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  1. Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. 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

    style tag v_CssNotes = v_CssNotes + ""; // // add to the notes field (also overrides the displayed note of "Add your Note here...") input.CSS_Overrides = v_CssNotes; Additional If you don't want to apply this to the every subform on that form, you will...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge. Why? My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  4. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    A quick note here on how to connect to the DHL API and check on a package given a tracking number. Why? In our megafunction to generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. 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

    added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details...

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

    m_CreateBooksItem.put("sku",v_ItemSKU); m_CreateBooksItem.put("rate",v_ItemPrice.toDecimal()); // // key here to enable inventory tracking m_CreateBooksItem.put("item_type","inventory"); // // other less important values to include re purchase...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  8. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    of if..then statements, I can feed these maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this...

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

    counts the number of decimals. I didn't need to use this method for my client; just rounding the decimals would suffice but here is my first version of the script: /* *******************************************************************************...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    - but that every app outside of Zoho has) as well as a popup to email from CRM with a rich-text interface. Why? The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    and permissions can be "Read". Click on the "Generate API Key" button Note the consumer_key and consumer_secret somewhere (these aren't displayed to you in future - so this is your one chance, or else you need to generate another key) Zoho Deluge Here's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code is sitting right now. The code snippet to get the item record from the price book Note that I'm using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    the "Scheduler" header information such as the name, description, start date/time, frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  14. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    same field in a third layout rule... Easy without coding and probably everyone figures this one out but I thought I'd add it here as I thought it was pretty cool.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    = input.Color_Picker.getsuffix("background-color:").getprefix(";"); input.Hexadecimal = v_HeximalRef; // optional function here but used in my real-world case input.RGB_Value = thisapp.ColorPicker.fn_HexToRGB(v_HeximalRef); // // inject some CSS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    an InvokeURL. I'm then going to create a list map of tags and add these to the deal record. The key take-away to remember here is that remove() is a void function, similar to the sort() function; in that if you try to assign this to a new variable name,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    the keyset/App ID is activated, and they can begin making API calls." How? Let's cover the first preamble points here: While completing the form, the developer subscribes to eBay marketplace account deletion/closure notifications by saving an endpoint...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API. Why? Cos it took us a while. The online forums seem to go back over a decade and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  19. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    Variables (Zoho Survey)" r3 ON r2."ID" = r3."Respondent ID" LEFT JOIN "Pages (Zoho Survey)" p ON r."Page ID" = p."ID" WHERE p."Title" 'GENERAL' ORDER BY "Response Date" DESC, "Attempt ID", "Page Number", "Question Number" You can take out the order by...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  20. Zoho Survey: Zoho CRM Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-survey-zoho-crm-webhook.html

    Generation Time" Save and close the CRM function You should know how to set up a CRM function as a REST API function but here goes a quick recap: Login to ZohoCRM as a user who has permission to create functions Create a CRM function, I'm calling mine...

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