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 it not being an attachment (or at least not found in the "Attachments" section of the CRM module). The Solution So as a quick overview, this is what I did: Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1http://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 This is a quick article documenting how to update custom fields in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced...

• 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: *

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 Saving this as a CSV and asking Deluge to parse the data in the appropriate columns was not working as expected. How? The quick answer is a regex that will replace any commas between two quotes with a custom string, to be exact: v_FormattedData =...

• 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 Creator: Receive eBay Order Notifications via Webhookhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 v_Endpoint = "https://api.ebay.com/ws/api.dll"; v_ApiCallName = "GetSessionID"; // // first we need to make a quick call to get a session ID m_Headers = Map(); m_Headers.put("X-EBAY-API-SITEID",3); m_Headers.put("X-EBAY-API-CALL-NAME",v_ApiCallName);...

• 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: *

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...

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

Zoho CRM: Upload a Product Photo using Delugehttp://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 Update 2023 Again this example doesn't include the publish key but can be used across apps in Creator [note this is just for quick ref]. Where my form is called "My_Form" and the image field is "My_Photo" [also note: instead of zoho.appuri, we are...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 clicks on it will generate a PDF of the merged template and attach it to the CRM contact record under "Attachments". As a quick outline of the below: Create a connection to Workdrive/Writer Get the Merged Template ID (hexadecimal) Create the all-in-one...

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

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the...

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

Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

17 November 2021 Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception, Invalid...

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

Zoho CRM: Schedule a Task: Timesheet Reminderhttp://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

02 December 2021 A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for...

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