What?
Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail...

Why?
I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error:

{ "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." }

How?
So the quick answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need the returned estimate ID and I'm not 100% sure the attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway.

What?
A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile.

Why?
A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user.

How?
So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option.

What?
A quick article on how I resolved this error and how the online forums and documentation did not.

Why?
I don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error:

{ "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" }

How?
So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character...

What?
This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation.

Why?
Why is this a challenge? The file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads it to the computer immediately) and then removed from wherever it was downloaded from...  All within ZohoBooks without using any other apps or software.

How?
Here's how to use it:

• Staff member clicks on button
• File downloads to their workstation

Here's what's happening in the background:

• File is generated
• FIle is attached to the last record of the source data
• File identifying number is returned from being attached
• File is opened in a new tab/window to trigger downloading.
• File is deleted from attachments based on its identifying number (allows other attachments to remain intact)

What?
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.

Why?
A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein.

How?
Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script which will manage a subform.

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.

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.

What?
This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it.

Why?
This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are tips found across the web just not specifically addressing this.

How?
Here is the code for a test function which downloads 2 files from a public domain, no user wall. The key here which the official documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this.