Assuming quotes is required, the following 29 results were found.
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documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a pair of double-quotes. Why? Our use case is that we were...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function invokeURL...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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options but I'm listing the one(s) to stop workflows below to see if this helps anyone: Stop Workflows from executing: l_Quotes = List(); l_Quotes.add(m_CreateCrmQuote); m_Data = Map(); m_Data.put("data",l_Quotes); l_Triggers = List();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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when a quote gets converted to an invoice, will map over the quote ID to the field "Converted From ID". Furthermore, fn_quotes_getquoteditems is a custom function (referred to in the code snippet below) in CRM that uses invokeURL to get the line items...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Quoteshttps://www.joellipman.com/articles/_other-misc/quotes.html
- Type: Category
- Language: *
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What? An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written this article because I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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REST API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; I've called it "zcrm". Standard Call for Module...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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I have: A CSV file exported from Excel along with double-quotes label1,label2 item1a,item2a item1c,"item2c,c" item1b,item2b What I want: To read the file (stored on the server) and convert to a JavaScript array of objects var my_object_array = [ {...
- Type: Article
- Author: Joel Lipman
- Category: Excel
- Language: en-GB
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do enough (spacing has been added for demo purposes and to make it clearer). In the below example, my form is called "Quotes" and my subform is called "Line_Items": // initialize variables //... this is a demo so... do your own... // // get source...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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we'll skip to the COQL query. This is what I have: // // build up COQL query v_CoqlQuery = "select distinct Currency from Quotes where Subject!=''"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeUrl...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= {"address","street2","city","state","zip","country"}; // // evaluate r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678); // // push to ZohoBooks estimate if(true) { // // ---------------------- GET ZOHO BOOKS TAX IDs...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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{ v_CountTotal = v_CountTotal + 1; if(m_Deal.get("Stage").equalsIgnoreCase("Cancelled")) { // // cancel all related quotes // (...) // // cancel all related sales orders l_RelatedSOs = zoho.crm.getRelatedRecords("SalesOrders", "Deals",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in Zoho documentation and due to the searchRecords function...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to the widget as you see fit but I'm including jQuery and Bootstrap: Company Name - Quote Builder Hi You have 0 Pending Quotes You have 0 Previous Quotes Get a New Quote! © 1999 Joel Lipman Ltd. All Rights Reserved the JavaScript These are the contents...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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# 2 functions to split up search terms and accepting double-quotes as phrase makers. function search_transform_term($term){ $term = preg_replace("/(\s)/e", "'{WHITESPACE-'.ord('\$1').'}'", $term); $term = preg_replace("/,/", "{COMMA}", $term); return...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: en-GB
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System Settings" Click on "Environment Variables" Under "System Variables" modify the variable "ORACLE_HOME" (without the quotes). Or create NEW if it doesn't exist. Give it the value C:\ORACLE\product\11.2.0\client_1 OK all dialogs to close and save....
- Type: Article
- Author: Joel Lipman
- Category: Oracle PL/SQL
- Language: en-GB
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create a new one – we’re just checking something) In the right pane, type “COM_USERS_EMAIL_PASSWORD_RESET_BODY” without the quotes and tick the “Constant” radio box and click on the “Search” button. What displays in the search results should be the text...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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