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  1. Zoho Deluge - Get Full Day Namehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-full-day-name.html

    return same index from first array Day_Name = Day_Names.get(Day_Abbreviations.indexOf(Day_Abbreviation)); Reducing the code lines but using the same technique as above: Day_Names =...

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

    in /home/thirdpartyapiorg/public_html/thirdpartyapi_controlpanel/user/addons/thirdpartyapi_webservice/Service/Format.php on line 86 Rather than assuming Zoho Deluge maps and lists are JSON variables, let's send a strange hack instead: m_NestedRequest =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. 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

    name of the linking module: Go to setup > Developer Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-deluge-to-submit-custom-fields.html

    Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom = {"UDF_CHAR8":12345678901234567,"UDF_CHAR7":"Joel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  5. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    is what I did: Event Type [Drop Down: with options "Order Update", "Inventory Update", "Product Update"] JSON Payload [Multi Line] 2. Joel's first Cheat: If your client has ZohoCRM, let's use a CRM REST Function Granted this only works if you have a CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

    field or even the same integration field, it will return an error Unable to update the value to r_RecordDetails.Account. Line:(442) How? It is written in the documentation albeit difficult to find: an integration field returns an ID as a string. If you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. 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

    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 get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    terms and conditions", "customer_id": "234567890123456789", "payment_terms": 30, "salesperson_id": "345678901234567890", "line_items": [ { "item_id": "456789012345678901", "discount": 0, "quantity": 1, "description": "A test product description" } ],...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    on it will generate a PDF of the merged template and attach it to the CRM contact record under "Attachments". As a quick outline of the below: Create a connection to Workdrive/Writer Get the Merged Template ID (hexadecimal) Create the all-in-one button...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-change-radio-into-tabs.html

    ""; v_Css = v_Css + ".zc-Tabs-label{display:none !important;}"; v_Css = v_Css + ".zc-Tabs-group .choice-table-row{display:inline-block !important;padding:0;}"; v_Css = v_Css + ""; input.Note_CSS = v_Css; Yields Then I need to get rid of the circles...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    happen in real-time making it really difficult to extract and use. The key trick I used was to actually use a single-line text to store the customer's requested time. Let's use the appointment example mentioned above for a customer in UTC+1 @ 4pm their...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    the REST API Function you noted above: Copy the Webhooks key on the Xero page into your CRM function replacing the value in Line 2 of my code snippet above. > Save the CRM function. Click on "Save" on the Xero page Click on "Send 'Intent to receive'"...

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

    Form CSS (link name: Form_Css || type Add Notes) Selected Value for debugging (link name: Selected_Value || type Single line) Starting Date (link name: Starting_Date || type Date) Selected Date (link name: Selected_Date || type Date) The CSS So first of...

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

    This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. 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

    } // don't save record? return false; Note(s) Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for future reference. var l_existingSubformRows =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    :file:v_CSVFile ] } Error(s): {"errors":[{"message":"Field 'endCursor' doesn't exist on type...

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

    list called "Role" with the options: "user", "assistant", "system". Add a file upload field called "Big Data" Add a single line field called "Title" (used as a multi-line cannot be used in the listview). Add a multi-line field called "Content" and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-stripe-terminal-integration.html

    WITH PHYSICAL TEST CARD // Send in as payment endings: eg. $100.00 == payment approved 00 Payment Approved 01 Payment Declined // call issuer code 05 Payment Declined Generic 55 Payment Declined Incorrect Pin 65 Payment Declined...

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

    (Joel Lipman) - Initial release Date Modified: 2023-03-29 (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    system that likes rounding 64-bit signed integers (long numbers): // // Generate a CSV of a Report in ZohoCreator l_CsvLines = List(); l_ApplicableProducts = Products[Display_in_Widget=="Yes"] sort by Product_Name; for each c_Product in...

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