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 212 results were found.

  1. 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: *
  2. 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: *
  3. 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: *
  4. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit thereafter to see if there are zeros... But I'm keen on avoiding using loops where possible so we don't breach a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    need the profile) r_UserDetails = zoho.crm.getRecordById("users",v_UserID); if(!isnull(r_UserDetails.get("users"))) { for each r_User in r_UserDetails.get("users") { if(!isnull(r_User.get("profile"))) { v_UserProfile = r_User.get("profile").get("name");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    l_Attachments = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint = "https://www.zohoapis.com/crm/v2/Contacts/" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. 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

    want to research this often so here's the quick parsing instruction to get the eBay photos; this snippet stores the URL of each picture in a list variable: l_Pictures = x_MainNode.executeXPath("//Item/PictureDetails/PictureURL/text()").toXmlList(); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    // // initialize my list to populate l_CheckDates = List(); // // loop through generated list and add dates for each index v_Index in l_GeneratedList { if(v_Index>0) { l_CheckDates.add(zoho.currentdate.addDay(v_Index).toString("yyyy-MM-dd")); } } // //...

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

    type :GET connection:"zinventory" ]; m_Accounts = Map(); if(!isnull(r_ChartOfAccounts.get("chartofaccounts"))) { for each r_Account in r_ChartOfAccounts.get("chartofaccounts") { m_Accounts.put(r_Account.get("account_name"),r_Account.get("account_id"));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  10. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // // loop through line items and populate for each m_SOLineItem in l_SalesOrderLineItems { m_InvoiceLineItem = Map(); m_InvoiceLineItem.put("item_id",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    duplicates!"; // // return a distinct list l_Customers2.removeAll(l_Customers1); // // loop through and output to user for each v_DistinctCustomer in l_Customers2 { v_CountDiscrepancies = v_CountDiscrepancies + 1; c_Customer =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. 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

    p_TicketID + "/attachments" type :GET connection:"zdesk" ]; l_AttachmentDetails = ifnull(r_Attachments.get("data"),{}); for each r_Attachment in l_AttachmentDetails { m_Attachment = r_Attachment.toMap(); v_Endpoint = m_Attachment.get("href") + "?orgId="...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  13. 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

    { l_ZB_ContactPersons = r_ZohoBooks_CustomerDetails.get("contact").get("contact_persons"); for each m_ZB_Person in l_ZB_ContactPersons { if(!m_ZB_Person.get("email").isBlank() && l_ZB_InvoiceRecipients.isEmpty()) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    in ZohoCreator l_CsvLines = List(); l_ApplicableProducts = Products[Display_in_Widget=="Yes"] sort by Product_Name; for each c_Product in l_ApplicableProducts { l_CsvRow = List(); l_CsvRow.add(c_Product.Photo);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    other apps may create similar webhooks so you need to make sure the script below is looking for your custom webhook for each m_ThisWebhook in r_ShopifyWebhooks.get("webhooks") { if(m_ThisWebhook.get("id") != null) { // // my app is the only one using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  16. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    reminding staff to convert the lead. // l_RelatedTasks = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask in l_RelatedTasks { if(!isNull(m_RelatedTask.get("Subject"))) { if(m_RelatedTask.get("Subject")=="Follow Up Non...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    parameters:m_Params connection:"my_projects_connection" ]; l_PastEvents = ifnull(r_PastEvents.get("events"),List()); for each m_PastEvent in l_PastEvents { // // convert a Zoho Project DateTime to a DateTime datatype (given 12/12/2023 12:00:00 PM......

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  18. Zoho Deluge: Convert Hex to RGBhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-convert-hex-to-rgb.html

    in deluge that takes a 3 or 6 character hexadecimal color and returns the RGB values for you. How? Very quickly, we take each character from the given string and convert it to its RGB value. Replace letters A to F with their numeric equivalents. Made up...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    if(r_SearchResults.get("code") == 0) { l_SearchResults = r_SearchResults.get("estimates"); for each m_Estimate in l_SearchResults { if(m_Estimate.get("estimate_number").equalsIgnoreCase(v_QuoteRef)) { if(m_Estimate.get("customer_id") == v_CustomerID) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-isblank-and-isnull-before-or-after.html

    r_Events = invokeurl [ url :v_Endpoint_Events type :GET headers:m_Header ]; for each m_Event in r_Events { if(m_Event.get("id") != null) {... do stuff } } Source(s): Zoho Deluge: Difference between isBlank(), isNull() and isEmpty() functions

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
Results 141 - 160 of 212