A configuration record needs to be created for every auto number that is needed. Browse to Settings >> Zap Apps >> Zap AN Configuration and click “New” Explanation of the fields: Section: General Here select the entity and field on which Auto-Number needs to be set. Target Entity: Select the entity on which Auto-Number needs […]
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Date-Time token format examples
Date-Time Token Format Sample Date-Time yyyyMMddhhmmss 20170913091544 yyyyMM 201709 hhmmss 110901 yyyyMMddhh 2017091309 yy 18 yyyy 2018 MMddyy or ddMMyy 091318 or 130918 yyyy-MM-dd 2017-09-13
Sample AutoNumbers and their configuration settings
============================== Generated Auto-Number : {{CAS-WXYZ-1002}} Zap Auto-Number Configuration Settings: Prefix: CAS-{RANDSTRING:4}- Sequence: 1002 Sequence Length: 4 Suffixx: ============================== Generated Auto-Number : KA-0001 Zap Auto-Number Configuration Settings: Prefix: KA- Sequence:1 Sequence Length: 4 Suffixx: ============================== Generated Auto-Number : QUO-0001000P9G3R Zap Auto-Number Configuration Settings: Prefix: QUO- Sequence: 1000 Sequence Length: 7 Suffixx: {RANDSTRING:5} ============================== Generated Auto-Number : CAS-002002-20180512091544 Zap […]
Generating AutoNumber for existing records
When a new record is created, then the auto-number is automatically generated (provided that you have configured auto-number for the entity). For existing record, the process of generating auto-number is slightly different. Scenario: We need to generate auto-number for “Account Number” field for existing account records. Below are the steps to generate Auto-Number for existing […]
Troubleshooting
With 100’s of cases getting created in CRM, troubleshooting an issue is very painstaking as you may not be able reproduce a particular scenario again! With Zap Helpdesk detailed event logging, you will find it very easy to just check the event logs, whenever you suspect an anomaly! To access event log, there are 2 […]
Uninstalling Zap AutoNumber
Before uninstalling autonumber solution, delete Zap AutoNumber configuration records. If these records are not deleted then you will receive dependeny error when uninstalling.
Release Notes
Zap Email Parser To request trial, please follow the below steps: Step 1: Request solution file: Email support@zapobjects.com to request solution file. Please mention: – Company Name: – Contact Phone: – Need Demo: Yes / No – Requirements in brief: You can expect a response within 1-business day. Please use only official email address for […]
Sales FAQ
Q1. Can I trial Zap Apps? Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version. Q2. How do I start trial? To start the trial, download and install the app solution file. Browse to Settings >> Solutions and double-click the solution […]
Installing Zap App
If you have the solution file then follow below instructions to install the solution. Step 1: Browse to Settings >> Solution and click “Import” Step 2: Browse and select the Zap App solution file Step 3 “Enable any SDK message processing steps” checkbox will be checked by default. Click “Next” Step 4: After successful import […]
Updating an existing Zap App
We frequently release newer versions of our Zap Apps. This could be mainly because of newer features or bug fixes. Below are the steps that you could follow to update to latest version (assuming that you already have the older version installed) : Download the newer solution file from the link sent by Zap Support […]
