ZohoCRM: Deluge: Map a custom field from user profilehttps://joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init...

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

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

19 September 2021 will contain the code triggered when one of the fields is changed Add an eTag field: Will hold a 32 hexadecimal character string / a hash of the fields to monitor Add the if statement to compare etags on your main workflow. Other fields needing to...

• 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 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url...

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

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

21 October 2021 } ] } */ You need to select the id of the template that you want to use for the next step (will be an alphanumeric long string). The button function Create a button off the contacts record by going to ZohoCRM > Setup > Customization > Modules and Fields...

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

Zoho Creator: eBay: Get Item Transactionhttps://joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

22 January 2022 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url...

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

Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 pages to the number of pages you want to search. Keep in mind script execution limits set by Zoho. Set the search criteria string to your specific requirements (:equals:, :starts_with:, |=|). If 1 expression then you can omit the parenthesis. If...

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

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

11 February 2022 Function: fn_Validate_LeadStatusChange Trigger: Function executed when a record is changed Inputs: String crmAPIRequest Outputs: output message to user Date Created: 2022-02-11 (JoelLipman.com - Joel Lipman) - Initial release - Checks the user profile...

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

Zoho Inventory: Mark a package slip as delivered and shippedhttps://joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 != "") { v_PackageID = input.Zoho_Package_ID; r_PackageSlip = zoho.inventory.getRecordsByID("packages",v_BooksOrgID.toString(),v_PackageID,"ab_inventory"); if(r_PackageSlip.get("package") != null) { if(r_PackageSlip.get("package").get("salesorder_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 //info l_Candidates; // // sanity check to output that it did something info "Done: " + zoho.currenttime.toString("HH:mm:ss"); // // loop through our list for this page for each r_Candidate in l_Candidates { v_CountTotal = v_CountTotal + 1;...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 */ // // evaluate (specify here your dates [time set to midnight]) v_timeFrom = zoho.currenttime.subDay(0).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); v_timeTill = zoho.currenttime.addDay(1).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); // // get access token...

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

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

01 March 2023 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // info "Request Sent to eBay:"; // info x_Params; // // send the request...

• 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 in m_ShiftBuildUp.keys() { info v_WorkDay; // // format the opening time and closing time v_StartTime = zoho.currenttime.toString("yyyy-MM-dd ") + m_ShiftBuildUp.get(v_WorkDay).get("open").leftpad(5).replaceAll(" ", "0") + ":00"; v_FinishTime =...

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

Zoho Deluge: Get All Orders from eBayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // //info "Request Sent to eBay:"; //info x_Params; // // send the request...

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

Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

04 October 2023 character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you get the above error; I'm just saying this...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 m_Columns = Map(); m_Columns.put("columns", m_Data); m_Params = Map(); m_Params.put("CONFIG", m_Columns.toString()); // // in analytics, browse to the "Attachments" table and note the URL IDs after workspace and view v_WorkspaceID =...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 reference; will create or update the images associated in the subform: void Standalone.fn_DownloadAndCacheAttachments(string p_TicketRef) { v_TicketRef = ifnull(p_TicketRef,""); c_TicketRecords = QC_Report_Table[Ticket_Number == v_TicketRef]; for each...

• 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 m_Params.put("criteria","\"SO ID\"='" + v_SalesOrderID + "'"); m_Config = Map(); // sometimes parameters need to be a string... but this is working m_Config.put("CONFIG",m_Params); v_Endpoint = "https://analyticsapi.zoho.eu/restapi/v2/workspaces/" +...

• 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 6 character hexadecimal color and returns the RGB values for you. How? Very quickly, we take each character from the given string and convert it to its RGB value. Replace letters A to F with their numeric equivalents. Made up of 2 characters to convert...

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

Google Event Ilustrations aka Flairshttps://joellipman.com/articles/google/google-event-ilustrations-aka-flairs.html

05 December 2024 practice, flute, orchestra, oboe, clarinet, saxophone, cornett, trumpet, contrabass, cello, trombone, tuba, music ensemble, string quartett, guitar lesson, classical music, choir learnlanguage: French Course, German Course, English Course, …, French...

• Type: Article
• Author: Joel Lipman
• Category: Google
• 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 way, your client will likely only accept the previous solution. I wanted to use a regex rather than treat the number as a string and truncate it that way. Given the possible options of numbers given, it has to work with every number so here's both in...

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