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  1. 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

    // m_CreateQuote = Map(); m_CreateQuote.put("Subject","My Test Quote"); m_CreateQuote.put("Product_Details",l_CrmLineItems); Which when converted and sent in JSON would look something like the following request: { "Subject": "My Test Quote",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Deluge: Zoho Bookings Get Available Slotshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-zoho-bookings-get-available-slots.html

    Zoho Bookings instance from within Creator. This one focuses on getting the available slots. Why? This is for a Creator app which had a form to allow customers to make a booking based on the configuration and appointments in a ZohoBookings instance....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. 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

    and then add the subform afterwards (insert into [...]) 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)....

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

    This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    How? The quick answer is buried in Zoho documentation and due to the searchRecords function requiring it's 5th parameter which defaults to "not converted" records: =zoho.crm.searchRecords(,,,,,); The solution: The long answer/investigation is getting a...

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

    (string) Give it the following code, though you will need to replace the AppOwner, AppName, FormName and connection name (which has scopes "ZohoCreator.form.CREATE" and "ZohoCreator.report.CREATE") v_AppOwner = "myCreatorAppOwner"; v_AppName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestampshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-calculate-days,-hours,-minutes,-seconds-between-two-timestamps.html

    here's one in Zoho Deluge. How? We're going to make use of the .toLong() function applied to a datetime datatype variable which will return the Unix seconds. // the now time v_NowTime = zoho.currenttime; // // correction: I want to specify a from...

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

    part I struggled on was uploading it to CRM. I want to update the photo in the CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment but to file. We then use another invokeUrl...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-display-sales-order-shipping-address-on-package-slip.html

    while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had: ${CONTACT.CONTACT_DISPLAYNAME} ${CONTACT.CONTACT_ADDRESS}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  10. Zoho Creator / eBay: Get all Active Productshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-all-active-products.html

    I wanted to retrieve a list of all the listed active products in a fixed price item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype. How? I'm not...

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

    add to this article if I encounter any. This is simply how I fixed this error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // select a bunch of creator...

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

    So I'm going to cheat, by setting up a PHP script on a server we own to return a 200 status: Have a hosting server ready which has SSL installed. Add a PHP script with the following code (change the webhooks key to your own - and REST API function URL):

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

    the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following...

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

    = v_HtmlEntityNames.toList(); l_HtmlEntityChars = v_HtmlEntityChars.toList(); // // add these exceptions (quotes) which wouldn't convert to a list l_HtmlEntityNames.add("quo"); l_HtmlEntityNames.add("apos"); l_HtmlEntityChars.add("\"");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho Inventory: Mark a package slip as delivered and shippedhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    the sales order to an invoice and created a package slip for it. The invoice was then sent (payment=unpaid). Not sure which fixed this. {"code": 4,"message": "Invalid value passed for JSONString"}: Quick fix by settings the parameters in the invokeUrl...

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

    the email to be prefilled in the field as soon as a contact is selected. How? This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a formula field to retrieve a field from...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    upddated" but "When any selected field is updated" and then selecting the fields "Status", "Balance", and "Notes". (not sure which one fixed it but I now add all three): Error(s): Workflow did not trigger and did not receive even the email included in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. 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

    record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. 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

    Started Fill out the client ID and client secret along with the Grant Code Click the button and you will get a refresh token which you can copy for the next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
Results 201 - 220 of 339