Assuming need is required, the following 277 results were found.
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} // // if user ID was extracted sucessfully if(v_UserID != 0) { // // get user details (we need the profile) r_UserDetails = zoho.crm.getRecordById("users",v_UserID); if(!isnull(r_UserDetails.get("users"))) { for each r_User in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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+ " "; input.Note_Attachments = v_NoteAttachments; Here's the code at the end of the parent form to hide the columns I don't need the user to see (I'll populate these by code): hide Attachments.Parent_Record; hide Attachments.Document_Name; hide...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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HTTP method POST is not allowed for the requested resource"} The endpoint is wrong (for example you don't need the organization ID parameter at the end of the URL) {"code":2,"message":"The request passed is not valid."} The .setParamName() function is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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token > access token) and then the code to attach the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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input.CSS_Overrides = v_CssNotes; Additional If you don't want to apply this to the every subform on that form, you will need to brush up a little on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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"18:00" }, "Saturday": { "open": "09:00", "close": "15:00" } } Inserting as a subform on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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page. In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've covered this before in a fair few articles on this website...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Lowercase 'y' is the year and uppercase 'Y' is the year the week is in. Weeks which overlap at the end/start of the year need to be observed. As per the documentation: dateValue = '29-Dec-2019'; info dateValue.toString("yyyy"); // returns 2019 dateValue...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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sit there entering one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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under Display As: "Image" You can now specify the size of the 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument = Document[ID ==...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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for a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its PDF rendering options. What's wrong with just using CSS?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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an incredible number of price books/ price lists and then has in excess of 20k items. Previously, the function that would need to get the price book rate post saving a record in Zoho Deluge would fail because it was making too many function statements....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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few disgruntled employees who may have been paid incorrectly. As such this system has to be reliable and the system managers need to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves. How? We're...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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by single-quotes. m_Params.put("criteria","\"SO ID\"='" + v_SalesOrderID + "'"); m_Config = Map(); // sometimes parameters need to be a string... but this is working m_Config.put("CONFIG",m_Params); v_Endpoint =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *