Zoho Deluge: Sort a Map by a specific fieldhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

29 January 2021 This is a quick article to template some code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)http://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF (can be...

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

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

28 April 2021 This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing...

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

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

03 June 2021 What? This is a simple article to demonstrate how to type special characters not found on your keyboard or on a Qwerty UK/US keyboard layout. Why? Being able to type international characters from other alphabets is necessary when dealing with languages...

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

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

16 June 2021 This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating...

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

Zoho Deluge: Zoho Bookings Get Available Slotshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

23 June 2021 This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots. Why? This is for a Creator app which had a form to allow customers to make a booking based on the configuration...

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

Zoho Creator: Add a subform while creating a recordhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 This is an article to document how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line...

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

Zoho Creator: Assign an integration field value with an integration valuehttp://www.joellipman.com/articles/crm/zoho/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

27 July 2021 This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another integration...

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

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 This is an article to document how to have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttp://www.joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders...

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

Xero API: Send Multiple Invoiceshttp://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 A really quick article for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5...

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

ZohoCRM: Process all records of a modulehttp://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand...

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

Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)http://www.joellipman.com/articles/crm/zoho/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

26 August 2021 This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a pair of double-quotes. Why? Our use case is that we were...

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

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

30 August 2021 An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)http://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...

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

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

01 September 2021 A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record...

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

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)http://www.joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttp://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...

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

Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestampshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-days,-hours,-minutes,-seconds-between-two-timestamps.html

21 September 2021 A very quick article to calculate the time between two timestamps and break it down into days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong() function...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.http://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would...

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