Assuming based is required, the following 108 results were found.
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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. Why? There were several alternatives we considered beforehand which still didn't fit the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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]; info r_GetProduct; Awesome! Now for the primary objective of this task, which was to recover the relevant product based on any given Product SKU. Making the above into a function as well as returning the inventory item ID and the product ID: map...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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we have 2 date fields which will be hidden to the user but displayed here for testing purposes: the starting date, and then based on the offset, the selected date. The first bit of this snippet creates a map which for this example would be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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form to add a new attachment that will eventually be uploaded back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 I select on a dashboard. First you will need a table or query that has a bunch of columns and rows with one...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased. I'm including the Purchase Order ID so that I can refer to it later for shipping charges and other...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference and Vacancy reference: /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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At time of print, the paid plan is a pay as you go or pay as you use. Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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2023-01-23 (Joel Lipman) - Revamp of code - Only generate invoice if payment received - Distinguish whether composite based on ebay item specific - Add stock in order to authorize payment creation Date Modified: 2023-02-02 (Joel Lipman) - Marked Items...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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Additional: I'm just adding a little extra based on the further feedback, if we're generating a reporting year and week, we have to look at the difference between .toString("y") and .toString("Y"). Lowercase 'y' is the year and uppercase 'Y' is the year...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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is returned from being attached File is opened in a new tab/window to trigger downloading. File is deleted from attachments based on its identifying number (allows other attachments to remain intact) Generate the file The code here is a cut down version...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the URL that a Zoho Creator Page can receive and pass to the JS widget. the HTML You may note that I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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// // build the hash based on the payload body v_Data = ifnull(m_Payload.get("body"),""); v_VerifyHash = zoho.encryption.hmacsha256(v_ClientSecret,v_Data,"base64"); // // retrieve Shopify's Hmac SHA256 from the header v_ShopifyHash = "";...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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(hh:mm): 24-hour time format at which the system must trigger the reminder. Example: 23:45 Triggers can be given based on due date. For instance, if you want the reminder to be triggered one day before the due date:TRIGGER = -P1D. Similarly, if you want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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statements. How? I have this code triggered in a workflow when the sales order is created to do some further calculations based on a surcharge rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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warning or advising of failures. How? The key trick to use here the ability for Zoho Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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invoice, we are deducting the deposit v_DepositAmount = Math.round((v_QuoteGrandTotal / 2) * 100) / 100; // conditions based on the invoice type if (v_InvoiceType == "Final Balance") { v_DepositAmount = -Math.abs(v_DepositAmount); } // insert a product...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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as I couldn't find any examples online on how to do this. Why? I've been tasked with generating a radar/spider/web chart based on the results from a survey. Apparently this will be done in Zoho Analytics. The Brief: We would like the survey data to be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *