Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 Important: You should now have at least 2 CNAME records against this domain/subdomain. I usually have 3: .joellipman.com (used in verification), .joellipman.com and www..joellipman.com (for the subdomain). I have had this working with the 2 CNAME...

• 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 "status": 1 } } [Warning: Another red herring ahead] We tried various other options such as adding a tickbox that would be used in an approval workflow but ran into issues when trying to update the record: { "response": { "message": "Error occurred",...

• 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 info r_AssociateMultiUserLookup; Another method to check for API names is to query the metadata in the linking module: // // used for checking api names and the linking module (not visible via the interface) v_Endpoint =...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this working against Project Issues. Also note, we will refer to Project Issues in this article, but in the backend...

• 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 are going to update the field with label "Group Name" but API name "Grouping" in a list item column. The standard code you used to use even for REST API v2.0 would have been something like the following: // // init l_CrmLineItems = List(); // // some...

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

Windows OS: Alt Codes / Symbols / Special Charactershttps://joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

03 June 2021 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 0163. In HTML, the numeric...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Zoho CRM REST API: Stop Workflow from Triggeringhttps://joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 a workflow that ran when the Creator record was updated to update its changes to CRM. It was actually causing a loop which used up all the API calls. How? You might already be familiar with some of the trigger options below but one that worked was...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 record: I'll leave it up to you to parse that mess but the Shopify webhook payload is now in your Zoho Creator! Having used this for a while, we average about 5 seconds from when the Order is updated (with payment?) in Shopify to when it gets parsed and...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 CRM. For demonstration purposes, these have been simplified and will need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and some data formatting that I tend to use regularly for my benefit later on when...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 How? So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons...

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

Zoho Creator / Shopify: Get all Active Productshttps://joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

12 October 2021 This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest...

• 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 This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price...

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

Zoho Deluge: Generate List of TimeZoneshttps://joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

19 October 2021 quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT...

• 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 Script: // assuming my sections are called "Tab_Section_1", and so on... [these can be named as you want, the names I've used here are for demo purposes] hide Tab_Section_1; hide Tab_Section_2; hide Tab_Section_3; hide Tab_Section_4; hide...

• 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 // Tuesday 02-Nov-21 Note that Sunday is day 1 of the week. Saturday is day 7 of the week. Here's the English ordinal bit I used: m_Ordinals = {1:"st",21:"st",31:"st",2:"nd",22:"nd",3:"rd",23:"rd"}; v_Day3_Ordinal =...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 with a timezone, several calculations happen in real-time making it really difficult to extract and use. The key trick I used was to actually use a single-line text to store the customer's requested time. Let's use the appointment example mentioned...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want to remind our customer that they have an appointment in 1...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttps://joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...

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

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

08 February 2022 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. The issue is that round() only rounds up decimals to integers when the datatype is an integer and not a...

• 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 So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...

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