... Step-by-step
Add Zoho Creator to your Zoho One
Login to Zoho One
Go to Settings (cog in top right)
Click on Applications i the sidebar
Click on the Add Application button
Select Creator by clicking ...
... to "iGPU Multi-Monitor" and set to "Enabled".
Exit > Save and Restart
Still no luck... I know the pain. Go and have a cup of tea/coffee. Then let's work on that Windows OS:
Login to your Windows ...
... to the Shopify Admin Interface:
Request access to the Shopify store owner as a developer
Login to the Client's Shopify Admin as an invited developer
Click on "Apps" > Develop Apps > Create an App ...
... I'm using it so I'm documenting it.
For this example, we're going to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist:
Login ...
...
This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template:
Login to ZohoCRM > Setup > Customization > Templates > Inventory ...
... successful...:
For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser:
Login to ZohoCRM > Setup > Templates > Inventory
Click on the name of the problematic ...
...
How?
Well, let's setup the FTP connection first in Zoho Analytics:
Login to Zoho Analytics
Click on "Data Sources" in the left sidebar then click on "Add Data Sources" in the top right:
...
... Xero webhook.
You're going to need to respond to Xero with valid and invalid HTTP statuses as their webhook validation process is a little stricter than Zoho's.
Setup a Zoho CRM Function:
Login ...
... need to follow these steps to get the credentials:
Login to your Twilio console
On the dashboard, note the ACCOUNT SID and AUTH TOKEN
In the side menu, expand Phone Numbers > Manage > Active numbers ...
... when locking it down for security:
Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth
Give your connection a name, I'm calling mine "Joels Connector"
Select the Scopes: ZohoWriter.documentEditor.ALL ...
... receive data
Login to your Zoho Creator and setup a form, I've called mine "eBay Webhook Payloads"
Add a Single-Line field called "Event Type"
Add a Multi-line field called "Payload"
Click Done
Make ...
... finance team. This is a quick run-through for a standard setup to include UK tax/vat.
How?
Here's a quick step-by-step to follow:
Login to ZohoCRM as an Administrator
Go to Setup > Customization ...
... 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 ...
... Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix.
So the fix is a setting:
Login to Zoho Bookings as the admin ...
... ];
// add record as zoho.loginuser so that only record owners can access this record in report or form
r_HoldInCreator = insert into Download_File
[
Added_User=zoho.loginuser
...
... not to try to update the form at all but instead to prevent the user from applying for leave in the first place:
Create a validation custom function:
Login to ZohoPeople as an admin, Go to Settings > ...
... in code later (preferably in lowercase as it will lowercase it anyway)
Scope: Enter each scope you need and click on the plus icon to add each one.
Keep "Use credentials of login user" ticked.
You ...
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