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Assuming could is required, the following 149 results were found.

  1. Zoho Creator: Create a Widget which uses JavaScripthttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    enter the details of your widget: Name: to whatever you want Hosting: I select “Internal” though the benefits of “External” could be for development updates (untested). Widget File: upload the ZIP file from your dist folder. Index File: put here the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    Download (type: File upload) Create a connection in the Creator app with the scope: ZohoCRM.modules.ALL (potentially you could try just using ZohoCRM.modules.Attachments.READ but at this point I couldn't be asked). Then publish the report of this form...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    in the end only going through various forums and documentation, I found a solution which worked for me. Note that usually I could customize the receiving PHP script to receive a JSON request and process it that way but my usage was to send data to a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    headers: m_Header parameters:m_Data.toString() ]; when you should have done this (note that a list is submitted to data / could use .toJSONList()): l_Records = List(); l_Records.add(m_RecordData); m_Data = Map(); m_Data.put("data",l_Records);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM REST API: Stop Workflow from Triggeringhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-rest-api-stop-workflow-from-triggering.html

    of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list []. So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    Shopify webhook. One alternative that is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the JSON webhook response beforehand. 1. Set up the Creator form Log-in to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    that the process doesn't repeat on records that have already been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

    Replace all commas in between a pair of double-quotes: Well I couldn't find a single regex that can do this in one go but by applying the same regex to the same value (line 29), solved this for the sample data. If you are expecting a 3rd comma in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    all without having to speak to someone from eBay. Done! Error(s) Encountered 22112 - Missing property name or event type: Could have been many things. For me it was because I was submitting an EventType in the EventProperty container and the fix was not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    ID numbers. How? Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    v_NextWorkingDay = v_NextWorkingDay.addDay(1); } And if I were to skip Saturdays and Sundays, I could reduce the latter to: l_AppointmentDates = List(); v_GivenDate = '2022-07-21'; l_NumberOfDays = {1,2,3,4,5,6,7}; v_NextWorkingDay = v_GivenDate; for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than a bidirectional form as in this example, the parent...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup / configuration. Instead, we prepare the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  17. Zoho Deluge: Determine if Daylight Savings are in effecthttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    this works. Why? I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    I had this formula which seemed to do the same thing but unnecessarily moved the pointer to the start of the week. It could also error eventually if Zoho made it possible to change the start of the week (this is in ZohoCreator; I'm aware that some of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    is changed to remove every instance of the "distinct" list, then I'll have to come up with a different solution. Maybe Zoho could introduce a removeFirst() if they change removeAll().. The number of duplicates may easily differ to the loop of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  20. Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    + v_PublishKey + "?filepath=/" + v_DocFileName; // // Store the link to the local file as the local image - this is where we could check on file extension and substitute with PDF, DOC, XLS extensions c_Document.Local_Image = ""; info "File: " +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
Results 61 - 80 of 149