Assuming workflow is required, the following 35 results were found.
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with the Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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endless loops from happening in Creator and crashing the application. This is more for complex Creator forms which have workflows triggered from many deltas/changes. Why? Some clients have referred to this as the "spinning circle of death": they load up...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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person everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Zoho Books Sales Order to sync over to the respective CRM Sales Order (now under Zoho Finance), you can't do this in one workflow because of the delay/lag in that searchRecords will not find the corresponding CRM sales order record. Instead, do the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Give it a connection name and note down the connection link name. I'm calling mine joel_zoho Authorize it, etc. Make a workflow which does the clever bit in Zoho Creator: Go to Workflow > Form Workflows > New Workflow Choose the form > Run when Created...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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triggers when using createRecord or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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What I have (Original) I want to run some deluge (snippets below) every time the form loads, so I Go to Workflows > Form Workflows > Select your form Click on New Workflow Choose form (the one your radio tabs group exists on) (Record Event) Run when a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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How? So here's an overview and then we'll go into more detail: Create a function that accepts a form of records Create a workflow that understands the function parameters Create a function Why are we doing this first? Well when I create a workflow, it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field. Set the form to reload the existing record when it is submitted (either on "Successful form...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the scopes that you want (I select nearly all of them), and I'm going to call this one "jl_recruit". The Deluge code for workflow /* ******************************************************************************* Function: void...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Function: void automation.fn_Quotes_OnEdit(int p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: int p_QuoteID - the ID of the CRM Quote Record Outputs: void...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and gone for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select "Tickets" under "Module" for the Rule Name, I called...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is a production database I want to export for offline backup. I have to raise and log a formal change request and follow a workflow process in order to make a change on a live system to a service user account... Especially one used by the scripts to...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: *
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an additional link in the form. The example below is for use in a customer portal on the click of a report button (report workflow). How? This will create a popup using the built-in popup of Zoho creator and gives you the freedom to style the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Another red herring ahead] We tried various other options such as adding a tickbox that would be used in an approval workflow but ran into issues when trying to update the record: { "response": { "message": "Error occurred", "uri":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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]; // // display to user/developer the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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} input.Calendar_Day_Select:ui.add(">"); // // default selected to current date (triggers the next code snippet / workflow on user input of "calendar day select") v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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but it must not be removed by Creator). If you know the code to remove this field, then you know what I mean. In Workflow mode: add a workflow to the form whenever it is created or edited, on load of the form; I call mine "OnLoad". For Deluge Script,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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record in Zoho Deluge would fail because it was making too many function statements. How? I have this code triggered in a workflow when the sales order is created to do some further calculations based on a surcharge rate held in a custom module. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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amend the insert(s) into the new table `#_user_usergroup_map` Viewing Articles in the Administrator panel: INSERT INTO `#_workflow_associations` (`item_id`, `stage_id`, `extension`) SELECT `id`, 1, "com_content.article" FROM `#_content`; UPDATE...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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