Assuming called is required, the following 115 results were found.
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Page (Standard), Edit Page (Standard), and Details Page (Standard). My use-case has a requirement that another dropdown called "Order Type" has to be set to "Supplier". My file upload field is called "Order Confirmation". v_OrderType =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Strip HTML in MySQLhttps://joellipman.com/articles/else/database/mysql/strip-html-in-mysql.html
fields of a mySQL database. Why? We are preparing to migrate old content to a new system. From a MediaWiki CMS to a SaaS called Service-Now. The previous interlinking between images could no longer be used. How? There were a few functions out there. One...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: en-GB
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a new key with the action name (eg. "Prefix_with_line_numbers") Right-click on this new key and add a key to this one called "command" Under the "command" key, double-click the "(Default)" string in the right-pane and type the following...
- Type: Article
- Author: Joel Lipman
- Category: MS-DOS
- Language: *
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to the picklist when the starting hour is found and stop adding when the closing hour is found. The picklist field is called "Time_Field". The following reads from a form (creator data table) where thisServiceRecord.Opening_Time is returning an hour...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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is deprecated","status":"error"}: Happens when using a CRM connector of type "Zoho". Another type of connector for v2 is called "Zoho OAuth". Re-create the connectors with the latter: r_RecordUpdate = invokeUrl [ url :v_EndPoint type :PUT...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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of products allocated to an account or in total for a purchase order. Let us assume we have the following in a form/report called "Stock_Upload": RowID Name SKU Account Email 0001 Test Product 1 TEST001 test1@joellipman.com 0002 Test Product 1 TEST001...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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then we want the last Tuesday of the next month. In the following code, consider that the date field we want to set is called "Switch_Over_Day". For the first Monday, we are going to select the first day of the month and then loop until we find a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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= Product[Product_Name.containsIgnoreCase(v_Name)];... Lastly, there is a function I find myself using more and more called equalsIgnoreCase() which could be used:... l_ProductDetails = Product[Product_Name.equalsIgnoreCase(v_Name)];... Other...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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code and paste into a Zoho Creator Page. Be sure to copy the code directly into a page and NOT to be in a function that is called from the Zoho Creator page. Functions are read by Zoho and certain CSS attributes (such as position and float) will be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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name: eg. “joels_awesome_app” (without the double-quotes and no funny characters). It will initialize a project in a folder called something like “/Users//joels_awesome_app” It will then initialize some NPM dependencies and it will ask you to type the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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new form Select a blank form, let's call it "Notifications". Drag a single-line field and a multi-line field onto the form called "Title" and "Content" respectively. If you use this method to populate your notifications, you can send the ID of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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control panel, go through the process until this part is complete. Find the DNS Manager in your control panel, it might be called something like "Advanced DNS Editor", "Advanced Zone Editor" or "DNS Zone Editor": If the subdomain has a CNAME record,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following screenshot: How? Again at the time of this article, this is only...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a Zoho Creator form and publishing this for public use. Then giving Shopify the URL to the form and populating a field called "body". I might test this if I come across a client who doesn't use CRM.
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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it to an integration field, you have to convert it to a number with .toLong(). Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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end, I have thought of an alternative that I now use frequently in client systems. How? The gist is that we add a checkbox called "Processed" which will have a datatype Boolean. Our function will then loop through each record and do what it has to do....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books". The "v_Filter" appears to do absolutely nothing but I've left it in there in case one day I figure it out: //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname Firstname Lastname" (eg. "Joel Joel Lipman" - when Joel is not my middle name). How? This is a setting that is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the remaining working days. How? So I have a form with 6 subforms which...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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create a task if time logged is too low and will remind via Popup at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given it the following scopes: ZohoCRM.modules.ALL ZohoCRM.users.READ ZohoCRM.coql.READ // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *