Community Digest - August 2022

Community Digest - August 2022



Hello, Folks!
This month's digest features a brand new space!  Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts.

Announcements

> We are glad to announce that we have enhanced our Subform support by adding user fields. You can now add a User email ID or any other related information from the users detail page.


> Checkout the post to know more about the new upgrades in wizards, which include enhancements for conditional rules and Wizard Button Customization.

Functions

> Here's a code on how to have the total of closed and open calls shown in a custom field in the Leads module

> Looking to create an invoice in Zoho CRM that directly creates the same invoice in Zoho Books? Here's what you need to do.

> Appreciating @sbeltran for taking the time to share a Function to download a file from File Upload field

>  The Functions 101 series has benefited many in the community in becoming educated with CRM Functions." We'd like to thank @Watson&Company for answering a question from the Webinar in this post. Check this post to know more on Function 101 series.

> Kudos to @Nik for sharing a Function to access the previous value of a field through a workflow that triggers when there's an on stage change of a deal.


> Discover how to delete Multi Line Text type fields whenever it meets specific criteria using Functions.  


 


Dev's Corner

> Checkout this discussion on connecting CRM to Zoom through an API, and the workaround when you can't find the API name that needs to be added  to online meetings.


> Get to know which API version allows you to upload images to custom image fields.

> Learn to write a query to join Contacts and Deals using COQL

 

> Discover how to get line items from sales order using bulk read.

> Explore what the implications of moving from COQL v2 to v3 are.

> Checkout how to include CC or BCC in a meeting invite created using APIs
 
Other Useful Discussions

> See  how you can send a mail-merge document from Zoho CRM as a PDF using Deluge.


on Deal conversion.

> Do you want to know how to modify the domain email name when it's triggered by workflow rules? Look at this post.


> See how to use a formula field in the Sales order module to automatically add 365 days to the 'End Date' field.

> Explore the suggestions for leveraging Schedules to allow webforms to send mass emails with follow-ups.

Thanks for taking the time to read this month's round-up. Keep tabs on the digest every month for the latest ideas and discussions. Stay tuned and engage in the forums to be included in the next month's digest. Have a wonderful month!

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