... this will select a pipeline based on the user's department.
Category is "Module", Page is "Create Page", and Module is "Deals"
Event Type is "Page Event" and Event is "onLoad".
Give it the code:
var ...
... the "Lead Conversion Mapping" page, mapping it, and then testing by converting a lead to a deal.
Actions
Login to ZohoCRM > Setup > Modules and Fields
Click on the "Deals" module (or whichever module ...
... let v_DealID = r_DealLookup.id;
let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID);
// get Deal/Opportunity fields we need to refer to
var v_OppType = r_DealDetails.Type_of_Opportunity;
...
... deals against a deal owner and needed to repeat this for all the invoices against a sales person.
It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...
... and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division":
//
// init
v_DealID = ifnull(p_DealID,0);
r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID);
//
// ...
... r_Link = zoho.crm.createRecord("Deals_X_Products", m_Link);
}
Code to Delete a value from a multi-lookup:
v_ID2Delete = 123456789012345678;
v_SearchCriteria = "(field0:equals:" + v_myRecordID ...
... last snippet is completely optional if you want to prefix the character » to your breadcrumbs.
Unfortunately, this only deals with the opacity transition as the width transition is not a smooth one. ...
What?
This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet ...
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