Zoho Creator: Input Color Picker
An article on creating a color picker from a specific palette using an input field of a radio type.
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Scripts, systems & field notes.
Practical solutions and technical notes from CRM platforms, workflow automation, APIs, databases and the systems around them.
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ZohoCRM: Make either Mobile or Email mandatory
A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional.
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Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign
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 and send it off for signing, then return the Signed document attached to the initial record (where the button was).
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Zoho Analytics: Create a Monitoring System with Images
This is an article to remind me how I did this for a customer and images help visualize the health of the system.
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ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead
An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user".
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Zoho Creator: Render to PDF with margins and page numbers
There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks.
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Zoho Webhooks & Shopify API: Keep Disappearing
This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them.
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Zoho CRM: Client Script Confirmation Box and Popup Mailer
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface.
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Zoho Creator: Get Images in Report to be Exported to PDF
This is an article to document how to produce a report which when exported to PDF will display images without a user wall.
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