... on “Settings”
Click on “Privacy and Security”
Click on “Site Settings”
If the ZohoDesk activity appears then click into this, if not then:
Click on “View permissions and data stored across sites” ...
What?
Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page.
Why?
Cos
How?
The below is a template ...
... on the "Generate, view, upload, or delete SSL certificates" link in the right sidebar
Scroll down and click on "Choose File" button under the "Upload a new certificate" section > Then select the certificate ...
... or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM:
Overview
Create a REST API CRM ...
...
Create an entry in our new form:
Access this application so you are viewing the front-end of your Creator app and go to your recently created API Integration form (tip: keep this open while you ...
... template to enter a Preview Edit mode (not the pencil icon)
Click on the clone icon (just below the pencil icon)
Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or ...
...
Here's an overview of how we achieve this:
Set up a Zoho CRM function to receive the webhook.
Setup a webhook in Xero.
[Optional for Method #2] Setup a PHP script on a server that will validate the ...
... 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 ...
... and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows ...
... applicable tax rates:
Browse to a CRM product record (you can do mass edit on a listview of products but for demo purposes, we'll do just one)
Under Price Information, edit the field "Tax" (multi-select) ...
... doesn't matter as long as it's a field to update
In your code, sort a list by "Modified_Time", loop through and update each iterated record. (see sample code below).
Go to the list view in CRM and filter ...
... view.
Why?
A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the user on the record form. The "Save & Close" button ...
...
Why?
My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, ...
... response somewhat similar to the following:
// this is sample JSON with replaced IDs
"My_CRM_File": [
{
"extn": "pdf",
"is_Preview_Available": true,
"download_Url": "/crm/org12345678901/specific/ViewAttachment?fileId=aaaabbbbccccddddeeeeffff1111222233334&module=CustomModule1&parentId=123456789012345678&creatorId=987654321098765432&id=234567890123456789&name=dummy1.pdf&downLoadMode=default",
...
... code is doing, let me give an overview:
Build up a map with sample data (you won't need to this, use your own data, this one is for this demonstration only)
Initialize a list to hold the keys which we ...
... article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that works for me.
How?
So here's an overview and then ...
...
This message is somewhat out of date but follow the following instructions to preview your app:
Open a browser and Ensure you type the preceding “https” rather than the default “http”
[Optional ...
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