Search - Joel Lipman .Com

1. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails ...; Created on 18 November 2021
2. Zoho Creator: Change Radio into Tabs: / Zoho /; What? 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 ...; Created on 22 October 2021
3. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... 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. ...; Created on 21 October 2021
4. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... 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? ...; Created on 17 October 2021
5. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list variable... But what if there are 20000+ records? ...; Created on 08 October 2021
6. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; ... City Another City Test State Test Zip Another State Another PostCode Test Country A different Country But the packing slip would display the Ship to address as the ...; Created on 07 October 2021
7. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons ...; Created on 22 September 2021
8. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows ...; Created on 19 September 2021
9. Zoho Deluge: Push a value to a datetime field in CRM: / Zoho /; ... would be: v_CrmTime = "2021-01-01T01:23:45+01:00"; v_CreatorTime = v_CrmTime.getPrefix("T") + " " + v_CrmTime.getPrefix("+").getSuffix("T"); info v_CreatorTime.toTime(); // yields 01-Jan-2021 01:2 ...; Created on 10 September 2021
10. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... street 2 and shipping street 2 from the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and ...; Created on 02 September 2021
11. Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd): / Zoho /; ... Additional You would of course need to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source, the Zoho deluge .toList() fails the function ...; Created on 01 September 2021
12. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the ...; Created on 01 September 2021
13. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name): / Zoho /; ... Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin ...; Created on 01 September 2021
14. ZohoCRM: Process all records of a module: / Zoho /; ... In a nutshell: [Optional]: Deactivate any workflows that this process would affect Go to the Module Layout and drag a "Checkbox" field on to the module We'll call ours "Processed" but it really ...; Created on 24 August 2021
15. Xero API: Send Multiple Invoices: / Xero /; ... and the list of invoices to create: If sending just the 1: But if sending multiple invoices, you need the key "Invoices" so your JSON request would be something like: { "Invoices": ...; Created on 15 August 2021
16. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... 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 ...; Created on 27 July 2021
17. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; ... You would think the following would work: r_Details = myForm[ID == 1234567890123456789]; r_Details.Account = input.Account; But it will return the above error. You need to do the following: r_Details ...; Created on 27 July 2021
18. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; 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 ...; Created on 17 June 2021
19. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; ... 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 ...; Created on 16 June 2021
20. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... to update the field with label "Group Name" but API name "Grouping" in a list item column. The standard code you used to use even for REST API v2.0 would have been something like the following: // // ...; Created on 17 May 2021