2. Home
  3. Articles
  4. CRM

Zoho
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
Hits: 4428
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
Hits: 3401
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
Hits: 4537
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
Hits: 3981
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
Hits: 3976
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
Hits: 4622
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
Hits: 4505
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".

Zoho
Hits: 2223
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
Hits: 4089
What?
This is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image.

Why?
I've got some other articles on handling images in Zoho Creator (see "Sources" below), the most relevant one being my article Zoho Deluge: Get Image Uploaded in Creator Form which has one method of getting a public link.

My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? Well eBay returns URLs to images that have been resized to 400x400 (even with tweak to return 800x800). I wanted a way to upload my image directly to Shopify in 3024x3024 resolution (or the size that the client wants: iPhone res). I then found that Shopify does accept a Base64Encoded version of the image and the below is how I achieved this.

How?
First-off, let me list the various formats that Zoho Creator says that public link exists.

Zoho
Hits: 2054
What?
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store.

Why?
The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype.

How?
I'm not going to go into detail on how I create an access token to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay Listings.
,

Zoho
Hits: 1861
What?
This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify.

Why?
The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the products.

I then felt that actually I just need the Product IDs. This method could do with some refinement and perhaps if I find a better way to do this, then I'll put it here. But I like this snippet of code albeit a brute force to loop through every active product and list their IDs.

How?
So here's the function I came up with. It loops through a maximum of 2500 products sorted in order of ID ascending (starting with ID=0) retrieving 250 per call and using since_id to not list the same one twice.
,

Zoho

Credit where Credit is Due:


Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

RSS Feed

feed-image

Related Articles

Joes Revolver Map

Joes Word Cloud

website   create   page   file   used   code   joomla   list   name   would   work   uploaded   client   windows   deluge   following   user   version   source   data   report   function   note   zoho   find   using   form   first   time   script   google   license   display   creator   system   files   error   server   date   table   need   case   added   mysql   parameter   value   field   database   order   where   JoelLipman.Com

Accreditation

Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF
© 2024 Joel Lipman .com. All Rights Reserved.