Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://joellipman.com/articles/crm/zoho/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

20 April 2020 } m_CrmFields.put("My_MultiPicklist",l_ProductCategories.toString()); // Yields: SUCCESS: Note the "," will display as a comma in both Creator and CRM.

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

Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date Stringhttps://joellipman.com/articles/crm/zoho/zoho-deluge-convert-xero-date-unix-timestamp-to-standard-date-string.html

04 May 2020 So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in...

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

AutoHotkey: Get Media Information and Displayhttps://joellipman.com/articles/automation/autohotkey/autohotkey-get-media-information-and-display.html

07 August 2020 , "System.Video.Orientation" , "System.Video.VerticalAspectRatio" ) MsgBox % a_MediaObject["System.Media.Duration"] // note this returns in 100ns units (= 100 nanoseconds) as per Microsoft Docs. 100ns Units So the following snippet of code will convert...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 https://dre.zoho.in/delugeauth/callback Click on "Create" You will be issued a Client ID and Client Secret, make a note of these or leave this window to copy&paste into the next step. Setting up the Oauth Connector So return to your Zoho Books instance...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 be the name of your Creator application) Select namespace (if following this example, it will be "Default") Select function (note that only functions that can receive a list/form object are listed here) The argument name should be disabled/read-only,...

• 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 v_ThisFileName + " (" + v_ThisFileSize + ")"; } } // v_ThisHtmlLink can be displayed on a page as a link or you can put in a Note Field for the user to download just by clicking it. Additional: Why not set a scheduled task on the expiry date/time to...

• 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 me several days and 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...

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

Zoho Creator: Add a subform while creating a recordhttps://joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 Billing_Address.country=v_AddressCountry Line_Items=c_LineItems ]; From the documentation Additional Note that any bidirectional relation field that exists will be prepopulated using the method above. Clear subform of all its rows: input..clear();...

• 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 Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and some data formatting that I tend to use regularly for my...

• 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 back to a comma when encountered. It will also replace any new lines found between two double-quotes with a single space (note how I've added a new line in the third row in the sample data): // generate a sample CSV file v_DataCSV = "1,Joel Lipman,Kings...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 = r_SalesPerson.get("salesperson_id"); break; } } m_CreateSO.put("salesperson_id",v_SalesPersonID); } Additional Note(s): Scope(s) required: for the connection I think it was ZohoBooks.settings.READ for the sales persons and then ZohoCRM.modules.all for...

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

Zoho CRM: Standard Setup for Tax Rateshttps://joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 available to be ticked, the same popup will appear if you click on the edit icon in the header "Tax" (applies to subtotal). Note: If you do not do the second section as per this article, even having customized the tax rates, when selecting a product...

• 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 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 workflows every time we want to tweak the...

• 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 An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would...

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

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

24 September 2021 A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...

• 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 to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay Listings. You will note that I use the access token function (one that regenerates an access token or reuses if not expired). Thereafter, I use the...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 the fields using the dot syntax, add these to a list, and then submit as the subform name, like in the following example (note I have applied a regex to use US/UK numbering format with 2 decimals and thousandth separator, eg. 1,000.00):...

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

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 info v_NextDay.toString("EEEE dd-MMM-yy"); // // yields: // Saturday 30-Oct-21 // Monday 01-Nov-21 // Tuesday 02-Nov-21 Note that Sunday is day 1 of the week. Saturday is day 7 of the week. Here's the English ordinal bit I used: m_Ordinals =...

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

Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

07 December 2021 2021-10-31 01:00 Start Date (Next Year): Sunday, 2022-03-27 01:00 End Date (Next Year): Sunday, 2022-10-30 01:00 Additional Note(s): This has not been tested extensively. Do not use if you are unsure it is calculating correctly. I use these to store the...

• 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 the import to automatically download the data file regularly: After all that you will be shown your data table: Additional Note(s): Here are some notes & settings you may need on your quest to setup Zoho Analytics FTP Data Sources: Zoho Analytics IP...

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