What?
This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge.

Why?
At time of print, Zoho had recently introduced the ability to have custom fields in your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following screenshot:
Populating Custom Field in a Quote Line Item

How?
Again at the time of this article, this is only modifiable when using REST API v2.1. We are going to update the field with label "Group Name" but API name "Grouping" in a list item column.

What?
This is an article to demonstrate how to log a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this working against Project Issues. Also note, we will refer to Project Issues in this article, but in the backend code, Zoho refer to Issues as "Bugs".

Why?
At time of this article (Apr-2021), we could not find a working example that could allow us to do this. I have provided some links at the end of this article for you which we tried to use but only helped us out about half-way, the rest we guessed on our own:
Zoho Projects - Add Time Log to an Issue Using Deluge - Projects Issue Time Log
Our use case, is that we are developing a Zoho Creator app that will help staff log time and then push the creator record to Zoho Projects.

How?
For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related systems such as Zoho Projects and the originating app (in this example, Zoho Creator).

What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.

Why?
Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record.

How?
So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules).

What?
This is an article documenting how to send a Zoho Deluge Map request to an API which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works.

Why?
This took me several days and in the end only going through various forums and documentation, I found a solution which worked for me. Note that usually I could customize the receiving PHP script to receive a JSON request and process it that way but my usage was to send data to a Third-Party API over which I had no control.

What I need to send to the 3rd-party API:
copyraw
{
  "auth": {
    "secret": "can_you_keep_a_secret",
    "key": "aaabbbbccccddddeeeeffff11112222"
  },
  "data": {
    "member_id": "123456",
    "channel_name": "shopify",
    "item_name": "Joel's Awesome Life",
    "item_price": "priceless"
  }
}
  1.  { 
  2.    "auth": { 
  3.      "secret": "can_you_keep_a_secret", 
  4.      "key": "aaabbbbccccddddeeeeffff11112222" 
  5.    }, 
  6.    "data": { 
  7.      "member_id": "123456", 
  8.      "channel_name": "shopify", 
  9.      "item_name": "Joel's Awesome Life", 
  10.      "item_price": "priceless" 
  11.    } 
  12.  } 
What Zoho sends to the 3rd-party API:
Sending a map request using the invokeUrl() function, the odd thing is that Zoho's request adds double-quotes to the request and escapes the other double-quotes sending something like this:
copyraw
{
  "auth": "{\"secret\": \"can_you_keep_a_secret\",\"key\":\"aaabbbbccccddddeeeeffff11112222\"}",
  "data": "{\"member_id\": \"123456\",\"channel_name\": \"shopify\",\"item_name\": \"Joel's Awesome Life\",\"item_price\": \"priceless\"}"
}
  1.  { 
  2.    "auth": "{\"secret\": \"can_you_keep_a_secret\",\"key\":\"aaabbbbccccddddeeeeffff11112222\"}", 
  3.    "data": "{\"member_id\": \"123456\",\"channel_name\": \"shopify\",\"item_name\": \"Joel's Awesome Life\",\"item_price\": \"priceless\"}" 
  4.  } 
What I have in Deluge
copyraw
m_Auth = Map();
m_AuthSub = Map();
m_AuthSub.put("secret","can_you_keep_a_secret");
m_AuthSub.put("key","aaabbbbccccddddeeeeffff11112222");
m_Auth.put("auth",m_AuthSub);
m_Data = Map();
m_DataRecord = Map();
m_DataRecord.put("member_id","123456");
m_DataRecord.put("channel_name","shopify");
m_DataRecord.put("item_name","Joel's Awesome Life");
m_DataRecord.put("item_price","priceless");
m_Data.put("data", m_DataRecord);
  1.  m_Auth = Map()
  2.  m_AuthSub = Map()
  3.  m_AuthSub.put("secret","can_you_keep_a_secret")
  4.  m_AuthSub.put("key","aaabbbbccccddddeeeeffff11112222")
  5.  m_Auth.put("auth",m_AuthSub)
  6.  m_Data = Map()
  7.  m_DataRecord = Map()
  8.  m_DataRecord.put("member_id","123456")
  9.  m_DataRecord.put("channel_name","shopify")
  10.  m_DataRecord.put("item_name","Joel's Awesome Life")
  11.  m_DataRecord.put("item_price","priceless")
  12.  m_Data.put("data", m_DataRecord)

How?
So this is more of an annoyance then an impossible task... because it is possible, the technique above is simply wrong. The trick and solution is a lot simpler than you might think...
Category: Zoho :: Article: 740

What?
This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload".

Why?
Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be able to download this file.

How?
The trick to doing this is that actually

What?
This is a quick article to template some code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator.

Why?
I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this functionality exists in reports but I want to do it in code so as to display it in a HTML table.

What I have:
copyraw
id      name        date
---------------------------------------------
46498   Joel        1977-11-14T12:30:00+00:00
8949    Anonymouse  1923-10-16T15:00:00+00:00
335448  Amazing     1997-07-05T23:15:00+00:00
  1.  id      name        date 
  2.  --------------------------------------------- 
  3.  46498   Joel        1977-11-14T12:30:00+00:00 
  4.  8949    Anonymouse  1923-10-16T15:00:00+00:00 
  5.  335448  Amazing     1997-07-05T23:15:00+00:00 
What I want:
copyraw
id      name        date
---------------------------------------------
335448  Amazing     1997-07-05T23:15:00+00:00
46498   Joel        1977-11-14T12:30:00+00:00
8949    Anonymouse  1923-10-16T15:00:00+00:00
  1.  id      name        date 
  2.  --------------------------------------------- 
  3.  335448  Amazing     1997-07-05T23:15:00+00:00 
  4.  46498   Joel        1977-11-14T12:30:00+00:00 
  5.  8949    Anonymouse  1923-10-16T15:00:00+00:00 

How?
So to give you a gist of what the following snippet of code is doing, let me give an overview:
  1. Build up a map with sample data (you won't need to this, use your own data, this one is for this demonstration only)
  2. Initialize a list to hold the keys which we will use to sort in ascending/descending order and a map created to hold all the records.
  3. Loop through the sample map to create the new map we can sort as well as to add keys to the list declared previously.
  4. Sort the list of keys in ascending/descending order.
  5. Loop through the list of keys, retrieving each record
Category: Zoho :: Article: 738

What?
A very quick article on converting a Map string into a HTML table without using a for each loop.

Why?
I have quite a big response from our CRM that hits a statement execution limit if I use a for loop. I have a map with 3 columns: first_name, last_name, and ID. What I want is a HTML table now with the headers and data but without using a for loop.

What I have:
copyraw
{"First_Name":"Joel","Last_Name":"Lipman","id":"1"},{"First_Name":"Another","Last_Name":"Person","id":"2"}
  1.  {"First_Name":"Joel","Last_Name":"Lipman","id":"1"},{"First_Name":"Another","Last_Name":"Person","id":"2"} 
What I want:
First NameLast NameID
JoelLipman1
AnotherPerson2

How?
This is a bit of a dirty solution and as long as "id" is not your first column (because "id" can be found in names like "David") it will work.
Category: Zoho :: Article: 737

What?
This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off.  My brief was:

  • Check the department this employee belongs to
  • Search for employees of the same department (team members) who have booked the same days off (ie count holiday clashes)
  • Prevent an employee for applying for leave if over 80% of the department have already booked the requested dates off.

In other words, if there are 10 people in a department/team, and 8 people have booked tomorrow off, prevent a 9th team member booking tomorrow off.

Why?
I've written this article as it took a while to achieve. The Zoho People application and its API are documented but there are problems with the documentation at the time that this article was written. One is that there are 2 sets of documentation and the other is that the majority of the documentation doesn't refer to OAuth 2.0/json and instead uses the deprecated authtoken v1 and XML.

How?
The trick in this solution was more about the process and what that process was.

Credit where Credit is Due:


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Kind Regards,

Joel Lipman
www.joellipman.com

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