Search - Joel Lipman .Com

21. ZohoCRM: Template: not being able to edit a text box: / Zoho /; What? This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...; Created on 25 January 2022
22. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
23. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... (with different v_Webhook_Key). If it still doesn't work then try solution #2: using a third-party server detailed further in this article. Solution #2: Using Third-Party Server If this doesn't work ...; Created on 10 January 2022
24. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
25. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails ...; Created on 18 November 2021
26. Zoho Creator: Copy Subform to other Subforms: / Zoho /; ... in a subform called "Mondays" then to click a button which copies it to the remaining working days. How? So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. ...; Created on 17 November 2021
27. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field: / Zoho /; ... + "-" + r_LeadDetails.get("Created_Time").subString(5,7) + "-" + r_LeadDetails.get("Created_Time").subString(8,10); // // parse date into yyyy-MM-dd (using toString - often works) v_LeadCreatedDate = ...; Created on 11 November 2021
28. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on. How? We're going to get today's date, then use ...; Created on 02 November 2021
29. Zoho Creator: Change Radio into Tabs: / Zoho /; ... to be changed as well to the new name and follow the syntax .zc-NewName-group{}]. What I have (Original) I want to run some deluge (snippets below) every time the form loads, so I Go to Workflows ...; Created on 22 October 2021
30. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. ...; Created on 21 October 2021
31. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... held in v_ListingPublishKey and lastly, my datacenter is .COM: URL Syntax #1 // works in eBay v_ImageSrc = "https://creator.zoho.com/file" + zoho.appuri + "Portal_Listing_Report/" + input.ID + "/Main_Photo/image-download/" ...; Created on 17 October 2021
32. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... The advantage of working in a team of Zoho developers, is that "two heads are better than one" does apply more than we think. A colleague of mine suggested adding a group by to the query which works ...; Created on 08 October 2021
33. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... set the param name to file (this is important) r_CreatorPhoto.setParamName("file"); // // upload the photo to CRM (and prevent workflows from running) v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" ...; Created on 27 September 2021
34. Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestamps: / Zoho /; ... correction: I want to specify a from datetime v_NowTime = '2021-09-21 21:27:15'; // // now specify a to datetime (we're doing a working day so we add 1 business day) v_NextTime = zoho.currentdate.addBusinessDay(1).toString("yyyy-MM-dd ...; Created on 21 September 2021
35. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... notification preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications" process worked. void API.fn_eBayQuery_GetNotificationPreferences() { /* ...; Created on 20 September 2021
36. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... have workflows triggered from many deltas/changes. Why? Some clients have referred to this as the "spinning circle of death": they load up a Creator application or change a field and there will be ...; Created on 19 September 2021
37. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name): / Zoho /; ... Click on the settings cog icon in the top right corner Navigate to the appropriate workspace Click on Registration Form Configure the field for Guest Users Hover over "Name" and click on the ...; Created on 01 September 2021
38. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines): / Zoho /; ... to parse the data in the appropriate columns was not working as expected. How? The quick answer is a regex that will replace any commas between two quotes with a custom string, to be exact: v_FormattedData ...; Created on 26 August 2021
39. ZohoCRM: Process all records of a module: / Zoho /; ... been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I have ...; Created on 24 August 2021
40. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... how to do this and it takes about an hour to go through the documentation and get a working solution. How? So the article below shows how to do this Zoho CRM and how to do it in Zoho Books... ...; Created on 30 July 2021