Customer Relationship Management Systems

Zoho Deluge - Generate 5 Letter Booking Retrieval Code

: Category: Zoho; 09 May 2019; Hits: 18553

What?
This is a quick article on how to generate a 5 letter code from several functions: one which returns 5 randomly selected characters and another two which convert a number to 5 letters.

Why?
Zoho doesn't have a function to generate random numbers or strings. There are workarounds however.

How?

: Category: Zoho; 22 August 2019; Hits: 15517

What?
This is a reminder on how to swap out a product in an invoice.

Why?
A client wanted one of their products to be swapped out with another as they had a 3rd-party feed that kept creating a product that they didn't stock.

How?

: Category: Zoho; 20 August 2019; Hits: 12774

What?
A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items.

Why?
I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and programmatically.

How?
A little undocumented this "feature" but the gist is if you want to add tax, it has to be built up in the tax options, if you want this to be zero, you need to pass the option of tax as zero and remove all other options.

: Category: Zoho; 17 May 2021; Hits: 32056

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.

Why?
At time of print, Zoho had recently introduced the ability to have custom fields in your line items, alongside the product name, list price, quantity, tax, etc. In the example below, we have added a column called "Group Name" in the CRM Quote module as per the following screenshot:

Populating Custom Field in a Quote Line Item

How?
Again at the time of this article, this is only modifiable when using REST API v2.1. We are going to update the field with label "Group Name" but API name "Grouping" in a list item column.

: Category: Zoho; 19 October 2020; Hits: 13715

What?
A very quick article as I couldn't find anything on the WWW to document this error.

Why?
During a data migration, I was using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a subform with a product line item list. If I run this code, I would get the error:

Expecting ZC_SUBFORM_250 expression found COLLECTION expression

Another error you may get when using the deluge script is:

LIST value cannot be assigned to 'mySubform'
-- or --
COLLECTION value cannot be assigned to 'mySubform'

expecting ZC_SUBFORM_70 expression found COLLECTION expression

How?
Quite simply the error is because the Creator Deluge syntax I was using to insert subform rows was wrong.

: Category: Zoho; 23 January 2020; Hits: 12551

What?
So this is an article with some common snippets of code that use the InvokeConnector and do things we can't do in shortcode.

: Category: Zoho; 30 November 2018; Hits: 12197

What?
This code snippet took me a while to do and the documentation is flaky so I thought I'd make a note here just in case I need to refer to it again.

Why?
I want to modify a picklist and fill it with options from a certain time of the day to the closing time of the day (working hours).

How?
The plan is to iterate through a 24-hour clock, enable adding to the picklist when the starting hour is found and stop adding when the closing hour is found. The picklist field is called "Time_Field".

: Category: Zoho; 14 July 2020; Hits: 27363

What?
So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page.

Why?
There might be different articles out there and discussion forums that do cover this but it takes me so long to find the solution with the right syntax.

How?
So I'm going to start with 1 method and then update this article with other methods.