Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... = 12345000000678901; v_Template = zoho.sign.getTemplateById(v_TemplateID); v_OutputMessage = ""; // // get the Action ID for SIGN v_SendActionID = 0; if(!isNull(v_Template) && !isNull(v_Template.get("templates"))) { // ...; Created on 06 August 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... 1), 'https://analytics.zoho.eu/clientapi/imageLibrary/fetchImage?ZDBFILEID=12345000012345678&ZSOID=20240725001', if(to_date("Modified Time") > sub_date(to_date(now()), 5), 'https://analytics.zoho.eu/clientapi/imageLibrary/fetchImage?ZDBFILEID=12345000023456789&ZSOID=20240725001', ...; Created on 25 July 2024
3. Zoho Projects: Get All Events: / Zoho /; ... want one v_ProjectName = "My Project Board"; v_ProjectID = "1234567000001234567"; // // get all users (optional here) v_EndpointUsers = v_BaseURL + "/restapi/portal/" + v_PortalID + "/projects/" + ...; Created on 22 July 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... your own here) v_ZA_WorkspaceID = "123456000000789012"; v_ZA_ViewID = "123467000009876543"; v_ZA_OrgID = "20240709007"; // // build up request to send m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_ZA_OrgID); m_Params ...; Created on 09 July 2024
5. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... to get workspace ID, look at the URL in ZohoAnalytics and take the number straight after the word "workspace/" v_WorkspaceID = "12345000001234567"; // // to get the Analytics Org ID, login to Zoho Analytics, ...; Created on 02 July 2024
6. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... on filename changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument ...; Created on 25 March 2024
7. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... config = { appName : "joes_quote_builder", reportName : "All_Customers", id : "123456789012345678" } ZOHO.CREATOR.API.getRecordById(config) ...; Created on 14 March 2024
8. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... to_mail_ids in the URL instead of the body parameters ******************************************************************************* */ v_BooksOrgID = "12345678901"; v_BooksInvoiceID = 0; v_ZB_CustomerID ...; Created on 07 March 2024
9. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... image cache reference so it is exportable to PDF c_Document = Document[ID == v_UploadFileID]; // // publish key of "Documents" report v_PublishKey = "1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz"; v_DocFileName ...; Created on 26 January 2024
10. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... You should be in the "Organization Settings" Click on any page in the left sidebar (eg. Plan Details), your Org ID is in the URL as the last number after the slash (eg. "20012345678") Note this dow ...; Created on 05 December 2023
11. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... */ // // Go create a folder in workdrive, take the last hash string after the word /folders/ in the URL: v_TargetFolder = ifnull(p_WorkdriveFolder,"abcdefghijklmnopqrstuvwxyz12345678901"); v_ImageToDownload ...; Created on 05 December 2023
12. Zoho Books: System Values Maps: / Zoho /; ... */ // // our made up books org id but enter your own v_BooksOrgID=12345678901; // // --------------------------------- // ZohoBooks Taxes m_Taxes = Map(); r_Taxes = invokeurl [ url :"https://www.zohoapis.com/books/v3/settings/taxes?organization_id=" ...; Created on 07 November 2023
13. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; What? A quick article on how I resolved this error and how the online forums and documentation did not. Why? I don't often do this to create a Creator record but I'm going to use the shortcode ...; Created on 04 October 2023
14. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... a variable: // // initialize v_CSVString = "Bank Sort Code,Bank Acc. No,Account Holder"; v_CSVString = v_CSVString + "12-34-56,012345678,Joel Lipman"; // // convert to a TXT file (not a CSV...) f_BillsExport ...; Created on 02 October 2023
15. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress ...; Created on 18 September 2023
16. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... the week number: c_Order = Order[ID == 123456890123456890]; if(c_Order.Order_Date != null) { v_ThisDate = c_Order.Order_Date.toString("EEEE, dd-MMM-yyyy u w"); v_ThisWeek = if(c_Order.Order_Date.toString("u").toLong()==7,c_Order.Order_Date.subDay(1),c_Order.Order_Date).toString("w"); } // ...; Created on 06 July 2023
17. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... = "12345678901"; r_PaymentTerms = invokeurl [ url :"https://books.zoho.com/api/v3/settings/paymentterms?organization_id=" + v_BooksOrgID type :GET connection:"abzohobooks" ]; info r_PaymentTerms; } ...; Created on 06 July 2023
18. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... enter your own organization ID here for ZohoBooks and ZohoInventory v_BooksOrgID = 12345678901; // // evaluate v_currentDate = zoho.currentdate.toString("yyyy-MM-dd"); v_OrderDate = zoho.currentdate.toString("yyyy-MM-dd"); v_Page ...; Created on 27 April 2023
19. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... "id": "123456789000000123456789", "type": "custom" } } Tidied Up Want that in a practical format for use in ZohoCreator? Preferably not in the Zoho order, but that of the normal wee ...; Created on 28 March 2023
20. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... specify your DHL API Key (no need for the secret or base64 encoding) v_DHL_API_Key = "1234567890ABCDEFGHIJKLMNOPQRSTUVWXYZ"; // // build up header m_Header = Map(); m_Header.put("DHL-API-Key",v_DHL_API_Key); // ...; Created on 21 March 2023