... triggers an workflow/automation, even if the value has not changed, to modify another field and vice-versa. This can get more complex when there are a lot of fields in the mix.
How?
I'm using this ...
... > Modules and Fields
Hover the mouse cursor over the "Products" module and then over the ellipsis
Click on "Customize Tax Rates"
For our clients in the UK, we tend to specify the tax rates as "Standard ...
... Invoice module as well.
Step by step fix:
Login to ZohoCRM, go to Setup
Under "Customization", select "Modules and Fields"
Click on "Organize Modules"
Enable "Invoices" (by ticking the box and ...
... might want to consider that not all new lines/line breaks/carriage returns are at the end of a line.... for example, maybe your CSV contains multi-line fields; eg. where address street is on a different ...
...
Add your deluge code that should:
Validate the fields (checks mandatory fields have been entered) for example:
//
// check mandatory fields have been entered
l_Errors = List();
if(isnull(input.Record_Name))
{
l_Errors.add("- ...
... > blank
Name the form, I'm going to call mine Shopify Webhook Payloads
Drag some fields onto the form, this is what I did:
Event Type [Drop Down: with options "Order Update", "Inventory Update", "Product ...
What?
This is 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. ...
... out of date at time of print, trial and error will resolve this or use our examples above.
// fields required if submitting time log without start time (uses current time and adds hours to it)
- date ...
What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.
Why?
Sometimes you might need this when data mapping fields from one module ...
... Solution
So as a quick overview, this is what I did:
Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and some other fields
Owner Email (type: Email)
FIle ...
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