Zoho - Joel Lipman .Com

ZohoDeluge: Inserting a new line character in a CSV

: Joel Lipman; Zoho; 01 March 2023; Hits: 2091

What?
A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge.

Why?
My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"...

What I have

copy raw

Me,Myself,I\na,b,c

Me,Myself,I\na,b,c

What I want

copy raw

Me,Myself,I
a,b,c

Me,Myself,I
a,b,c

How?
So in this article I just want to list some various methods of inserting a new line character.

Category: Zoho :: Article: 837

ZohoDeluge: Get All eBay Orders Given a From and Till Date

: Joel Lipman; Zoho; 28 February 2023; Hits: 1301

What?
An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well.

Why?
Because I need this function too often either for debugging/monitoring purposes but it's easier to use an access token then getting the OAuth access codes from the client.

How?
I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate an Access Token to your client's eBay store as that's covered in my article: Zoho Creator: Push to eBay Listings.

Zoho Creator: Disable/Hide the add and delete subform row buttons

: Joel Lipman; Zoho; 28 February 2023; Hits: 2671

What?
A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI.

Why?
Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item.

How?
So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link.

Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination

: Joel Lipman; Zoho; 20 February 2023; Hits: 2765

What?
An article to resolve my frustration in being able to ONLY retrieve the first 100 products using GraphQL, so page 1 of Shopify products.

Why?
Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source of truth and Zoho is the data to be overwritten, ensuring that Product IDs, Variant IDs, Inventory IDs, Current Selling Price, Inventory Level, and Barcode all match.

Our problem is that sometimes more than 100 products are modified in a day... We need to be able to do more than 100 or at least resume from a record... We need pagination.

How?
To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of pages as well as the number of products per page:

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo

: Joel Lipman; Zoho; 13 February 2023; Hits: 3098

What?
A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA.

Why?
Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed it to and respond with the responses I programmed it to answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task.

ChatGPT by OpenAI is viral at the time of print ~~and although the solution below only connects to the OpenAI API, it is not currently connected to ChatGPT~~. The plus side however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021.

How?
The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API.

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings

: Joel Lipman; Zoho; 08 February 2023; Hits: 1841

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:

ZohoCRM: Import Attachments

: Joel Lipman; Zoho; 16 January 2023; Hits: 3042

What?
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system.

Why?
Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either.

How?
In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well:

Zoho CRM: Manage a subform using Client Script

: Joel Lipman; Zoho; 09 December 2022; Hits: 5386

What?
This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script.

Why?
A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein.

How?
Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script which will manage a subform.

Zoho Analytics: Determine profits from invoices and purchase orders

: Joel Lipman; Zoho; 03 November 2022; Hits: 1627

What?
An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks.

Why?
We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order.

I'm writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution.

How?
Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether.

Zoho Analytics: Set Up a Widget Displaying Sales Person

: Joel Lipman; Zoho; 24 October 2022; Hits: 3758

What?
A quick article to display a value in a column in a widget in Zoho Analytics.

Why?
Because I keep forgetting how to do it.

How?
I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person.

It adds to the effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard.

Zoho Deluge: Generate a loop or list of any size

: Joel Lipman; Zoho; 21 October 2022; Hits: 3825

What?
This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size.

Why?
My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week.

How?
As mentioned, using leftpad takes 2 parameters, the first is the string to start with, the second is the number of spaces to pad with.

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account

: Joel Lipman; Zoho; 19 October 2022; Hits: 1679

What?
This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on the matched CRM account.

Why?
For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit.

How?
As mentioned, we're going to update several fields called: