Assuming would is required, the following 210 results were found.
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just the 1: {... invoice JSON...} But if sending multiple invoices, you need the key "Invoices" so your JSON request would be something like: { "Invoices": [ { "Type": "ACCREC", "Contact": { "ContactID": "abcdef01-2345-6789-abcd-ef012345678" },...
- Type: Article
- Author: Joel Lipman
- Category: Xero
- Language: *
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is a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin Click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 coming from a data source,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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City Another City Test State Test Zip Another State Another PostCode Test Country A different Country But the packing slip would display the Ship to address as the same as the billing address... Or more specifically, the primary contact, company,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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of each quote record are different. Having spoken to Zoho and raised with the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list variable... But what if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? Well eBay returns URLs to images that have been...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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settings and run the Mail Merge; then has to click on "execute function after merge" and select the function to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Jul 28 00:00:00 PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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using the GUI then write a test function to check the JSON that is being returned for API names... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen. Here's the Zoho Deluge code I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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date, and then based on the offset, the selected date. The first bit of this snippet creates a map which for this example would be {"9":1,"10":2,"11":3,"12":4,"13":5,"14":6,"15":7}. This means that if I click on Tuesday10March, this code will match "10"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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(if already installed it just lets you click on "Ok"). Initially I got a support agent from GoDaddy to do this who said it would take about 6 hours to 2 days to take effect. Not sure what was supposed to happen but 2 days later it still wasn't working....
- Type: Article
- Author: Joel Lipman
- Category: cPanel
- Language: *
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Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Code Click the button and you will get a refresh token which you can copy for the next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function: void fn_SignDataAndAttach(int v_RequestId,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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