Assuming system is required, the following 170 results were found.
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Sales Order in Zoho Books using the API The following is the code template I use but you will need to adapt it for your own system: // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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time. Why? Just want 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",...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which copies it to the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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if(!isnull(r_XeroContact.get("Contacts"))) { for each r_ThisContact in r_XeroContact.get("Contacts") { // // checks if in system already (update or create) if(!isnull(r_ThisContact.get("ContactID"))) { // check if already Xero Ref ID exists in CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting feature differently. This article is an effort to find clear and working...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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* Some of these fields are unnecessary for this example but are used to accommodate other API integrations in the system that are using OAuth 2.0 or authtokens. Note how this is the same form in my article: Zoho Creator: Push to eBay Listings or my Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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plus 7 days depending on which way they navigate. We then need the offset so that when a user clicks on the #9 entry, the system will know this is March 9th 2022 and not June 9th 2021... To do this, we have 2 date fields which will be hidden to the user...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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enable Desktop Notification Click on “Enable” Then click on “Allow” (browser popup prompt) For Mac Users: Sequoia 15.1.1: System Settings > Notifications > Google Chrome > Allow Notifications.
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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Using the following line returns all subform rows, even deleted ones, which is why we didn't use this command in the system. But keeping it for future reference. var l_existingSubformRows = ZDK.Apps.CRM.Deployment_Rate_Log.fetch(); Another example of...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Candidate: Lookup to the Candidates module Job Opening: Lookup to the Job Opening module (called "Vacancies" in client's system) Candidate Ref: A single line text field Vacancy Ref: Another single line text field Candidate x JobOpening Name: Mandatory...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id"));...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts on a Monday. So let's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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search filters or criteria. Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working examples I use in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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below, you will need to setup a client script which runs when the product page is being modified: Login to ZohoCRM as a system administrator Give it a name, I'm calling mine "Products - Correct Decimals" Give it a description, I'm giving it the one I...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script Configuration: Login to ZohoCRM as a system administrator and go to the Setup page (cog icon in the top right next to the profile image) Under "Developer Hub" go to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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enhancing a quote builder form in Zoho Creator. The JS widget (aka the Quote Builder) will need to post a new quote to the system as well as show previous orders. How? We're going to use the Zoho Extension SDK. You should refer to my previous linked...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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commas with the HTML entity equivalent and enclosing the ID in double-quotes in case I open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers): // // Generate a CSV of a Report in ZohoCreator l_CsvLines = List();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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of products, and then finallly show the code to loop through all the pages to retrieve every product from the WooCommerce system. API connection in WooCommerce So we need to get an API connection to ensure we get all the products. This involves getting...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *