Articles - Joel Lipman .Com

Zoho CRM & Zoho Books: Custom Related Lists Deluge

: Joel Lipman; Zoho; 30 July 2021; Hits: 4664

What?
This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists.

Why?
Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a working solution.

How?
So the article below shows how to do this Zoho CRM and how to do it in Zoho Books...

ZohoCRM: zoho.crm.searchRecords only returns certain records

: Joel Lipman; Zoho; 29 July 2021; Hits: 4214

What?
This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others.

Why?
The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order.

How?
The quick answer is buried in Zoho documentation and due to the searchRecords function requiring it's 5th parameter which defaults to "not converted" records:

copy raw

<variable>=zoho.crm.searchRecords(<module_name>,<criteria>,<page>,<per_page>,<search_value>,<connection>);

<variable>=zoho.crm.searchRecords(<module_name>,<criteria>,<page>,<per_page>,<search_value>,<connection>);

Category: Zoho :: Article: 755

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects

: Joel Lipman; Zoho; 27 July 2021; Hits: 4175

What?
This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view.

Why?
A client wanted a "Save" button on their form as well as a "Save & Close" button. The "Save" button would submit the form but keep the user on the record form. The "Save & Close" button would submit the form and then redirect the user to the report view of the records.

Sounds simple but you can only set a form to redirect to one link and adding a HTML anchor link (<a href>) to the page won't help as you need to submit the form before redirecting the user. A HTML <input type=submit> element to the page won't help either as you need to redirect the user to the specified report after submitting the form.

How?
Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field.

Zoho Creator: Assign an integration field value with an integration value

: Joel Lipman; Zoho; 27 July 2021; Hits: 2689

What?
This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately.

Why?
If you try to update an integration field via deluge with another integration field or even the same integration field, it will return an error

Unable to update the value to r_RecordDetails.Account. Line:(442)

How?
It is written in the documentation albeit difficult to find: an integration field returns an ID as a string. If you want to assign it to an integration field, you have to convert it to a number with .toLong().

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the record

: Joel Lipman; Zoho; 26 July 2021; Hits: 2940

What?
A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById().

Why?
My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, all pretty much useless to me. Well the "for some reason" turned out to be because my detail view on the report was displaying a report/document template.

How?
The quick answer is:
Add the fields you want to the detail view of the report you are accessing.

Zoho Creator - GetRecordByID or SearchRecords missing data - Quick Answer

Zoho Creator: Receive JSON via a Shopify Webhook

: Joel Lipman; Zoho; 15 July 2021; Hits: 3176

What?
This is an article to document how to receive a JSON response from a webhook created in Shopify. See my article: Zoho Deluge: Push Item to Shopify API if you want information on setting up an integration from Zoho Creator to Shopify API.

Why?
In this example, we want a webhook that whenever an order is made in Shopify, it tells our Zoho Creator app. Note that at the time of this article, API v1 is deprecated (so no authtokens) and API OAuth2.0 is in full swing... we're still going to cheat.

How?
1,2,3 steps really. First we're going to set up a Creator form to receive the JSON. Secondly, we'll create the endpoint URL for the webhook. And thirdly, we'll create the Shopify webhook.

: Joel Lipman; Zoho; 14 July 2021; Hits: 3098

What?
This is an article to document how to include a subform and rows while you are creating a record containing the subform.

Why?
The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line items. You may have tried code where you add a record first and then add the subform afterwards (insert into <form>[...]) but it can be done all in one go.

How?
Here's a use case example which you will need to adapt to your own but It should do enough (spacing has been added for demo purposes and to make it clearer).

Zoho Deluge: Zoho Bookings Get Available Slots

: Joel Lipman; Zoho; 23 June 2021; Hits: 3534

What?
This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots.

Why?
This is for a Creator app which had a form to allow customers to make a booking based on the configuration and appointments in a ZohoBookings instance.

How?
The getAvailableSlots function requires as parameters according to documentation

Zoho Projects: Deluge to Submit Custom Fields

: Joel Lipman; Zoho; 17 June 2021; Hits: 4489

What?
A super quick article to demonstrate an example where we create a project with custom fields.

Why?
At time of print, the documentation on the Projects API would only show responses rather than requests. Sure it lists fields that are required in the request but not a sample request packaged to be sent.

How?
Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field).

: Joel Lipman; Zoho; 16 June 2021; Hits: 6590

What?
A super quick article to remind me how to generate and send a CSV as an attachment to an email.

Why?
Because I often get casually asked "oh and can you archive the data and email it to me every month"...

How?
Rather than just babble on about it, here's the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values might have commas and someone may want to open this in Google Sheets or Microsoft Excel:

: Joel Lipman; Zoho; 16 June 2021; Hits: 4095

What?
This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord.

Why?
We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator record). There was also a workflow that ran when the Creator record was updated to update its changes to CRM. It was actually causing a loop which used up all the API calls.

How?
You might already be familiar with some of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list [].

: Joel Lipman; Windows OS; 03 June 2021; Hits: 4774

What?
This is a simple article to demonstrate how to type special characters not found on your keyboard or on a Qwerty UK/US keyboard layout.

Why?
Being able to type international characters from other alphabets is necessary when dealing with languages other than English. Preserving files in unicode or utf-8 encoding will help but there will be times when you have lost the formatting and get weird question mark characters instead such as: .

How?
Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the following steps. Also check that you have "Num Lock" on/enabled. Typing a special character is 3 easy steps:

Hold down the ALT key (preferably the one on the left of the spacebar and not the Alt Gr often found on the right of the spacebar)
then press the numbers in the numeric pad (while still holding down the ALT key),
then let go of the ALT key.

Remember: This will not work with the numbers at the top of your keyboard unless you are on a laptop and can apply a function lock (fn) and the numbers on the right of your keyboard are enabled.

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