Assuming code is required, the following 267 results were found.
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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: *
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"09:00", "close": "15:00" } } Inserting as a subform on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My employee record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current task, common English and some European names: // // set first and last name v_FirstName = "BILLIE-JO";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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isn't clearly documented. But there are tips found across the web just not specifically addressing this. How? Here is the code for a test function which downloads 2 files from a public domain, no user wall. The key here which the official documentation...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *