Assuming called is required, the following 115 results were found.
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in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can call it whatever you like): string DataCleansing.fn_DecodeHtmlEntities( string p_StringToDecode...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ZohoInventory.packages.READ...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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is updated" Filter the triggers when Status is "Paid" Just once or every time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work despite being as per the documentation (see sources below). Here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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which get populated when a candidate was modified in ZohoRecruit. How? As mentioned, we're going to update several fields called: Number of Candidates This Graduation Year Number of Candidates Next Graduation Year Candidates Graduated in the Past...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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you will need to brush up a little on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes = "";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 "Hire Team", and "Sales Team". Save and Close Setup: Specify Pipeline Options Login to ZohoCRM as a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Level Domain (or Zoho DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; I've called it "zcrm". Standard Call for Module Record Count: v_PerPage = 200; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup the email from CRM mailer with...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure you can lock it down to just the scopes you need. void...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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mine "Color Picker" Add a note field, I've given it the field link name "Note_ColorPicker_Css" Add a radio field type, I've called it "Color Picker" Add a single line text field, I'm calling it "Hexadecimal" [Key field that will be used by the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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or delete a line item when using invokeURL and the PUT method, submit the line item again with its ID as well as a key called "_delete" as per the following snippet: // // initialize m_UpdateQuote = Map(); // // get quote details v_Endpoint =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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thought I was adding the map with the ID removed back into a list. The map itself was null. How? We are using an API action called "Add_Tags". I'm going to get the tags of the contact record using an invokeurl because shortcode only gives me name and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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type if (v_InvoiceType == "Final Balance") { v_DepositAmount = -Math.abs(v_DepositAmount); } // insert a product line item called "Deposit" var o_NewLineItem = {}; // the record ID of the product "Deposit" is inserted into Product_Name...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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ID. Finally, we'll have client script execute this function, then show/hide tabs based on the value. Assuming I have a tab called "Sales Pipeline", and "Hire Pipeline": Go to the deal record and scroll to bottom where you can see an "Edit" button for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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thumbnailer.php into a web-accessible directory on your server (for example, public_html/api/thumbnailer.php). It will be called as a JSON API over GET and does not render a webpage. Create Storage Folders In the same directory, create two writable...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: *
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give the required scopes (I've cheated and gone for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called "zanalytics") The Zoho People function modified to pull the Goals data and push it into Zoho Analytics: /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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"Fn - Submit Suspect Survey - Webhook" with internal name as fn_SubmitSuspectSurvey_Webhook and the parameter is a string called crmAPIRequest Give it the following code: string standalone.fn_SubmitSuspectSurvey_Webhook(String crmAPIRequest) { /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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in the radio buttons and click on the "Submit" button. Click on "Back to previous page" This will create a module category called ROKBB3 which you should click on to go into. In the bottom right, you can now select your Rocket Theme template (eg....
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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Joomla! CMS Extension Manager. I'm going to call the folder "profile5" (without the double-quotes) and create a subfolder called "profiles". So I should end up with the following file/directory structure: ./profile5 ./profile5/profiles Also copy one of...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: en-GB