Assuming have is required, the following 417 results were found.
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Actions Do you want to get rid of the annoying escaped double-quotes that no longer have any use in our data sample? Use a non-regex replaceall: v_FormattedData = v_FormattedData.replaceAll("\"","",true); If you are splitting your CSV rows by "\n", then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books". The "v_Filter" appears to do absolutely nothing but I've left it in there in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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a custom lookup field to the users settings called "Division" (similar to team name) and wanted any 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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specified the tax rates that this CRM can use; but... do the next steps for users to be able to use these. Done, sorta To have this selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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of documentation on the Zoho Official Documentation and even on this website so we'll skip to the COQL query. This is what I have: // // build up COQL query v_CoqlQuery = "select distinct Currency from Quotes where Subject!=''"; // // build up...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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+ " "; Generate a list of working dates given a number of days So here's another scenario where you have a start date and you are asked to list the working days, 7 days after the start date. I'm aware of the method .workdaysList(): date1='2022-07-21';...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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how I calculated the start and end dates of when Daylight Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but here's the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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and invalid signed webhook. So I'm going to cheat, by setting up a PHP script on a server we own to return a 200 status: Have a hosting server ready which has SSL installed. Add a PHP script with the following code (change the webhooks key to your own -...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Receive eBay Order Notifications via Webhook Zoho Creator: Receive JSON via a Shopify Webhook This time, the objective is to have an eBay notification be sent to Zoho CRM (can receive webhooks) which forwards it to Zoho Creator, which in turn generates...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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on the pencil icon of the cloned template Right-click on the text box causing the issue and select "Inspect" (if you don't have this see alternative steps below on "Inspect page Elements in Chrome"). In the Developer Tools Inspection Window for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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can't do cross-dom acoss child iframes; but it does let you use OpenURL(v_Url, "iframe", "iframe_name") which is good if you have multiple iframes on a page and you only want part of the page to display different content dynamically or on click of a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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= 475; v_DealRate4 = 525; b_ShowAlertMessage = false; } // show advisory if (b_ShowAlertMessage) { ZDK.Client.showAlert("You have selected a rate without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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client's ZohoCRM was not accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c What I want Me,Myself,I a,b,c How? So in this article I just want to list some various methods of inserting a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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2", cp."Campaign 3" FROM "Contacts" c LEFT JOIN "Contacts vs Campaigns Pivot" cp ON cp."Contact Id"=c."Id" Caveat(s) You may have noted a few caveats with this solution: This query needs each campaign name specified to see the results per contact...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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up a nightly schedule which checks on all the shipments from a certain date and updates the shipment status for items that have been delivered: Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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respective records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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in to their domain registrar's website and need to be assisted, perhaps via a remote session, on setting these up. If they have someone or a company which manages their domain, then they can give the following instructions to these instead. ZohoCRM: Get...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *