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1. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; ... all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written this ...; Created on 06 December 2020
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... " to display the Maximum Date; then I want to "Group By" the image column, here labeled "Status Image": Then on the 2nd tab, I'm going to filter by my dataSource, which I've selected here to be my " ...; Created on 25 July 2024
3. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Data Sources in the left sidebar Add Data Sources > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create ...; Created on 05 December 2023
4. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the ...; Created on 16 October 2023
5. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
6. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... er Scopes, click on the Search icon and type "CRM": I selected "ZohoCRM.coql.READ, ZohoCRM.modules.ALL, ZohoCRM.org.READ, ZohoCRM.settings.READ, and ZohoCRM.users.READ" Click on "Create and Connect" > Conn ...; Created on 06 March 2023
7. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; What? An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this ...; Created on 28 February 2023
8. ZohoCRM: Import Attachments: / Zoho /; ... spinny progress animation or go and do something more productive: Ensure the CSV files are selected for mapping (in this case Attachments.csv and Contacts_001.csv - by the way, my Attachments.csv ...; Created on 16 January 2023
9. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... v_DealRate3 = 475; v_DealRate4 = 525; b_ShowAlertMessage = false; } // show advisory if (b_ShowAlertMessage) { ZDK.Client.showAlert("You have selected ...; Created on 09 December 2022
10. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is ...; Created on 18 August 2022
11. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... you or may be already working for you without this issue. By changing the workflow to execute not "When any field is upddated" but "When any selected field is updated" and then selecting the fields "Status", ...; Created on 17 August 2022
12. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
13. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... for this, I created the following Creator form: The fields: Calendar Day Select (link name: Calendar_Day_Select || type Radio) Form CSS (link name: Form_Css || type Add Notes) Selected Value for ...; Created on 09 March 2022
14. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; What? So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. ...; Created on 11 February 2022
15. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
16. Zoho Creator/Deluge: UnPredictable exception, Invalid statement found: / Zoho /; ... else if(r_Record.Type == "Subform2") { // store the second subform into a collection c_SubformRows = r_Record.mySubform2; } // loop through the selected subform rows ...; Created on 17 November 2021
17. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment ...; Created on 02 November 2021
18. Zoho Creator: Change Radio into Tabs: / Zoho /; ... Set Clicked Tab to Selected One niggling issue I had was that when selecting a tab, the selected tab didn't stay a different color or style. One theoretical way around this could be that I restyle ...; Created on 22 October 2021
19. Zoho Deluge: Generate List of TimeZones: / Zoho /; What? 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 ...; Created on 19 October 2021
20. ZohoCRM: Process all records of a module: / Zoho /; ... by "Processed" is "Selected", check after each run of the function that the number has incremented. Once all records are done, return to the Module Layout and delete the "Processed" field. [Optional conditionally] ...; Created on 24 August 2021