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Assuming have is required, the following 417 results were found.

  1. 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

    which is expecting nested/2d/multi-dimensonal arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works. Why? This took me...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users". Find records relevant to this module: l_LinkedRecords =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-upload-a-product-photo-using-deluge.html

    me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo in Zoho Creator but the source doesn't really matter as the part I struggled on was uploading it to CRM. I want to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Creator / Shopify: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-get-all-active-products.html

    } 2 Which results in a map that I can give a Product SKU to and it will return the Shopify Product ID to me. You may have noted also the precarious method in retrieving the product variant SKU (this will error/fail over if a product doesn't have a...

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

    to set entries in a subform called "Mondays" then to click a button which copies it to the remaining working days. How? So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. The form I have looks something like the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    Some navigation is required in the form of a left arrow and right arrow to see previous or next weeks respectively. What I have: What I want: How? This was achieved using some CSS and then some Deluge for the functionality. Let's dig into the CSS and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. 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

    can use the Creator form to add a new attachment that will eventually be uploaded back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    I couldn't find any other article in the whole world wide web that had a working solution. My use-case here is that I have built an eBay integration between Zoho Inventory and... eBay. Out-of-the-box, and at-time-of-print, Zoho Inventory only syncs eBay...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  10. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have about 3 minutes to do the following step (repeat this step if you fail) STEP 3: GENERATE A REFRESH TOKEN For the following,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  11. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference and Vacancy reference: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  12. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours will have the specific OrgID in the URL). Click on "Add Action" Give it the Action Name "Ask ChatGPT" This action should "Answer a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    = Staff[ID != 0]; for each c_Employee in l_ApplicableStaff { info c_Employee.Name; // // reset the stuff they already have in their subform "Usual Shift" c_Employee.Usual_Shift.clear(); // // great now let's build a ZohoCreator subform c_UsualShift =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html

    */ // // declare v_Page = 1; v_PerPage = 100; l_Pages = List(); // // specify the maximum number of orders you think you have on eBay (check eBay homepage and see number of sales [ will be rounded to nearest 1000 ]) // the actual number may be less than...

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

    quick answer is one missing parameter to send through which is "item_type=inventory"... A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  17. Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-proper-case-for-names.html

    and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their name while the other entry does not... This article is a start and adaptation of my previous article...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. 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

    ID, Image URL, Created Time, Modified Time Add a dummy row with data that is expected to be in the rows (ZohoAnalytics may have issues loading a file with only headers) Click on "Create" then "New Table/Import Data" > Select "Files" (the one with the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  20. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 141 - 160 of 417