Assuming record is required, the following 132 results were found.
help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another integration field or even the same...
for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass...
how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values into the target How? So this...
this as a list of integers l_PackagesToAdd = List:Int(); for each v_PackageRef in l_PackageRefs { // // fetch the package record c_Package = Zoho_Inventory_Package_Slips[ZI_Package_Ref == v_PackageRef]; if(c_Package.count() > 0) {...
sometimes more than 100 products are modified in a day... We need to be able to do more than 100 or at least resume from a record... We need pagination. How? To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10...
get customer id then Email v_BooksCustomerID = invoice.get("customer_id"); r_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,v_BooksCustomerID,"zbooks"); v_CustomerCheckCode = r_CustomerDetails.get("code"); if(v_CustomerCheckCode ==...
order and creates the relevant ZohoInventory item, contact, sales order, package 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...
I resolved this 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...
CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the...
creation or modification. The function to rule-them-all This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the subform: void...
supplier, sent to another supplier for grading, and then sent on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the...
one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email...
update. The confirm button links to a 3rd report which will actually execute the stored procedure which updates the student record as well as an audit table. The Problem The last report will execute the stored procedure without any problems. I added a...
the header which was an expression detailing what the report was displaying, so for example: -- If setting the limit to 100 records =IIf( Sum(Fields!myCount.Value, "DataSet2")>100, "» Displaying the first " & CountRows("DataSet1") & " of " &...
; WITH Dates([Date]) AS ( --Select First day in range SELECT CONVERT(DATETIME,@StartDate) AS [Date] UNION ALL --Add a record for every day in the range SELECT DATEADD(DAY, 1, [Date]) FROM Dates WHERE Date...
middle one wasn't connected to anything on either end. What not to say to IT "Hi could you find and tell them to unlock the record they are viewing". "Oh that person isn't at work today". "Well someone on that computer has locked a database record."....
seeing what fields I will be bringing through. Run XET from the menu system and you should be presented with a cleared/new record Complete the form noting the name of your XET Code and then selecting the appropriate dictionary and entity; here we are...
order, the practical setup often involves moving back and forth between Zoho People and Zoho Analytics. This document records the final design and a repeatable process that can be followed and adapted for future clients with similar requirements....
CD COPIER Read the copyright notice and click on OK Select the SOURCE AND DESTINATION tab Verify that both COPY FROM and RECORD are the same drives Select the ADVANCED tab Check that COPY SOURCE CD TO HARD DRIVE FIRST is selected Click on COPY and wait...
converting long numbers into exponential notations (which are incorrectly rounded anyway). My Data: Account ID,Name,Phone,Record ID 1457102000000135533,Joel,00441234567890,1457102000000165989 1457102000000135566,Stanley,01709123456,1457102000000167543...