Assuming would is required, the following 213 results were found.
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r_AuthToken; Once you have a refresh token, it is not necessary to generate another refresh token as it does not expire. You would only generate a new one if you were changing scope. There is a limit of 20 refresh tokens. Any refresh tokens generated...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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Monday of the month, it is likely that even if today was the first day of the month and coincidentally a Monday, then we would want to specify the field date to be the first Monday of the next month. If however we want the last Tuesday of the month and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this caused problems if comparing two datetime values. In this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to another. The specific form was for "Leads" which contained a subform with a product line item list. If I run this code, I would get the error: Expecting ZC_SUBFORM_250 expression found COLLECTION expression Another error you may get when using the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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considering that Zoho Creator has their own version of Bootstrap and jQuery. This is the first example I have where you would want dynamic content in a Zoho Creator page without the use of JavaScript or 'Widgets JS'. How? Here are some screenshots to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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"file_Size": "13.26 KB", "creator_Id": 987654321098765432, "link_Docs": 0 } ], The most logical thinkers would say that you simply need the download_Url value and prepend the CRM base URL such as https://crm.zoho.com + v_download_Url... But that is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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the technique above is simply wrong. The trick and solution is a lot simpler than you might think... Doing the above, I would get a really messy response (I'm targeting an API made with ExpressionEngine) such as: Fatal error: Uncaught Error: Class...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the changes. I now query all the records held so far in this linking module which I'm guessing is called Quotes_X_Users (would appear in the popup once you start typing zoho.crm.getRecords. I'll get an array back of 2 records and I'll be looking for the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator record). There was also a workflow that ran when the Creator record was updated to update...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather than requests. Sure it lists fields that are required in the request but not a sample request packaged...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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is a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin Click on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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1975-01-07 07-Jan-1975 Tue, 7 Jan 1975 ********************* 1975-01-07 07-Jan-1975 Tue, 7 Jan 1975 Additional You would of course need to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the Account module to the Quote module, then on convert, to map these to the Sales Order in CRM. As my client's sales team would only create sales orders in CRM and don't use the invoice module (that's for their finance team using ZohoBooks), we...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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City Another City Test State Test Zip Another State Another PostCode Test Country A different Country But the packing slip would display the Ship to address as the same as the billing address... Or more specifically, the primary contact, company,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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of each quote record are different. Having spoken to Zoho and raised with the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list variable... But what if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? Well eBay returns URLs to images that have been...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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settings and run the Mail Merge; then has to click on "execute function after merge" and select the function to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *