Articles - Joel Lipman .Com

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)

: Joel Lipman; Zoho; 16 December 2021; Hits: 3913

What?
A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge.

Why?
The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1 hour with us.

How?
The code is actually pretty straightforward but you will need to follow these steps to get the credentials:

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)

: Joel Lipman; Zoho; 15 December 2021; Hits: 2740

What?
An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone.

Why?
Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated...

How?
As mentioned, we're going to use the address on the Lead record; use Zoho's GeoCode function to convert this into a latitude and longitude, then we're going to use a free TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called "States" which stores a default timezone and can be searched for with the "State" field on the Lead record.

Zoho Deluge: Calculate start and end of Daylight Savings Time

: Joel Lipman; Zoho; 07 December 2021; Hits: 3978

What?
An article to document how I calculated the start and end dates of when Daylight Savings Time is in effect.

Why?
Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them.

How?
I will use this to amend and refine but here's the snippets for the various DSTs around the world.

Zoho Creator/Deluge: Calculating with Timezone Offset

: Joel Lipman; Zoho; 07 December 2021; Hits: 2773

What?
This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party.

Why?
The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York" (-05:00). Our sales person is on the west coast in the timezone "America/Los_Angeles" (-08:00). And our customer is in "Europe/Luxembourg" (+01:00).

We want to tell our customer they have an appointment at 4pm their time in Luxembourg; tell the agent/salesperson to call the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am.

How?
So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, several calculations happen in real-time making it really difficult to extract and use.

Zoho CRM: Schedule a Task: Timesheet Reminder

: Joel Lipman; Zoho; 02 December 2021; Hits: 2383

What?
A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting.

Why?
As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for Management, but for deducting from project and support bundles.

How?
The following snippet of code is on a CRM schedule set to run every Friday at 08:00 in the morning and will create a task if time logged is too low and will remind via Popup at about 4pm (16:00).

Zoho CRM: Schedule a Call using Deluge

: Joel Lipman; Zoho; 18 November 2021; Hits: 4426

What?
This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge.

Why?
Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us that we need to phone this Lead.

How?
It sounds straightforward: schedule a call using the GUI then write a test function to check the JSON that is being returned for API names...

Zoho Creator/Deluge: UnPredictable exception, Invalid statement found

: Joel Lipman; Zoho; 17 November 2021; Hits: 3400

What?
Just a quick article if you get the above error and what to look for.

Why?
I was writing a function with perhaps too many for each loops within a for loop.

How?
The following is 1 fix for the error:

Execution Failed
UnPredictable exception, Invalid statement found Line:(20)

I cannot guarantee that this error doesn't appear for other reasons but I will add to this article if I encounter any.

Zoho Creator: Copy Subform to other Subforms

: Joel Lipman; Zoho; 17 November 2021; Hits: 4536

What?
A quick article on a snippet of code which copies one subform to other subforms in the same form.

Why?
I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the remaining working days.

How?
So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday.

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field

: Joel Lipman; Zoho; 11 November 2021; Hits: 3979

What?
I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time.

Why?
Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following:

{ "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" }

How?
We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field:

Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday

: Joel Lipman; Zoho; 02 November 2021; Hits: 3975

What?
A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays.

Why?
Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on.

How?
We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along:

Zoho Creator: Change Radio into Tabs

: Joel Lipman; Zoho; 22 October 2021; Hits: 4620

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 the colors or style the next client wants.

Why?
The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section.

How?
The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide.

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach

: Joel Lipman; Zoho; 21 October 2021; Hits: 4504

What?
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.

Why?
Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge" and select the function 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.

How?
As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact record under "Attachments".

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