Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

20 August 2019 want this to be zero, you need to pass the option of tax as zero and remove all other options. Take the following code for example, this will add 20% tax to the overall Tax on this record (where p_QuoteID is the ID of the quote): // init Map...

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

Zoho Deluge - Modify the product line items in an invoice modulehttps://joellipman.com/articles/crm/zoho/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

22 August 2019 the trick is to remove the existing ID of the line item and posting the map back to the record. In the following example, we are swapping out the product "123456789012345678" with the product "987654321098765432" and p_InvoiceID is the ID of the invoice...

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

Zoho CRM/Creator - Common Errors & Gotchashttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 headers:m_Header ]; Problem: Value is empty and 'get' function cannot be applied Following a post similar to the above example by InvokeURL and then getting a JSON response back, the response does not seem to be read as a map: r_Response = invokeurl [...

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

Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 > Connections Click on Get Started / Add New Connection Click on the "Zoho OAuth" icon Enter a Connection name (for this example I will call it "CRM API v2") Select the appropriate scope(s): ZohoCRM.coql.READ Required!...

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

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

22 October 2020 loading another framework considering that Zoho Creator has their own version of Bootstrap and jQuery. This is the first example I have where you would want dynamic content in a Zoho Creator page without the use of JavaScript or 'Widgets JS'. How? Here...

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

Zoho Deluge: Sort a Map by a specific fieldhttps://joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

29 January 2021 code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this functionality exists in reports but I want to...

• 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 CRM module). The Solution So as a quick overview, this is what I did: Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and some other fields Owner Email (type: Email) FIle Name (type: Single Line) File Ref...

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

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

03 February 2021 documenting how to send a Zoho Deluge Map request to an API which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays...

• 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 Ordinal 0186 « Left angle quote 0171 » Right angle quote 0187 Additional "Alt Codes" can also be used in HTML. For example the British Pound sign (£) can be typed by holding the ALT key and entering 0163. In HTML, the numeric entity that will display a...

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

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 "OnSubmit_SaveClose" 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("- Record...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 Comparing both records JSON and finding the $converted system field is different. Checking the Zoho documentation for an example showing how you can get all results irrespective of whether they are converted or approved: response =...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 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... 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....

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

ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 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, I'm usually asked to update all records and there are at...

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

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

26 August 2021 "\n", then you 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 line to address city but in the...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 this (if it is a lookup to a module - only returns as string), 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 =...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 we don't want large amounts of code to be copied 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...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 + v_BooksOrgID; // saw this in the documentation example so will hopefully do what it says m_ShippingAddress.put("is_one_off_address",true); m_ShippingAddress.put("is_update_customer",false); // send the request via API (change connection name to your...

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

Zoho Creator / eBay: Get all Active Productshttps://joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 Why? The use-case was that 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...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 Solution #2: Using Third-Party Server If this doesn't work, you will need to consider using a third-party server (my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 specify whether first row are headers/column/field names. If necessary, specify the format of the data per column (in this example, I highlight the Date column, it then prompted me what format this is in, eg. dd/MM/yyyy): You will then be shown a...

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