Assuming following is required, the following 283 results were found.
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View it to see what is expected of the reverse process, the import file. The import file I got working had the following columns: Attachment Id: This needs to the unique filename of the actual file on disk (as opposed to "File Name" which is the file...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no difference: f_CSVFile.setCharSet("UTF-8"); f_CSVFile.setFileType("csv");
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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{ "open": "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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to remove the attribute. Also remove the class names "disableEditProp" and "eventNone". You should get the following: Click on "Done", then on "Save and Close". Go to the Lead Conversion Mapping page (Setup > Modules and Fields > Hover the mouse over...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the quick answer is to build a nested map in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and set the layout if you want. Under Event Details, set Type=Page Event; Event=onLoad Click on "Next" Give it the following code: // attempt try { // get the ID of this record var v_ThisRecordID = $Page.record_id; // get the full name of this contact...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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detect what webhooks it initialized. If you added webhooks via another app or via the Shopify Admin interface, then the following code won't be able to check and restore them. The Code Snippets: The Shopify Order Update notification First create a CRM...
- Type: Article
- Author: Joel Lipman
- Category: Shopify
- Language: *
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+ "Ref. " + c_Quote.Quote_Reference + " "; } %> Total Quantity Total Price Total Discount Total Amount Please note the following: I've put some really small print here just so that you don't really read this and appreciate that we have terms and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following: Login to Zoho Analytics, and choose a workspace with the relevant data (in this case Zoho Books Analytics workspace) In the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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widgets (or cloning the first widget and then changing the filter and heading label), I now have a dashboard that has the following: Done! Source(s): IconExperience - Professional Icons » V-Collection » Browse Icons »
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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m_Actions.put("action_type","SIGN"); m_Actions.put("private_notes","Please complete the following Credit Application Form or forward to the person within your company responsible for completing this."); m_Actions.put("recipient_phonenumber","");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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using invokeURL and the PUT method, submit the line item again with its ID as well as a key called "_delete" as per the following snippet: // // initialize m_UpdateQuote = Map(); // // get quote details v_Endpoint =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the same as covered in my article Joel Lipman - ZohoCRM: zoho.crm.searchRecords only returns certain records. Consider the following code: /* ******************************************************************************* Function: string...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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perhaps this maybe wasn't possible but as of February 2024; I have been able to test and implement this. Consider the following code: try { v_Test1 = "Foo"; info v_Test1.toLong(); } catch(e) { info "Couldn't convert 'Foo' to an integer"; try { v_Test2 =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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in JSON format within the challengeResponse field. The response's Content-Type header must be set to application/json. The following instructions are on the eBay page but this is the TLDR version: Sign into your developer account:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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don't blame them. But if you can, why not make your own? How? So you will need a webserver of your own running PHP 8. The following PHP script was only tested using PHP version 8.x so I can't say whether it will work for previous versions. I cannot take...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: *
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invokeURL task... This article exists because I spent 2 hours going down the rabbit hole of trying to use OAuth2 and following the usual steps: Grant Code, Refresh Token, Access Token. I also went down the rabbit hole of installing app-bridge and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to your Zoho CRM function and simply include HTML and CSS in the output of the function... done. What we're here for The following script is what I use to pass the record ID to a CRM function called fn_Accounts_CreditSafe. It was partly written by...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *