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Assuming could is required, the following 147 results were found.

  1. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    special characters. Improper Statement Error might be due to missing ';' at end of the line or incomplete expression This could be a missing semi-colon somewhere in your code OR that you have included either "content-type" in your invokeUrl (not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. AutoHotkey: App GUI Listview to Rename Fileshttps://joellipman.com/articles/automation/autohotkey/autohotkey-app-gui-listview-to-rename-files.html

    SelectedFolder , *%A_ScriptDir%, 0, Select a folder to scan... if (SelectedFolder != "") { ; remove trailing slash (could use RTrim instead) SelectedFolder := RegExReplace(SelectedFolder, "\\$") GuiControl, Text, SelectedDir, %SelectedFolder% } else...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: *
  4. Windows 10: Shortcut Apps to Settingshttps://joellipman.com/articles/microsoft/windows-os/windows-10-shortcut-apps-to-settings.html

    to enable/disable notifications. Why write this article when there's a perfectly ok post on the Microsoft website? Well I could bookmark that page or save myself a click... How? To test any of the following, type the windows key and select "Run..." ( +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  5. Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

    ampersand with a backslash or url encoding to %26 wasn't working for me. I spent several hours trying to write a script that could search for the existing records by company name. The issue is that if you use zoho.crm.searchRecords() this will work fine...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://joellipman.com/articles/crm/zoho/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

    automatically get removed on Save/Update of the page. The following uses the built-in functionality of Zoho Creator and could be seen as a 'Pure CSS' feature. I'm aiming to make a list of capabilities that can be done without loading another framework...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: Create a Widget which uses JavaScripthttps://joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

    enter the details of your widget: Name: to whatever you want Hosting: I select “Internal” though the benefits of “External” could be for development updates (untested). Widget File: upload the ZIP file from your dist folder. Index File: put here the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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

    Download (type: File upload) Create a connection in the Creator app with the scope: ZohoCRM.modules.ALL (potentially you could try just using ZohoCRM.modules.Attachments.READ but at this point I couldn't be asked). Then publish the report of this form...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    in the end only going through various forums and documentation, I found a solution which worked for me. Note that usually I could customize the receiving PHP script to receive a JSON request and process it that way but my usage was to send data to a...

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

    headers: m_Header parameters:m_Data.toString() ]; when you should have done this (note that a list is submitted to data / could use .toJSONList()): l_Records = List(); l_Records.add(m_RecordData); m_Data = Map(); m_Data.put("data",l_Records);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM REST API: Stop Workflow from Triggeringhttps://joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

    of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list []. So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

    Shopify webhook. One alternative that is proposed below is that we are going to use a CRM REST API function which arguably could write directly to the Creator record, parsing the JSON webhook response beforehand. 1. Set up the Creator form Log-in to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    that the process doesn't repeat on records that have already 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://joellipman.com/articles/crm/zoho/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

    Replace all commas in between a pair of double-quotes: Well I couldn't find a single regex that can do this in one go but by applying the same regex to the same value (line 29), solved this for the sample data. If you are expecting a 3rd comma in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    all without having to speak to someone from eBay. Done! Error(s) Encountered 22112 - Missing property name or event type: Could have been many things. For me it was because I was submitting an EventType in the EventProperty container and the fix was not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    ID numbers. How? Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once, store them as a map on your function if you don't want to use up these 2 every time your sales team push a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. 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

    Get Image Uploaded in Creator Form which has one method of getting a public link. My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    v_NextWorkingDay = v_NextWorkingDay.addDay(1); } And if I were to skip Saturdays and Sundays, I could reduce the latter to: l_AppointmentDates = List(); v_GivenDate = '2022-07-21'; l_NumberOfDays = {1,2,3,4,5,6,7}; v_NextWorkingDay = v_GivenDate; for...

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

    changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than a bidirectional form as in this example, the parent...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 101 - 120 of 147

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