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  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

    info r_Update; Update 2023 If the above doesn't work, consider making an API call to the following endpoint: m_Params = Map(); m_Params.put("invoice_ids", ); m_Params.put("organization_id", ); r_Associate = invokeUrl [ url:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-duplicate-clone-a-record.html

    format for API v2 is: https://www.zohoapis.{eu or com}/crm/v2/settings/fields?module={module-name} You can then use the following snippet to get all the fields for the module. In our case, for "Invoices": /* Function: fn_Button_CloneInvoice Purpose:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Creator: Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-expecting-zc-subform-250-expression-found-collection.html

    I was using to insert subform rows was wrong. Contrary to what the documentation that says "This task can be used in the following events", effective as of today October 19, 2020, I have not found a place you cannot use this deluge script. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

    that change on the fly based on a mouse event in Zoho Creator automatically get removed on Save/Update of the page. The following uses the built-in functionality of Zoho Creator and could be seen as a 'Pure CSS' feature. I'm aiming to make a list of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    support an array nested more than 2 levels deep. In other words, the above solution will not work if I wanted to post the following: { "auth": { "secret": { "word":"can_you_keep_a_secret", "fact":"Elephants are the world's largest land animal", "key":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    a Zoho Creator app that will help staff log time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  7. Zoho Deluge: Zoho Bookings Get Available Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-zoho-bookings-get-available-slots.html

    as parameters according to documentation = zoho.bookings.getAvailableSlots(, , , ); Set up your connector with the following scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    "Processed" field. [Optional conditionally] Reactivate any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the following: And if the account is integrated with Zoho CRM, the contacts will be pushed correctly as first name and last name rather...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    Opportunity 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

    a SQL format or from largest denominator to smallest in "yyyy-MM-dd" will usually handle the date better. Consider the following: v_TestDate = "07/01/1975"; info v_TestDate; info v_TestDate.toDate(); info v_TestDate.toString("E, d MMM yyyy"); info...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    box (boolean) to the form called "Update_Preview". Onload or on the audit change, my code would look something like the following: // temporarily disable auto-update preview input.Update_Preview=false; // // do stuff here... eg getting data fields,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-display-sales-order-shipping-address-on-package-slip.html

    this on In the left button menu, click on Header Scroll down and click on Shipping Address Format (Custom) Enter the following placeholders: ${CONTACT.CONTACT_ATTENTION} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_CODE}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start Date v_GivenDate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these: Zoho Creator: Receive eBay Order Notifications via Webhook Zoho Creator: Receive JSON...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID: void API.fn_eBayQuery_GetItemTransaction(int p_ItemID) { /* Function:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. 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

    Validation - Lead Status Change", and a description... You will be presented with a deluge IDE editor. I'm putting in the following code: /* ******************************************************************************* Function:...

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

    Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on how to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field hasn't been populated l_Appointments =...

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