Zohohttps://joellipman.com/articles/crm/zoho.html

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Zoho Deluge - Counting in a Map dataTypehttps://joellipman.com/articles/crm/zoho/zoho-deluge-counting-in-a-map.html

02 September 2019 What? A quick article on how to count within a map. I didn't have too much difficulty getting this to work and I'm not sure if there are better ways of counting so I'm documenting it to see if I can refine the code or find a some short codes that will...

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

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 What? A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to...

• 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 What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below...

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

Zoho Deluge: Convert Map to HTML Table without a FOR loophttps://joellipman.com/articles/crm/zoho/zoho-deluge-convert-map-to-html-table-without-a-for-loop.html

11 January 2021 What? A very quick article on converting a Map string into a HTML table without using a for each loop. Why? I have quite a big response from our CRM that hits a statement execution limit if I use a for loop. I have a map with 3 columns: first_name,...

• 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 What? This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 What? This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their...

• 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 What? A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of...

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

Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

17 November 2021 What? Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception,...

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

Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's...

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

Zoho Deluge - Get Full Day Namehttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-full-day-name.html

08 November 2018 What? This is a very quick note with the code to retrieve the full day name from a date (eg. "Monday"). Why? If I use the toString() function to get the day, it only returns the first 3 letters of the day (eg. "Mon"). My_Date = today; Day_Name =...

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

Zoho Inventory Template Issue: First Page is Blankhttps://joellipman.com/articles/crm/zoho/zoho-inventory-template-issue-first-page-is-blank.html

15 November 2018 What? So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page,...

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

Zoho Deluge: Check Time Booking Slotshttps://joellipman.com/articles/crm/zoho/zoho-deluge-check-time-booking-slots.html

05 December 2018 What? Just wanted a note to get in my head the logic if checking a requested time slot isn't a double-booking (as in, the time slot doesn't overlap a previous booking. How? Given a date/time and a duration, we will work out the requested start and end...

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

Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://joellipman.com/articles/crm/zoho/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

28 June 2019 What? A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for...

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

Zoho Deluge: Convert Map to URL Parametershttps://joellipman.com/articles/crm/zoho/zoho-deluge-convert-map-to-url-parameters.html

09 March 2020 What? A quick article on converting a Map (associative array with keys and values) into a URL string to pass as URL parameters. How? Let's first define a map: m_Payload = Map(); m_Payload.put("client_id","my-unique-client-id");...

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

ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 listed in a client's eBay store; we want to get the stock level and then use this data to synchronize with data held in Zoho Inventory... How? So we're going to use a ZohoCRM function to get this file which we can run on demand. Why not in Zoho...

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

ZohoBooks: Stripe Terminal Integrationhttps://joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter or on the phone. They bring up the invoie in ZohoBooks, click on...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...

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

Xero API: Send Multiple Invoiceshttps://joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5 concurrent connections...

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