Assuming used is required, the following 202 results were found.
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quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Script: // assuming my sections are called "Tab_Section_1", and so on... [these can be named as you want, the names I've used here are for demo purposes] hide Tab_Section_1; hide Tab_Section_2; hide Tab_Section_3; hide Tab_Section_4; hide...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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// Tuesday 02-Nov-21 Note that Sunday is day 1 of the week. Saturday is day 7 of the week. Here's the English ordinal bit I used: m_Ordinals = {1:"st",21:"st",31:"st",2:"nd",22:"nd",3:"rd",23:"rd"}; v_Day3_Ordinal =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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with a timezone, several calculations happen in real-time making it really difficult to extract and use. The key trick I used was to actually use a single-line text to store the customer's requested time. Let's use the appointment example mentioned...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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 to remind our customer that they have an appointment in 1...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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A very quick article on how to deal with an issue where a CRM template has been used and where the table of line items appears on a separate page (and to remind me of the CSS to fix this). Why? By default / out-of-the-box / vanilla, in a Zoho CRM...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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yields 12 Additional Note(s): You might ask why not use the built-in round() function? Well I admit that round() needs to be used for currencies. The issue is that round() only rounds up decimals to integers when the datatype is an integer and not a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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You should end up with something like this screenshot: * 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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eventually be uploaded back to CRM. How? At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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!= null) { v_ShipmentID = r_CreateShipment.get("shipment_order").get("shipment_id"); } } } // // maybe one is either used or created if(v_ShipmentID != "") { v_Url = "https://inventory.zoho.com/api/v1/shipmentorders/" + v_ShipmentID +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
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} } c_Appt.Zoho_Inventory_Package_Slips=l_PackagesToAdd; } Error(s: Previously my code below was used and it wouldn't work. The difference to the above is that I was trying to add to the multi-lookup directly: // for each v_PackageRef in l_PackageRefs {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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only be the admin or the logged-in user (user who clicks on the button). There might be an easier way to get the template ID used in CRM, but we did this by Login to ZohoCRM > Settings > Templates > Inventory Hover the mouse cursor over the template you...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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part of two months to find a solution. How? Disclaimer! There may be many ways of doing this, this is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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r_PaymentIntentDetails = invokeurl [ url :v_PaymentIntentEndpoint type :GET headers:m_Headers ]; // // get amount (used to capture payment intent) v_Amount = ifnull(r_PaymentIntentDetails.get("amount"),0); v_AmountReceived =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Conversion Mapping" page. How? This is a bit of a hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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not... This article is a start 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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called "zcrm" which has the necessary scope(s) to read from and write to a CRM quote record. The code: This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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= v_CSVString.tofile("PaymentRun.txt"); Attach the file Attach this to any record. Here we'll use the last record used initally to generate this CSV/Text file; which happens to be a bill: // // build attachment request m_Attachment = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *