Customer Relationship Management Systems

What?
This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge.

Why?
Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing multi-lookups/users in a record.

How?
So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules).

What?
This is an article documenting how to send a Zoho Deluge Map request to an API which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works.

Why?
This took me several days and in the end only going through various forums and documentation, I found a solution which worked for me. Note that usually I could customize the receiving PHP script to receive a JSON request and process it that way but my usage was to send data to a Third-Party API over which I had no control.

What I need to send to the 3rd-party API:
{
  "auth": {
    "secret": "can_you_keep_a_secret",
    "key": "aaabbbbccccddddeeeeffff11112222"
  },
  "data": {
    "member_id": "123456",
    "channel_name": "shopify",
    "item_name": "Joel's Awesome Life",
    "item_price": "priceless"
  }
}
What Zoho sends to the 3rd-party API:
Sending a map request using the invokeUrl() function, the odd thing is that Zoho's request adds double-quotes to the request and escapes the other double-quotes sending something like this:
{
  "auth": "{\"secret\": \"can_you_keep_a_secret\",\"key\":\"aaabbbbccccddddeeeeffff11112222\"}",
  "data": "{\"member_id\": \"123456\",\"channel_name\": \"shopify\",\"item_name\": \"Joel's Awesome Life\",\"item_price\": \"priceless\"}"
}
What I have in Deluge
m_Auth = Map();
m_AuthSub = Map();
m_AuthSub.put("secret","can_you_keep_a_secret");
m_AuthSub.put("key","aaabbbbccccddddeeeeffff11112222");
m_Auth.put("auth",m_AuthSub);
m_Data = Map();
m_DataRecord = Map();
m_DataRecord.put("member_id","123456");
m_DataRecord.put("channel_name","shopify");
m_DataRecord.put("item_name","Joel's Awesome Life");
m_DataRecord.put("item_price","priceless");
m_Data.put("data", m_DataRecord);

How?
So this is more of an annoyance then an impossible task... because it is possible, the technique above is simply wrong. The trick and solution is a lot simpler than you might think...

What?
This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload".

Why?
Just to remind me where I went 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 able to download this file.

How?
The trick to doing this is that actually

What?
This is a quick article to template some code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator.

Why?
I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this functionality exists in reports but I want to do it in code so as to display it in a HTML table.

What I have:
id      name        date
---------------------------------------------
46498   Joel        1977-11-14T12:30:00+00:00
8949    Anonymouse  1923-10-16T15:00:00+00:00
335448  Amazing     1997-07-05T23:15:00+00:00
What I want:
id      name        date
---------------------------------------------
335448  Amazing     1997-07-05T23:15:00+00:00
46498   Joel        1977-11-14T12:30:00+00:00
8949    Anonymouse  1923-10-16T15:00:00+00:00

How?
So to give you a gist of what the following snippet of code is doing, let me give an overview:
  1. Build up a map with sample data (you won't need to this, use your own data, this one is for this demonstration only)
  2. Initialize a list to hold the keys which we will use to sort in ascending/descending order and a map created to hold all the records.
  3. Loop through the sample map to create the new map we can sort as well as to add keys to the list declared previously.
  4. Sort the list of keys in ascending/descending order.
  5. Loop through the list of keys, retrieving each record

What?
A very quick article on converting a Map string into a HTML table without using a for each loop.

Why?
I have quite a big response from our CRM that hits a statement execution limit if I use a for loop. I have a map with 3 columns: first_name, last_name, and ID. What I want is a HTML table now with the headers and data but without using a for loop.

What I have:
{"First_Name":"Joel","Last_Name":"Lipman","id":"1"},{"First_Name":"Another","Last_Name":"Person","id":"2"}
What I want:
First NameLast NameID
JoelLipman1
AnotherPerson2

How?
This is a bit of a dirty solution and as long as "id" is not your first column (because "id" can be found in names like "David") it will work.

What?
The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote.
Zoho Creator - Report Multiple Records Selected
Why?
I've written this article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that works for me.

How?
So here's an overview and then we'll go into more detail:
  1. Create a function that accepts a form of records
  2. Create a workflow that understands the function parameters

What?
This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books.

Why?
Because it took me so long to find out how to do this even after reading the official documentation and going through the online discussion forums to build this solution. As of May 2020, this is how I do it.

How?
So the trick is, go over the official documentation, but don't take it as gospel. You only really need the syntax for attaching a document to a Sales Order in Books and the documentation leaves certain bits out. Just getting the syntax right and using the . setParamName is key.

What?
This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com.

Why?
This took me a bit of going backwards and forwards to Zoho rather than getting my client to do this. The aim is to take up as little time as possible of the third-parties involved, plus the documentation online was in parts and requires going to several pages across the Internet. Here I have 1 page and 1 article documenting the process.

How?
I'm breaking this down into 3 stages:
  1. Zoho Creator: Specify Custom Domain
  2. Domain Registrar: Setup subdomain and add CNAME
  3. Zoho Support: Get Zoho to setup SSL

Credit where Credit is Due:


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Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

Accreditation

Badge - Zoho Creator Certified Developer Associate
Badge - Zoho Deluge Certified Developer
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