Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming following is required, the following 283 results were found.

  1. Zoho Deluge - Get Refresh/Access Token API v2https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    v2. How? Note that this is using Zoho Deluge and not another server-side script such as PHP to send the requests via API. Following standard OAuth 2.0 procedures, we will get a Code to generate a Refresh token, once we have a Refresh token we will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  2. Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date Stringhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-xero-date-unix-timestamp-to-standard-date-string.html

    HH:mm:ss", "Europe/London"); Additional The reverse (date string to unix seconds) can be done using either of the following: v_MyDate = "2020-04-01 12:34:56"; v_UnixSeconds = v_MyDate.toTime().toLong(); info v_UnixSeconds; // or v_UnixSeconds =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    or creator.cs.zohohost.eu depending on the value obtained step 1c above. Add another CNAME record with the following: name as .myparentdomain.com ("code" is 6-character code obtained in step 1c above) If allowed set the TTL (time to live) to 300 Set the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Deluge: Sort a Map by a specific fieldhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-sort-a-map-by-a-specific-field.html

    some code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this functionality exists in reports but I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. 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

    As you may already know, when you queried CRM for that field, you received a JSON response somewhat similar to the following: // this is sample JSON with replaced IDs "My_CRM_File": [ { "extn": "pdf", "is_Preview_Available": true, "download_Url":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT - USE ARROW KEYS OR MOUSE): As you can see from the screenshot above, there are modules concatenated with one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Creator: Assign an integration field value with an integration valuehttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

    name "Account"; Then I have a workflow on user input of the field to save this directly to the record; You would think the following would work: r_Details = myForm[ID == 1234567890123456789]; r_Details.Account = input.Account; But it will return the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    with the field link name as "Save_and_Close" (the field link name is important for the next step: CSS styling): Apply the following styling (this will depend on the theme you are using): .zc-Save_and_Close-group .decision-box-field label{ display:none...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho CRM: Get Unique Values of a Text Fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    m_Params.toString() connection: "joels_coql_connection" ]; // // output info r_Coql; But this returns something like the following (I've reduced the 200 records to about 6 of them): { "data": [ { "Currency": "EUR", "id": "123456789000000001" }, {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    the scopes: WorkDrive.files.ALL, WorkDrive.workspace.ALL Click on Create and Connect > Accept Get the Template ID The following snippet is a separate function to run (standalone) and will return to you the templates and the field references: r_Templates...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    say whether Daylight Savings Time is in effect for this timezone or not. So let's pretend we have a creator form wth the following fields: TZ Database Name (single-line) UTC Offset (single-line) UTC DST Offset (single-line) DST In Effect (boolean) With...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    for invoices and contacts. Category: Standalone Click on Create Give it the parameter: crmAPIRequest (string) Dump in the following code: // enter the webhooks key for your app (in Xero under Manage App > Webhooks) v_Webhook_Key =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    a certain point but didn't round up the numbers, in other words, it didn't remove the unnecessary zeros. Note that in the following regex, and if using Zoho Creator, you need to replace the double-backslash with a single backslash: v_Test1 = 12.300;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    info "Response of attempt to upload to Zoho Inventory:"; info r_UploadPhoto; You should get a response similar to the following: {"code":0,"message":"We've updated the item image. Nice one, by the way!"} Update 2024: Following Books Domain Upgrade // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    ZDK.Page.getField('Deployment_Rate_Log').setValue(json_Parsed); } // don't save record? return false; Note(s) Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    to the form whenever it is created or edited, on load of the form; I call mine "OnLoad". For Deluge Script, add the following: // // CSS overrides v_CssNotes = ""; // // this line hides the delete/cross icon next to each row v_CssNotes = v_CssNotes +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    + v_ImageURL; } } } return v_ImageURL; Function: fn_Settings_EmailSignatures Important: the following code will overwrite ALL signatures in the CRM. The email signature it will overwrite is the one held in ZohoCRM > Setup > Channels > Email > Email...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 61 - 80 of 283