What?
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...
Just a quick note here. This is an article based on the REG file from Kelly's Korner (@www.kellys-korner-xp.com/xp_tweaks.htm). I'm not fond of downloading REG files and running them even if I have checked ...
I'm going to be putting all the articles which document my downloadable products. Please bear with me as I collate all your questions and go into more detail
As with all Joomla articles and files, you need to check that they have been published and approved. Sometimes you don't have to and it's all automatic, but if they're not showing: Check that they're ...
... on filename changes, I run this bit of code to get the internal and current file name:
//
// get original document file (optional) - you need your own record ID here
v_ZC_DocumentRecordID = 1234567890123456789;
c_ExistingDocument ...
What?
This is an article to document how to produce a report which when exported to PDF will display images without a user wall.
Why?
Our client needs to send a report to suppliers that include ...
What?
An example of code using the new API call "Module Record Count" with some criteria.
Why?
At time of print, I couldn't find an example of how to use this API call with search filters or criteria. ...
What?
A quick article on how I resolved this error and how the online forums and documentation did not.
Why?
I don't often do this to create a Creator record but I'm going to use the shortcode function ...
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 ...
... to me that perhaps this isn't clearly documented. But there are tips found across the web just not specifically addressing this.
How?
Here is the code for a test function which downloads 2 files ...
... overlap at the end/start of the year need to be observed. As per the documentation:
dateValue = '29-Dec-2019';
info dateValue.toString("yyyy"); // returns 2019
dateValue = '29-Dec-2019';
info dateValue.toString("YYYY"); ...
... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system.
m_InvoiceDetails = Map();
m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));
m_InvoiceDetails.put("payment_terms",-3);
// ...
What?
This is an article documenting how to remove the block on changes to a system field in ZohoCRM.
Why?
Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead ...
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