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Assuming additional is required, the following 125 results were found.

  1. 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

    to add in this custom field per line item, but also requires a change to the other fields in the line item. There is an additional note that when using v2.1, you no longer post to the "Product_Details" key but to the respective module line item API name...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

    Question 0191 ª Feminine Ordinal 0170 º Masculine 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  3. Zoho Creator: Add a subform while creating a recordhttps://joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

    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: *
  4. 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

    = input.Account.toLong(); } else { //... code to create new record r_NewRecord = insert into [ = = = ]; } Done: Additional Remember that an integration field on the interface is returned as a string and needs to be converted to a number to be assigned,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    r_Contact.get("id").toLong(), m_UpdateContact); } return "Deleted " + v_CountDeleted + " of " + v_Count; Additional Notes As a preliminary measure, I deactivate any workflows in CRM that this process would affect. In the example above, all workflows...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

    { v_SalesPersonID = 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. 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

    ********************* 1975-01-07 07-Jan-1975 Tue, 7 Jan 1975 ********************* 1975-01-07 07-Jan-1975 Tue, 7 Jan 1975 Additional You would of course need to check that there is nothing wrong with the date that was submitted. Especially if it is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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

    then it means there was a change. If not then it is unlikely that any change was made. Instead, I need to add an additional field called "eTag_Title", check if the new MD5 is different, if it is then I proceed with the automations otherwise I stop it....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM: Get Unique Values of a Text Fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

    type :POST parameters:m_Params.toString() connection:"joels_coql_connection" ]; // // output info r_Coql; Additional If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Creator / Shopify: Get all Active Productshttps://joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

    retrieve 1970 active product IDs and their SKUs without erroring by going over the Zoho Deluge statement execution limit. Additional: See my other articles for integrating Shopify API with Zoho Creator: Zoho Deluge - Push Item to Shopify Zoho Creator -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    file" + v_Grammar + " to " + r_ContactRecord.get("Email") +". "; } // // return response to user return v_OutputMessage; Additional Change Name of file // // to generate and attach r_DownloadResponse =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    + " "); v_ResultInformation = v_ResultInformation.concat(" "); input.Note_BookedTimeSelection = v_ResultInformation; Additional: Daylight Savings Time Just to cover all aspects of this, I create a Zoho Creator form with the timezone names, their offset...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    Sunday, 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Analytics: Setup DataSource via FTP Connectionhttps://joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

    for 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: *
  15. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    v_Test8 = 12.000; info v_Test8.toString().replaceAll("^(^-?\d+\.\d*[1-9])(0+$)|(\.0+$)", "$1", false); // yields 12 Additional Note(s): You might ask why not use the built-in round() function? Well I admit that round() needs to be used for currencies....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

    Contrary to the documentation saying there are only the approved and converted values supported in additional parameters, I find the below works in CRM just fine: As of 2025, this method no longer works. Please refer to method 2 using a search API or a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

    + "\""); m_Output.put("status","error"); } } // // return response return m_Output; Click "Save" and Done! Yields: Additional Note(s): If the user's profile is blank, the rule will not apply to them. l_Disallowed = List(); l_Disallowed.add("Joel");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    dots Select the REST API Enable REST API Note the REST API function and you can now call it from wherever. Done Additional Caveat(s) This currently does one image from Zoho Inventory. I'll need to add to the code to retrieve the other photos from Zoho...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    ID" = t3."Sales Person ID" AND t3."MonthYear" = abs_month(invsopoitm."Invoice Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above but you may want to use the out-of-the-box modules instead:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    The Attachment ID column must contain the unique field names. File name column can contain names used on other records. Additional: Here's an AHK script I wrote that produces a GUI that takes an external file where column A contains the key/ID of the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 81 - 100 of 125

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