Search - Joel Lipman .Com

1. Zoho CRM & Zoho Books: Get Books Currency and Tax IDs: / Zoho /; ... check the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings: // our made ...; Created on 24 September 2021
2. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; What? 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 ...; Created on 22 September 2021
3. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... a field called "Audit_Change" and then I add to it our workflow with the main bit of code. For any other field that needs to update this preview, I tell it to update the "Audit_Change" field with something ...; Created on 19 September 2021
4. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... learn as a quick point of reference. Why? Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their ...; Created on 02 September 2021
5. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... don't use the invoice module (that's for their finance team using ZohoBooks), we disabled the CRM Invoice module. How? Therein lies the reason. For the quote conversion mapping, it needs the CRM ...; Created on 02 September 2021
6. Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd): / Zoho /; ... 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, the Zoho deluge .toList() fails the function ...; Created on 01 September 2021
7. Xero API: Send Multiple Invoices: / Xero /; ... invoices). Our solution: Send all Zoho invoices in API call to Xero... apparently it can accept up to 60 invoices in one call. How? Crazy simple solution, your JSON needs to have the key "Invoices" ...; Created on 15 August 2021
8. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... 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 I simply copy & ...; Created on 30 July 2021
9. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... won't help as you need to submit the form before redirecting the user. A HTML element to the page won't help either as you need to redirect the user to the specified report after submitting the form. ...; Created on 27 July 2021
10. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; ... You would think the following would work: r_Details = myForm[ID == 1234567890123456789]; r_Details.Account = input.Account; But it will return the above error. You need to do the following: r_Details ...; Created on 27 July 2021
11. Zoho Creator: Add a subform while creating a record: / Zoho /; ... go. How? Here's a use case example which you will need to adapt to your own but It should do enough (spacing has been added for demo purposes and to make it clearer). In the below example, my ...; Created on 14 July 2021
12. Zoho Deluge: Zoho Bookings Get Available Slots: / Zoho /; ... + 1; } else { input.Night:ui.add(r_AvailableSlot); v_CountNight = v_CountNight + 1; v_CountTotal = v_CountTotal + 1; } } } } Done. Notes: You need the workspaces ...; Created on 23 June 2021
13. Zoho Deluge: Generate and Send a CSV via Email: / Zoho /; ... every month"... How? Rather than just babble on about it, here's the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values might have commas and ...; Created on 16 June 2021
14. Windows OS: Alt Codes / Symbols / Special Characters: / Windows OS /; ... that are to be entered in their specific order. Search for "Alt Codes" or "Symbol Codes" in a search engine for a full list. Meanwhile, here's some that you may need frequently: Currency ¢ Cent ...; Created on 03 June 2021
15. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access ...; Created on 30 April 2021
16. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; What? 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 ...; Created on 28 April 2021
17. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API: / Zoho /; ... to a Third-Party API over which I had no control. What I need to send to the 3rd-party API: { "auth": { "secret": "can_you_keep_a_secret", "key": "aaabbbbccccddddeeeeffff11112222" }, ...; Created on 03 February 2021
18. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments: / Zoho /; ... wrong, I have a client with ZohoCRM who upload a PDF (can be any file but is usually a PDF) to a custom module in their CRM; I then need the customer from the customer portal in a ZohoCreator app to be ...; Created on 02 February 2021
19. Zoho Deluge: Sort a Map by a specific field: / Zoho /; ... code is doing, let me give an overview: Build up a map with sample data (you won't need to this, use your own data, this one is for this demonstration only) Initialize a list to hold the keys which we ...; Created on 29 January 2021
20. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... = zoho.people.getRecords("P_Employee",0,200,l_SearchCriterias); Enter the code to search for and count holiday clashes: First we need the code to search for other requests with these dates, we'r ...; Created on 10 December 2020