... as these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator as the app and data processing ...
... to display on their estimates in Zoho Books; such as product image, product name, product description.
Granted that in some cases, the design should go in the other direction, as in enter the products ...
What?
This is a quick article on generating a file with the Zoho Deluge function .toFile() and uploading it to a file upload field within Zoho Creator.
Why?
The use-case here is that we want a ...
What?
A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024.
This widget will only work within Zoho Creator. If you want ...
... was a primary contact on the customer record.
This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent.
How?
So the key here is that there were no contact persons on ...
What?
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup ...
... photos of the faulty products. These display fine in a Zoho Creator report and even show up on the preview when exporting to PDF. But when you download the PDF and view this outside of the Zoho instances, ...
What?
A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics.
Why?
First of all, we couldn't find how to sync attachments ...
What?
This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM.
Why?
To simplify the on-boarding process. A client of ours has ...
... examples I use in production systems:
Pre-amble:
I'm applying to a Zoho Instance on the US Datacenter (.COM)
These examples are using CRM REST API v5 but you can use these as far back as CRM REST ...
What?
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Why?
Rather than hard-coding and having a ton of if..then ...
... user's record, retrieve the department, and set the correct pipeline option.
Setup: Department Field on User Profile
Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil ...
... zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error:
{
"code": 2945,
"description": "EXTRA_KEY_FOUND_IN_JSON"
}
How?
So the ...
What?
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
Why? ...
What?
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...
... ];
r_Download2.setParamName("file");
l_Downloads.add(r_Download2);
//
sendmail
[
from: zoho.adminuserid
to: "This email address is being protected from spambots. You need JavaScript enabled to view it."
subject: "Test File: List"
message: ...
... Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the ...
... and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. ...
... I had this formula which seemed to do the same thing but unnecessarily moved the pointer to the start of the week. It could also error eventually if Zoho made it possible to change the start of the week ...
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