Assuming data is required, the following 229 results were found.
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and my subform is called "Line_Items": // initialize variables //... this is a demo so... do your own... // // get source data r_QuoteDetails = zoho.crm.getRecordById("Quotes", 123456789012345678); // // transform variables for main record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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required fields:\n" + l_Errors.toString("\n"); } else { //... code to submit form/save to record here } Then save the data by adding the record or updating the existing record if(!isnull(input.ID)) { //... code to update existing record r_Details =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of course need to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source, the Zoho deluge .toList() fails the function if the .get is an out-of-bounds and the .toDate() or .toString() fall apart...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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client wants. Why? The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section. How? The way we do this is by applying...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Display Name: FN - Xero - Receive Webhook Description: Function used to receive webhooks from Xero and parse these into data for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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refine and improve my code below. How? I'm going to show you the code first of how to parse the eBay Transaction data and then the code to create a Shopify Order: Parse an eBay Transaction Notification (XML) x_ResponseBody =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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info r_ResponseXML; /* // // if successful then read the response if(r_ResponseXML.contains("Success")) { // // parse the data v_MainNode = "Item"; x_MainNode = r_ResponseXML.subString(r_ResponseXML.indexOf("
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List()); Source(s): Joel Lipman - ZohoCRM: Process all records of a module Zoho Deluge - Search Records in Zoho CRM Zoho Deluge -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not then: Click on “View permissions and data stored across sites” Click on “zoho.eu” this will dropdown all Zoho apps Click on “desk.zoho.eu” Click on “Clear Data” You...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any field in your table/query which is not the one to display Under "Group By", select the field that has the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box differ in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 Daylight Savings are in effect for the United...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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of an invoice but lots of my clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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workstation Here's what's happening in the background: File is generated FIle is attached to the last record of the source data File identifying number is returned from being attached File is opened in a new tab/window to trigger downloading. File is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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How? Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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going to use a HTML table again but that's because I want to send it to the PDF renderer in ZohoCreator and want all the data to stay aligned. Using only DIV layers can cause a few unexpected layouts in ZohoCreator. The Quick Answer: the page margins...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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[ url :"https://www.zohoapis.com/crm/v8/Deals/" + p_DealID + "?fields=Pipeline" type :GET connection:"zcrm" ]; l_DealData = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealData { if(!isNull(m_DealData.get("id"))) { r_DealDetails...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *