Customer Relationship Management Systems

Zoho Deluge: Duplicate/Clone a Record

What?
This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge.

Why?
The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month.

How?
First you have to get all the applicable fields from the settings API.
Zoho Deluge: Associate/Link an Invoice to a Sales Order

What?
This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice.
Zoho Deluge: Associate Sales Order to Invoice

Why?
The documentation around the API does not detail how to do this. I also couldn't find any search result via Google or DuckDuckGo (can't say for Bing, I never get around to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time.

How?
Through sweat and perseverance.

What?
There may be other articles out there documenting this but I can't keep trying to find these in Google so referring to my own website, this is a doddle for me to find each time.

Why?
I have to do this so often that it deserves an article. Though writing a whole page for this is probably unwarranted so I may rename this article later to common things I need to do in Zoho Deluge.

How?
So going through the forums you may find the following example:

What?
This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month.

Why?
Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3...

How?
I'm showing this in Zoho Deluge but the logic can be adapted to other code. You will need this snippet of code for the examples below:
l_Months = {1,2,3,4,5,6,7,8,9,10,11,12};
l_MonthNames = {"January","February","March","April","May","June","July","August","September","October","November","December"};

What?
This is a quick article to demonstrate how to compare two datetime values with the timezone specified.

Why?
A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this caused problems if comparing two datetime values. In this particular case, we needed to check on the expiry of an access token used in OAuth2.0 for an API.

How?
All with deluge but we will split the date and time value obtained from a CRM field and compare it to the current time combined with a timezone. In this particular case, we will switch the current time to Europe/London (You can use an abbreviation such as GMT but this doesn't seem to check if daylight savings is in effect):