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Assuming value is required, the following 197 results were found.

  1. 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

    { if(!isnull(r_User.get("profile"))) { v_UserProfile = r_User.get("profile").get("name"); break; } } } } // // get field value that we want to check for v_LeadStatus = ""; if(!isnull(m_Webhook.get("record"))) { // // extract lead status v_LeadStatus =...

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

    { // get the ID from the lookup field called "Vendor Contact" var v_VendorContactID = ZDK.Page.getField('Vendor_Contact').getValue().id; // get the record details for this contact record (note this is ZDK.Apps.CRM but my syntax highlighter lowercases...

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

    files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. 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

    details and scope. Error(s) Encountered: {"code":"4401","message":"Unable to populate data, please check if mandatory value is entered correctly."}: Check your connection string. {"code":"9832","message":"Mandatory parameter(s) missing"}: Not sure why...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  5. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    you go or pay as you use. Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks) text-davinci-002 text-davinci-003...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  6. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    Deluge. If this works, we can increase the number of pages as well as the number of products per page: The GraphQL The key value to retrieve is "cursor"; we're also going to use "hasNextPage" to determine if we need to keep looping: {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    + ") for more info."; } Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks) text-davinci-002 text-davinci-003...

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

    can only use this in 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: *
  9. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    } c_Employee.Usual_Shift.insert(c_UsualShift); info "-------------"; } Yields something like: Error(s) Encountered Value is empty and '1234567000001234567' function cannot be applied: Possibly due to me trying to create and declare the subform before...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. 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

    the year the week is in. Weeks which overlap at the end/start of the year need to be observed. As per the documentation: dateValue = '29-Dec-2019'; info dateValue.toString("yyyy"); // returns 2019 dateValue = '29-Dec-2019'; info...

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

    A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  12. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    "Edit Arguments" and give it the same function name as method name, then I click under "Name" and enter p_TicketID with the value "Ticket Id" and click on "Done" Then I give it the following code: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  13. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    name of this contact (not sure why this returns both first and last) var v_ContactName = ZDK.Page.getField('Last_Name').getValue(); // get the email of this contact var v_ContactEmail = ZDK.Page.getField('Email').getValue(); // get the value of the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    = if(c_Quote.Unit_Price && c_Quote.Unit_Price > 0,v_CurrencyHtmlEntity + c_Quote.Unit_Price.round(2),"-"); v_PriceValue = if(c_Quote.Unit_Price && c_Quote.Unit_Price > 0,c_Quote.Unit_Price,0); v_PriceTotal = v_PriceValue * v_ThisQuantity; v_TotalPrice =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    to the default "View Estimate" button). Repeat this to place the decline button, ensuring you change the link's p_Intent value to Decline: // should be something like &p_Intent=Decline&p_QuoteRef=%EstimateNumber%&p_CxID=%CustomerID% When the end...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. ZohoCRM GetRelatedRecords INVALID_DATAhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    = 1; // // map to retrieve all records (to include approved and converted records, this needs to be specified as the query value) m_IgnoreRestrictions = Map(); m_IgnoreRestrictions.put("approved","both"); m_IgnoreRestrictions.put("converted","both"); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    to be copied over. The official documentation says to use remove() to remove a key from a map. In this case, the ID key and value pair. It would then tell me the list was null when I thought I was adding the map with the ID removed back into a list. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    - r_UpdateBooksInvoice.get("invoice").get("total"); m_ZB_Update = Map(); //m_ZB_Update.put("roundoff_value",v_TotalAdjustments); m_ZB_Update.put("adjustment",v_TotalAdjustments); m_ZB_Update.put("adjustment_description","Rounding Off"); r_ZB_Update =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  19. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    balance invoice with the deposit deducted. Because these line items have custom fields, we need to copy over all the custom values to the new line items. How? This is about an hour's work doing it on a CRM workflow (save of record) but here we're going...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    It was partly written by referring to documentation and using CoPilot or OpenAI ChatGPT for parsing the return value of the function (note that I have SCRIPT within the BODY tags and not in the HEAD): Loading... Please Wait... console.clear();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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