Assuming wanted is required, the following 79 results were found.
-
type :POST parameters:m_Params.toString() connection:"joels_coql_connection" ]; // // output info r_Coql; Additional If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the products. I then felt...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price item listing. The example below is a function which,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
eBay returns? Well eBay returns URLs to images that have been resized to 400x400 (even with tweak to return 800x800). I wanted a way to upload my image directly to Shopify in 3024x3024 resolution (or the size that the client wants: iPhone res). I then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form. How? So, let's copy the HTML select into a text editor,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
${Organization.Country} ${Organization.Postal Code} 11 My Street, My City, My State, My Zip, My Country They wanted to get rid of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
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 allowed to set it back to "New Lead"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method and payment date to appear on the invoice. How? This sounds rather straightforward, write a function that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein....
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
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 Source Campaign 1...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
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 but I was getting the following error: { "code": 2945, "description":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
message content already populated. How? The example from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
send it and mark it as sent. As the function I use before this to generate the invoice, also updates an invoice, I wanted to keep the action of sending separate so that staff can control that without the worry of updating an invoice and re-sending it.
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Creator was hitting statement execution limits and rather than proposing an upgrade or add-on to the subscription plan; we wanted some proof using code. How? We're going to use a quick snippet of some code. So create a function in the Zoho App you are...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over. The official documentation says to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
the ZohoCRM... or both are just not matching... either way, your client will likely only accept the previous solution. I wanted to use a regex rather than treat the number as a string and truncate it that way. Given the possible options of numbers...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
create our own map... // in this case, my table exactly matches the keys so this isn't really necessary but just in case I wanted to filter some fields out... for each v_Field in m_ThisGoal.keys() {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *