Assuming going is required, the following 158 results were found.
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the following screenshot: How? Again at the time of this article, this is only modifiable when using REST API v2.1. We are going to update the field with label "Group Name" but API name "Grouping" in a list item column. The standard code you used to use...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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help either as you need to redirect the user to the specified report after submitting the form. How? Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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all the fields triggering a change //... } An extra layer: To go one step further, and only if you notice the form going slowly when it first loads (or doesn't load at all), consider adding a boolean box as per Method 2 Add a decision box field called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong() function applied to a datetime datatype variable which will return the Unix seconds. // the now...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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and phone from the customer record and not from the sales order change. How? The key is a setting you need to change by going to Settings > Preferences > Packing Slip Settings > and Enable "Delivery To": Then change the Shipping Address Format either...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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the last element. At time of print, I ran this to retrieve 1970 active product IDs and their SKUs without erroring by going over the Zoho Deluge statement execution limit. Additional: See my other articles for integrating Shopify API with Zoho Creator:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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if given the page number and 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:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on. How? We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along: thisDate =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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"expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" } How? We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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So this is going to be an article with a bunch of pictures showing step-by-step of how I setup a recurring data source in Zoho Analytics via FTP. Why? The use-case here is that I have a client who wants to import data via FTP (SFTP - to be precise) and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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as I need to do this for some other clients and I just want to continuously 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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using loops where possible so we don't breach a statement execution limit in the Zoho app function. How? If we're not going to use loops, then the next best thing I'm aware of is a regular expression. So the first expression I came up with worked to a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 and selecting "Send Mail" then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Account. We added several fields 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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Another example of looping through a subform In the following snippet of code, we are going to loop through a subform called "Skillset" which has a column called "Skill" which is a lookup to the "Skills" module. This client script is triggered when the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one "jl_recruit". The Deluge code for workflow /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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the delete icon as well as the "Add new row" link. In Design mode: Add a special field of type "Add Notes" to your form. I'm going to call it CSS_Overrides. It is important that this field will never be hidden (it cannot be seen on the front-end of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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purposes but it's easier to use an access token then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *