Search - Joel Lipman .Com

1. Zoho Creator: Input Color Picker: / Zoho /; ... Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Cod ...; Created on 14 October 2024
2. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required ...; Created on 03 October 2024
3. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... purchase order items by the custom lookup field. What follows is the code required to build the custom related list in ZohoBooks: /* ******************************************************************************* Function: ...; Created on 09 July 2024
4. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... for later use Create a connection to Zoho Analytics: ZohoDesk > Setup > Developer Space > Connections > Create Connection Select Zoho Analytics and give the required scopes (I've cheated and gone ...; Created on 05 December 2023
5. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; ...; Created on 14 November 2023
6. Zoho Creator: Sendmail a list of attachments: / Zoho /; ... void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form ...; Created on 20 July 2023
7. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // ...; Created on 06 July 2023
8. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
9. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023
10. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... = t3."Sales Person ID" AND t3."MonthYear" = abs_month(invsopoitm."Invoice Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above ...; Created on 03 November 2022
11. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... if Deal ID is not zero, then it was found! if(v_DealID != 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,); // // do stuff here such as updating the deal if required m_UpdateDeal ...; Created on 17 October 2022
12. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... != null) { m_UpdateInvoice = Map(); // // copy existing custom fields (not required but just in case) l_CustomFields = invoice.get("custom_fields"); l_NewCustomFields = List(); for each ...; Created on 17 August 2022
13. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ...; Created on 14 July 2022
14. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... the days of the week which they can then click on to select a particular day. Some navigation is required in the form of a left arrow and right arrow to see previous or next weeks respectively. What ...; Created on 09 March 2022
15. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... you will need to consider using a third-party server (my example here is a LAMP server): Complete webhook setup by passing 'Intent to receive' required stage. Xero will test both a valid and invali ...; Created on 10 January 2022
16. Zoho Creator: Copy Subform to other Subforms: / Zoho /; ... another row (declare as many rows as required) = .(); // assigning values for various subform fields in the row . = ; . = ; // declare a variable to hold the collection of rows = Collection(); .insert( ...; Created on 17 November 2021
17. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; ... == v_OwnerID) { v_SalesPersonID = r_SalesPerson.get("salesperson_id"); break; } } m_CreateSO.put("salesperson_id",v_SalesPersonID); } Additional Note(s): Scope(s) required: for ...; Created on 30 August 2021
18. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... Record Name"); } if(l_Errors.size() > 0) { alert "Please enter the following required fields:\n" + l_Errors.toString("\n"); } else { // ... code to submit form/save to record here } Then ...; Created on 27 July 2021
19. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; ... than requests. Sure it lists fields that are required in the request but not a sample request packaged to be sent. How? Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is ...; Created on 17 June 2021
20. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... r_InvoiceDetails; Common Error(s): ,"message":"required field not found","status":"error"} is because you did this: r_CreateCrmQuote = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes" typ ...; Created on 17 May 2021