Community Digest - November 2022
Hello there!
This November, we started our Kaizen series, again.
Kaizen? Let me explain: "Kaizen" is Japanese for "constant improvement."
A Learning Series made for those who want to improve their developer skills by working on the frequently asked questions, handling common roadblocks, and exploring the best practices adopted by the CRM developer Community. Checkout this month's topics under the Kaizen section.
Now let's catch up with our monthly digest!
Announcements:
- Are you curious about the new actions added to Workflow Rule? You can now add meetings and schedule calls. Look into the post to explore and get detailed information on all the options and scenarios for this case.
- Minor update in the Layout Rules: mandatory fields to be checked for APIs. The "Set Mandatory Field" action of Layout Rules is supported in APIs with version 2.0 and above.
- Checkout the new feature added to Zia's prediction capabilities. Zia lets you identify the churning pattern in your customer records by displaying the churn score and the product/service they are churning. Read more.
Focus Group Webinar:
We are conducting webinars on Emails in Zoho CRM. The webinar is split into three parts. The recording of the first part is made available in this forum post. Register for the upcoming webinar and watch what you have missed!
Kaizen Series:
(Kaizen #59) : Creating alerts and Custom messages using Client Script
(Kaizen #60) : Get records, Search Records, Query, and Bulk read APIs
(Kaizen #61) : Composite API
Functions:
- Checkout @Anonymous User approach, which assigns the active user to a record as the record owner who initiated the creation by hitting the Custom button.
- Learn how to lock the "closing date" after a deal is set to closed won / closed lost with the code shared by @Anonymous User .
- Discover the function to populate a date field with a date that is 2 weeks after the value in another date field.
- Know how to update the value of a field based on the selected lookup record.
- Checkout the script shared by @Anonymous User on how to auto-add products to deals based on the additional fields within the system.
Dev's Corner:
- Extension Pointers: Simple yet Significant Pointers #8: CRM Variables
- Checkout the final code-shared by @Anonymous User to send mail merge pdf using an email template. Special Kudos to Hugh for taking the time to share videos regarding the requirements.
- Learn how to prevent a record from saving if the entered value of a field is invalid using Client Script.
- Checkout the correct method shared by @Anonymous User to setValue() to a lookup field via Client Script.
- Take a look at the noteworthy comments made by @Anonymous User and @790586004@zohoclosedAccount.com on creating a Zoho CRM widget using ReactJS
- Explore the workaround shared by @Anonymous User to trigger the approval process based on a field update.
Useful Discussions:
- Checkout the workaround shared by @Anonymous User on how to organize your blueprint transitions.
- Take a look at the discussion between @Anonymous User and @Anonymous User about the consequences of renaming a picklist value.
- Kudos to @Anonymous User for helping out @Trug to upsert records from the Zoho CRM email parser. Read the post to know more.
- Watch the video shared by @Anonymous User on how to create a custom button to merge and send email templates within CRM records.
- Here's how to make a field appear only when a specific option is selected in a picklist field using Layout Rules.
- Take a look at the trick shared by @Anonymous User on how to make formula fields update dynamically after workflow.
- Checkout how to view first name and last name separately instead of them merged as Lead Name.
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!
Until we meet again,
Merry Christmas and a Happy New Year!
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