Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. Zoho Creator: Add a subform while creating a record: / Zoho /; What? 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 ...; Created on 14 July 2021
3. Zoho Deluge: Zoho Bookings Get Available Slots: / Zoho /; What? 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 ...; Created on 23 June 2021
4. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; ... a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom ...; Created on 17 June 2021
5. Zoho Deluge: Generate and Send a CSV via Email: / Zoho /; ... someone may want to open this in Google Sheets or Microsoft Excel: // // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", ...; Created on 16 June 2021
6. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; ... = Map(); m_Data.put("data",l_Quotes); l_Triggers = List(); l_Triggers.add("none"); m_Data.put("trigger",l_Triggers); v_Url = "https://www.zohoapis.eu/crm/v2.1/Quotes/" + input.CRM_Quote_ID; r_CreateCrmQuote ...; Created on 16 June 2021
7. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; What? 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. ...; Created on 17 May 2021
8. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; What? This is an article to demonstrate how to log a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar ...; Created on 30 April 2021
9. 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
10. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API: / Zoho /; What? This is an article documenting how to send a Zoho Deluge Map request to an API which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing ...; Created on 03 February 2021
11. 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
12. Zoho Deluge: Sort a Map by a specific field: / Zoho /; What? 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 ...; Created on 29 January 2021
13. Zoho Deluge: Convert Map to HTML Table without a FOR loop: / Zoho /; What? A very quick article on converting a Map string into a HTML table without using a for each loop. Why? I have quite a big response from our CRM that hits a statement execution limit if I ...; Created on 11 January 2021
14. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... Why? I've written this article as it took a while to achieve. The Zoho People application and its API are documented but there are problems with the documentation at the time that this article was ...; Created on 10 December 2020
15. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
16. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; What? This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has ...; Created on 17 November 2020
17. Zoho Creator: info/alert/modal/popup notification for any user: / Zoho /; ... using the built-in popup of Zoho creator and gives you the freedom to style the notification as any modal would. 1. Create a page This will be the page containing the styled modal. I'm going to ...; Created on 06 November 2020
18. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; What? This is an article documenting how to create a Zoho Creator Widget which includes the Bootstrap and jQuery frameworks as well as other JavaScript functionality. Why? Quite simply that at ...; Created on 24 October 2020
19. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Div: / Zoho /; What? So this is an article documenting how to create an on/off toggle switch that hides and displays between 2 div layers in a Zoho Creator Page (so not a form or report but a page). Why? This ...; Created on 22 October 2020
20. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; ... name. The issue is that if you use zoho.crm.searchRecords() this will work fine for company names without special characters such as the ampersand or parentheses. But what if amongst your records you ...; Created on 28 August 2020