CRM - Joel Lipman .Com

Zoho CRM: Schedule a Call using Deluge

: Joel Lipman; Zoho; 18 November 2021; Hits: 347

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...

: Joel Lipman; Zoho; 17 November 2021; Hits: 86

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.

: Joel Lipman; Zoho; 17 November 2021; Hits: 83

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.

: Joel Lipman; Zoho; 11 November 2021; Hits: 199

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:

: Joel Lipman; Zoho; 02 November 2021; Hits: 328

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:

: Joel Lipman; Zoho; 22 October 2021; Hits: 542

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.

: Joel Lipman; Zoho; 21 October 2021; Hits: 236

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".

: Joel Lipman; Zoho; 19 October 2021; Hits: 223

What?
A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown.

Why?
Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form.

How?
So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with a list declaration and append with a end of list suffix; loop through removing HTML tags and while we're at it, storing it in a list for Zoho Deluge:

Zoho CRM: Schedule a Call using Deluge

Zoho Creator/Deluge: UnPredictable exception, Invalid statement found

Zoho Creator: Copy Subform to other Subforms

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

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

Zoho Creator: Change Radio into Tabs

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

Zoho Deluge: Generate List of TimeZones

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