
... arguably could write directly to the Creator record, parsing the JSON webhook response beforehand.
1. Set up the Creator form
Log-in to your Zoho Creator app
Click on Plus sign to add a new form ...
... > Connections)
Click on "Add Connection" and click on "Zoho OAuth"
Give a lower connection name, eg. "joels_connector"
Select the scope ZohoProjects.timesheets.ALL as a minimum (or CREATE/READ):
...
...
The Code to read, parse, create a holding record and generate a link for the customer portal user to click on:
// accessing zoho.eu (not zoho.com) so adapt the 2 values
v_CreatorBaseUrl = "https://creator.zoho.eu";
v_ZohoApisDC ...
... the record data:
I'm calling the Function Name "RejectLeave" then click on Edit Params
I'm calling the Method Name "OnValidate" and I add the following parameters:
p_RequestID specified as "ID (Leave)" ...
... + v_LineItemTotalVat;
v_Total = v_Total + v_LineItemTotal;
}
//
// other actions you want to do after all quotes looped through
//
}
Save your function and click on "Done" ...
... subdomain) you want to use: Then click on "Save".
If you have access to the DNS manager for the subdomain/domain of your customer portal, or you have the customer on a remote assist who has access ...
What?
So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click ...
... zet at https://127.0.0.1:5000 along with the instructions “please enable the host (https://127.0.0.1:5000) in a new tab and authorize the connection by clicking Advanced -> Proceed to 127.0.0.1 (unsafe)”. ...
...
Click on Get Started / Add New Connection
Click on the "Zoho OAuth" icon
Enter a Connection name (for this example I will call it "CRM API v2")
Select the appropriate scope(s):
ZohoCRM.coql.READ ...
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