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Assuming list is required, the following 206 results were found.

  1. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values...

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

    in red - alternatively give it a unique name in the record). Then map the fields using the dot syntax, add these to a list, and then submit as the subform name, like in the following example (note I have applied a regex to use US/UK numbering format...

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

    "); input.Note_BookedTimeSelection = v_ResultInformation; Source(s): Joel Lipman: Zoho Deluge: Generate List of TimeZones Joel Lipman DataSources: Time zones supported by Zoho (MS Excel file) Wikipedia: Daylight saving time by country Wikipedia: List of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

    to store the values in a table that can be double-checked at a later date. Source(s): Joel Lipman: Zoho Deluge: Generate List of TimeZones Joel Lipman DataSources: Time zones supported by Zoho (MS Excel file) Wikipedia: Daylight saving time by country...

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

    m_Response.put("status_code",v_ResponseCode); // // return return {"crmAPIResponse":m_Response}; Save this and return to the list of functions Hover over the function you just created, click on the 3 dots/ellipsis and select "REST API" Switch on the API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    This article is an effort to find clear and working solutions. It is working again as of 2022-02-10. How? Two methods listed here, the standard searchRecords() and then the getRecords() functions: Set the record ID to your own record ID. Set the list of...

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

    // get the Skills subform var l_SkillsSubform = ZDK.Page.getField('Skillset').getValue(); var l_AlreadyListed = Array(); // loop through subform rows and check if column "Skill" has unique values for (var i = 0; i...

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

    Modified: ????-??-?? (??? - ???) - ******************************************************************************* */ // // list of pages to loop through (note: issues with multiple pages, do 1 at a time) l_Pages = {1}; v_PerPage = 200; for each v_Page...

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

    Map invoice, Map organization, Map user) Label: stripe_terminal_payment Trigger: Incoming Webhook Purpose: Listens for stripe terminal payments. OAuth URL:...

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

    // // build up header m_Header = Map(); m_Header.put("DHL-API-Key",v_DHL_API_Key); // // generate a list based on the number of days ago (list of dates to check) l_GeneratedList = leftpad(" ",v_DaysAgo).replaceAll(" ",",").toList(); // // loop through...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    v_Page = 1; v_PerPage = 10; m_Output = Map(); l_Costs = {11,13,15,17,20}; b_DebugMode = true; l_DebugMessages = List(); l_DebugMessages.add("eBay Order ID: " + p_eBayOrderRef); l_DebugMessages.add("eBay Order Date: " + v_OrderDate); info p_eBayOrderRef;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  12. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    ---------------------- QUOTE LINE ITEMS ---------------------- // line items get via api v2.1 or greater l_BooksLineItems = List(); r_CrmProductLineItems = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes/" + p_QuoteID type :GET...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    ******************************************************************************* */ l_PhoneString = List(); v_CompanyWebsite = ""; // // get org details m_Blank = Map(); m_OrgDetails = zoho.crm.invokeConnector("crm.getorg",m_Blank); info...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. 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

    to show these photos. How? The following is simply the steps to create a data table in ZohoAnalytics, then the code to list a ticket's attachments and push them to the ZohoAnalytics data table. Check that ZohoDesk is sync'ing with your ZohoAnalytics:...

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

    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 l_ApplicableProducts {...

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

    > Load of the Form // // I like defaulting variables v_DefaultColor = "#000000"; // // a color palette l_ColorPalette = List(); l_ColorPalette.add({"#FFFFFF","#EF1616","#EF8216","#EFB116","#5DC35A","#38D7BB","#16D0EF","#398EF3","#C516EF","#EF166F"});...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    all related sales orders l_RelatedSOs = zoho.crm.getRelatedRecords("SalesOrders", "Deals", m_Deal.get("id")); l_UpdateSOs = List(); for each m_SO in l_RelatedSOs { m_UpdateSO = {"id":m_SO.get("id"), "Status":"Cancelled"}; l_UpdateSOs.add(m_UpdateSO); }...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    = o_ThisLineItem._product_description; o_NewLineItem.Discount = o_ThisLineItem._Discount; o_NewLineItem.List_Price = o_ThisLineItem._list_price; o_NewLineItem.Quantity = o_ThisLineItem._quantity; o_NewLineItem.Tax = o_ThisLineItem._Tax; // going to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho Deluge - Multi-line Variable Assignments and Expressionshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-multi-line-statements-using-semi-colon-termination.html

    be useful when building request payloads for API calls or preparing structured data for reuse within a script. 2) Multi-line list declaration and item access Lists can also be declared over multiple lines, which can help when the list is longer or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

    you make a copy of the file before making the change just in case you need to revert the change: // We need to get a list of all weblinks in the given category $query = 'SELECT *' . ' FROM #__weblinks' . ' WHERE catid = '. (int) $this->_id. ' AND...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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