Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 = false; v_EstimateID = "-"; v_OrgId = "123456789"; v_Output = "Unable to process request"; // // evaluate v_Intent = ifnull(input.p_Intent,"-"); v_QuoteRef = ifnull(input.p_QuoteRef,"-"); v_CustomerID = ifnull(input.p_CxID,"-"); // // Search ZohoBooks...

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

Zoho Deluge: Search Records with Special Characters (COQL)https://joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 connection:"crm_api_v2" ]; // // retrieve results if(!isNull(r_Coql.get("info"))) { v_MatchedCount = ifnull(r_Coql.get("info").get("count"),0); } if(!isNull(r_Coql.get("data"))) { v_MatchedAccountID = ifnull(r_Coql.get("data").get(0).get("id"),0); }...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 */ // // declare v_TotalClashes = 0; v_TotalDeptEmployees = 0; v_OutputMessage = ""; // // get record details v_RequestId = ifnull(p_RequestID,0).toLong(); v_DeptName = ifnull(p_Dept,""); v_GivenDateFrom = p_LeaveFrom; v_GivenDateTill = p_LeaveTill;...

• 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 Documentation: https://developer.ebay.com/devzone/xml/docs/reference/ebay/getmyebayselling.html */ v_Page = ifnull(p_Page,1); v_PerPage = ifnull(p_PerPage,200); m_Output = Map(); r_Api = API_Integration[Connection_Name == "eBay API (Production)"];...

• 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 { for each r_User in r_Users.get("users") { // loop through active users if(r_User.get("status") == "active") { v_Email = ifnull(r_User.get("email"),""); v_LastName = ifnull(r_User.get("last_name"),""); // // single out this person (can be removed after...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 m_Header.put("X-Shopify-Access-Token", v_AccessToken); // // graphql v_SearchSKU = ifnull(p_SKU,""); v_GraphQl = "{ productVariants(first: 1, query: \"sku:'"+v_SearchSKU+"'\") { edges { node { id price sku title barcode inventoryItem { id } product { id...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 (??? - ???) - ******************************************************************************* */ v_CandidateZohoID = ifnull(p_CandidateID,0); r_Associated = invokeurl [ url :"https://recruit.zoho.com/recruit/v2/Candidates/" + v_CandidateZohoID +...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 ChatGPT to build on: // // initialize m_Response = Map(); v_Message = message.trim(); l_Messages = List(); v_ChatID = ifnull(chat.getJSON("id"),0); // // get conversations from last 10 minutes v_MinutesAgo = 10; v_FromTime =...

• 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 r_ContactDetails = zoho.crm.getRecordById("Contacts",v_ContactID); v_ContactNumber = ifnull(r_ContactDetails.get("Mobile"),r_ContactDetails.get("Phone")); } // // ---------------------- QUOTE DATES ----------------------...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 For: Quote Date: Quote By: Item Description Quantity Unit Price Unit Discount 0) { v_LineItemTotal = 0.00; v_ThisQuantity = ifnull(c_Quote.Quantity,1).toLong(); v_TotalQuantity = v_TotalQuantity + v_ThisQuantity; // v_PriceDisplay =...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 type :GET parameters:m_Config headers:m_Header connection:"my_analytics_connection" ]; // // parse response l_DataRows = ifnull(r_PurchaseOrders.get("data"),List()); // // build up related list header row l_HeaderColumns = List();...

• 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 :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_UniqueProducts = ifnull(r_CoqlUniqueProducts.get("data"),List()); for each m_Product in l_UniqueProducts { l_DebugNotes = List(); v_CountUnique =...

• 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 so if we went with the Regex to truncate, we would need to get rid of the excess escaping backslashes: v_ListPrice = ifnull(m_ZCrm_LineItem.get("List_Price"),0); m_ZBooks_LineItem.put("rate",v_ListPrice.toString().replaceAll("^(\d+\.\d{2})\d*$", "$1",...

• 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 type :GET connection:"j_crm" ]; // // should only be 1 record but respecting JSON data structure and parse l_Datas = ifnull(r_QuoteDetails.get("data"),Map()); for each m_Data in l_Datas { l_QuotedItems = ifnull(m_Data.get("Quoted_Items"),List()); break;...

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

Zoho Deluge - Get Current User IDhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-current-user-id.html

08 April 2019 // get current user id m_UserTypes = Map(); r_Response = zoho.crm.invokeConnector("crm.getusers",m_UserTypes); l_Users = ifnull(r_Response.get("response").get("users"), {}); v_CurrentUserID=0; for each r_User in l_Users {...

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

Zoho Deluge - Get English Ordinalhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-english-ordinal.html

08 November 2018 the following: v_GivenDate = '2021-09-21'; m_Ordinals = {1:"st",21:"st",31:"st",2:"nd",22:"nd",3:"rd",23:"rd"}; v_Ordinal = ifnull(m_Ordinals.get(v_GivenDate.toString("d").toLong()),"th"); info v_Ordinal; // yields st

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

Zoho Deluge - InvokeConnector and useful snippetshttps://joellipman.com/articles/crm/zoho/zoho-deluge-invokeconnector-and-useful-snippets.html

23 January 2020 a specific user: r_ZohoResponse = zoho.crm.getRecordById("users",r_DealDetails.get("Owner").get("id")); l_MatchingUsers = ifnull(r_ZohoResponse.get("users"),{}); for each r_UserDetails in l_MatchingUsers { info r_UserDetails.get("id"); } List CRM Users...

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

Zoho Creator: info/alert/modal/popup notification for any userhttps://joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 the Creator page, retrieve the title and content of the modal dialog from the record by using the following: v_NotifyID = ifnull(input.p_NotifyID,0).toLong(); r_NotifyDetails = Notifications[ID == v_NotifyID]; v_Text = r_NotifyDetails.Title; v_Content =...

• 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 = List(); m_UnsortedRecords = Map(); // for each r_Record in l_MyListUnsorted { // field we want to sort by v_SortingKey = ifnull(r_Record.get("date"),""); if(!isNull(v_SortingKey)) { // as this is a date from CRM (atomic date format), arrange so it can...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 = zoho.crm.createRecord("Tests_X_Contacts", m_Link); } Code to Add a value to a multi-lookup (on Update Record): v_DealID = ifnull(input.p_DealID,0); if(v_DealID != 0) { m_Link = Map(); m_Link.put("Deal", v_DealID); m_Link.put("Product",...

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