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21. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... and attach the file. First Create a CRM connection I'm going to create a Zoho OAuth connection with open scopes just to get a working example; I can then reduce the scopes permissions afterwards ...; Created on 21 October 2021
22. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... + v_ListingPublishKey + "/" + v_Filename; URL Syntax #4 The following won't work for the example below as it doesn't have the publish/public key, but it can be used internally: // DOESN'T WORK ...; Created on 17 October 2021
23. Zoho Creator / eBay: Get all Active Products: / Zoho /; ... 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 ...; Created on 13 October 2021
24. Zoho Creator / Shopify: Get all Active Products: / Zoho /; ... your shopify details v_ClientID = ""; v_ClientSecret = ""; v_ShopID = "example.myshopify.com"; v_ShopifyURL = "https://" + v_ClientID + ":" + v_ClientSecret + "@" + v_ShopID; v_ShopifyApiVersion ...; Created on 12 October 2021
25. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... US DC v_Endpoint = "https://books.zoho.eu/api/v3/salesorders/"+v_SalesOrderID+"/address/shipping?organization_id=" + v_BooksOrgID; // saw this in the documentation example so will hopefully do what ...; Created on 22 September 2021
26. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows ...; Created on 19 September 2021
27. Zoho Deluge: Push a value to a datetime field in CRM: / Zoho /; ... some formatting examples: Creator to CRM: v_CreatorTime = zoho.currenttime.toTime(); v_CrmTime = v_CreatorTime.toString("yyyy-MM-dd'T'HH:mm:ss") + v_CreatorTime.toString("Z").subString(0,3) + ":" ...; Created on 10 September 2021
28. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID); // // ...; Created on 01 September 2021
29. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines): / Zoho /; ... might want to consider that not all new lines/line breaks/carriage returns are at the end of a line.... for example, maybe your CSV contains multi-line fields; eg. where address street is on a different ...; Created on 26 August 2021
30. ZohoCRM: Process all records of a module: / Zoho /; ... Additional Notes As a preliminary measure, I deactivate any workflows in CRM that this process would affect. In the example above, all workflows relating to the Contacts and Leads module. Lastly, ...; Created on 24 August 2021
31. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will ...; Created on 30 July 2021
32. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; ... an example showing how you can get all results irrespective of whether they are converted or approved: response = zoho.crm.searchRecords("Quotes", "(Ref:equals:QU-00001)",1,200,); Done. Ta daa! ...; Created on 29 July 2021
33. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... Add your deluge code that should: Validate the fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been entered l_Errors = List(); if(isnull(input.Record_Name)) { l_Errors.add("- ...; Created on 27 July 2021
34. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... integration from Zoho Creator to Shopify API. Why? In this example, we want a webhook that whenever an order is made in Shopify, it tells our Zoho Creator app. Note that at the time of this article, ...; Created on 15 July 2021
35. Zoho Creator: Add a subform while creating a record: / Zoho /; ... 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 ...; Created on 14 July 2021
36. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; What? A super quick article to demonstrate an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather ...; Created on 17 June 2021
37. Windows OS: Alt Codes / Symbols / Special Characters: / Windows OS /; .joellipman-alt-code-table{ width:100%; max-width:400px; margin:0 auto; border:1px; } .joellipman-alt-code-table td:first-child{ width:40px; } .joellipman-alt-code-table td:nth-child(2){ width:300px; } What? ...; Created on 03 June 2021
38. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... Why? At time of print, Zoho had recently introduced the ability to have custom fields in your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have ...; Created on 17 May 2021
39. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... backend code, Zoho refer to Issues as "Bugs". Why? At time of this article (Apr-2021), we could not find a working example that could allow us to do this. I have provided some links at the end of ...; Created on 30 April 2021
40. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; What? This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module ...; Created on 28 April 2021