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Assuming should is required, the following 192 results were found.

  1. Zoho Deluge - Some Useful Regular Expressionshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-some-useful-regular-expressions.html

    // line feeds v_FormattedString = v_MyString.replaceAll("\f","",false); // form feeds // a regex that should work but doesn't v_FormattedString = v_MyString.replaceAll(("([\n\r])"),"",false); Split a string by a word: v_MyString = "PoshDavid Beckham";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge - Determine Quarter from Date with Fiscal Yearhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-quarter-from-date-with-fiscal-year.html

    This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month. Why? Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3... How? I'm showing...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  3. Zoho CRM/Creator - Common Errors & Gotchashttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    type :POST parameters:m_CreateRecord headers:m_Header ]; Solution: My endpoint was the same as a create/add record when it should be suffixed with the ID of the item to update: v_DataEndpoint =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Projects: Deluge to Submit Custom Fieldshttps://joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-deluge-to-submit-custom-fields.html

    name field). Note that in the below snippet, I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom = {"UDF_CHAR8":12345678901234567,"UDF_CHAR7":"Joel Lipman"}; m_Params = { "name": "My Happy...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  5. Zoho Creator: Add a subform while creating a recordhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html

    [...]) but it can be done all in one go. How? Here's a use case example which you will need to adapt to your own but It should do enough (spacing has been added for demo purposes and to make it clearer). In the below example, my form is called "Quotes"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. 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

    is "User input of a field" Choose Field "Save & Close" Name the workflow "OnSubmit_SaveClose" Add your deluge code that should: Validate the fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been entered...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Thank You!https://joellipman.com/component/content/article/thank-you.html?catid=50&Itemid=165

    been successfully submitted and is much appreciated. This filters through to an account which is checked regularly and you should get a quick response.

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  8. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    "zip": "Test Postal Code", "country": "Test Country" } } However, if you try forcing the billing or shipping address in you should get the following error: Please ensure that the shipping_address has less than 100 characters. How? If you get the above...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. Zoho CRM: Upload a Product Photo using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-upload-a-product-photo-using-deluge.html

    = invokeurl [ url: v_Endpoint2 type: POST files: r_CreatorPhoto connection: "joels_crm" ]; info r_CrmPhoto; } } The above should yield something like: /1234567890123_my_beautiful_face.jpg {"code":"SUCCESS","details":{},"message":"photo uploaded...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the address on the Lead record; use Zoho's GeoCode function to...

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

    of my code snippet above. > Save the CRM function. Click on "Save" on the Xero page Click on "Send 'Intent to receive'" You should get an OK status: Go back into your CRM function and edit the function to do what you need it to (eg. update a contact or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-setup-datasource-via-ftp-connection.html

    the left sidebar then click on "Add Data Sources" in the top right: Type FTP in the filter field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • 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

    to the first-line agents. Making this field read-only to first-line agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only (permission only to higher level) and 1 picklist as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    Refresh Token (Multi Line) Refresh Token Expiry (Date-Time) AuthToken (Multi Line) AuthToken Expiry (Date-Time) You should end up with something like this screenshot: * Some of these fields are unnecessary for this example but are used to accommodate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Creator: Radio group into Calendar Carouselhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    First of all, make sure you set up a form with the fields I mentioned earlier in the Creator form. Here's the code which should happen when the form containing this radio field loads up: // // initial CSS (hide element while it is styled) input.Form_Css...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. 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

    how to convert the CRM record into a PDF using a customer's template. // // initialize (this is code added to a button so should alert user if no email was specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678"; // // get the quote details...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased. I'm including the Purchase Order ID so that I can refer to it later for...

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

    is the appending of a row to the subform based on the start date (first field in the subform) match in which case it should re-add the row with an "End Date" specified (blank or not). console.log("Joel Lipman - 20221018 -------------------------"); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that you want (I select nearly all of them), and I'm going to call this one...

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

    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: *
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