Assuming quick is required, the following 247 results were found.
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This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another integration...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Saving this as a CSV and asking Deluge to parse the data in the appropriate columns was not working as expected. How? The quick answer is a regex that will replace any commas between two quotes with a custom string, to be exact: v_FormattedData =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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v_Endpoint = "https://api.ebay.com/ws/api.dll"; v_ApiCallName = "GetSessionID"; // // first we need to make a quick call to get a session ID m_Headers = Map(); m_Headers.put("X-EBAY-API-SITEID",3); m_Headers.put("X-EBAY-API-CALL-NAME",v_ApiCallName);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A very quick article to calculate the time between two timestamps and break it down into days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong() function...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a photo...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Update 2023 Again this example doesn't include the publish key but can be used across apps in Creator [note this is just for quick ref]. Where my form is called "My_Form" and the image field is "My_Photo" [also note: instead of zoho.appuri, we are...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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clicks 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception, Invalid...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *