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  1. Joes Syntax Styler (JSS)https://www.joellipman.com/component/content/article/joes-syntax-styler-jss.html?catid=53&Itemid=165

    conflicting with other scripts but do I really need a complex solution? So here I am making my own again. I wanted something really basic that simply lets me style content within the tags: Use PHP or JavaScript (avoiding Framework conflicts) You select...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  2. Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=53&Itemid=165

    Only:" heading and then a list of components. Find the value of the checkbox by viewing the HTML source and you should see something like the following: // take the value of the checkbox (eg. doc_indexer) I have set the module by default to only search...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  3. Zoho Templates - Font size is inexplicably tinyhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-templates-font-size-is-inexplicably-tiny.html

    the problem. Step #1 Remove any images that you uploaded to Zoho and you've included in your HTML — this will be something like img src="https://crm.zoho.com/viewInLineImage?fileContent=: You should find your code now previews at a normal font...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Deluge - Some Useful Regular Expressionshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-some-useful-regular-expressions.html

    = v_MyString.replaceAll("^((?:\S+\s+){2}\S+).*","$1",false); // yields I am Joe Not a regular expression but something I use to pad months and dates in a date format: v_MyString = 2; // February v_FormattedString = leftpad(toString(v_MyString),...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    data","status":"error"}: Happens if you submit "data" as something other than a JSON Array: m_Data = Map(); m_Data.put("data",m_RecordData); // MISSING .toJSONList() to convert m_RecordData to a JSON Array r_RecordUpdate = invokeUrl [ url :v_EndPoint...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  6. Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-image-uploaded-in-creator-form.html

    f_MyImages.ID + "/MyImage/image-download/" + v_PublishKey; v_ImageSrc = v_ImageSrc + "?filepath=/" + v_Filename; // yields something like...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  7. Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    open the same popup link in the parent window. The solution however is to remove the base URL and only keep the URL as something like #Page:Notify. Do NOT add the base URL such as https://creatorapp.zoho.com/myowner/myapp/#Page:Notify. CSS styling...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    item Name the workflow Execute the action for Collection of record (this step is very important!) And you should have something like the following: Click through on "Add New Action": Select "Deluge Script" Select an event: Run a function: And the next...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    this is the value of "From" on the "Leave" form. p_LeaveTill this is the value of "To" on the "Leave" form. Giving you something as per the following screenshot: Click on "Save" to accept this Note: It is important to add these parameters rather than...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  10. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users". Find records relevant to this module: l_LinkedRecords =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    level is unaffected and all tax rates are selectable: in the aggregate fields section), the user will get a popup saying something like "No tax associated with this product.". For CRM REST API: r_TaxRates = invokeUrl [ url:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    :v_Endpoint type :POST parameters:x_Params headers:m_Headers ]; info r_ResponseXML; } } Success Response You should get something like the following on a successful subscription: 2021-09-20T19:50:29.964Z Success 1173 E1173_CORE_APINOTIFY_19146596_R1...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. 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

    [ url: v_Endpoint2 type: POST files: r_CreatorPhoto connection: "joels_crm" ]; info r_CrmPhoto; } } The above should yield something like: /1234567890123_my_beautiful_face.jpg {"code":"SUCCESS","details":{},"message":"photo uploaded...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Deluge: Generate List of TimeZoneshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-list-of-timezones.html

    = v_TimeZone.replaceAll(","," ", true); info v_TimeZone; l_TimeZones.add(v_TimeZone); } //info l_TimeZones; Yields something like: (GMT-10:00) Hawaii Time (GMT-8:00) Alaska Time (GMT-7:00) Pacific Time (GMT-6:00) Mountain Time (GMT-7:00) Arizona Time...

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

    "https://zohoapis.com/writer/api/v1/templates" type: GET connection: "joels_connector" ]; info r_Templates; // // yields something like: /* { "total_count": 5, "templates": [ { "created_time": "2019-08-28T16:30:33Z", "modified_time_ms": 1567009834477,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. 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

    to add 10 minutes to a date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    is called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field hasn't been populated l_Appointments =...

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