...
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. ...
... 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; ...
... 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 ...
... 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": ...
... 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 ...
... 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 ...
What?
A very quick article as I couldn't find anything on the WWW to document this error.
Why?
During a data migration, I was using a custom function to copy all the data from one app to another. ...
... over to the respective CRM Sales Order (now under Zoho Finance), you can't do this in one workflow because of the delay/lag in that searchRecords will not find the corresponding CRM sales order record ...
What?
This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM.
Why?
I've also started this article to document an issue we encountered where ...
... workaround, you'll say that I haven't solved anything; but this is a production database I want to export for offline backup. I have to raise and log a formal change request and follow a workflow process ...
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