Assuming such is required, the following 68 results were found.
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name. The issue is that if you use zoho.crm.searchRecords() this will work fine for company names without special characters such as the ampersand or parentheses. But what if amongst your records you may want to find: Company Name: Father & Sons...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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NOT to be in a function that is called from the Zoho Creator page. Functions are read by Zoho and certain CSS attributes (such as position and float) will be removed automatically. The code has to be pasted directly in the Page and then the CSS...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Now" and you should get a response saying "Domain Verified Successfully": There are other ways to verify your custom domain such as TXT, which I feel has the same difficulty level and equal number of steps as verifying by CNAME; or by uploading a HTML...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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name 'ApprovalStatus' is invalid " }, "status": 1 } } [Warning: Another red herring ahead] We tried various other options such as adding a tickbox that would be used in an approval workflow but ran into issues when trying to update the record: {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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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 incorrect, apparently you have to treat the field of type "File Upload" as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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you might think... Doing the above, I would get a really messy response (I'm targeting an API made with ExpressionEngine) such as: Fatal error: Uncaught Error: Class '\Webservice\Service\Exception' not found in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related systems such as Zoho Projects and the originating app (in this example, Zoho Creator). 1. Setup up Zoho Oauth Connection: Go to connections...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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If you were to embed the form on to a page, you would be free to use some reserved CSS attributes on the page style rather such as position: absolute. Because I'm doing this inline and via code, Zoho automatically removes these. So instead, I am going...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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icon) Click on the clone icon (just below the pencil icon) Give it a new name, possibly the same name but with a suffix such as "Copy", "Clone" or "2" (or your own company initials just to show the customer who's boss). Now click on the pencil icon of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the meantime, I've made a function that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Authorize it, etc. Create a REST API CRM Function Login to ZohoCRM Go to Setup > Functions > New Function Give it a name and such, I'm doing the following Function Name: fn_eBay_UploadPhoto Display Name: Fn - eBay - Upload Photo Description: What it...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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!= 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,{"converted":"both","approved":"both"}); // // do stuff here such as updating the deal if required m_UpdateDeal = Map(); r_UpdateDeal = zoho.crm.updateRecord("Deals", v_DealID,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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We've gone the extra step in that we added a custom field that can override the full balance, to 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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the TXT Value to v=spf1 include:one.zoho.eu ~all If the TXT record already exists for the SPF, then include the TXT value such as v=spf1 mx a ip4:123.245.123.245 include:spf.mycompany.com include:spf.protection.outlook.com include:one.zoho.eu ~all Check...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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the file object directly, eg. .=. 2945: UPLOAD_RULE_NOT_CONFIGURED Also got this error if I failed to add the setParamName such as: f_CSVFile.setParamName("file"); 3700: Unable to upload a file. Please check and try again. If I test my connection or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the other direction,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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data rather than responding straight away (less than 1 second requirement) to Shopify with "yes received" response. As such, here's a function which lists the Shopify webhooks it's responsible for and if it finds one missing, it is to restore it. This...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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An article to ensure I never spend this long on such a request again. The brief is: "Follow up when a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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bit more foresight (I plan to do a mega query to rule them all which has all the data for my widgets), I have to write it as such: SELECT 'CRM Accounts' AS "DataSource", date(t1."ModifiedTime") AS "Date", t1."RecordID" AS "Record ID", t1."RecordName" AS...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *