Assuming code is required, the following 270 results were found.
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"oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values might have commas and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is an article of code snippets to query a Zoho Bookings instance from within Creator. This one focuses on getting the available slots. Why? This is for a Creator app which had a form to allow customers to make a booking based on the configuration...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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against the server time anyway if(zoho.currenttime >= r_Api.Access_Token_Expiry) { v_Base64Auth = zoho.encryption.base64encode(r_Api.Client_ID + ":" + r_Api.Client_Secret); v_TokenEndpoint = r_Api.Token_Endpoint; m_Headers = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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connection:"joel_books" ]; for each r_Currency in r_Currencies.get("currencies") { m_Currencies.put(r_Currency.get("currency_code"),r_Currency.get("currency_id")); } info m_Currencies; // // get Books ID for a currency from an CRM account record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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"joels_crm" ]; info r_CrmPhoto; } } The above should yield something like: /1234567890123_my_beautiful_face.jpg {"code":"SUCCESS","details":{},"message":"photo uploaded successfully","status":"success"} Source(s): ZohoCRM REST API: Upload a Photo Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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do with some refinement and perhaps if I find a better way to do this, then I'll put it here. But I like this snippet of code albeit a brute force to loop through every active product and list their IDs. How? So here's the function I came up with. It...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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will add to this article if I encounter any. This is simply how I fixed this error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // select a bunch of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of 2 lookup fields to our booking form: one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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when Daylight Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but here's the snippets for the various DSTs around the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the header...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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- Lead Status Change", and a description... You will be presented with a deluge IDE editor. I'm putting in the following code: /* ******************************************************************************* Function: fn_Validate_LeadStatusChange...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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: // // initialize m_ScheduleMeeting =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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But this wouldn't work despite being as per the documentation (see sources below). Here's the code for our function; note it is within ZohoBooks and not ZohoInventory (moved) and the connection "zbooks" has a fullaccess scope: // // initialize...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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part here was to figure out how to convert the CRM record into a PDF using a customer's template. // // initialize (this is code added to a button so should alert user if no email was specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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containing the files to attach that needs some formatting as well: Note that any IDs used in the snippets of code or screenshots below are made up. the Attachments.csv A data backup or export of the Attachments from ZohoCRM will return to you a CSV of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *