ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

13 December 2023 0; } // get the value from the field "Weight (kg)" (decimal field only allowed 2 decimals) var v_ProductWeight = ZDK.Page.getField('Weight_kg').getValue(); // count if more than 2 decimals, then round it to 2 decimals else use the current value var...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 Lipman - 20221018 -------------------------"); // get some values from the current record var v_CurrencyCode = ZDK.Page.getField('Currency').getValue(); var v_ConsultantLocation = ZDK.Page.getField('Location').getValue(); // only run the rest if record...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 */ // attempt try { // get the type of invoice selected var v_InvoiceType = ZDK.Page.getField('Invoice_Type').getValue(); // check source quote is specified var v_QuoteID = ZDK.Page.getField('Converted_From_ID').getValue(); // only make changes to the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 // get the full name of this contact (not sure why this returns both first and last) var v_ContactName = ZDK.Page.getField('Last_Name').getValue(); // get the email of this contact var v_ContactEmail = ZDK.Page.getField('Email').getValue(); // get the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

20 July 2022 // attempt try { // get the ID from the lookup field called "Vendor Contact" var v_VendorContactID = ZDK.Page.getField('Vendor_Contact').getValue().id; // get the record details for this contact record (note this is ZDK.Apps.CRM but my syntax...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Make Upload File Field Mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

18 December 2024 "Order Type" has to be set to "Supplier". My file upload field is called "Order Confirmation". v_OrderType = ZDK.Page.getField('Order_Type').getValue(); if (v_OrderType == "Vendor") { var o_UploadField = ZDK.Page.getField('Order_Confirmation');...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 and Event is "onLoad". Give it the code: var r_User = ZDK.Apps.CRM.Users.fetchById($Crm.user.id); var r_Field = ZDK.Page.getField('Pipeline'); if (r_User.Department == "Sales Team") { r_Field.setValue("Sales Pipeline"); } else { r_Field.setValue("Hire...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *