What?
A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory.
Why?
As usual, any task like this that takes me longer than an hour, I'd like to document ...
... of ebooks currently assigned to your Kindle account, all of which are shown under the Content Other options shown include Devices, Preferences, and Privacy Settings.
Click on the Devices heading to show ...
... 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 ...
... The 2nd diagram is the working configuration I have now.
Note that I've moved the bottom screens in the display settings to be next to each other as I found moving my mouse from 4 to 5 involved going ...
... setup a schedule for the import to automatically download the data file regularly:
After all that you will be shown your data table:
Additional Note(s):
Here are some notes & settings ...
... = r_Timezone.get("zoneName");
//
// get all the fields on the Lead module
v_Endpoint = "https://www.zohoapis.com/crm/v2/settings/fields?module=Leads";
r_Response = invokeurl
[
url :v_Endpoint
typ ...
... is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, ...
... to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge" and select the function ...
... r_Coql;
Additional
If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM.
Source(s):
Zoho CRM Developer Docs API v ...
... to change by going to Settings > Preferences > Packing Slip Settings > and Enable "Delivery To":
Then change the Shipping Address Format either under "Customers and Vendors" (although this applies ...
... check the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings:
// our made ...
What?
A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd.
Why?
Irrespective of server, organization or user settings, the date handling can vary. ...
What?
A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record.
Why?
A client had added a custom lookup field to the users settings called "Division" ...
...
Click on the settings cog icon in the top right corner
Navigate to the appropriate workspace
Click on Registration Form
Configure the field for Guest Users
Hover over "Name" and click on the ...
What?
An article so that I don't spend so long in trying to find sales persons in Zoho Books.
Why?
My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...
... to Shopify
m_Response = Map();
//
// enter webhook key featured in the "settings > notifications > webhooks" section beneath the webhooks where it says
// "All your webhooks will be signed with .... ...
... 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 > ...
... app and go to the "Settings" tab, then on "Customer Portal" then on the "Settings" button in the top right:
Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. ...
... on “Visit this website” then on “Visit Website” (on yet another popup) and then finally enter your password to make changes to your Certificate Trust Settings:
You should get the following page open ...
... #1: Display and access without login
So the quickest is to have a form that has an image upload field. Create an entry with one image. Then...
Go to Settings
Publish
Publish Component > Select ...
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