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Assuming simply is required, the following 118 results were found.

  1. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

    page without the use of JavaScript or 'Widgets JS'. How? Here are some screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page. Be sure to copy the code directly into a page and NOT to be in a function...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    from submitting this until they provide a date that doesn't clash: To return an ok response, as in application accepted, we simply don't return an error so this might be completely optional however the Zoho People system will require a return value for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  3. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    "file_Size": "13.26 KB", "creator_Id": 987654321098765432, "link_Docs": 0 } ], The most logical thinkers would say that you simply need the download_Url value and prepend the CRM base URL such as https://crm.zoho.com + v_download_Url... But that is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    How? So this is more of an annoyance then an impossible task... because it is possible, the technique above is simply wrong. The trick and solution is a lot simpler than you might think... Doing the above, I would get a really messy response (I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    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; then add a workflow on click of this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    methods of linking to the Creator app and some data formatting that I tend to use regularly for my benefit later on when I simply copy & paste the below code templates. Zoho CRM // // initialize v_Index = 0; // // search in Creator v_OwnerName = ;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    process doesn't repeat on records that have already been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it doesn't decode every...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    } But wait we're not finished as there are the chevrons / less-than greater-than signs options to program into. For this simply append the following: else if(input.Calendar_Day_Select == "<") { // // set selected date field value input.Selected_Date...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    funny characters are replaced out as the OS won't allow the file to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time of print, this is the only way I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    allow partial payments such as a deposit or instalment. How? I won't go in to how to create a button in ZohoBooks but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    a quick solution but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  16. Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    field label name (I tried) just on the length field. Use the translations file to change system field labels The fix put simply is a CSS hack. Specifically by inspecting the element, removing some of the CSS attributes on the field we want to change,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    a removeFirst() if they change removeAll().. The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    of the problematic product to the ticket. They then want an Analytics report to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  20. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    a dynamic auto-suggester dropdown; one of those fancy ones that includes photos and a bit of fuzzy logic. I thought I could simply update the field with the new file but as I'm not downloading it, this is apparently not the process. How? As a high-level...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
Results 41 - 60 of 118