Assuming record is required, the following 132 results were found.
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(website where you registered your domain). I've listed some third-party providers' instructions on how to set up a CNAME record at the bottom of this page. A subdomain is FREE as opposed to paying for another domain. If you want to put the customer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 == v_ZC_DocumentRecordID]; info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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it as a reference for when I forget how to do this. The use-case here is that we have a dropdown/picklist on a CRM invoice record that has the options of "Deposit" and "Final Balance". This rewrites the invoice line items to represent a deposit or a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article on a small client script to set the Account field on the Quote from a lookup field on the Deal record. Why? The use-case here is that I have a client who is a supplier. The opportunity (aka Deal) will be in the end customer's name...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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The Code to read, parse, create a holding record and generate a link for the customer portal user to click on: // accessing zoho.eu (not zoho.com) so adapt the 2 values v_CreatorBaseUrl = "https://creator.zoho.eu"; v_ZohoApisDC =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup the email...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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events; status=closed are events in the past; status is a mandatory field // NB: range is an integer and the number of records to return (default=100; max=200) // NB: index is an integer and is the offset or starting index (not the ID of the record)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between ZohoCRM and Xero. How? The access token is generated by a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Note the name that you call it (displayed in mixed case but will be used in its lowercase form) Method #1: Using UpdateRecords() function with Connection Link: The syntax for this is response = zoho.creator.updateRecord( ownerName, appLinkName,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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"Title" and "Content" respectively. If you use this method to populate your notifications, you can send the ID of the record to show On the Creator page, retrieve the title and content of the modal dialog from the record by using the following:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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populated and runs the audit change (false to true). In any way that you do this, OnEdit will populate the form with the record data and trigger each field in the displayed order. Method #3: Use an eTag I use to use an eTag for a database-driven system...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to update the photo in the CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Workflows > Form Workflows > Select your form Click on New Workflow Choose form (the one your radio tabs group exists on) (Record Event) Run when a record is Created or Edited (Form Event) When to trigger workflow Load of the form Name the workflow, I'm...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting feature...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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// // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to this meeting) m_ScheduleMeeting.put("Owner",123456789012345678); // // related to what (in this example, a lead record but can be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the ebay URL of the image. Done High Level Overview Create a REST API CRM function Get Zoho CRM to create a Zoho Creator record by passing it the Inventory ID Get Zoho Creator to accept this ID, download the file, and upload it to a "File Upload" field...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *