What?
This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size.

Why?
My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week.

How?
As mentioned, using leftpad takes 2 parameters, the first is the string to start with, the second is the number of spaces to pad with.

What?
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account.

Why?
For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit.

How?
As mentioned, we're going to update several fields called:

What?
This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM.

Why?
A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record.

How?
The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record.

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?
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.

What?
Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page.

Why?
Cos

How?
The below is a template snippet for a Zoho Creator page. We set the parameters of the form/report. Then this shows how to embed using a DIV layer which allows for CSS styling. The last part shows how to embed using an IFRAME tag which isn't great for CSS styling as you can't do cross-dom acoss child iframes; but it does let you use OpenURL(v_Url, "iframe", "iframe_name") which is good if you have multiple iframes on a page and you only want part of the page to display different content dynamically or on click of a button:

What?
This is an article documenting the process of publishing a Zoho Inventory image to eBay's Picture Hosting Services (EPS).

Why?
Because I couldn't find any other article in the whole world wide web that had a working solution. My use-case here is that I have built an eBay integration between Zoho Inventory and... eBay. Out-of-the-box, and at-time-of-print, Zoho Inventory only syncs eBay one way, in other words, listings on eBay get downloaded to Zoho Inventory but not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho Inventory... and the list goes on. So in my job, we tend to create a few custom functions which will download any item from eBay to Zoho Inventory and vice-versa. Easy to make the function to push an item to an eBay listing (see my other articles for this). But we also want to push an image from Zoho Inventory to eBay.

How?
Again, there is a caveat in that the subscription you have or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM:

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