What?
A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator.

Why?
My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will eventually be uploaded back to CRM.

How?
At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen.

What?
Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous week. This is a follow on from my other articles on restyling Creator: Zoho Creator: Change Radio into Tabs and Zoho Creator: Decision Box into a Button.

Why?
We can't include JavaScript in a ZohoCreator app without building a JS Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with 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 I have:
Zoho Creator: Radio Group into Calendar Carousel: Boring Radio Group

What I want:
Zoho Creator: Radio Group into Calendar Carousel: Pretty Calendar Week Carousel

How?
This was achieved using some CSS and then some Deluge for the functionality. Let's dig into the CSS and then I'll explain how we made this functional.

What?
Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge.

Why?
Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me.

How?
Similar to how to create a call or task, but with some variation:

What?
This is an article which is the updated version of my article Zoho Deluge: Push Item to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app.

Why?
My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify store with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app needs information from additional apps installed on the Shopify store.

Why upgrade to the latest version for Shopify when private apps created before February 2022 won't be deprecated? Because the previous version was limited by our ability to search by product SKU. The new version, taking advantage of GraphQL, will be able to search by SKU and retrieve the correct product ID, variant ID, and inventory ID from Shopify.

How?
The below details on how we set up an access token in Shopify using the new process.

What?
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user.

Why?
There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only (permission only to higher level) and 1 picklist as selectable means that the first-line agent would be referring to 2 status fields and not really knowing which one defines the stage the lead is at.

How?
Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it.


What?
This is an article to document how to use the searchRecords function in CRM and to sort the results response.

Why?
This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting feature differently. This article is an effort to find clear and working solutions. It is working again as of 2022-02-10.

How?
Two methods listed here, the standard searchRecords() and then the getRecords() functions:


What?
A very quick article on a cool snippet of code, another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article.

Why?
A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at: Instead, could they have 10% to display instead of 10.00%, and display 12.5% instead of 12.50%.

Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit thereafter to see if there are zeros... But I'm keen on avoiding using loops where possible so we don't breach a statement execution limit in the Zoho app function.

How?
If we're not going to use loops, then the next best thing I'm aware of is a regular expression.

What?
A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this).

Why?
By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here:
Zoho CRM: Template: Empty Space Issue

How?
This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template:

What?
A very quick article to document a HTML Entity decoder in Zoho Creator.

Why?
Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if you're listening) Ideally, Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the meantime, I've made a function that does this.

How?
Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen.


What?
This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template.

Why?
A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like:
copyraw
${Organization.Organization Name}
${Organization.Street}
${Organization.City}
${Organization.Country}
${Organization.Postal Code}
11 My Street, My City, My State, My Zip, My Country
  1.  ${Organization.Organization Name} 
  2.  ${Organization.Street} 
  3.  ${Organization.City} 
  4.  ${Organization.Country} 
  5.  ${Organization.Postal Code} 
  6.  11 My Street, My City, My State, My Zip, My Country 
They wanted to get rid of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in there or even delete the box the address was in.

How?
So you're going to say this is a strange issue and an even stranger fix, but I've tested this solution by getting a colleague to refresh the page and check it out as well as the client to go in and confirm the change was successful...:
Category: Zoho :: Article: 800

What?
This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter.

Why?
Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay.

How?
You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID:

What?
This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify.

Why?
Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these:
This time, the objective is to have an eBay notification be sent to Zoho CRM (can receive webhooks) which forwards it to Zoho Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below.

How?
I'm going to show you the code first of how to parse the eBay Transaction data and then the code to create a Shopify Order:

Credit where Credit is Due:


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Joel Lipman
www.joellipman.com

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