Assuming going is required, the following 158 results were found.
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"What is your question?" click on "Save" click on "Done" Now click on "Edit Function" under "Context Handler Function" We're going to use the following deluge code for our first pass at this awesome functionality: // // initialize v_Response =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the GUI: Query 1 Due to the limit of sub-query levels we can go down, I want to join this to the contacts data table. So I'm going to make this first query and save it as "Contacts vs Campaigns Pivot": SELECT * FROM ( SELECT "Contact Id", "Contact...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Error(s) Encountered items with opening stock cannot be deleted, set the opening stock to zero: Guess who's going to have their opening stock set to zero, save the record, then delete it. Source(s) Stack Overflow - Using the Zoho Inventory API can you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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= '29-Dec-2019'; info dateValue.toString("YYYY"); // returns 2020 You should also pad single digit week numbers if we're going to store a year week value: v_ThisCurrentWeekNumber = if(zoho.currentdate.toString("u").toLong() ==...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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type :GET parameters:m_ApprovedConverted connection:"zcrm" ]; // should be checking here that data contains any rows but I'm going on the basis that this quote exists in CRM and at least 1 line item is mandatory l_CrmProductLineItems =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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type: POST files: m_Attachment connection: "zbooks" ]; Open the file / Download via Browser We're going to use an openUrl() function here in the hopes that your browser will just begin downloading it (failing this it will open up in the browser and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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error and how the online forums and documentation did not. Why? I don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice. You would need to record the attachment ID and only push it to Analytics if Analytics doesn't have that attachment...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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JS widget (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders. How? We're going to use the Zoho Extension SDK. You should refer to my previous linked article but the revised instructions here should also...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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to ZohoCRM > Setup > Automation > Schedules > Create New Schedule I'm calling my schedule "Shopify - Check Webhooks" and I'm going to execute a writing function. It has a function name of "fn_Schedule_ShopifyWebhooks" and a display name of "Schedule -...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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Items" soi ON so."Sales order ID" = soi."Sales order ID" Initially we thought we could take the purchase order by simply going through the comments but this only shows Purchase Orders raised from a Sales Order which was not accurate enough... but here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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limits and rather than proposing an upgrade or add-on to the subscription plan; we wanted some proof using code. How? We're going to use a quick snippet of some code. So create a function in the Zoho App you are checking, or somewhere you can write some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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for you. It can take a few days but it will save your staff a ton of time per week! What your staff see: How? So we're going to create a button. Let's use the example of a credit application you want to send to your customer, and when they complete it,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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article, I've shown how to change a radio type field in ZohoCreator into a Carousel type of interface. This time, we're going to repurpose and restyle a radio type field into a color picker. Pre-amble: Create a Zoho Creator form Create a form, I'm...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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how I do it (requires some basic HTML/CSS knowledge): Place the cursor where you want the button and give it some text, I'm going to start with Accept Quote Then click on the link icon and give it the link noted from the URL made earlier (the one to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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needed as the pipeline was not displayed on the canvas view of the deal record but it was on the edit page. How? First we're going to add some element IDs to the canvas view page on each of the tabs. Then we'll make an OAuth function that can be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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of a URL will no longer be supported in the Zoho Deluge invokeURL task... This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps: Grant Code, Refresh Token, Access Token. I also went...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *