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Assuming want is required, the following 279 results were found.

  1. Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

    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: *
  2. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

    New Street","Territory":""} {"EmployeeID":"New York City\"","Name":"USA","Address":"","Territory":""} Actions Do you want to get rid of the annoying escaped double-quotes that no longer have any use in our data sample? Use a non-regex replaceall:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values into the target How? So this is my plan: Setup a connector to CRM with the scopes...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-template-not-being-able-to-edit-a-text-box.html

    ${Organization.Country} ${Organization.Postal Code} 11 My Street, My City, My State, My Zip, My Country They wanted to get rid of the "11 My Street, My City, My State, My Zip, My Country" but when editing the template, they couldn't put the cursor in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    then the getRecords() functions: Set the record ID to your own record ID. Set the list of pages to the number of pages you want to search. Keep in mind script execution limits set by Zoho. Set the search criteria string to your specific requirements...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. 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

    didn't fit the requirement: A client's 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"....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    and vice-versa. Easy to make the function to push an item to an eBay listing (see my other articles for this). But we also want to push an image from Zoho Inventory to eBay. How? Again, there is a caveat in that the subscription you have or your client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  8. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    any field in your table/query which is not the one to display Under "Group By", select the field that has the value you want to display. Under "Show Value As", select Max Then click on the "Settings" tab and do the following: Under Primary Value -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  9. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    accepting "\n" as a new line character and instead would render/display it as "\n"... What I have Me,Myself,I\na,b,c What I want Me,Myself,I a,b,c How? So in this article I just want to list some various methods of inserting a new line character. Works...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's eBay store; we want to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  13. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-organization-business-hours-via-deluge-api.html

    A super quick article on getting the business hours set in ZohoCRM. Why? When creating a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    data table and then to push the attachment from ZohoDesk to ZohoAnalytics using the API. The use-case here is that a client wants customers to submit ZohoDesk tickets and upload photos of the problematic product to the ticket. They then want an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  15. Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-prompt-and-popup-mailer.html

    and message content already populated. How? The example from the Kaizen series uses a record with canvas mode applied; but I wanted to try it without a canvas to see if we can have this functionality using the out-of-the-box ZohoCRM. Client Script...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    Deluge function .toFile() and uploading it to a file upload field within Zoho Creator. Why? The use-case here is that we want a file to be hosted within Zoho Creator for use by a JS widget that will download the CSV (in this case a Text *.txt) file for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  18. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    through the net while every day, the process to tidy these all up would leave the data more and more unreliable. So Shopify want your webhooks to respond within 1 second. This is about enough time to store the record but that's it. Processing the record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  19. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    l_HeaderColumns.add({"key":"po_status","value":"Status"}); // amount/total is a currency column we want aligned on the right l_HeaderColumns.add({"key":"po_amount","value":"PO Total","align":"right"});...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects/zoho-projects-get-all-events.html

    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 call to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Projects
    • Language: *
Results 61 - 80 of 279