Zoho Creator: Disable/Hide the add and delete subform row buttons
- Category: Zoho
- Hits: 10733
A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI.
Why?
Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item.
How?
So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link.
Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination
- Category: Zoho
- Hits: 14337
An article to resolve my frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products.
Why?
Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source of truth and Zoho is the data to be overwritten, ensuring that Product IDs, Variant IDs, Inventory IDs, Current Selling Price, Inventory Level, and Barcode all match.
Our problem is that sometimes more than 100 products are modified in a day... We need to be able to do more than 100 or at least resume from a record... We need pagination.
How?
To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of pages as well as the number of products per page:
Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo
- Category: Zoho
- Hits: 17495
A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA.
Why?
Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed it to and respond with the responses I programmed it to answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task.
ChatGPT by OpenAI is viral at the time of print
How?
The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API.
Joel's Reference to MidJourney v4 Prompts
- Category: Graphic Design
- Hits: 46434
So this is an article for me to store prompts for the MidJourney AI text-2-image discord tool.
Why?
The results from the MidJourney bot are beyond unpredictable however with the correct prompts you can direct it to focus on the elements you want from a brief.
How?
A "prompt" is a text-to-image expression using words and phrases to instruct the Midjourney Bot (or any other AI text-2-image generator) which the bot can break down into "tokens" and then match with its training data to generate the image.
ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings
- Category: Zoho
- Hits: 14509
This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit.
Why?
We're creating a custom module where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API...
How?
So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates which they called "Candidate Ref" and their own reference for the JobOpening called "Vacancy Ref". The below outlines the custom module we created and how we populated with associated candidates:
ZohoCRM: Import Attachments
- Category: Zoho
- Hits: 24039
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.
Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.
How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well:
Zoho CRM: Manage a subform using Client Script
- Category: Zoho
- Hits: 20389
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.
Why?
A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein.
How?
Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script which will manage a subform.
Zoho Analytics: Determine profits from invoices and purchase orders
- Category: Zoho
- Hits: 12321
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.
Why?
We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order.
I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution.
How?
Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether.
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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!
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Joel Lipman
www.joellipman.com
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