What?
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. ...
What?
A very quick article on how to push a multi-select picklist from CRM to Creator.
Why?
We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module ...
... icon (top-right most) to edit any profile
On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields"
Add a picklist field type called "Department" with the options "Hir ...
... the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report.
How?
We would think it similar to a picklist/dropdown where ...
... will be the name of the file including its extension)
Document (the file upload field)
Downloaded (a picklist with the options "Downloaded" and "Pending Upload")
Here's the code for the parent ...
... the value of each radio item will be populated using deluge and what's important to note here is that each picklist/dropdown option includes some HTML, specifically a SPAN tag surrounding the date number ...
... are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can ...
... r_Coql;
Additional
If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM.
Source(s):
Zoho CRM Developer Docs API v ...
What?
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 ...
What?
This code snippet took me a while to do and the documentation is flaky so I thought I'd make a note here just in case I need to refer to it again.
Why?
I want to modify a picklist and fill ...
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