From 60ecd7694ff257cef89d54c7e9f8282590762c29 Mon Sep 17 00:00:00 2001 From: Doug Date: Thu, 24 Oct 2024 12:41:37 -0400 Subject: [PATCH 1/2] Updated menu + added projects --- components/zohoIcons/index.jsx | 3 +++ pages/_meta.json | 1 + pages/catalyst/_meta.json | 4 +++- pages/catalyst/index.mdx | 2 -- pages/commerce/index.mdx | 2 -- pages/creator/_meta.json | 3 ++- pages/creator/index.mdx | 8 ++------ pages/crm/index.mdx | 2 -- pages/deluge/index.mdx | 2 -- pages/desk/index.mdx | 2 -- pages/index.mdx | 2 ++ pages/projects/_meta.json | 6 ++++++ pages/projects/index.mdx | 15 +++++++++++++++ pages/sites/index.mdx | 6 +----- 14 files changed, 35 insertions(+), 23 deletions(-) create mode 100644 pages/projects/_meta.json create mode 100644 pages/projects/index.mdx diff --git a/components/zohoIcons/index.jsx b/components/zohoIcons/index.jsx index a7c43fe..b2a4977 100644 --- a/components/zohoIcons/index.jsx +++ b/components/zohoIcons/index.jsx @@ -83,3 +83,6 @@ export const SignIcon = ({ style }) => { export const SitesIcon = ({ style }) => { return ; }; +export const ProjectsIcon = ({ style }) => { + return ; +}; diff --git a/pages/_meta.json b/pages/_meta.json index 2e23e41..1ebab7e 100644 --- a/pages/_meta.json +++ b/pages/_meta.json @@ -16,6 +16,7 @@ "creator": "Creator", "crm": "CRM", "desk": "Desk", + "projects": "Projects", "sites": "Sites", "-- Resources": { "type": "separator" diff --git a/pages/catalyst/_meta.json b/pages/catalyst/_meta.json index 1822878..6818395 100644 --- a/pages/catalyst/_meta.json +++ b/pages/catalyst/_meta.json @@ -5,5 +5,7 @@ "nextJsSetup": "Catalyst and NextJS Setup", "formatDateTimeForDataStore": "Format DateTime For DataStore (NodeJS)", "githubActionDelpoy": "Deploy Via GitHub Actions", - "configureEnvVariables": "Environment Variables" + "configureEnvVariables": "Environment Variables", + "devopsPipeline": "Deploy Via Azure DevOps Pipeline", + "catalystTailwind": "Installing Tailwind CSS in Zoho Catalyst" } diff --git a/pages/catalyst/index.mdx b/pages/catalyst/index.mdx index e01130c..8a1dd00 100644 --- a/pages/catalyst/index.mdx +++ b/pages/catalyst/index.mdx @@ -6,8 +6,6 @@ import { DocumentCards } from "../../components/docList"; # Catalyst -This page is still under development. - ## Quick Links diff --git a/pages/commerce/index.mdx b/pages/commerce/index.mdx index e41a1d2..7510f0b 100644 --- a/pages/commerce/index.mdx +++ b/pages/commerce/index.mdx @@ -6,8 +6,6 @@ import {DocumentCards} from '../../components/docList' # Commerce -This page is still under development.. - ## Quick Links diff --git a/pages/creator/_meta.json b/pages/creator/_meta.json index 5e6a93c..552e3da 100644 --- a/pages/creator/_meta.json +++ b/pages/creator/_meta.json @@ -1,5 +1,6 @@ { "index": { "display": "hidden" - } + }, + "updateUrlField": "Update URL Field" } diff --git a/pages/creator/index.mdx b/pages/creator/index.mdx index ffa5d74..d109ff2 100644 --- a/pages/creator/index.mdx +++ b/pages/creator/index.mdx @@ -6,10 +6,6 @@ import {DocumentCards} from '../../components/docList' # Creator - - This page is still under development.. - + - - -## Quick Links \ No newline at end of file +## Quick Links diff --git a/pages/crm/index.mdx b/pages/crm/index.mdx index 95aafa3..a38db97 100644 --- a/pages/crm/index.mdx +++ b/pages/crm/index.mdx @@ -6,8 +6,6 @@ import {DocumentCards} from '../../components/docList' # CRM -This page is still under development. - ## Quick Links diff --git a/pages/deluge/index.mdx b/pages/deluge/index.mdx index 15818c4..aeb9965 100644 --- a/pages/deluge/index.mdx +++ b/pages/deluge/index.mdx @@ -6,8 +6,6 @@ import {DocumentCards} from '../../components/docList' # Deluge -This page is still under development.. - ## Quick Links diff --git a/pages/desk/index.mdx b/pages/desk/index.mdx index 825a5c1..62b685c 100644 --- a/pages/desk/index.mdx +++ b/pages/desk/index.mdx @@ -6,8 +6,6 @@ import {DocumentCards} from '../../components/docList' # Desk -This page is still under development.. - ## Quick Links diff --git a/pages/index.mdx b/pages/index.mdx index eeab565..3795bea 100644 --- a/pages/index.mdx +++ b/pages/index.mdx @@ -7,6 +7,7 @@ import { DeskIcon, DelugeIcon, SitesIcon, + ProjectsIcon, } from "../components/zohoIcons"; # Don't Get Zohod 🚫 @@ -31,6 +32,7 @@ Some scripts aren't app specific. Check out the Deluge section for generic Delug } title="Creator" href="/creator" /> } title="CRM" href="/crm" /> } title="Desk" href="/desk" /> + } title="Projects" href="/projects" /> } title="Sites" href="/sites" /> diff --git a/pages/projects/_meta.json b/pages/projects/_meta.json new file mode 100644 index 0000000..aa897e4 --- /dev/null +++ b/pages/projects/_meta.json @@ -0,0 +1,6 @@ +{ + "index": { + "display": "hidden" + }, + "lastModified": "Capture Last Modified Time in Zoho Projects" +} diff --git a/pages/projects/index.mdx b/pages/projects/index.mdx new file mode 100644 index 0000000..9fd8580 --- /dev/null +++ b/pages/projects/index.mdx @@ -0,0 +1,15 @@ +import {ProjectsIcon} from '../../components/zohoIcons' + +import { Callout } from 'nextra/components' + +import {DocumentCards} from '../../components/docList' + +# Projects + + + +## Quick Links + +- [API](https://www.zoho.com/projects/help/rest-api/projects-api.html) +- [Knowledge Base](https://help.zoho.com/portal/en/kb/projects) +- [Forums](https://help.zoho.com/portal/en/community/zoho-projects) diff --git a/pages/sites/index.mdx b/pages/sites/index.mdx index 0bb0520..82c851a 100644 --- a/pages/sites/index.mdx +++ b/pages/sites/index.mdx @@ -6,10 +6,6 @@ import {DocumentCards} from '../../components/docList' # Sites - - This page is still under development.. - - - + ## Quick Links From 5253aaa98a7a996ef96358cc4199bc90635fab20 Mon Sep 17 00:00:00 2001 From: Doug Date: Thu, 24 Oct 2024 21:28:09 -0400 Subject: [PATCH 2/2] Books addition + crm ids --- pages/_meta.json | 1 + pages/books/_meta.json | 6 ++++++ pages/books/crmIds.md | 32 ++++++++++++++++++++++++++++++++ pages/books/index.mdx | 16 ++++++++++++++++ pages/index.mdx | 2 ++ 5 files changed, 57 insertions(+) create mode 100644 pages/books/_meta.json create mode 100644 pages/books/crmIds.md create mode 100644 pages/books/index.mdx diff --git a/pages/_meta.json b/pages/_meta.json index 1ebab7e..5f20eb4 100644 --- a/pages/_meta.json +++ b/pages/_meta.json @@ -11,6 +11,7 @@ "type": "separator", "title": "Apps" }, + "books": "Books", "catalyst": "Catalyst", "commerce": "Commerce", "creator": "Creator", diff --git a/pages/books/_meta.json b/pages/books/_meta.json new file mode 100644 index 0000000..e89670a --- /dev/null +++ b/pages/books/_meta.json @@ -0,0 +1,6 @@ +{ + "index": { + "display": "hidden" + }, + "crmIds": "Fetch Records Using CRM IDs" +} diff --git a/pages/books/crmIds.md b/pages/books/crmIds.md new file mode 100644 index 0000000..0606b95 --- /dev/null +++ b/pages/books/crmIds.md @@ -0,0 +1,32 @@ +--- +title: Fetch Records Using CRM IDs +description: Fetch a Books record using the CRM equivalents id. eg. Account == Customer, Contacts == Contact Person +--- + +# Fetch Records Using CRM IDs + +You can fetch Books records using the records CRM ID when using the Books to CRM integration. This allows you to fetch a Books contact record using the CRM account id, as well as other records. The Books API documentation only lists accounts, contacts, and vendors as module options but any integration module should work. + +## Prerequisites + +- Enable the Books to CRM integration. +- Create a Deluge script to access the data, or utilize it through the Books API. + +## Deluge Script + +```javascript +booksOrgId = "**************"; +contactId = "**************"; +connectionName = "**************"; + +customer = zoho.books.getRecords("Customers", booksOrgId, "zcrm_contact_id=" + contactId, connectionName); +``` + +## Known Id Options + +| Crm Module | Books Module | Field | +| ---------- | --------------- | --------------- | +| Accounts | Contacts | zcrm_account_id | +| Contacts | Contact Persons | zcrm_contact_id | +| Vendors | Contacts | zcrm_vendor_id | +| Products | Items | zcrm_product_id | diff --git a/pages/books/index.mdx b/pages/books/index.mdx new file mode 100644 index 0000000..84d7985 --- /dev/null +++ b/pages/books/index.mdx @@ -0,0 +1,16 @@ +import {BooksIcon} from '../../components/zohoIcons' + +import { Callout } from 'nextra/components' + +import {DocumentCards} from '../../components/docList' + +# Books + + + +## Quick Links + +- [API](https://www.zoho.com/books/api/v3) +- [Knowledge Base](https://www.zoho.com/ca/books/kb/general/) +- [Forums](https://help.zoho.com/portal/en/community/zoho-books) +- [Help Documentation](https://www.zoho.com/ca/books/help/getting-started/welcome.html) diff --git a/pages/index.mdx b/pages/index.mdx index 3795bea..5abfb4c 100644 --- a/pages/index.mdx +++ b/pages/index.mdx @@ -1,5 +1,6 @@ import { Cards, Card } from "nextra/components"; import { + BooksIcon, CatalystIcon, CrmIcon, CommerceIcon, @@ -27,6 +28,7 @@ Some scripts aren't app specific. Check out the Deluge section for generic Delug ### Apps + } title="Books" href="/books" /> } title="Catalyst" href="/catalyst" /> } title="Commerce" href="/commerce" /> } title="Creator" href="/creator" />