ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report
- Category: Zoho
- Hits: 14307
A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics.
Why?
First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other tables will sync but we couldn't find attachments, so our solution here is to create a data table and then to push the attachment from ZohoDesk to ZohoAnalytics using the API.
The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to show these photos.
How?
The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table.
ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM
- Category: Zoho
- Hits: 14857
This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM.
Why?
To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message.
How?
So there are a few issues with displaying images which would have other solutions, such as hosting the images on a web-server, or converting to a base64 or an SVG. ZohoCRM signatures seem to be unable to handle a lot of code or long URLs such as a base64 source URL for an image.
ZohoCRM: Using Criteria with Module Record Count
- Category: Zoho
- Hits: 13029
An example of code using the new API call "Module Record Count" with some criteria.
Why?
At time of print, I couldn't find an example of how to use this API call with search filters or criteria. Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do.
How?
Here's a couple of working examples I use in production systems:
Zoho Books: System Values Maps
- Category: Zoho
- Hits: 8555
A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance.
Why?
Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference.
How?
Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from https://books.zoho.com to https://www.zohoapis.com/books and changed the Top Level Domain (or Zoho DataCenter) from EU to COM as I was using this for a client on the US datacenter.
Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department
- Category: Zoho
- Hits: 8137
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.
Why?
A client asked that when staff create a deal/opportunity 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 user's record, retrieve the department, and set the correct pipeline option.
Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON
- Category: Zoho
- Hits: 9230
A quick article on how I resolved this error and how the online forums and documentation did not.
Why?
I don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error:
{ "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" }
How?
So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character...
Zoho Books: Generate Bank Text File for Download
- Category: Zoho
- Hits: 12527
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.
Why?
Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads it to the computer immediately) and then removed from wherever it was downloaded from... All within ZohoBooks without using any other apps or software.
How?
Here's how to use it:
- Staff member clicks on button
- File downloads to their workstation
- File is generated
- FIle is attached to the last record of the source data
- File identifying number is returned from being attached
- File is opened in a new tab/window to trigger downloading.
- File is deleted from attachments based on its identifying number (allows other attachments to remain intact)
ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters
- Category: Zoho
- Hits: 12971
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail...
Why?
I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error:
{ "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." }
How?
So the quick answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway.
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Joel Lipman
www.joellipman.com
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