I have a ZOHO form embedded in a web page and it collects and sends its submissions to ZOHO CRM as leads. ZOHO CRM has been configured with a lead assignment rule. The issue is that the lead assignment rule doesn't apply to the leads generated by the ZOHO form. How I can configure to apply the lead assignment rule for ZOHO form submissions as well.
The option is available inside the integrations tab of the particular form settings.
Go to Forms App of the ZOHO
Go to Settings of the particular form
Go to Integrations tab
Scroll down to the sections called Actions
Check true the Assignment Rules options (Follow the steps)
Click on the button Integrate to finish it
Related
im create zoho form its working good but limited feature.
i want to use more zoho forms feature without subscription please guide me about this or tell me alernative solution for Form.
I am a little confused about the implementation of google's V3 recaptcha. The docs say that the algorithm decides the users score based on a number of actions. How is it watching those actions if those actions occur when the recaptcha is not being used?
For example, I have users "vote" on various categories. These votes happen on several different pages within a react app and possibly over more than one session. However, the only time that the recaptcha is called is when the user submits the form. Do I need to somehow notify the captcha to watch the voting actions? Does the code need to be imported in all components or on a higher component so that all voting ones have access to it?
We have a site where we allow members to sell items they have made.
The items are displayed in a container including a name, description, images and price. The container also contains space for a Purchase button.
The content of each container is controlled by the member in an editor. Part of the editor is a text area where they can cut and paste a PayPal Pay-Now (or similar from other service) button code.
We already have all of this working; when the container is displayed the Pay Now button is shown and is functional.
My question is: How best to validate the code the member pastes into the editor as legitimate pay button code and not something malicious before it’s saved to DB.
I’ve set up a dropdown where the member selects the source of the code (PayPal, Stripe, etc) which would allow validation based on the selected source.
What I need is a resource for the validation code itself. Has someone done anything like this, some regex out there or maybe a service?
This is a net 5.0 site using razor pages.
Sites builders either allow an arbitrary HTML/JS widget, or provide their own payment service integrations that implement payment buttons.
You will not find anyone validating button code, it's not done.
For PayPal Checkout, see the documentation on the payee object for sending funds to another account: https://developer.paypal.com/docs/checkout/integration-features/pay-another-account/
This payee object can be used in a client-side integration with no server, if you don't want to implement a backend; see https://developer.paypal.com/demo/checkout/#/pattern/client for an example
I need to implement PayPal payment in my Laravel site. I was going for the server side integration, in order to save all the data, transactions and know what they actually bought. But turns out that [the older] server-side integration method [that I was looking at] is archived, and not really the preferred method anymore. Instead, they suggest using the smart buttons, with front end integration only.
Questions:
Is front end only safe? what prevents the user from messing with the JavaScript and editing the sum with whatever they want?
How do I know what they ordered if it is all front end?
What would I have to do if the payed sum does not correspond to the articles in the cart?
What should I be aware of with this system?
Smart Payment Buttons can be used with or without a server-side component.
Here is the front-end pattern that communicates with a server-side integration: https://developer.paypal.com/demo/checkout/#/pattern/server
Notice the fetches to two '/demo/...' placeholder endpoints, which need to be replaced with actual routes of yours. The first should create a v2/order via API and return the orderID. The second should capture that order after the payer approves it via Smart Payment Buttons.
The answers to your questions re: a serverless (client-side only) pattern are:
Nothing
Only what you program the JavaScript to tell you and which it actually successfully tells you, or what you read via email or in your PayPal account or app notifications
Refund the transaction
It's for people who don't want to do the work of implementing server-side routes and API calls.
I know how to Load a JScript to interact with a field or a form within "Form Properties". However, how do I load a Script or code to process server side?
Writing server side code with Microsoft Dynamics 365
We have two choices for adding server side code into the application,
plugins or custom workflow activities (CWA). These are developed using
assemblies from the 365 SDK. Almost every event – create, update,
assign, and many more – that occurs in 365 starts an event pipeline.
These events can be subscribed to by plugins or workflows. The
workflows can be used to execute CWAs. The plugin or CWA can then be
used edit or change the execution of the event, or perform an entirely
new action.
Depending on the complexity of the code, it may be possible to re-write it as a CRM Business Rule
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-business-rules-recommendations-apply-logic-form
You can create business rules and recommendations to apply form logic
without writing JavaScript code or creating plug-ins. Business rules
provide a simple interface to implement and maintain fast-changing and
commonly used rules. They can be applied to Main and Quick Create
forms, and they work in PowerApps apps, Dynamics 365 web apps,
Dynamics 365 for tablets, and Dynamics 365 for Outlook (online or
offline mode).
By combining conditions and actions, you can do any of the following
with business rules:
Set field values
Clear field values
Set field requirement levels
Show or hide fields
Enable or disable fields
Validate data and show error messages
Create business recommendations based on business intelligence.