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  1. Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=53&Itemid=165

    the hidden fields in the HTML form (generated in PHP) in the following file: mod_joesearch.php. Simply add each component name separated by a comma (eg. "doc_indexer, weblinks"): // add doc_indexer to search // search weblinks as well Form attributes I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  2. Zoho Deluge - Modify the product line items in an invoice modulehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

    of fields to build up a Product Line Item: "Product_Details": [ { "product": { "Product_Code": null, "Currency": "USD", "name": "Test Product", "id": "1642130000000104087" }, "quantity": 1, "Discount": 0, "total_after_discount": 0, "net_total": 0,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge - Counting in a Map dataTypehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    account or in total for a purchase order. Let us assume we have the following in a form/report called "Stock_Upload": RowID Name SKU Account Email 0001 Test Product 1 TEST001 test1@joellipman.com 0002 Test Product 1 TEST001 test1@joellipman.com 0003...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  4. Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

    this is icon in top-left > Setup > Connections) Click on "Add Connection" and click on "Zoho OAuth" Give a lower connection name, eg. "joels_connector" Select the scope ZohoProjects.timesheets.ALL as a minimum (or CREATE/READ): 2. Code to push Time Log...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
  5. 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

    to convert it to a number with .toLong(). Say I have an integration field on my form called "CRM Account" with field link name "Account"; Then I have a workflow on user input of the field to save this directly to the record; You would think the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    v_RecordID = r_Record.get("id"); v_CountFound = v_CountFound + 1; // // other field update if(!isnull(r_Record.get("Account_Name"))) { // do other stuff v_CountUpdated = v_CountUpdated + 1; } // // update the record irrespectively...

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

    = r_CreateSO.get("salesorder").get("salesorder_id"); // v_AddressIndex = 0; m_ShippingAddress = Map(); // set field api names that we will read from and write to l_CrmShippingAddress =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings: // our made up books org id but enter your own v_BooksOrgID=20210924095; // // get...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. 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

    photo in the CRM record. How? So we have to do the usual which is download the photo using invokeUrl then we set the paramname not to attachment but to file. We then use another invokeUrl to upload the photo to CRM: // init v_AppOwner =...

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

    */ v_Page = ifnull(p_Page,1); v_PerPage = ifnull(p_PerPage,200); m_Output = Map(); r_Api = API_Integration[Connection_Name == "eBay API (Production)"]; if(r_Api.count() > 0) { v_AccessToken = thisapp.API.fn_eBayConnect_AccessToken(); v_TradingAPIVersion...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    + "Portal_Listing_Report/" + input.ID + "/Main_Photo/image-download/" + v_ListingPublishKey + "?filepath=/" + v_Filename; URL Syntax #2 // works in eBay v_ImageSrc = "https://creator.zohopublic.com" + zoho.appuri + "Portal_Listing_Report/" + input.ID +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" } How? We're going to parse the created date and time...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-task-timesheet-reminder.html

    { // loop through active users if(r_User.get("status") == "active") { v_Email = ifnull(r_User.get("email"),""); v_LastName = ifnull(r_User.get("last_name"),""); // // single out this person (can be removed after testing)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-setup-datasource-via-ftp-connection.html

    field in the top right and there should be a single FTP option displayed to you: Step 1 of 2: Give the datasource the table name it will have in Zoho Analytics, a description and then enter in the FTP details as per your configuration, then click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  15. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html

    */ v_Found = 0; v_Updated = 0; v_Page = 1; v_PerPage = 10; m_Output = Map(); r_Api = API_Integration[Connection_Name == "eBay API (Production)"]; if(r_Api.count() > 0) { v_AccessToken = thisapp.API.fn_eBayConnect_AccessToken(); v_TradingAPIVersion =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  16. Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-embed-forms-reports-on-a-page.html

    for CSS styling as you 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    Contacts doesn't seem to appear in Client Script IDE. Didn't for me but then it isn't too hard to guess what the module name is.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    First you will need a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data...

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

    eBay Listings The megafunction So I'm going to call this function "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. 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

    // // select applicable staff l_ApplicableStaff = 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...

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