Zoho Creator: Copy Subform to other Subforms
- Category: Zoho
- Hits: 16601
A quick article on a snippet of code which copies one subform to other subforms in the same form.
Why?
I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the remaining working days.
How?
So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday.
Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field
- Category: Zoho
- Hits: 12737
I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time.
Why?
Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following:
{ "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" }How?
We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field:
Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday
- Category: Zoho
- Hits: 15675
A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays.
Why?
Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on.
How?
We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along:
Zoho Creator: Change Radio into Tabs
- Category: Zoho
- Hits: 27962
This is an article to serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants.
Why?
The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section.
How?
The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide.
Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach
- Category: Zoho
- Hits: 27761
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.
Why?
Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge" and select the function to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments.
How?
As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact record under "Attachments".
Zoho Deluge: Generate List of TimeZones
- Category: Zoho
- Hits: 16361
A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown.
Why?
Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form.
How?
So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with a list declaration and append with a end of list suffix; loop through removing HTML tags and while we're at it, storing it in a list for Zoho Deluge:
Zoho Creator: Public URL of an Image field / Upload to Shopify API
- Category: Zoho
- Hits: 35755
This is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image.
Why?
I've got some other articles on handling images in Zoho Creator (see "Sources" below), the most relevant one being my article Zoho Deluge: Get Image Uploaded in Creator Form which has one method of getting a public link.
My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? Well eBay returns URLs to images that have been resized to 400x400 (even with tweak to return 800x800). I wanted a way to upload my image directly to Shopify in 3024x3024 resolution (or the size that the client wants: iPhone res). I then found that Shopify does accept a Base64Encoded version of the image and the below is how I achieved this.
How?
First-off, let me list the various formats that Zoho Creator says that public link exists.
Zoho Creator / eBay: Get all Active Products
- Category: Zoho
- Hits: 15877
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store.
Why?
The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype.
How?
I'm not going to go into detail on how I create an access token to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay Listings.
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Credit where Credit is Due:
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Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.
Thank you for visiting and, as always, we hope this website was of some use to you!
Kind Regards,
Joel Lipman
www.joellipman.com
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