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".

What?
This is an article to remind me how I did this for a customer and images help visualize the health of the system.

Why?
The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of failures.

How?
The key trick to use here the ability for Zoho Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change it's format to show the image and not the URL text. In this example, we are using images uploaded in the Zoho Analytics image library but you would need images either uploaded in Analytics or a publicly accessible image without a user wall.

What?
A quick article because I couldn't find anything that documented this with a working example.

Why?
The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects.

How?
The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank response...

The reason it was blank was due to my parameters; the key item to remember is that status is a mandatory field and it can either be "closed" or "open".

What?
A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics.

Why?
My use-case here is that we have a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer.

A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order the item relates to.

How?
At time of print, adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any records... not sure why this is. So we have a workaround, by sending all the data including the custom fields per line items to ZohoAnalytics; and in ZohoAnalytics importing a table based on a query which joins the sales orders and purchase order items by the custom lookup field.

What?
A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics.

Why?
First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other tables will sync but we couldn't find attachments, so our solution here is to create a data table and then to push the attachment from ZohoDesk to ZohoAnalytics using the API.

The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an Analytics report to show these photos.

How?
The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table.

What?
A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics.

Why?
We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into their third-party payroll system. If the data is incorrect in Zoho Analytics, and payroll gets run with these discrepancies, then they will have a fair few disgruntled employees who may have been paid incorrectly. As such this system has to be reliable and the system managers need to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves.

How?
We're going to add a scheduled workflow on a daily basis at 1am in the morning every day. This will be added to the client's Zoho People instance which will check the datasource metadata via the Analytics API.

What?
This article is just in case it comes up again (has twice now) where a client wants a report on candidates and associated job openings in Zoho Recruit.

Why?
We're creating a custom module where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the "Associate" module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API...

How?
So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates which they called "Candidate Ref" and their own reference for the JobOpening called "Vacancy Ref". The below outlines the custom module we created and how we populated with associated candidates:

What?
This is an open article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions.

Why?
Some of the Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not...

This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge.

How?
There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English and some European names: