Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming each is required, the following 209 results were found.

  1. Zoho Deluge: Loop through 30 Minute Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-loop-through-list.html

    hourList = hourString.toList("/"); v_includeInPicklist = false; for each index timeSlot in hourList { timeSlotStr = timeSlot.toString(); if(timeSlotStr.length() zoho.currenttime && v_CheckTime1b >= v_OpeningTime.toTime() && v_CheckTime1b...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge - Get distance between two coordinateshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/get-distance-between-two-points-in-zoho.html

    to document how to calculate the distance "as the crow files" between two coordinates given the latitude and longitude of each. Why? Well, you can pay for a good Google solution that will distance following roads and the such but.. the following is free...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge - Modify the product line items in an invoice modulehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

    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 = Map(); m_NewProduct = r_ProductLineItem;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue. How? So I'm going to try and list solutions to minor errors we run into. Problem: Zoho OAuth Connection:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

    options, change any comma to , then in your CRM code to create the record in Creator: l_MyMultiPicklist = List(); for each r_PicklistOption in r_DealDetails.get("My_MultiPicklist") { v_PicklistOption = r_PicklistOption.trim().replaceAll(",",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. 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

    a URL to an image field (prerequisite: enable the field to allow Image as "Link" not just "Local Computer" or "Camera"): for each r_Image in m_Product.get("images") { if(!isnull(r_Image.get("src"))) { if(isnull(v_MainPhoto)) { v_MainPhoto = "

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    Well I've tried various replace methods with regular expressions but the only method reliable enough I have found to work each time is using the CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    the terminal app on your Mac and type the following to test the install: node –v npm –v You should get a version number for each of these as a response. Failing this you should check your security and privacy and ensure that you have permission to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Deluge: Convert Map to HTML Table without a FOR loophttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-map-to-html-table-without-a-for-loop.html

    A very quick 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,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    = "https://www.zohoapis.eu"; // // get field from CRM l_ResultThisFile = ifnull(r_Row.get("My_CRM_File"),"-"); for each m_ThisFile in l_ResultThisFile { v_ThisFileCrmID = ifnull(m_ThisFile.get("file_Id"),"-"); v_ThisFileName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html

    from source and populate this subform l_QuotedItems = r_QuoteDetails.get("Product_Details"); c_LineItems = Collection(); for each m_LineItem in l_QuotedItems { r_Row = Quotes.Line_Items(); r_Row.Product = m_LineItem.get("Product"); r_Row.Quantity =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    // loop through the CRM Sales Order address fields and build map of address to Books for each v_AddressPart in l_CrmShippingAddress { m_ShippingAddress.put(l_BooksShippingAddress.get(v_AddressIndex),ifnull(r_SoDetails.get(v_AddressPart),""));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    what I want because it has returned the same currency several times and thinks they're unique/distinct because the IDs of each quote record are different. Having spoken to Zoho and raised with the Zoho Deluge team... Well, they realised they would get...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Deluge: Generate List of TimeZoneshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-list-of-timezones.html

    l_TimeZoneOptions.add(" (GMT+14:00) Kiritimati"); Finally, a little loop to remove the HTML tags: l_TimeZones = List(); for each v_TimeZoneOption in l_TimeZoneOptions { v_TimeZone = v_TimeZoneOption.replaceAll("",""); // replace any commas in the value...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    v_Index = 1; if(!isnull(r_LineItems.get("data"))) { l_LineItems = r_LineItems.get("data").get(0).get("Quoted_Items"); for each r_LineItem in l_LineItems { m_NewLineItem = Map(); m_NewLineItem.put("Quoted_Items.Ref", v_Index);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-change-radio-into-tabs.html

    form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section. How? The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-copy-subform-to-other-subforms.html

    c_Thursday = Collection(); c_Friday = Collection(); c_Saturday = Collection(); // // loop through Monday subform for each r_Row in input.Mondays { if(r_Row.In_Effect) { // get Monday entries/rows v_EventType = r_Row.Event_Type; v_EventStart =...

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

    // // loop through all users r_Users = zoho.crm.getRecords("users"); if(!isnull(r_Users.get("users"))) { for each r_User in r_Users.get("users") { // loop through active users if(r_User.get("status") == "active") { v_Email =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
Results 121 - 140 of 209