Assuming used is required, the following 201 results were found.
-
You should end up with something like this screenshot: * Some of these fields are unnecessary for this example but are used to accommodate other API integrations in the system that are using OAuth 2.0 or authtokens. Note how this is the same form in my...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
eventually be uploaded back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
!= null) { v_ShipmentID = r_CreateShipment.get("shipment_order").get("shipment_id"); } } } // // maybe one is either used or created if(v_ShipmentID != "") { v_Url = "https://inventory.zoho.com/api/v1/shipmentorders/" + v_ShipmentID +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
} } c_Appt.Zoho_Inventory_Package_Slips=l_PackagesToAdd; } Error(s: Previously my code below was used and it wouldn't work. The difference to the above is that I was trying to add to the multi-lookup directly: // for each v_PackageRef in l_PackageRefs {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
only be the admin or the logged-in user (user who clicks on the button). There might be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory Hover the mouse cursor over the template you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
r_PaymentIntentDetails = invokeurl [ url :v_PaymentIntentEndpoint type :GET headers:m_Headers ]; // // get amount (used to capture payment intent) v_Amount = ifnull(r_PaymentIntentDetails.get("amount"),0); v_AmountReceived =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Conversion Mapping" page. How? This is a bit of a hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
not... This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
= v_CSVString.tofile("PaymentRun.txt"); Attach the file Attach this to any record. Here we'll use the last record used initally to generate this CSV/Text file; which happens to be a bill: // // build attachment request m_Attachment = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Function: Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
it is recommended you do as it did work if the criteria were encoded... The criteria is in the same syntax format as the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Zoho Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
v_ThisTimeZone) Incorrect Created By: this is because the system manager who initially set up CRM is used by default. By creating a connection as a system user with the necessary scopes to this CRM instance, untick use credentials of logged-in user, and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
a grain of salt), the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
source for Zoho Analytics. Why? We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into their third-party payroll system. If the data is incorrect in Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to link the purchase order items with the sales order items based on the custom lookup field: SELECT po."Purchase Order ID" AS...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
-
to use ready for uploading into the system stored on your device. A URL (as in an image hosted on another website) can be used so you might skip the first section here where I demonstrate how to upload photos to be hosted by the Zoho Analytics app....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
Donate & Support
bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4
0xb038962F3809b425D661EF5D22294Cf45E02FebF