ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Function
- Category: Zoho
- Hits: 1909
An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write.
Why?
As mentioned, it took me a while to write and I would like to use it as a reference for when I forget how to do this.
The use-case here is that we have a dropdown/picklist on a CRM invoice record that has the options of "Deposit" and "Final Balance". This rewrites the invoice line items to represent a deposit or a final balance invoice with the deposit deducted. Because these line items have custom fields, we need to copy over all the custom values to the new line items.
How?
This is about an hour's work doing it on a CRM workflow (save of record) but here we're going to do it in client script:
ZohoDeluge: eBay marketplace account deletion/closure notifications
- Category: Zoho
- Hits: 3113
eBay allows users to request the deletion of their personal data from eBay's own systems, as well as from the systems of all partners who store or display that data, including third-party developers integrated with eBay APIs through the eBay Developers Program.
To help third-party developers comply with these requests, eBay has implemented a push notification system. This system alerts all eBay Developers Program applications when a user has requested the deletion of their personal data and closure of their eBay account. This article explains the process third-party developers must follow to subscribe to, receive, respond to, and validate these notifications.
Why?
As quoted from the page: https://developer.ebay.com/marketplace-account-deletion
"Existing Developers: The August 31, 2021 deadline for existing developers to subscribe to or opt out of eBay marketplace account deletion/closure notifications has passed. Failure to comply with this requirement will result in termination of your access to the Developer Tools, and/or reduced access to all or some APIs.
New Developers: All new third-party developers coming to the platform must subscribe to or opt out of eBay marketplace account deletion/closure notifications before they make their first API call. Once the new developer's application is subscribed to eBay marketplace account deletion/closure notifications or they have successfully opted out of the notifications, the keyset/App ID is activated, and they can begin making API calls."
How?
Let's cover the first preamble points here:
- While completing the form, the developer subscribes to eBay marketplace account deletion/closure notifications by saving an endpoint URL and verification token, eBay sends a unique challenge code via a GET request (e.g., GET https://
?challenge_code=123 ). The provided endpoint URL must use the 'https' protocol and cannot include internal IP addresses or 'localhost'. - Upon receiving the unique challenge code, the endpoint must hash the challengeCode, verificationToken, and endpoint URL (in that exact order), and respond to eBay with an HTTP 200 OK status, including the hashed result in JSON format within the challengeResponse field. The response's Content-Type header must be set to application/json.
ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoice
- Category: Zoho
- Hits: 5360
A frustrated article about an issue that took me a fair few hours to resolve. So I'm putting it here as I thought I covered this previously but couldn't find it on my website. This was previously titled something along the lines of truncating to 2 decimals but finance is so much more complicated.
Why?
Playing around with VAT / Tax, inclusive /exclusive, but in this case it is the rate that gets rounded. The numbers at the end still need to match what's in CRM and with ZohoBooks rounding differently can make cent/penny errors into 100s of dollar/pound errors.
Zoho CRM has a fun way of rounding which differs to Zoho Books so when pushing an invoice, there's a strong chance of being a cent/penny off. Let's take the following example of an item with a list price of 12345.545:
ZohoCRM Line Item
ZohoBooks Line Item
How?
Zoho CRM: Remove Duplicate Product Records
- Category: Zoho
- Hits: 2987
An article on removing duplicate products within ZohoCRM.
Why?
Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for leads and contacts but not for products.
How?
There may be a better way of doing this. What I'm trying to have is a generic function that will work on any CRM and possibly be quick to adapt to a module other than products.
This function will also try to delete the duplicate but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID).
Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID ascending) and will attempt to delete the other records which match on product name.
I would recommend commenting out the delete commands and leaving the info commands to preview what records it will delete. I also recommend doing a data backup beforehand.
Zoho Deluge: Using Remove Key on a Map and Copying Record Tags
- Category: Zoho
- Hits: 3410
A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record.
Why?
Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over.
The official documentation says to use remove() to remove a key from a map. In this case, the ID key and value pair. It would then tell me the list was null when I thought I was adding the map with the ID removed back into a list. The map itself was null.
How?
We are using an API action called "Add_Tags". I'm going to get the tags of the contact record using an invokeurl because shortcode only gives me name and ID; but I want the color code field as well which I only seem to get with an InvokeURL. I'm then going to create a list map of tags and add these to the deal record.
Zoho Creator: isBlank and isNull: Before or After?
- Category: Zoho
- Hits: 4811
A really quick article to test when to use isNull and isBlank.
Why?
So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable:
if(v_Test.isBlank())
{
...
}
VS
if(isBlank(v_Test))
{
...
}
isBlank() can be used to check if the string only contains blanks or if a value is null...How?
Consider the following test function:
Zoho Deluge: Nested Catch Statements
- Category: Zoho
- Hits: 4261
What?
A really quick article on demonstrating a nested try...catch()... statement working in Zoho CRM.
Why?
To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine.
The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have severaly instances of an API which accepts HTML and returns a PDF file. Nothing complex but issues with one of the servers being down, or inaccessible due to certificate expirys, means that the Cx business halts. In order to add a bit of clustering, we have added a bit of code for it to try one server first, if there is any kind of an error with that server, it tries a second server... We now want to add a third server to try if the first 2 fail for whatever reason.
How?
Admittedly, perhaps this maybe wasn't possible but as of February 2024; I have been able to test and implement this.
ZohoCRM GetRelatedRecords INVALID_DATA
- Category: Zoho
- Hits: 4494
What?
A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue.
Why?
Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was getting the error INVALID_DATA with the details being api_name:'data'... But this is shortcode, not an invokeURL.
{ "code":"INVALID_DATA", "details":{ "api_name":"data" }, "message":"invalid data", "status":"error" }
How?
I recall covering this solution before but it boils simply down to the zoho.crm.getRelatedRecords() not retrieving related records which are clearly visible when using the CRM.
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Joel Lipman
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