Assuming crm is required, the following 108 results were found.
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- Type: Category
- Language: en-GB
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the invoice record: v_Index = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map(); r_InvoiceDetails = zoho.crm.getRecordById("Invoices",p_InvoiceID); for each r_ProductLineItem in r_InvoiceDetails.get("Product_Details") { m_NewProduct...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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// initialize variables //... this is a demo so... do your own... // // get source data r_QuoteDetails = zoho.crm.getRecordById("Quotes", 123456789012345678); // // transform variables for main record v_QuoteName =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic template to enter a Preview Edit mode (not the pencil...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_PaymentTerms; // // --------------------------------- // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id=" +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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My_Date = today; Day_Name = My_Date.toString("E"); // returns "Mon" How? Well a few methods. Method #0: Update 2020 Tested in CRM and Creator and this is working: My_Date = today; Day_Name = My_Date.toString("EEEE"); // returns "Monday" Method #1: We're...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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MD5 in an encryption task. Why? I'm trying to create an ETag for a synchronization process between Zoho Creator and Zoho CRM. Combining all the fields to compare into a single field can't be done via the documented methods (base64, urlencode or AES) as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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any images that you uploaded to Zoho and you've included in your HTML — this will be something like img src="https://crm.zoho.com/viewInLineImage?fileContent=: You should find your code now previews at a normal font size. Step #2 Create your...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ break; } } // output return v_Output; } Source(s): Zoho Creator - Community Forum - Random Sort/Shuffle a List Zoho CRM - Community Forum - Random number generator (Lead Module) Zoho Creator - Deluge Guide - List - Sublist
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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if it supports cos() then try this standard function. Note this has only been tested in Zoho Creator rather than Zoho CRM. How? This function returns the distance as the crow flies. Update 2020 Not sure exactly when but Zoho have made available this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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article on converting a Map string into a HTML table without using a for each loop. Why? I have quite a big response from our CRM that hits a statement execution limit if I use a for loop. I have a map with 3 columns: first_name, last_name, and ID. What...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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we want to sort by v_SortingKey = ifnull(r_Record.get("date"),""); if(!isNull(v_SortingKey)) { // as this is a date from CRM (atomic date format), arrange so it can be sorted alphabetically in reverse order v_DatePart =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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// // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200, "Year_Month:equals:2021-06") { v_ThisEventTime = r_Event.get("Event_Time"); v_ThisEventNote =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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an integration field, you have to convert it to a number with .toLong(). Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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Zoho Creator: Receive JSON via a Shopify Webhook This time, the objective is to have an eBay notification be sent to Zoho CRM (can receive webhooks) which forwards it to Zoho Creator, which in turn generates an order in Shopify. This article is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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v_Test7.toString().replaceAll("^(^-?\\d+\\.\\d*[1-9])(0+$)|(\\.0+$)", "$1", false); // yields -123.4567 Awesome! Recap on the CRM and Creator version: v_Test8 = 12.000; info v_Test8.toString().replaceAll("^(^-?\d+\.\d*[1-9])(0+$)|(\.0+$)", "$1", false);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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- Get Access Token: https://www.joellipman.com/articles/crm/zoho/zoho-creator-push-to-ebay-listings.html */ // // evaluate (specify here your dates [time set to midnight]) v_timeFrom = zoho.currenttime.subDay(0).toString("yyyy-MM-dd'T'00:00:00.000'Z'");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *