Customer Relationship Management Systems

Zoho CRM: searchRecords with sorted results

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:

Zoho Deluge: Using Remove Key on a Map and Copying Record Tags

What?
A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record.

Why?
Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over.

The official documentation says to use remove() to remove a key from a map. In this case, the ID key and value pair. It would then tell me the list was null when I thought I was adding the map with the ID removed back into a list. The map itself was null.

How?
We are using an API action called "Add_Tags". I'm going to get the tags of the contact record using an invokeurl because shortcode only gives me name and ID; but I want the color code field as well which I only seem to get with an InvokeURL. I'm then going to create a list map of tags and add these to the deal record.

Zoho Creator: Receive eBay Notification and Create Shopify Order

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:
Zoho Creator: eBay: Get Item Transaction

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:
ZohoCRM: ZDK Client Script to retrieve Contact Email

What?
An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field.

Why?
I could do a normal automation/workflow on save of the record, but the client wants the email to be prefilled in the field as soon as a contact is selected.

How?
This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a formula field to retrieve a field from another CRM record.
ZCRM Client Script: Correct Decimal Fields OnLoad

What?
This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM.

Why?
So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers with more than 6 decimal places. As this is more than specified on the ZohoCRM field properties, as soon as the staff user tries to save the record, they will get a validation error on the decimal field even if that's not the field that is being changed:
Decimal places for the Unit Price field should be less than or equal to 6
.
Joellipman.com - Decimal places for the Unit Price field should be less than or equal to 6


How?
The workaround for staff is to round this up manually and then save the record. But this can be an annoying overhead, especially if it can be auto-corrected with a client script.
Zoho CRM: Client Script Confirmation Box and Popup Mailer

What?
This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface.

Why?
The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows:
  • Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true
  • Popup a confirmation box to proceed or cancel.
  • Popup the email from CRM mailer with the to email address, bcc, subject and message content already populated.

How?
The example from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM.
Zoho Creator: isBlank and isNull: Before or After?

What?
A really quick article to test when to use isNull and isBlank.

Why?
So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable:
if(v_Test.isBlank())
{
    ...
}
VS
if(isBlank(v_Test))
{
    ...
}
isBlank() can be used to check if the string only contains blanks or if a value is null...

How?
Consider the following test function:

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
Badge - Certified Zoho CRM Developer

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Joes Word Cloud

Please publish modules in offcanvas position.