Assuming create is required, the following 221 results were found.
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An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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to use a standalone function as we want the code to read from the input fields dynamically and in real-time. To this end, I create a field called "Audit_Change" and then I add to it our workflow with the main bit of code. For any other field that needs...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the number of entries per page, returns these in JSON as a Zoho Map datatype. How? I'm not going to go into detail on how I create an access token to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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{ "image": { "position": 1, "width": 3024, "height": 3024, "alt": null, "id": 12345678901234, "product_id": 9876543210987, "created_at": "2021-10-17T21:45:56+01:00", "updated_at": "2021-10-17T21:45:56+01:00", "src":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= v_ResultInformation; Additional: Daylight Savings Time Just to cover all aspects of this, I create a Zoho Creator form with the timezone names, their offset and their DST offset as well as a boolean to say whether Daylight Savings Time is in effect...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS Reminder 1 Hr Before" When is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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"Document" form: // // get attachments v_NoteAttachments = " "; m_SortCriteria = Map(); m_SortCriteria.put("sort_by","Created_Time"); m_SortCriteria.put("sort_order","desc"); l_Attachments =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the applicable Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have about 3 minutes to do the following step (repeat this step if you fail) STEP 3: GENERATE A REFRESH TOKEN For...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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of the user who owns the attachment. Modified By Id: This is a "zcrm_" prefixed ID of the user who modified the attachment. Created By Id: This is a "zcrm_" prefixed ID of the user who created the attachment. Created Time: This is the created time of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ edges { node { id price sku barcode inventoryQuantity inventoryItem { id } product { id title handle status createdAt publishedAt updatedAt } updatedAt } cursor } pageInfo { hasNextPage } } } The Deluge Code So this is a Zoho Creator function that I'm...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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( MAX(t1."Member Status") FOR t1."Campaign Name" IN ( "Campaign 1","Campaign 2","Campaign 3" ) ) t2 The bigger query: Now create another query (better to refresh the page so that the new table and columns will be available to us): SELECT c."Full Name",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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Browse to https://developer.dhl.com/user/register to Signup Complete the form with your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My employee record form is called "Staff" and the subform is called "Usual...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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l_InvoiceLineItems.add(m_NewLineItem); } m_InvoiceDetails.put("line_items",l_InvoiceLineItems); // // create or update if(v_BooksInvoiceID != 0) { r_InvoiceSO =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *