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Practical notes on CRM development, automation, APIs and everyday IT.
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Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)
... s the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenar ...
SSRS AlphaNumeric Parameter Validation
Intro If you ever want to check the parameters submitted with a report for alpha numeric characters (so it doesn't contain symbols, punctuations, etc) then you should do this at the database level, and then get the report to complete the ch ...
Zoho CRM: Link supplier emails to the Purchase Order Emails related list
... values. Module API nameReference field API nameExample referenceValidation pattern Quotes Quote_Reference QUO-123456 ^QUO-[0-9]{6}$ Purchase_Orders PO_Reference PO-12345 ^PO-[0-9]{5}$ Sales_Orders Sales_Order_Reference SO-1234567 ^SO-[0-9] ...
Zoho Billing: Workflow does not exist!
... oice. Whether the CRM response contains a created record ID or a validation error. Whether another active function could create a duplicate queue record. Where a manual execution succeeds but no automatic execution is logged, concentrate th ...
ZohoDeluge: eBay marketplace account deletion/closure notifications
... s' and be accessible to you, and ensure it can respond to eBay's validation challenge code. In the Verification token field, enter a unique 32–80 character token containing only letters, numbers, underscores (_), or hyphens (-), which eBay ...
ZCRM Client Script: Correct Decimal Fields OnLoad
... soon as the staff user tries to save the record, they will get a validation error on the decimal field even if that's not the field that is being changed: Decimal places for the Unit Price field should be less than or equal to 6. How? The w ...
ZohoCRM & Xero Real-Time Invoices: Receive Webhook
... nd 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 to Zoho CRM > Setup > Functions > New Function Function Name: fn_API_ReceiveXeroWebhook D ...
Zoho People: Reject an Application for Leave in Deluge based on Criteria
... nt the user from applying for leave in the first place: Create a validation custom function: Login to ZohoPeople as an admin, Go to Settings > Customization > Forms > Leave Under "Form Properties" > Tick the box under "Validation" for "Cust ...
Zoho Creator: Create a Widget which uses JavaScript
... nymore) Type: zet validate You should get a response saying that Validation Rules passed successfully. Now Type: zet pack You should get a response saying something like “Extension packed successfully as … in dist folder”: Return to your fi ...
Zoho Deluge - Some Useful Regular Expressions
... eplaceAll(v_MyRegEx,""); // yields String to output: Zoho Deluge Validation Checking by Regular Expression: So I could do it the long way in Zoho Deluge. We match a pattern and replace everything out that conforms to the criteria so a true ...
TravelPort Universal API - Ping Request with PHP-cURL
... </Code> <Service>WEBSVC</Service> <Type>Data</Type> <Description>Validation failed on request message.</Description> <TransactionId>FA54B21F0A07647783DB44DE48C8BB61</TransactionId> </ErrorInfo></detail> </SOAP:Fault> </SOAP:Body> </SOAP:Env ...
Submit form as a server and not the client with cURL
... on_array = json_encode($reply_array); echo $json_array; // field validation, variable formatting/transform rules, and user logging are also done via this script. Issues? - Internal Server Error - I can get this when the third-party API does ...