Zoho

Zoho Books/Inventory: Trigger a workflow when an invoice has been paid

: Category: Zoho; 17 August 2022; Hits: 6323

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).

ZohoCRM: ZDK Client Script to retrieve Contact Email

: Category: Zoho; 20 July 2022; Hits: 12355

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.

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"

: Category: Zoho; 20 July 2022; Hits: 4976

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.

Zoho Inventory: Mark a package slip as delivered and shipped

: Category: Zoho; 14 July 2022; Hits: 4803

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge

: Category: Zoho; 21 June 2022; Hits: 8249

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.

Zoho Creator: Embed Forms/Reports on a Page

: Category: Zoho; 05 May 2022; Hits: 10602

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:

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures

: Category: Zoho; 31 March 2022; Hits: 7011

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:

Zoho CRM & Creator: Download attachment and upload to Creator file field

: Category: Zoho; 11 March 2022; Hits: 8706

What?
A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator.

Why?
My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will eventually be uploaded back to CRM.

How?
At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen.