Search - Joel Lipman .Com

1. 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
2. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; What? A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called ...; Created on 01 September 2021
3. ZohoCRM: Process all records of a module: / Zoho /; What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether ...; Created on 24 August 2021
4. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; What? This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating ...; Created on 29 July 2021
5. 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
6. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL ...; Created on 21 October 2021
7. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... Shopify API Developer: Create a new Product Image Joellipman.com: Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments) Joellipman.com: Zoho Deluge: Get Image Uploaded ...; Created on 17 October 2021
8. 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
9. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... The above should yield something like: /1234567890123_my_beautiful_face.jpg ,"message":"photo uploaded successfully","status":"success"} Source(s): ZohoCRM REST API: Upload a Photo Zoho Deluge: ...; Created on 27 September 2021
10. 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
11. Zoho CRM: Standard Setup for Tax Rates: / Zoho /; ... finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization ...; Created on 02 September 2021
12. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; ... Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize Modules" Enable "Invoices" (by ticking the box and ...; Created on 02 September 2021
13. 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
14. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; ... Records via API I won't go into detail on how to set up your own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview: ZohoCRM > Setup > Developer Space > Connections ...; Created on 28 August 2020
15. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books: / Zoho /; ... through subform for each row in r_CreatorQuoteDetails.Attachments { // // attach to ZohoCRM r_AttachCRM = zoho.crm.attachFile(v_CrmSoModule,v_CrmSoID,row.Upload_File); // // ...; Created on 15 May 2020
16. Zoho Deluge: Duplicate/Clone a Record: / Zoho /; ... it this way apparently. So setup a Zoho Oauth connector (see the end of this article if you don't know how), I'm going to call mine myZohoConnector, with the scope: ZohoCRM.settings.fields.READ Then ...; Created on 17 March 2020
17. Zoho CRM/Creator - Common Errors & Gotchas: / Zoho /; ... Login to ZohoCRM as Administrator > Setup > Developer Space > Connections > Add Connection > Give it a name and then select Scopes > and get ERROR_invalid_operation_type Solution: Remove some scopes and ...; Created on 06 February 2020
18. Zoho Deluge - Compare time and currenttime with timezone: / Zoho /; What? This is a quick article to demonstrate how to compare two datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would ...; Created on 13 January 2020
19. Zoho Deluge - Get Refresh/Access Token API v2: / Zoho /; ... = "https://www.zohoapis.com.cn/crm/v2/"; // for China servers Scope(s) to include ALL modules: Books: ZohoBooks.fullaccess.all CRM: ZohoCRM.modules.ALL,ZohoCRM.settings.ALL Zoho Book ...; Created on 17 July 2019
20. Zoho Deluge - Update Creator from CRM: / Zoho /; What? This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM. Why? I've also started this article to document an issue we encountered where ...; Created on 18 February 2019