Search - Joel Lipman .Com

1. ZohoCRM: Import Attachments: / Zoho /; ... to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files neede ...; Created on 16 January 2023
2. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM record ...; Created on 18 August 2022
3. 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
4. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...; Created on 17 August 2022
5. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... send PDF files to your Kindle device. Also, the above steps are a one-time process and won’t need to be repeated each time. So, what you need to do now is simply send an email to the Kindle email ...; Created on 29 June 2022
6. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... into. For this simply append the following: else if(input.Calendar_Day_Select == "<") { // // set selected date field value input.Selected_Date = input.Starting_Date.subDay(7); input.Starting_Date ...; Created on 09 March 2022
7. Zoho Deluge: a HTML Entity Decoder: / Zoho /; ... time of print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew ...; Created on 27 January 2022
8. Zoho Creator/Deluge: UnPredictable exception, Invalid statement found: / Zoho /; ... if I encounter any. This is simply how I fixed this error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // ...; Created on 17 November 2021
9. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; What? This is an article to document how I got a client's eBay to notify the seller every time a buyer bought a fixed price item. This uses the Trading API even though I'm aiming for the Platform Notifications ...; Created on 20 September 2021
10. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... a spinning icon indicating that the field has triggered an automation/workflow but it keeps spinning and doesn't stop. The app page will ultimately timeout and when reloading the form it simply displays ...; Created on 19 September 2021
11. ZohoCRM: Process all records of a module: / Zoho /; ... been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I have ...; Created on 24 August 2021
12. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and some data formatting that I tend to use regularly for my benefit later on when I simply copy & ...; Created on 30 July 2021
13. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... 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. ...; Created on 27 July 2021
14. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API: / Zoho /; ... m_DataRecord); How? So this is more of an annoyance then an impossible task... because it is possible, the technique above is simply wrong. The trick and solution is a lot simpler than you migh ...; Created on 03 February 2021
15. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments: / Zoho /; ... "link_Docs": 0 } ], The most logical thinkers would say that you simply need the download_Url value and prepend the CRM base URL such as https://crm.zoho.com + v_download_Url... But that ...; Created on 02 February 2021
16. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... To return an ok response, as in application accepted, we simply don't return an error so this might be completely optional however the Zoho People system will require a return value for this function: ...; Created on 10 December 2020
17. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; What? This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality. Why? Quite simply that at ...; Created on 24 October 2020
18. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Div: / Zoho /; ... screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page. Be sure to copy the code directly into a page and NOT to be in a function that is called from ...; Created on 22 October 2020
19. Expecting ZC_SUBFORM_250 expression found COLLECTION: / Zoho /; ... found COLLECTION expression How? Quite simply the error is because the Creator Deluge syntax I was using to insert subform rows was wrong. Contrary to what the documentation that says "This task ...; Created on 19 October 2020
20. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; ... = ifnull(r_Coql.get("data").get(0).get("id"),0); } Note that for the above, if there are no matching records, r_Coql will simply return an empty string. Hence the check for isNull on the keys info and ...; Created on 28 August 2020