... 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 assignment rule stage). A workflow email notification ...
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?
This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records...
Why? ...
... on the ZohoSign document and searches for the relevant Deal record in CRM.
Why?
A client wants that when this field is entered and the document signed and returned, it attached the signed document ...
... We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and ...
What?
This is an article to document how to use the searchRecords function in CRM and to sort the results response.
Why?
This is unclear and not always working as coded below since each system ...
What?
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 ...
What?
This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others.
Why?
The use-case was that we were creating ...
What?
A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). ...
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?
The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...
What?
This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis.
Why?
I wrote this article because some searches will work for me and ...
What?
This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge.
Why?
The aim here is to have a scheduled task that on the 1st of every ...
What?
Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive.
Why?
Consider that I have the following creator table:
Product_Name Product_SKU ...
... modified the record, the tax wouldn't apply both visually and programmatically.
How?
A little undocumented this "feature" but the gist is if you want to add tax, it has to be built up in the tax options, ...
... Deletes all sessions dated after February 1st 2013
-- and all related records (linked by ID) in relevant tables.
Delete from specific tables but not all Simply don't refer to the table after the ...
... and me replying "why would you want to do that?".
Anyway, I was looking for something like the record separator in Oracle SQL*Plus where a row of data (blank or made of symbols) separates two sets ...
The Why
So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) ...
... on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required ...
What?
I think I have a similar article on 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 ...
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