Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. Zoho Deluge: Generate List of TimeZones: / Zoho /; What? A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing ...; Created on 19 October 2021
3. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; What? This is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image. Why? I've got some other ...; Created on 17 October 2021
4. Zoho Creator / eBay: Get all Active Products: / Zoho /; What? This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve ...; Created on 13 October 2021
5. Zoho Creator / Shopify: Get all Active Products: / Zoho /; What? This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search ...; Created on 12 October 2021
6. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... CRM but I want to transform/translate one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build ...; Created on 08 October 2021
7. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; What? I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? ...; Created on 07 October 2021
8. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... of how to do this. Why? My use-case is that I have a photo in Zoho Creator but the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to update the photo in ...; Created on 27 September 2021
9. Zoho CRM & Zoho Books: Get Books Currency and Tax IDs: / Zoho /; What? 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 ...; Created on 24 September 2021
10. 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
11. Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestamps: / Zoho /; What? 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 ...; Created on 21 September 2021
12. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... and if your workflows only trigger when the form first loads (especially on Edit as this populates each field and triggers their workflows) but cumbersome when there are a lot of fields. if(zoho.currenttime ...; Created on 19 September 2021
13. Zoho Deluge: Push a value to a datetime field in CRM: / Zoho /; What? A very quick article to show pushing the date and time to ZohoCRM or ZohoCreator. Why? You may have received an error that goes something like: datatype: datetime How? Here are ...; Created on 10 September 2021
14. 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
15. 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
16. 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
17. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID); // // ...; Created on 01 September 2021
18. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name): / Zoho /; What? 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 ...; Created on 01 September 2021
19. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; What? An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted ...; Created on 30 August 2021
20. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines): / Zoho /; What? This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a ...; Created on 26 August 2021