Assuming additional is required, the following 128 results were found.
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ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html
The Attachment ID column must contain the unique field names. File name column can contain names used on other records. Additional: Here's an AHK script I wrote that produces a GUI that takes an external file where column A contains the key/ID of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= v_CountProcessed + 1; } } } } } info "Page #" + v_Page + ": Processed " + v_CountProcessed + " of " + v_CountTotal; } Additional Note(s): To create a connection in ZohoRecruit: Go to Setup > Developer Space > Functions Create or Edit a function At the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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return m_Response; Even in test mode or simply starting a Cliq conversation will now yield something like the following: Additional For every chat message, the OpenAI ChatGPT forgets what the context of the conversation was about: Well we can populate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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add to the notes field (also overrides the displayed note of "Add your Note here...") input.CSS_Overrides = v_CssNotes; Additional If you don't want to apply this to the every subform on that form, you will need to brush up a little on your CSS with...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= l_CsvFileRows.toString(zoho.encryption.urlDecode("%0A")).toFile(v_CSVFilename); // // yields: // Me,Myself,I // a,b,c Additional Adding to a screen output: eg. a button response or response of info: try holding down the ALT key and pressing 255, then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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== c_Order.Order_Date,c_Order.Order_Date.toStartOfWeek().subDay(1),c_Order.Order_Date.toStartOfWeek()).toString("w"); Additional: I'm just adding a little extra based on the further feedback, if we're generating a reporting year and week, we have to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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]; v_MaxCount = ifnull(r_MaximumCount.get("count"),0).toLong(); v_Pages = ceil(v_MaxCount / v_PerPage); info v_Pages; Additional Urlencoding or not didn't have much affect on the above but it is recommended you do as it did work if the criteria were...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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r_SendInvoice; } // // no need to mark as sent as sending via the above will automatically do that in ZohoBooks. } } } Additional You can include a parameter in the request when creating an invoice which is sent = true which will automatically send it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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passed in the URL that a Zoho Creator Page can receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app doesn't suddenly stop...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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] // return v_TotalProducts + " product(s) in " + v_TotalCategories + " categories across " + v_Page + " page(s)."; Additional: Total product count may differ from the actual product count as products can belong to multiple categories. Consider just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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we have terms and conditions like every other business. Page of Copyright © My Company Ltd. All Rights Reserved. Additional Notes to Self: Some customers will want a column for VAT/Tax (Display amount and then percentage beneath in smaller) Line...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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was nothing wrong with the date time format here. Just that I was submitting a TRIGGER=DATE-TIME but without the correct additional parameters omitted/needed (in my case the UNTIL given a CRM/Atom date time format)....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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m_RelatedList.put("header_context",l_HeaderColumns); m_RelatedList.put("data",l_RelatedListData); return m_RelatedList; Additional Note that for reading the data from Analytics, we cheat by creating a table in ZohoAnalytics rather than simply writing a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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parameters:m_Params connection:"my_projects_connection" ]; l_FutureEvents = ifnull(r_FutureEvents.get("events"),List()); Additional: Code to get a single event: The above is great on a test system where you don't have many events, but what if this the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// for each v_Iteration in l_Loop { v_Counter = v_Counter + 1; } info "Statement execution limit is 50000"; Additional Note(s): Observation #1: Method Chaining: Contrary to my previously held belief, method-chaining still counted as separate statements;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// // send email sendmail [ from :zoho.adminuserid to :l_RecipientsEmails subject :v_Subject message :v_Message ] Additional Note(s): Allowed role IDs for files: 34 - View 5 - Edit 4 - Share 6 - View and comment 33 - View and fill Allowed role IDs for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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records This snippet uses COQL to find me all the deals where the tag is empty but the contact record wasn't. There is an additional/repeat action to add tags; the first attempts to copy over the color on a new tag; the second is if this fails to copy...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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and Timeline should remain. Code will be needed as a layout rule couldn't control the tabs on a canvas view page. An additional function is needed as the pipeline was not displayed on the canvas view of the deal record but it was on the edit page. How?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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] */ // return "The function executed. Doesn't mean it did what we wanted to do. Just that it executed."; } Additional: The exported image will have a Zoho Analytics Logo on it. This is a setting. Go to the Organization Settings in Zoho Analytics >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, and products on-the-fly as well as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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