Search - Joel Lipman .Com

1. ZohoCRM: Import Attachments: / Zoho /; ... The only correction I had here is to specify the date/time format: On the Review screen it tells you how many fields were mapped. Amazing but not as useful as it is interesting: Then you're ...; Created on 16 January 2023
2. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is ...; Created on 18 August 2022
3. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... connection from Zoho Creator to Zoho Inventory 3 lines icon in the top-left of your Creator (in edit this application mode) Then go to Setup > Connections > Add Connection Select Zoho OAuth and specify ...; Created on 31 March 2022
4. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module m_ScheduleMeeting.put("$se_module","Leads"); // // all ...; Created on 02 March 2022
5. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... and then enter in the FTP details as per your configuration, then click on "Next": Step 2 of 2: specify whether first row are headers/column/field names. If necessary, specify the format of the ...; Created on 12 January 2022
6. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... specify system/application offset v_ApplicationTimeOffset = "-05:00"; // // customer is in (America/Los_Angeles) v_CustomerCallTime = '2021-11-19 08:12:34'; // // set system/application date time ...; Created on 18 November 2021
7. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP, Discount, Total". Add the subform to your document and ensure that none of the fields hav ...; Created on 21 October 2021
8. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... photo to CRM: // init v_AppOwner = "joel_the_awesomest"; v_AppName = "joels_app"; v_ReportName = "My_Report"; // specify your CRM record ID for this product v_CrmProductID = 1234567890123456789; // ...; Created on 27 September 2021
9. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... I use but you will need to adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails ...; Created on 22 September 2021
10. Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestamps: / Zoho /; ... correction: I want to specify a from datetime v_NowTime = '2021-09-21 21:27:15'; // // now specify a to datetime (we're doing a working day so we add 1 business day) v_NextTime = zoho.currentdate.addBusinessDay(1).toString("yyyy-MM-dd ...; Created on 21 September 2021
11. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... = r_Api.API_Version; v_Endpoint = "https://api.ebay.com/ws/api.dll"; v_APICallName = "SetNotificationPreferences"; // // specify the URL of the CRM REST API Function here (can be a mailto:email@address) v_CrmRestFunction ...; Created on 20 September 2021
12. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients in the UK, we tend to specify the tax rates as "Standard ...; Created on 02 September 2021
13. Zoho Creator: Receive JSON via a Shopify Webhook: / Zoho /; ... it Shopify - Webhook - Order Update Specify the Category, I'm going to say Standalone Specify the Function parameters/Arguments EXACTLY as this: crmAPIRequest of data type string. IMPORTANT! It won ...; Created on 15 July 2021
14. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; ... this example, I will leave this as "void") for Arguments Specify a parameter name of your choosing, in our example I am going to prefix it with "l_" (for list) and the plural of what kind of records I ...; Created on 06 December 2020
15. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; ... into 3 stages: Zoho Creator: Specify Custom Domain Domain Registrar: Setup subdomain and add CNAME Zoho Support: Get Zoho to setup SSL 1. Setup Custom Domain So go into your Zoho Creator ...; Created on 17 November 2020
16. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... custom javascript file referring to the ZOHO.CREATOR.init() and calling Creator records. ./plugin-manifest.json: JSON specifying service as "CREATOR". Source(s): Zoho Creator - Understand Widgets ...; Created on 24 October 2020
17. Zoho Deluge: Get Image Uploaded in Creator Form: / Zoho /; ... com.cn (China), ... v_TLD = "eu"; // my creator form f_MyImages = MyImages[Name == "Logo"]; v_Filename = f_MyImages.MyImage.getSuffix("/image/").getPrefix("\""); // specify publish key of published ...; Created on 14 July 2020
18. AutoHotkey: App GUI Listview to Rename Files: / AutoHotkey /; ... or populate a list of the files in the script directory, the 2nd to do the actual renaming. A text field is provided (defaults to A_ScriptDir) to specify what folder to scan for files. The 3rd button ...; Created on 08 July 2020
19. Zoho CRM/Creator - Common Errors & Gotchas: / Zoho /; ... = invokeurl [ url :v_DataEndpoint type :GET connection: myConnector ]; Solution: My endpoint was specifying COM instead of EU as per the client's data center: v_DataEndpoint = "https://books.zoho.eu/api/v3/contacts?organization_id=123456789"; r_Response ...; Created on 06 February 2020
20. Zoho Deluge - First Monday of Month or Last Tuesday of Month: / Zoho /; ... month is before the current date, then set it to the last Tuesday of next month. Why? This was a request by a client who instead of specifying the 1st of every month, or 15th of each month, to say ...; Created on 27 September 2019