Search - Joel Lipman .Com

21. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... workflow which does the clever bit in Zoho Creator: Go to Workflow > Form Workflows > New Workflow Choose the form > Run when Created or Edited > Trigger on Successful form submission > and name it ...; Created on 31 March 2022
22. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... Cooler Master V750 SFX Gold White Edition 1 £120.00 AIO ID-Cooling Zoomflow 240X Snow CPU Water Cooler 1 £74.99 O/S Microsoft Windows 11 Pro 64-bit 1 £219.99 Case Fans CoolMoon 3 Pack 120mm Crystal ...; Created on 12 March 2022
23. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... the code I use when a "Addition of a row" workflow is triggered on that subform. This makes sure I don't download it again and create a new Creator record to hold the same file but in a new record, as wel ...; Created on 11 March 2022
24. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... (triggers the next code snippet / workflow on user input of "calendar day select") v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" + zoho.currentdate.toString("d") + "" + zoho.currentdate.addDay(v_DateIndex).toString("MMMM"); input.Calendar_Day_Select ...; Created on 09 March 2022
25. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...; Created on 11 February 2022
26. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... yields 12.35 v_Test6 = 120.000; info v_Test6.toDecimal().round(2); // yields 120.00 v_Test7 = -123.4567; info v_Test7.toDecimal().round(2); // yields -123.46 Source(s): StackOverflow: ...; Created on 08 February 2022
27. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; 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 ...; Created on 10 January 2022
28. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
29. Zoho Creator: Copy Subform to other Subforms: / Zoho /; ... The form I have looks something like the following: and displays as something like this: The code I create a workflow that when the decision box "Copy Monday to the Other Days" is clicked it ...; Created on 17 November 2021
30. Zoho Creator: Change Radio into Tabs: / Zoho /; ... to be changed as well to the new name and follow the syntax .zc-NewName-group{}]. What I have (Original) I want to run some deluge (snippets below) every time the form loads, so I Go to Workflows ...; Created on 22 October 2021
31. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has ...; Created on 21 October 2021
32. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... set the param name to file (this is important) r_CreatorPhoto.setParamName("file"); // // upload the photo to CRM (and prevent workflows from running) v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" ...; Created on 27 September 2021
33. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... have workflows triggered from many deltas/changes. Why? Some clients have referred to this as the "spinning circle of death": they load up a Creator application or change a field and there will be ...; Created on 19 September 2021
34. ZohoCRM: Process all records of a module: / Zoho /; ... In a nutshell: [Optional]: Deactivate any workflows that this process would affect Go to the Module Layout and drag a "Checkbox" field on to the module We'll call ours "Processed" but it really ...; Created on 24 August 2021
35. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... How? Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field. ...; Created on 27 July 2021
36. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; ... 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; ...; Created on 27 July 2021
37. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... 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 ...; Created on 17 May 2021
38. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... in an approval workflow but ran into issues when trying to update the record: { "response": { "message": "Error occurred", "uri": "/api/forms/json/P_ApplyLeave/updateRecord", "errors": ...; Created on 10 December 2020
39. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; ... we'll go into more detail: Create a function that accepts a form of records Create a workflow that understands the function parameters Create a function Why are we doing this first? Well ...; Created on 06 December 2020
40. Zoho Creator: info/alert/modal/popup notification for any user: / Zoho /; ... and even in some cases only as an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow). How? This will create a popup ...; Created on 06 November 2020