Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Div
- Category: Zoho
- Hits: 24315
So this is an article documenting how to create an on/off toggle switch that hides and displays between 2 div layers in a Zoho Creator Page (so not a form or report but a page).
Why?
This is written at a time when Javascript or interactive pages that change on the fly based on a mouse event in Zoho Creator automatically get removed on Save/Update of the page. The following uses the built-in functionality of Zoho Creator and could be seen as a 'Pure CSS' feature. I'm aiming to make a list of capabilities that can be done without loading another framework considering that Zoho Creator has their own version of Bootstrap and jQuery. This is the first example I have where you would want dynamic content in a Zoho Creator page without the use of JavaScript or 'Widgets JS'.
How?
Here are some screenshots to preview what the code below will do, simply copy the code and paste into a Zoho Creator Page.
Expecting ZC_SUBFORM_250 expression found COLLECTION
- Category: Zoho
- Hits: 16663
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 expressionAnother 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'or
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.
Zoho Deluge: Search Records with Special Characters (COQL)
- Category: Zoho
- Hits: 46503
This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis.
Why?
I wrote this article because some searches will work for me and sometimes it won't. Escaping the ampersand with a backslash or url encoding to %26 wasn't working for me. I spent several hours trying to write a script that could search for the existing records by company name. The issue is that if you use zoho.crm.searchRecords() this will work fine for company names without special characters such as the ampersand or parentheses. But what if amongst your records you may want to find:
Company Name: Father & Sons (Incorporated) Contact Name: O'Reilly
How?
Well I've tried various replace methods with regular expressions but the only method reliable enough I have found to work each time is using the CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special characters...
Zoho Deluge: Setup an API Connection for InvokeURL
- Category: Zoho
- Hits: 46211
This is slightly different to my article Zoho Deluge: Get Refresh/Access Token API v2 (Zoho to Zoho service) and different to my Zoho CRM: APIv2 using PHP & cURL (3rd-Party to Zoho), in that this details how to setup a connection to use in an invoke URL statement. Specifically for Zoho Books, Subscriptions or Inventory.
Why?
Setting up a connection avoids the hassle of having to generate access/refresh tokens using OAuth2.0. Usually used with an invokeUrl:
response = invokeUrl [ url: "https://books.zoho.com/api/v3/estimates?organization_id=12346789" type: GET connection: "joelconnector" ];
How?
So in the following example, we are going to setup a connection in Zoho Books on an EU datacenter:
- First determine what datacenter your client is using
- Register the App
- Setup the Connector
Zoho Deluge: Get Image Uploaded in Creator Form
- Category: Zoho
- Hits: 30682
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.
Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books
- Category: Zoho
- Hits: 53898
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.
Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date String
- Category: Zoho
- Hits: 50843
So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later.
Why?
I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in Unix Timestamps.
How?
We're going to filter out the unix seconds from the date provided by Xero then apply a toTime() function to it.
Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creator
- Category: Zoho
- Hits: 24346
A very quick article on how to push a multi-select picklist from CRM to Creator.
Why?
We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit but one of the options has a comma in its value.
// What I have in CRM:
{"My_MultiPicklist":["Option1","Options 2, 3"]}
// What Creator understands: FAILS
{"My_MultiPicklist":["["Option1","Options 2, 3"]"]}
With workaround .toString()
// What Creator understands: FAILS
{"My_MultiPicklist":["Option1","Options 2"," 3"]}
How?
So the way to push this value over to Creator is by converting the list to a string... notably comma delimited:
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Joel Lipman
www.joellipman.com
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