Articles - Joel Lipman .Com

Zoho Creator: Copy Subform to other Subforms

: Joel Lipman; Zoho; 17 November 2021; Hits: 4562

What?
A quick article on a snippet of code which copies one subform to other subforms in the same form.

Why?
I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the remaining working days.

How?
So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday.

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field

: Joel Lipman; Zoho; 11 November 2021; Hits: 4000

What?
I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time.

Why?
Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following:

{ "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" }

How?
We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field:

Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday

: Joel Lipman; Zoho; 02 November 2021; Hits: 3996

What?
A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays.

Why?
Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on.

How?
We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along:

Zoho Creator: Change Radio into Tabs

: Joel Lipman; Zoho; 22 October 2021; Hits: 4647

What?
This is an article to serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants.

Why?
The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section.

How?
The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide.

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach

: Joel Lipman; Zoho; 21 October 2021; Hits: 4549

What?
An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record.

Why?
Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens Writer, then has to click on various settings and run the Mail Merge; then has to click on "execute function after merge" and select the function to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments.

How?
As per our use-case above, we are going to create a button off the contact record which when the user clicks on it will generate a PDF of the merged template and attach it to the CRM contact record under "Attachments".

Zoho Deluge: Generate List of TimeZones

: Joel Lipman; Zoho; 19 October 2021; Hits: 2246

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 this quite a bit and wanted a quick way of extracting a SELECT list in someone else's form.

How?
So, let's copy the HTML select into a text editor, then escape the double-quotes, then prepend with a list declaration and append with a end of list suffix; loop through removing HTML tags and while we're at it, storing it in a list for Zoho Deluge:

Zoho Creator: Public URL of an Image field / Upload to Shopify API

: Joel Lipman; Zoho; 17 October 2021; Hits: 4116

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 articles on handling images in Zoho Creator (see "Sources" below), the most relevant one being my article Zoho Deluge: Get Image Uploaded in Creator Form which has one method of getting a public link.

My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? Well eBay returns URLs to images that have been resized to 400x400 (even with tweak to return 800x800). I wanted a way to upload my image directly to Shopify in 3024x3024 resolution (or the size that the client wants: iPhone res). I then found that Shopify does accept a Base64Encoded version of the image and the below is how I achieved this.

How?
First-off, let me list the various formats that Zoho Creator says that public link exists.

Zoho Creator / eBay: Get all Active Products

: Joel Lipman; Zoho; 13 October 2021; Hits: 2066

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 a list of all the listed active products in a fixed price item listing. The example below is a function which, if given the page number and the number of entries per page, returns these in JSON as a Zoho Map datatype.

How?
I'm not going to go into detail on how I create an access token to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay Listings.

eBay , API Zoho

Zoho Creator / Shopify: Get all Active Products

: Joel Lipman; Zoho; 12 October 2021; Hits: 1874

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 Shopify using a Product SKU. Community forums could only suggest looping through all the products.

I then felt that actually I just need the Product IDs. This method could do with some refinement and perhaps if I find a better way to do this, then I'll put it here. But I like this snippet of code albeit a brute force to loop through every active product and list their IDs.

How?
So here's the function I came up with. It loops through a maximum of 2500 products sorted in order of ID ascending (starting with ID=0) retrieving 250 per call and using since_id to not list the same one twice.

Shopify , API Zoho

Zoho CRM: Get Unique Values of a Text Field

: Joel Lipman; Zoho; 08 October 2021; Hits: 16824

What?
This article demonstrates how to return a list of unique values in a particular field in a CRM module.

Why?
My use-case is a data-migration where the records exist in a staging module in 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 up a SQL query, or more specifically, a COQL - CRM Object Query Language
Try using distinct on a single-line text field
Adapt the query for unique values in a lookup field

Zoho Books: Display Sales Order Shipping Address on Package Slip

: Joel Lipman; Zoho; 07 October 2021; Hits: 2286

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?
It took me a while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display.

What I had:

copy raw

${CONTACT.CONTACT_DISPLAYNAME}
${CONTACT.CONTACT_ADDRESS}
${CONTACT.CONTACT_CITY}
${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE}
${CONTACT.CONTACT_COUNTRY}

${CONTACT.CONTACT_DISPLAYNAME}
${CONTACT.CONTACT_ADDRESS}
${CONTACT.CONTACT_CITY}
${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE}
${CONTACT.CONTACT_COUNTRY}

and in my Sales Order:

copy raw

BILLING ADDRESS          SHIPPING ADDRESS
-------------------      -------------------
Test Company             Joels PO Box
1 Test Street            1 Different Street
Test City                Another City
Test State Test Zip      Another State Another PostCode
Test Country             A different Country

BILLING ADDRESS SHIPPING ADDRESS
------------------- -------------------
Test Company Joels PO Box
1 Test Street 1 Different Street
Test City Another City
Test State Test Zip Another State Another PostCode
Test Country A different Country

But the packing slip would display the Ship to address as the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change.

How?
The key is a setting you need to change by going to Settings > Preferences > Packing Slip Settings > and Enable "Delivery To":

Category: Zoho :: Article: 775

Zoho CRM: Upload a Product Photo using Deluge

: Joel Lipman; Zoho; 27 September 2021; Hits: 3791

What?
A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me 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 the CRM record.

How?
So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment but to file. We then use another invokeUrl to upload the photo to CRM:

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