Assuming zoho is required, the following 214 results were found.
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part of a system but important to some staff... How? In an earlier article, I've shown how to change a radio type field in ZohoCreator into a Carousel type of interface. This time, we're going to repurpose and restyle a radio type field into a color...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is a snippet that gets the tags of a contact and copies it over to the deal record: l_Tags = List(); // r_DealDetails = zoho.crm.getRecordById("Deals",p_DealID); if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At time of print, we have woken up to the news that including a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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article on resolving this issue if it ever appears again. Why? At time of print, this error was happening to schedules in Zoho Books, Zoho Inventory, and Zoho Subscriptions. Unless you can monitor when these type of schedules are failing, you won't see...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= false; for each index timeSlot in hourList { timeSlotStr = timeSlot.toString(); if(timeSlotStr.length() zoho.currenttime && v_CheckTime1b >= v_OpeningTime.toTime() && v_CheckTime1b...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is an article documenting how to access ZohoCRM with API v2 using PHP and cURL. The first few functions are to manage OAuth v2 and generate the refresh and access tokens. The second snippet of code below is using the functions to read data from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: en-GB
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of the invoice record: v_Index = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map(); r_InvoiceDetails = zoho.crm.getRecordById("Invoices",p_InvoiceID); for each r_ProductLineItem in r_InvoiceDetails.get("Product_Details") {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time. How? Through sweat and perseverance. The trick is to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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This is a quick article to template some code to me on sorting a map variable in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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in a line items or product details section of a transactional module such as Quotes, Sales Orders or Invoices using code: Zoho Deluge. Why? At time of print, Zoho had recently introduced the ability to have custom fields in your line items, alongside...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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not a sample request packaged to be sent. How? Let's assume that my custom fields have as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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to check that there is nothing wrong with the date that was submitted. Especially if it is coming from a data source, the Zoho deluge .toList() fails the function if the .get is an out-of-bounds and the .toDate() or .toString() fall apart with an...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Some clients systems will presume that they don't need their sales or CRM users to think about tax and probably manage it in Zoho Books leaving it to their finance team. This is a quick run-through for a standard setup to include UK tax/vat. How? Here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder reference fields...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide. First, let's add a Notes field to the Creator form, I'm calling mine Note_CSS, then I have added a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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at about 4pm (16:00). You will need a connector (I've called mine joel_timesheet) and I've given it the following scopes: ZohoCRM.modules.ALL ZohoCRM.users.READ ZohoCRM.coql.READ // // set to the number of hours minus the ones to be logged on Friday (40...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *