What?
A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.

Why?
Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to 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 into a PDF using a customer's template.

What?
This is a very quick article with a code snippet on how I added to a multi-lookup field.

Why?
Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a mobile device, it's somewhat better to use the built-in interfaces provided by Zoho Creator.

What I really needed was a way to display the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report.

How?
We would think it similar to a picklist/dropdown where 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.

What?
An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and 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: Payment Method, Payment Date, and Last Four Digits.  They needed these because sometimes their customers needed to know what card they had paid with (if paid by card).  The customer wanted payment method and payment date to appear on the invoice.

How?
This sounds rather straightforward, write a function that given an invoice, checks the customer payments and updates the custom fields.  Executing the function this worked as expected.  Now put it on a workflow where the settings were:

  • When an invoice is "Created or Edited"
  • Execute the workflow when "When any field is updated"
  • Filter the triggers when Status is "Paid"
  • Just once or every time is "Everytime"
  • Actions is a custom function called "fn_invoice_updatepaymentmethod"
But this wouldn't work despite being as per the documentation (see sources below).

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 on save of the record, but the client wants the email to be prefilled in the field as soon as a contact is selected.

How?
This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a formula field to retrieve a field from another CRM record.

What?
This is a quick article to re-enable desktop notifications after having been prompted initially and having clicked on "Not Now".

Why?
I'm not sure when this prompt is supposed to prompt you again. A client of ours had accidentally clicked on "Not Now" instead of clicking on the "Enable". Documented below is how to get this to prompt you again.
Zoho Desk - Re-enable desktop notifications - Prompt

How?
This largely depends on whether you are using the Google Chrome web browser. In this case version 100 and is correct at time of print.

What?
A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory.

Why?
As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered.

How?
Here's a code snippet that works for me.  It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch).  My connection here called "jl_inventory" has the minimum required scopes:
  • ZohoInventory.salesorders.READ
  • ZohoInventory.packages.READ
  • ZohoInventory.shipmentorders.CREATE
  • ZohoInventory.shipmentorders.READ

What?
This is an article taken from https://goodereader.com/blog/kindle/here-is-how-you-can-read-pdf-files-on-the-amazon-kindle which I wanted to take note of as it is a process that worked at time of print (6 June 2022) and I wanted to make sure it didn't just disappear or be difficult to find in future.

How?
The process of sending a PDF file to your Kindle device is also quite straightforward. All you need to do is send the PDF file to your Kindle email id. It is here that things might begin to seem a bit complicated in that not many might be aware Amazon allots an email address to every Kindle owner, and that it is unique for every Kindle device.

What?
A quick article on how to upload an image to the product/item listing in Zoho Inventory.

Why?
We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books.

How?
We're not going to go into detail on how to parse an eBay response here (see my other articles on eBay webhooks). Instead, all we want is the URL of an image to be downloaded, then uploaded to the Zoho Inventory or Zoho Books item record.

Credit where Credit is Due:


Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: The information on this website is provided without warranty and any content is merely the opinion of the author. Please try to test in development environments prior to adapting them to your production environments. The articles are written in good faith and, at the time of print, are working examples used in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

Related Articles

Joes Revolver Map

Joes Word Cloud

script   used   creator   license   report   zoho   using   version   error   value   google   page   first   file   user   name   would   display   following   function   could   field   time   where   windows   find   parameter   server   deluge   need   uploaded   files   table   solution   form   data   work   order   system   source   joomla   website   added   create   code   mysql   list   database   note   date   JoelLipman.Com

Accreditation

Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin - Valid till 8 May 2022 bc1qjtp4l4ra452wzvuk9a45yfj82zkahsyy2z379y
© 2022 Joel Lipman .com. All Rights Reserved.