Assuming record is required, the following 129 results were found.
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this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the initial record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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answer is to consider the following code which generates a sample CSV and then loops through storing each row as a data record and outputting it to screen: // generate a sample CSV file v_DataCSV = "1,Joel Lipman,Kings Castle,England\n"; v_DataCSV =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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setParamName is key. Let's make it even more interesting: I'm going to use a subform with the file upload field type so our record can have more than 1 file attached to it. the CRM.attachFile command Okay as a first example, there is a problem here, you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this functionality exists in reports but I want to do it in code so as to display it in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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any. This is simply how I fixed this error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // select a bunch of creator records (ok all of them) l_AllRecords...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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documentation out there but as this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Another single line text field Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API. Why? Cos it took us a while. The online forums seem to go back over a decade and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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'=42')); $db->setQuery($query); $result = $db->query(); INSERT using JDatabaseDriver Here's an alternative method to add a record to a table in Joomla: // Create and populate an object. $user_record = new stdClass(); $user_record->name = 'Joel';...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB
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to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as well as a "Save &...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to document how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record. How? So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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(blank or not). console.log("Joel Lipman - 20221018 -------------------------"); // get some values from the current record var v_CurrencyCode = ZDK.Page.getField('Currency').getValue(); var v_ConsultantLocation =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record. Why? Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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