I have this situation:
I have custom button in Zoho CRM where I want to create new Account. When I click the button, it opens page of my Zoho Creator Form, then I fill in this form and click submit. What I want to acomplish is that when I submit the form, I want some information from that form to be filled in CRM creation Account. I was thinking about using url. For example in Zoho Creator If I extend base url of my Form and finish url by e.g.?text_field=abcd when I go to that URL, the field "text_field" is filled with "abcd", but when I try to use the same mechanism, it wont work on CRM. is there any workaround?
In CRM, there is no option to fillup data on load. on the success you can write a function or using feild update you do that.
Create a function that would get called on your form submission.
Extract the values from your creator form, then do
Zoho.crm.createRecord() if you want to create record or zoho.crm.updaterecord, with update record you'll have to provide a record ID.
If you only want to create a record its pretty straightforward, read about zoho.crm.createRecord()
To answer your question it is not possible to achieve the same functionality in CRM. Although what you can try to do us use
create record using zoho.crm.createRecord
On successful creation redirect to CRM Accounts Edit page.(using /edit it depends on your CRM and the layout id's )
record is created first and than user has prefilled information
If user wants to add extra information than they can add and save the record
Related
I was wondering if someone have had this type of issue when tracking form submissions from a hubspot form.
To give you some context, our client' site is an SPA and has x3 different Hubspot form.
The solution I applied to track form submissions was to create a Custom HTML HubSpot Success Listener Tag, and then I created a look-up table to pass the form ID in a more friendly way.
The issue I'm having is that when I debug this implementation and subscribe to more than one form during the same session, the second submission duplicates:
I know I can configure the tag to fire once per event, instead of once per page. However, I don't want to lose the ability to count a second form during the same session because it's possible a user will want to fill out one form to receive information and another form to arrange a meeting.
Should I get the web developers involved to implement a dataLayer push for each form?
Thanks.
First, you want to debug your existing solution. You don't need GTM for it, though you can still use it. For the debugging, you will want to know what HS returns in their callback on form submission.
Just open your console, paste a listener that would show you the payload coming with it and inspect it:
window.addEventListener("message", function(event) {
console.log(event.data);
});
You will see something like this:
This indicates that we get three callbacks on form submission. You can listen for any of these.
Ah, looks like I'm getting the same form IDs that you have on your screenshot. Now, I'm not sure where that ID comes from. It's likely your developers and not HS are responsible for form IDs. I don't imagine HS could make such a trivial mistake. So ask the devs to change the form ids.
If they can't set unique ids for the forms, then yes, they will have to push custom events there.
I have a web page written in ASP.net where it finds a list of employees, displays them in a listview and allow the user to change different statuses for each employee.
On each row I have employee information like name, date of birth, address and then 4 status fields that are displayed as checkboxes and a comment field where the user can type a comment explaining why they changed a certain status.
Currently in Listview, there is an edit, delete button when they click edit, the checkboxes and text field are displayed the user updates them and click save.
asp.net will do a postback to save the changes for this row and then fetches the data again to refresh the list.
The problem I am having is the list is very large (more than 3000 names), so I am using pagination to show 50 to 100 names on each page. This is still a big performance problem because after every line update a query needs to run to fetch those names again, and with ASP.NET the server is generating the html and passing everything to the browser.
The customer wants the page to be mobile friendly too, so I am thinking to redo the page using Angular on front end with web-api or mvc.net on back end that returns JSON.
My question is there an easy way to do this and allow the user to change the status for multiple employees on the same page at once and then click one submit to update all the changes? if I do it this way, there will be less queries to run and it will be faster for the user because they don't have to wait after every line update.
Any examples will be greatly appreciated, unless there is a different way to implement this, in this case please let me know.
I have a thought that may work.
On load render names and use pagination.
Then use ajax to send the post to server and change data in database.
When editing has returned successful then only change the values that have been edited using javascript for the user to view.
I have events (sport trainings), created manually. Users can register for that events with Entity Registration module.
What I need is a list of deleted registrations. I can create a rule "after deleting a registration create a new entity" with a date field (when registration was deleted) and a field contains user. But problem is... I don't know, how to store name of that related event.
Is there a way to store a name or date of related event, when registration was deleted? How can I do it?
It has been a while since I have messed with entity registration, but if I am not mistaken, isn't there a registration state option?
This may be a bit of a workaround, but could you disable the ability for users to delete a registration outright, but allow them to change the state of their registration to a state called "Deleted"? That way you would still have the registration and still have all of the data associated with it.
For a more streamlined method, you could add a button or something that runs an action that changes that user's registration to state "Deleted" but no button to change it back, so they cannot un-delete (assuming you don't want them to be able to un-delete).
I am looking for the best/easiest way to open/start a new gravity form when the current form fails validation. Example: user enters a zip code that is not valid upon submission. When the form fails validation a second form opens which is used to gather user contact info so they can be notified when their zip code is available.
Does anyone have an answer already to this that I was unable to find in the search or have any ideas as to a solution?
Thanks in advance.
You would have to tap into the action "gform_after_submission" and do a redirect to another page with that form. http://www.gravityhelp.com/documentation/page/Gform_after_submission
Another option would be to provide a drop down list of all the available zip codes with an additional option, like "mine is not in list". Then have some other fields that have conditional logic to only show if the "mine is not in list" value is selected.
http://www.gravityhelp.com/documentation/page/Form_Settings ( look for the conditional logic section)
Hope that helps.
I am new to asp.net. I have a details view control on my page. I use linq to sql. My details view is an admin panel for data entry page. So some members will enter some news to my database. I want to use "Writer" Data Field to be filled automaticly with the current logged user. How can I do that?
Thanks
You will simply need to inject the username into the field at some point.
There is not a point-n-click drag-n-drop solution to this case, and there are many ways to accomplish this and to go into further detail is likely not necessary.
Just get the value into the textbox or field as the page is served where L2S can pick it up on the postback.