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 of the invoice record: v_Index = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map(); r_InvoiceDetails = zoho.crm.getRecordById("Invoices",p_InvoiceID); for each r_ProductLineItem in r_InvoiceDetails.get("Product_Details") {...

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

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

10 March 2020 to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time. How? Through sweat and perseverance. The trick is to...

• 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 This is a quick article to template some 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...

• 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 in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom fields in your line items, alongside...

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

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source, the Zoho deluge .toList() fails the function if the .get is an out-of-bounds and the .toDate() or .toString() fall apart with an...

• 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 Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's...

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields...

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

Zoho Creator: Change Radio into Tabshttps://joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide. First, let's add a Notes field to the Creator form, I'm calling mine Note_CSS, then I have added a...

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

Zoho CRM: Schedule a Task: Timesheet Reminderhttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

02 December 2021 at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given it the following scopes: ZohoCRM.modules.ALL ZohoCRM.users.READ ZohoCRM.coql.READ // // set to the number of hours minus the ones to be logged on Friday (40...

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

Zoho Creator: Embed Forms/Reports on a Pagehttps://joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...

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

Zoho Deluge: Generate a loop or list of any sizehttps://joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

21 October 2022 This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any...

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

Zoho Deluge: Proper Case for Nameshttps://joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they...

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

Zoho Deluge: Convert Hex to RGBhttps://joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

11 October 2024 A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some point as an input but at the time of print, this hasn't...

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

Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 An article on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication...

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

Zoho Deluge - Regex to Strip all non-numeric charactershttps://joellipman.com/articles/crm/zoho/zoho-deluge-regex-to-strip-all-non-numeric-characters.html

25 March 2019 = "Credit Note - 30 Days"; // we want the 30 from the above string How? I'm aware of the getAlphaNumeric() function in Zoho and I can remove the letters with removeAllAlpha(): v_PaymentTermsAlphaNum = v_PaymentTerms.getAlphaNumeric(); // yields...

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

Zoho Deluge - Get User Timezone, Country and Locationhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-user-timezone-country-and-location.html

03 June 2019 and working... The quickest I found [limit 1000 per day | Incorrect Location]: v_Url = "http://api.db-ip.com/v2/free/"+ zoho.ipaddress; v_Response = getUrl( v_Url ); Returns something like: { "ipAddress": "147.188.254.175", "continentCode": "EU",...

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

Zoho Deluge - Pad with leading Zeroshttps://joellipman.com/articles/crm/zoho/zoho-deluge-pad-with-leading-zeros.html

07 February 2020 writing a whole page for this is probably unwarranted so I may rename this article later to common things I need to do in Zoho Deluge. How? So going through the forums you may find the following example: string padWithLeadingZeros(int finalStringLength,...

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

Zoho Projects: Deluge to Submit Custom Fieldshttps://joellipman.com/articles/crm/zoho/zoho-projects-deluge-to-submit-custom-fields.html

17 June 2021 not a sample request packaged to be sent. How? Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines...

• 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 This is a quick article on generating a file with the Zoho Deluge function .toFile() and uploading it to a file upload field within Zoho Creator. Why? The use-case here is that we want a file to be hosted within Zoho Creator for use by a JS widget that...

• 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 but in this case it is the rate that gets rounded. The numbers at the end still need to match what's in CRM and with ZohoBooks rounding differently can make cent/penny errors into 100s of dollar/pound errors. Zoho CRM has a fun way of rounding which...

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