Assuming order is required, the following 135 results were found.
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Why? I'm aiming to automate a process which counts the number of products allocated to an 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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quote into one single quote. Why? I've written this article because I keep forgetting on how to do this. I have a specific order of steps on how I do this, you may find other ways but this is one that works for me. How? So here's an overview and then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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"duration": "1", "duration_type": "hrs", "start_date": "11-12-2021", "end_date": "12-12-2021", "percent_complete": "0", "order_sequence": "4", "priority": "None", "custom_fields": m_Custom.toString() }; r_CreateResponse =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The quick answer is buried in Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= "0"; v_CrmOppID = "0"; v_OwnerName = ; v_AppLinkName = ; v_FormLinkName = ; v_ViewLinkName = ; if(!isnull(salesorder.get("salesorder_id"))) { v_CreatorSoID = salesorder.get("salesorder_id"); } v_SearchCriteria = "Sales_Order_ID==\"" + v_CreatorSoID +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so trying to get the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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In any way that you do this, OnEdit will populate the form with the record data and trigger each field in the displayed order. Method #3: Use an eTag I use to use an eTag for a database-driven system I created to store the record details of properties....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter. Why? Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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v_NoteAttachments = " "; m_SortCriteria = Map(); m_SortCriteria.put("sort_by","Created_Time"); m_SortCriteria.put("sort_order","desc"); l_Attachments = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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the nodes to get the last cursor. Not sure if this meant any data was missing. Perhaps by forcing the sort criteria to be by order of cursor alphabetically; but we were happy with the results the above code did anyway so I haven't tried this. Source(s):...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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{ l_Pages.add(v_StartingPageIndex + v_Increment); } v_TotalNumberOfPages = l_Pages.size(); // // declare variables to store order details in a JSON or ZohoDeluge Map format m_Response = Map(); l_JsonProducts = List(); // // start preparing CSV file to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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List(); // // build up COQL query v_CoqlQuery = "select Content, Role from GPT_Chats where Owner='" + v_LoggedInUserID + "' order by Created_Time asc"; // // build up parameters m_Params = Map(); m_Params.put("select_query",v_CoqlQuery); // // invokeurl...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below to work, is to add a file upload field on the user profile in ZohoCRM; Login as SuperAdmin > Users > Edit a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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would fail because it was making too many function statements. How? I have this code triggered in a workflow when the sales order is created to do some further calculations based on a surcharge rate held in a custom module. The custom module could only...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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m_CreateRecipient.put("Owner",v_LoggedInUserID); m_CreateRecipient.put("zohosign__Recipient_Order",1); m_CreateRecipient.put("zohosign__ZohoSign_Document",r_ZCrm_ZSDoc.get("id")); m_CreateRecipient.put("zohosign__Recipient_Type","Signer");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these are by using the API and deluge function invokeURL rather than...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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issues with one of the servers being down, or inaccessible due to certificate expirys, means that the Cx business halts. In order to add a bit of clustering, we have added a bit of code for it to try one server first, if there is any kind of an error...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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= 100; v_CoqlQuery = "select id, Contact_Name.Tag 'Tag' from Deals where Tag is null and Contact_Name.Tag is not null order by id asc limit " + v_PerPage; m_Params = {"select_query":v_CoqlQuery}; r_Coql = invokeurl [ url...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the unique challenge code, the endpoint must hash the challengeCode, verificationToken, and endpoint URL (in that exact order), and respond to eBay with an HTTP 200 OK status, including the hashed result in JSON format within the challengeResponse...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *