For Zoho Services only:


I'm actually part of something bigger at Ascent Business Solutions recognized as the top Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

What?
A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory.

Why?
As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery drivers and want them to mark a sales order & package as shipped and delivered.

How?
Here's a code snippet that works for me.  It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch).  My connection here called "jl_inventory" has the minimum required scopes:
  • ZohoInventory.salesorders.READ
  • ZohoInventory.packages.READ
  • ZohoInventory.shipmentorders.CREATE
  • ZohoInventory.shipmentorders.READ

What?
A quick article on how to upload an image to the product/item listing in Zoho Inventory.

Why?
We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and there's more documentation on the API for Zoho Books, we're going to apply this solution to Zoho Books.

How?
We're not going to go into detail on how to parse an eBay response here (see my other articles on eBay webhooks). Instead, all we want is the URL of an image to be downloaded, then uploaded to the Zoho Inventory or Zoho Books item record.

What?
Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page.

Why?
Cos

How?
The below is a template snippet for a Zoho Creator page. We set the parameters of the form/report. Then this shows how to embed using a DIV layer which allows for CSS styling. The last part shows how to embed using an IFRAME tag which isn't great for CSS styling as you can't do cross-dom acoss child iframes; but it does let you use OpenURL(v_Url, "iframe", "iframe_name") which is good if you have multiple iframes on a page and you only want part of the page to display different content dynamically or on click of a button:

What?
This is an article documenting the process of publishing a Zoho Inventory image to eBay's Picture Hosting Services (EPS).

Why?
Because I couldn't find any other article in the whole world wide web that had a working solution. My use-case here is that I have built an eBay integration between Zoho Inventory and... eBay. Out-of-the-box, and at-time-of-print, Zoho Inventory only syncs eBay one way, in other words, listings on eBay get downloaded to Zoho Inventory but not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho Inventory... and the list goes on. So in my job, we tend to create a few custom functions which will download any item from eBay to Zoho Inventory and vice-versa. Easy to make the function to push an item to an eBay listing (see my other articles for this). But we also want to push an image from Zoho Inventory to eBay.

How?
Again, there is a caveat in that the subscription you have or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM:

What?
A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator.

Why?
My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The complication here is that the user can use the Creator form to add a new attachment that will eventually be uploaded back to CRM.

How?
At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen.

What?
Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous week. This is a follow on from my other articles on restyling Creator: Zoho Creator: Change Radio into Tabs and Zoho Creator: Decision Box into a Button.

Why?
We can't include JavaScript in a ZohoCreator app without building a JS Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can then click on to select a particular day. Some navigation is required in the form of a left arrow and right arrow to see previous or next weeks respectively.

What I have:
Zoho Creator: Radio Group into Calendar Carousel: Boring Radio Group

What I want:
Zoho Creator: Radio Group into Calendar Carousel: Pretty Calendar Week Carousel

How?
This was achieved using some CSS and then some Deluge for the functionality. Let's dig into the CSS and then I'll explain how we made this functional.

What?
Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge.

Why?
Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me.

How?
Similar to how to create a call or task, but with some variation:

What?
This is an article which is the updated version of my article Zoho Deluge: Push Item to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app.

Why?
My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify store with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app needs information from additional apps installed on the Shopify store.

Why upgrade to the latest version for Shopify when private apps created before February 2022 won't be deprecated? Because the previous version was limited by our ability to search by product SKU. The new version, taking advantage of GraphQL, will be able to search by SKU and retrieve the correct product ID, variant ID, and inventory ID from Shopify.

How?
The below details on how we set up an access token in Shopify using the new process.

What?
So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user.

Why?
There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only (permission only to higher level) and 1 picklist as selectable means that the first-line agent would be referring to 2 status fields and not really knowing which one defines the stage the lead is at.

How?
Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it.


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:


What?
A very quick article on a cool snippet of code, another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article.

Why?
A client wanted the discount displayed on a template and if they gave 10% discount, it would display as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at: Instead, could they have 10% to display instead of 10.00%, and display 12.5% instead of 12.50%.

Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit thereafter to see if there are zeros... But I'm keen on avoiding using loops where possible so we don't breach a statement execution limit in the Zoho app function.

How?
If we're not going to use loops, then the next best thing I'm aware of is a regular expression.

What?
A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this).

Why?
By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here:
Zoho CRM: Template: Empty Space Issue

How?
This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template:

Credit where Credit is Due:


Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

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

RSS Feed

Related Articles

Joes Revolver Map

Joes Word Cloud

report   page   data   google   note   license   value   where   uploaded   zoho   table   would   date   case   deluge   first   using   version   create   order   work   name   error   database   code   website   files   system   function   find   parameter   joomla   list   server   display   form   time   need   windows   file   mysql   following   creator   client   script   user   source   used   added   field   JoelLipman.Com

Accreditation

Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF
© 2024 Joel Lipman .com. All Rights Reserved.