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Assuming found is required, the following 132 results were found.

  1. 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

    had this working with the 2 CNAME records though. Some providers say this will take between 24-48 hours but I have often found that after a few hours, the effects have been propagated. A test I like to do is open the command-line in MS-Windows or the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    only contains 1 line item and not a subform of line items. You could adapt the following to also loop through a subform found on each record but for this simple demonstration, we will assume that each record only has 1 item. void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    specified as "ID (Leave)"... this is the ID of the Leave form record. p_Dept as the name of the "Department"... this is found on the Employee form not the leave form. p_LeaveFrom this is the value of "From" on the "Leave" form. p_LeaveTill this is the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  4. Zoho Deluge: Convert Map to HTML Table without a FOR loophttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-map-to-html-table-without-a-for-loop.html

    1 Another Person 2 How? This is a bit of a dirty solution and as long as "id" is not your first column (because "id" can be found in names like "David") it will work. Assume a Map specified in deluge: l_Data = List(); m_Data = Map();...

    • 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

    you have to treat the field of type "File Upload" as an attachment despite it not being an attachment (or at least not found in the "Attachments" section of the CRM module). The Solution So as a quick overview, this is what I did: Create a ZohoCreator...

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

    Using an Auth'n'auth instead of Oauth? You will need this in the HTTP Headers. No password and no token: No XML or was found in XML Request.: Forgot to add the container RequesterCredentials in the request body. Unsupported API Call: The API call...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    Call_Start_Time to CRM format of yyyy-MM-ddTHH:mm:ss-05:00 or have you mapped the field twice? {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Call_Type","json_path":"$.data[0].Call_Type"},"message":"Empty Call Type","status":"error"} ok specify a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Creator: eBay: Get Item Transactionhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    GetItemTransactions Documentation: https://developer.ebay.com/devzone/xml/docs/Reference/eBay/GetItemTransactions.html */ v_Found = 0; v_Updated = 0; v_Page = 1; v_PerPage = 10; m_Output = Map(); r_Api = API_Integration[Connection_Name == "eBay API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. ZohoCRM: Template: not being able to edit a text boxhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-template-not-being-able-to-edit-a-text-box.html

    this issue but they couldn't work it out, then we thought of playing with the "inspect element" and when we saved it, we found this worked for us... Ticket closed!

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    = Map(); m_HtmlEntity.put("&","&"); m_HtmlEntity.put(" "," "); // // loop through each of the above replacing where found for each v_HtmlKey in m_HtmlEntity.keys() { v_StringToDecode = v_StringToDecode.replaceAll(v_HtmlKey,...

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

    record var v_ContactEmail = r_ContactDetails.Email; // check it isn't blank if (v_ContactEmail != "") { // display the found value in the field called "Vendor Contact Email" ZDK.Page.getField("Vendor_Contact_Email").setValue(v_ContactEmail); } } catch...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    this record. Cannot send this quote."; } return v_OutputMessage; Update: What is the URL to download the PDF in Zoho Books? Found this today so thought I'd add it to this article: Invoice:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    { if(!isnull(r_Result.get("id"))) { v_DealID = r_Result.get("id").toLong(); } } } // // if Deal ID is not zero, then it was found! if(v_DealID != 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,{"converted":"both","approved":"both"}); // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  14. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    must be a zip of the folder "Attachments" (with capitalized "A") and have no subfolders with all files in the root. File not found. Please check the attachment ID.: The Attachment ID column must contain the unique field names. File name column can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    another dataset which won't use a sub-query more than 2 levels deep. We're only displaying the maximum value alphabetically found in member status per contact per campaign (should be only 1?)

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  16. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  17. Zoho Creator: Sendmail a list of attachmentshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-send-mail-a-list-of-attachments.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. 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

    // if the product doesn't exist in Books (sync hasn't happened yet), then you'll need code here to create the item if not found r_SearchResults2 = zoho.books.getRecords("items",v_BooksOrgID,"zcrm_product_id=" + v_CrmProductID,"zbooks");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    a ton of if..then statements, I can feed these maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found that Shopify would intermittently remove our webhooks. This would make the entire synchronization of the system go out of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
Results 61 - 80 of 132