Assuming quick is required, the following 247 results were found.
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This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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error: { "code": 15, "message": "Please ensure that the billing_address has less than 100 characters." } How? So the quick answer is 2 separate API calls after you have sent the code to either create or update the estimate in ZohoBooks. You will need...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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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 article (2024-05-21) due to the API domain name change from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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A quick article on how to get around this error. Why? The use-case here is that I am using the send invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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.then(function(response) { // store the search results into an array var recordArr = response.data; // quick loop to find the preferred name for(var index in recordArr){ v_GreetingName = recordArr[index].Nick_Name; break; } // if not blank then let's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick article on retrieving all the products from a WooCommerce instance on a client's Wordpress website. Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine by going through forum posts from 7 years to 2 years ago. The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. Why? We're assisting a client implement Zoho People as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some point as an input but at the time of print, this hasn't...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue. Why? Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? A really quick article on demonstrating a nested try...catch()... statement working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A really quick article to test when to use isNull and isBlank. Why? So I've noticed that looking at people's Zoho Deluge code, there will often be a check on a null before or after the variable: if(v_Test.isBlank()) {... } VS if(isBlank(v_Test)) {......
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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may be a better way of doing this. What I'm trying to have is a generic function that will work on any CRM and possibly be quick to adapt to a module other than products. This function will also try to delete the duplicate but if the duplicate is the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *