Assuming fields is required, the following 114 results were found.
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"Data_Retrieval" is the field to compare (of all "Data_Retrieval" values) and "Report1" is the name of my dataset: =IIF( Fields!Data_Retrieval.Value=MAX(Fields!Data_Retrieval.Value, "Report1"), "Red", IIF(...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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!!SECURITY WARNING!! curl_setopt($ch, CURLOPT_POST, TRUE); // TRUE to do a regular HTTP POST. curl_setopt($ch, CURLOPT_POSTFIELDS, $api_message_xml); // In my case, the XML form that will be submitted curl_setopt($ch, CURLOPT_TIMEOUT, 15); // Target API...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: en-GB
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managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record. How? So the key point to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a field" Choose Field "Save & Close" Name the workflow "OnSubmit_SaveClose" Add your deluge code that should: Validate the fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been entered l_Errors = List();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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find the relevant one if(!isnull(r_Timezone.get("zoneName"))) { v_TimeZone = r_Timezone.get("zoneName"); // // get all the fields on the Lead module v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads"; r_Response = invokeurl [...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the CSS and then I'll explain how we made this functional. To prepare for this, I created the following Creator form: The fields: Calendar Day Select (link name: Calendar_Day_Select || type Radio) Form CSS (link name: Form_Css || type Add Notes)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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wanted to map the Postal 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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(with same or different columns) with equals and starts_with conditions. The only operator that is supported for encrypted fields is equals. When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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https://help.zoho.com/portal/en/kb/writer/automation-guide/zoho-crm/articles/how-to-merge-subform-fields-and-image-field-via-zoho-writer-s-merge-apis#Step_5_Pass_Image_Field_Values_in_Merge_API...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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curl_setopt($ch1, CURLOPT_BINARYTRANSFER, 1); curl_setopt($ch1, CURLOPT_POST, 1); curl_setopt($ch1, CURLOPT_POSTFIELDS, file_get_contents($file)); curl_setopt($ch1, CURLOPT_RETURNTRANSFER, true); // set authorization header curl_setopt($ch1,...
- Type: Article
- Author: Joel Lipman
- Category: Google
- Language: en-GB
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within the properties pane, you can do the following: BorderColor: #efefef, , , White, =IIF(RowNumber(Nothing)=Count(Fields!Field1.Value, "DataSet1"), "Black", "LightGray") BorderStyle: None, , , Solid, =IIF(RowNumber(Nothing)=Count(Fields!Field1.Value,...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: *
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Values – Specify values" to =IIF(LTrim(Parameters!StudentADAccount.Value)="", Parameters!StudentReference.Value, First(Fields!S_STUDENTREFERENCE.Value, "StudentDetails")) should work: Apparently not because "fields cannot be used in report parameter...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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an expression detailing what the report was displaying, so for example: -- If setting the limit to 100 records =IIf( Sum(Fields!myCount.Value, "DataSet2")>100, "» Displaying the first " & CountRows("DataSet1") & " of " & Sum(Fields!myCount.Value,...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and clicking on "Save") Hover the mouse over "Quotes"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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this field read-only to first-line agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only (permission only to higher level) and 1 picklist as selectable means that the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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when a Candidate is modified, and it tallies all the candidates belonging to the same school 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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let v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; var v_DealRate0 = r_DealDetails.Rate_Year_1_0; var...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *