Employee Table and "Zoho.Login User"
Hi All,
Writer
Get Started. Write Away!
I'm trying to complete a number of tasks within my request manager tool and whilst I can find several threads that go some way to answer some questions I'm still not sure how to implement the following:
The tool I am creating is to track requests for PC's to go out to a customer site or for a request to collect some PC's back to our warehouse.
We will be using this across a number of different accounts and would ideally like the one tool to track all accounts.
We will also have team members dedicated to a particular account and so what I would like is to have a field in the "Employee" table called "Default_Account" and have this lookup the "Account" table to select their default account. This I have done and works fine using a lookup to the "Account" table and selecting the "Account Name" field.
The bit that starts to get beyond my current skillset is as follows:
In my main "New_Request" form I have a field called "Account" and I want this to default to the account set in their record in the "Employee" table.
My questions are:
- How can I set up my Employee table to ensure that the "Zoho.userlogin" captures the correct user from the table
- Once I have this working what do I need to type in the "On Load" commend for me "New_Request" form to ensure it defaults the "Account" field to the account in the "Employee" table, when it loads.
Hope this makes sense and appreciate your help
Kind Regards
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Microteam Limited
Anbu (Creator)
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー