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  1. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    set a form to redirect to one link and adding a HTML anchor link () to the page won't help as you need to submit the form before redirecting the user. A HTML element to the page won't help either as you need to redirect the user to the specified report...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-display-sales-order-shipping-address-on-package-slip.html

    of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had: ${CONTACT.CONTACT_DISPLAYNAME}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-all-active-products.html

    = Map(); m_SoldList.put("Include","false"); m_Params.put("SoldList",m_SoldList); // // exclude unsold items (ended before purchase) m_UnsoldList = Map(); m_UnsoldList.put("Include","false"); m_Params.put("UnsoldList",m_UnsoldList); // // exclude...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    to phone " + v_CustomerName + " at their time of " + v_CustomerAppointmentDateTimeStart); // // with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-meeting-using-deluge.html

    l_Participants.add(m_Participant); m_ScheduleMeeting.put("Participants", l_Participants); // // with a reminder 5 minutes before (eg. "10 mins", "1 hrs") m_ScheduleMeeting.put("Remind_At","5 Mins"); // // the meeting status...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    in the field as soon as a contact is selected. How? This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a formula field to retrieve a field from another CRM record. //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    // declare the new row and JSON argument var json_Row = new Array(); var json_Arg = new Object(); // get some values beforehand which allows us to compare to the rows already present in the subform // first column to add in this row is start date...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    { if(!isnull(r_Data.get("id"))) { // // search by record name to see if we've already added this record before // note the endpoint and then the field comparison here v_SearchEndpoint =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  10. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    is empty and '1234567000001234567' function cannot be applied: Possibly due to me trying to create and declare the subform before having specified any record to insert it into. Expecting ZC_SUBFORM_109 expression found COLLECTION expression: I may have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    of photo for item on any modification Date Modified: 2023-03-20 (Joel Lipman) - Check if payment has already been recorded before creating a new one. - Fixed reference_number being included on customer payment. Date Modified: 2023-03-21 (Joel Lipman) -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  12. Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    when creating an invoice which is sent = true which will automatically send it and mark it as sent. As the function I use before this to generate the invoice, also updates an invoice, I wanted to keep the action of sending separate so that staff can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table of data and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    you we can code a single button on the record which does all of that for you; with only you needing to approve the document before it gets sent to the end user, and when they finish signing it, it attaches automatically back on to the record?... It is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    "details":{ "api_name":"data" }, "message":"invalid data", "status":"error" } How? I recall covering this solution before but it boils simply down to the zoho.crm.getRelatedRecords() not retrieving related records which are clearly visible when using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    } catch(e) { info "Couldn't convert 'Bar' to an integer"; } } Pushing the product beyond it's design Note that before anyone says I'm only try catching a doomed conversion from string to integer; I've applied this to an actual invokeURL command rather...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    developers coming to the platform must subscribe to or opt out of eBay marketplace account deletion/closure notifications before they make their first API call. Once the new developer's application is subscribed to eBay marketplace account...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    the output from the function var o_ParsedQuote = JSON.parse(JSON.stringify(r_QuotedRecord)); // valid? note the underscore before the details variable a_QuotedItems = []; if (o_ParsedQuote._code == "SUCCESS") { if (o_ParsedQuote._details !== undefined)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 41 - 60 of 109