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Assuming build is required, the following 69 results were found.

  1. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    v_NewSoID = r_NewSoDetails.get("salesorder_id"); v_NewRefNum = r_NewSoDetails.get("salesorder_number"); // // build up a reference map from the line items of the newly created sales order m_NewLineItems = Map(); for each r_NewLineItem in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-image-uploaded-in-creator-form.html

    (not the form) v_PublishKey = "AAAAABBBBBCCCCDDDDEEEFFFGGGGHHHIIIJJJKKLLLMMMNNOOOPPPQQWRRRSSTTUUVVWWXXYYZZ122345567890"; // build image src v_ImageSrc = "https://creator.zoho." + v_TLD + "/file" + zoho.appuri + "MyImages_Report/"; v_ImageSrc =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

    the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were...

    • 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

    and lead ID record v_LeadOwnerID = 5432109876543210987; v_LeadID = 4321098765432109876; v_CustomerName = "Test User"; // // build map to schedule a call m_ScheduleCall = Map(); m_ScheduleCall.put("$se_module","Leads");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    counting from Monday 00:00 v_FirstDateOfWeek = zoho.currentdate.toStartOfWeek().addDay(1).toString("yyyy-MM-dd"); // // build up COQL Query v_CoqlQuery = "select Start_DateTime, End_DateTime from Events where Created_By='" + v_UserID + "' and (";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    l_HtmlEntityNames.add("quo"); l_HtmlEntityNames.add("apos"); l_HtmlEntityChars.add("\""); l_HtmlEntityChars.add("'"); // // build a map m_HtmlEntity = Map(); for each index v_EntityIndex in l_HtmlEntityNames { m_HtmlEntity.put("&" +...

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

    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....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    = invokeurl [ url :v_EbayPictureUrl type :GET ]; // // set the data type r_DownloadedPhoto.setParamName("image"); // // build up request to Zoho m_Params = Map(); m_Params.put("image",r_DownloadedPhoto); // // generate endpoint v_Url =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    v_RefreshToken = "1000.aaaabbbbccccddddeeeeffff11112222.33334444555566667777888899990000"; // // build URL to query l_Params = List(); l_Params.add("refresh_token="+v_RefreshToken); l_Params.add("client_id="+v_ClientID);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  11. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    { m_Accounts.put(r_Account.get("account_name"),r_Account.get("account_id")); } } // // build the update or create request m_CreateBooksItem = Map(); m_CreateBooksItem.put("name",v_ItemTitle); m_CreateBooksItem.put("sku",v_ItemSKU);...

    • 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

    If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    any record. Here we'll use the last record used initally to generate this CSV/Text file; which happens to be a bill: // // build attachment request m_Attachment = Map(); m_Attachment.put("paramName", "attachment"); m_Attachment.put("content",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    m_Attachment = r_Attachment.toMap(); v_Endpoint = m_Attachment.get("href") + "?orgId=" + v_DeskOrgID; info v_Endpoint; // // build data row to send m_Data = Map(); m_Data.put("Ticket ID", p_TicketID); m_Data.put("Attachment ID", m_Attachment.get("id"));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  15. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  16. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-your-statement-execution-limit.html

    from 0 to 4999 Observation #2: Setting a loop with leftpad limited to 100,000: Our trick of using the leftpad() method to build a list of any number is actually limited to 100000 as you will get an error saying: "Unable to execute function because the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. 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

    the record?... It is possible. The article below documents it but as this is a fair bit of coding, you may want to ask us to build this solution for you. It can take a few days but it will save your staff a ton of time per week! What your staff see:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    } } } // // if there is reason to update it then let's update CRM API v7 style if(l_NewLineItems.size() > 0) { // // build request to send to CRM v7 // m_RecordData should have value from last iteration...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/cms/website-development/php/php-script-make-your-own-thumbnail-generator-via-api.html

    work for previous versions. I cannot take credit for this script, as I asked OpenAI's ChatGPT to write it initially, and to build upon it as I kept moving the goal posts, figuratively speaking, and changing the requirements. I am impressed however that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: *
  20. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    */ // // the zoho analytics org ID noted earlier v_AnalyticsOrgID = "123456879"; // // Build the request for Analytics m_Header = Map(); m_Header.put("ZANALYTICS-ORGID",v_AnalyticsOrgID); m_Columns = Map(); m_Columns.put("criteria","\"Performance...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
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