Zoho Creator: info/alert/modal/popup notification for any userhttps://joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 parameter, such as: openUrl("#Form:My_Confirmation_Popup?zc_Header=false","popup window","height=144,width=555"); The reason being, is that the top solution offers a very generic popup box that can be quickly modified with content/text and the popup...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 But that is incorrect, apparently you have to treat the field of type "File Upload" as an attachment despite it not being an attachment (or at least not found in the "Attachments" section of the CRM module). The Solution So as a quick overview, this is...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 within the line items subform. Here I'm adding the parameters to ensure we get CRM records that are also pending approval or being converted. m_Params = Map(); m_Params.put("approved","both"); m_Params.put("converted","both"); r_InvoiceDetails =...

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

Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

03 June 2021 article to demonstrate how to type special characters not found on your keyboard or on a Qwerty UK/US keyboard layout. Why? Being able to type international characters from other alphabets is necessary when dealing with languages other than English....

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, all pretty much useless to me. Well the "for some reason" turned out to be because my detail view on the report...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 the image. Why? I've got some other articles on handling images in Zoho Creator (see "Sources" below), the most relevant one being my article Zoho Deluge: Get Image Uploaded in Creator Form which has one method of getting a public link. My use-case...

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

Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 Lead. How? It sounds straightforward: schedule a call using the GUI then write a test function to check the JSON that is being returned for API names... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 10am. How? So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 time "1 hour before". Condition 1: rule is applied to all calls Action is the function below with the parameter "p_CallID" being the Calls - Call ID value. // r_CallDetails = zoho.crm.getRecordById("Calls",p_CallID); // // using the account SID you...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 (RTX 3060) can only support up to 4 monitors no matter what configuration of ports I tried. I found a comment in a forum of being able to use both the Graphics Card and OnBoard Motherboard port at the same time, something last I built a PC was not...

• Type: Article
• Author: Joel Lipman
• Category: Articles
• Language: *

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 time is "Everytime" Actions is a custom function called "fn_invoice_updatepaymentmethod" But this wouldn't work despite being as per the documentation (see sources below). Here's the code for our function; note it is within ZohoBooks and not...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether. I had to break this down into several queries to generate the...

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

ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 penultimate step of the migration where you watch another but different progress animation which is possibly all your data being mapped, associated, and imported... I personally had to refresh the screen a few times after about 10k records as the...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 An article to resolve my frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products. Why? Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttps://joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 Note(s): This was done in ZohoCreator which was showing a timezone of -0700 or PDT irrespective of the settings in the app being set to GMT.

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

Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 File is generated FIle is attached to the last record of the source data File identifying number is returned from being attached File is opened in a new tab/window to trigger downloading. File is deleted from attachments based on its identifying number...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 in ZohoDesk rather than on Ticket Edit) and creates a row in a ZohoCreator report instead of ZohoAnalytics. The reason being is that the client needed to export the report and send it to suppliers; in ZohoAnalytics, the photos will not display (they...

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

ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 Set Mandatory FIelds > and select "Email" Caveat(s) You will get a warning that you are selecting a field that is already being used in a rule. Seems that I can't select the same field in a third layout rule... Easy without coding and probably everyone...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 Zoho CRM has a fun way of rounding which differs to Zoho Books so when pushing an invoice, there's a strong chance of being a cent/penny off. Let's take the following example of an item with a list price of 12345.545: ZohoCRM Line Item ZohoBooks Line...

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