Assuming fields is required, the following 114 results were found.
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ahead] For this process, we setup connections choosing to make use of the Zoho People API and we could update any of the fields EXCEPT for "ApprovalStatus" and would get the following response when attempting: { "response": { "message": "Error...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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is what I did: Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and some other fields Owner Email (type: Email) FIle Name (type: Single Line) File Ref (type: Single Line) Expiry Date Time (type: Date-Time) File...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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app Click on Plus sign to add a new form > blank Name the form, I'm going to call mine Shopify Webhook Payloads Drag some fields onto the form, this is what I did: Event Type [Drop Down: with options "Order Update", "Inventory Update", "Product Update"]...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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not all new lines/line breaks/carriage returns are at the end of a line.... for example, maybe your CSV contains multi-line fields; eg. where address street is on a different line to address city but in the same column... The following regex will...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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l_BooksShippingAddress = {"address","street2","city","state","zip","country"}; // loop through the CRM Sales Order address fields and build map of address to Books for each v_AddressPart in l_CrmShippingAddress {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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r_Coql; Additional If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM. Source(s): Zoho CRM Developer Docs API v2 - Get Records through a COQL Query Merriam-Webster Dictionary -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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costs 1 API call). But I have found you can submit all photos in one go as well: // build up list of photos from Creator fields l_CreatorPhotos = List(); v_ListingPublishKey =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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m_ScheduleCall.put("Call_Status","Scheduled"); m_ScheduleCall.put("Call_Type","Outbound"); // // optional fields m_ScheduleCall.put("Call_Purpose","Prospecting"); m_ScheduleCall.put("Call_Agenda","A scheduled call to phone " + v_CustomerName + " at...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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CSV files... The only correction I had here is to specify the date/time format: On the Review screen it tells you how many fields were mapped. Amazing but not as useful as it is interesting: Then you're into the penultimate step of the migration where...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_Params.put("SoldList",m_Exclude); m_Params.put("UnsoldList",m_Exclude); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("ItemID"); l_OutputFields.add("Title"); l_OutputFields.add("SKU");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_Params.put("CreateTimeFrom",v_OrdersFrom); m_Params.put("CreateTimeTo",v_OrdersTill); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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and obviously not the whole function to generate an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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> Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create a data table in ZohoAnalytics to hold the attachments Create an Excel spreadsheet or CSV file with the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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a subform row other than making the subform link to an existing form and not a blank form. The document form contains the fields: Ticket (lookup to Ticket form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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= queryParams.p_ShopifyID; } // Setup a config to find this record (use a custom report that only has the 2 searchable fields) var config = { appName : "joes_quote_builder", reportName : "Contacts_Report_SearchableByWidget", criteria : "(Primary_Email...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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using ZohoCreator .content would be a good way to store data exceeding 64Kb but instead I found using additional multi-line fields performance-wise was better: // // bigger than 64kb c_Check.Cached_HTML = v_HtmlToCache; if(v_HtmlToCache.len()>65000) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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not associate any records... not sure why this is. So we have a workaround, by sending all the data including the custom fields per line items to ZohoAnalytics; and in ZohoAnalytics importing a table based on a query which joins the sales orders and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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*/ v_Pipeline = ""; r_RecordDetails = invokeurl [ 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 {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *