Zoho CRM REST API: Stop Workflow from Triggeringhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 in the documentation could also be an empty list []. So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if this helps anyone: Stop Workflows from executing: l_Quotes = List(); l_Quotes.add(m_CreateCrmQuote);...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: Process all records of a modulehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 gets updated, this modifies the record and puts it at the bottom of the list. In a nutshell: [Optional]: Deactivate any workflows that this process would affect Go to the Module Layout and drag a "Checkbox" field on to the module We'll call ours...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 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: *

Zoho Creator: Change Radio into Tabshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 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: *

Zoho CRM: Updating a CRM record Custom Line Items using API v7http://mail.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 mentioned, the automation actions related to the API will get executed. Enter the trigger value as [] to not execute the workflows. [1] To remove or delete a line item when using invokeURL and the PUT method, submit the line item again with its ID as...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Uninstalling AEC Central and installing Community Builderhttp://mail.joellipman.com/articles/cms/joomla/uninstalling-aec-central-and-installing-community-builder.html

20 January 2010 Click on the Tools link and click on Synchronize Users 12. Go to Extensions > Module Manager 13. Tick next to CB Login, CB Workflows, CB Online and click Enable 14. Return to Components > Community Builder > Configuration 15. Click on the 'Registration'...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: *

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 your Creator record called Attached Files in CRM Setup a workflow that when SO Ref changes, the tick box is unticked Form Workflows > New Workflow Select your form Run when Created or Edited When to trigger: User input of a field Choose Field: ZohoBooks...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Update a custom field in line items / product details using REST API v2.1http://mail.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 triggers will all run by default. Set this to an empty list [] to prevent/stop CRM triggers from running any workflows.

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 margin-right: 40px !important; } .zc-Save_and_Close-group label:hover{ background-color: #613DEA; } In Workflow > Form workflows > Click on "New Workflow" Choose your form Run when a record is "Created or Edited" When to trigger workflow is "User input...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Upload a Product Photo using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 the param name to file (this is important) r_CreatorPhoto.setParamName("file"); // // upload the photo to CRM (and prevent workflows from running) v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" + v_CrmProductID +...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 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 or Edited > Trigger on Successful form submission > and name it...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 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 mine "Tickets - On Create or Edit" Execute...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *