ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

20 July 2022 and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants the email to be prefilled in the field as soon as a contact is selected. How?...

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

Zoho Deluge - Update Creator from CRMhttps://joellipman.com/articles/crm/zoho/zoho-deluge-update-creator-from-crm.html

18 February 2019 This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM. Why? I've also started this article to document an issue we encountered where our code was as per the documentation provided, and the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB

Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://joellipman.com/articles/crm/zoho/expecting-zc_subform_250-expression-found-collection.html

19 October 2020 I have used this task which contradicts documentation: In a custom function In an Action item in Report In a schedule workflow Source(s): Zoho Creator - Insert rows in Subform (via Deluge Script)

• 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 submitted even if tax at line item level is 0. Triggers when using REST API v2.1 When using the REST API (even v2.0), the workflow/approval/blueprint triggers will all run by default. Set this to an empty list [] to prevent/stop CRM triggers from...

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

Zoho Creator: Assign an integration field value with an integration valuehttps://joellipman.com/articles/crm/zoho/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

27 July 2021 .toLong(). Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the record; You would think the following would work: r_Details =...

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

Zoho CRM: Upload a Product Photo using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 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/" + v_CrmProductID +...

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

Zoho Creator: Copy Subform to other Subformshttps://joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

17 November 2021 to Saturday. The form I have looks something like the following: and displays as something like this: The code I create a workflow that when the decision box "Copy Monday to the Other Days" is clicked it runs the following deluge script: // only run if...

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

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

11 March 2022 hide Attachments.Document_Name; hide Attachments.Downloaded; Here's the code I use when a "Addition of a row" workflow is triggered on that subform. This makes sure I don't download it again and create a new Creator record to hold the same file but in a...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789;...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 oapis.com/creator/v2.1/data"+zoho.appuri+"report/"+v_ReportLinkName+"/"+v_RecordID+"/"+v_FileUploadFieldName+"/upload?skip_workflow=['all']"; info v_Endpoint; // // upload the file m_Params = Map(); m_Params.put("file", f_TestFile); // // this will work...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 + " " + m_Payload.toString() ] // // to cut even more time, we could store it directly in ZohoCRM and have a CRM workflow/automation forward it to Zoho Creator. m_WebhookLog = Map(); m_WebhookLog.put("Name","Shopify - Inventory Update - " +...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 of any errors with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 from eBay is sent to ZohoCRM (Market Deletion Webhook) Purpose: eBay Marketplace Account Deletion/Closure Notifications Workflow Inputs: String crmAPIRequest (Webhook) Outputs: JSON String crmAPIResponse Date Created: 2025-03-13 (Joel Lipman) - Initial...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 we need to copy over all the custom values to the new line items. How? This is about an hour's work doing it on a CRM workflow (save of record) but here we're going to do it in client script: Additionally, the line items will be sourced from the quote...

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