Search - Joel Lipman .Com

21. ZohoCRM: Import Attachments: / Zoho /; ... for this lookup field. - Parent Id: Ensure that CRM Record ID exists and that you are uploading the associated module CSV at the same time as the attachments (eg. if Parent Id is a CRM contact record, ...; Created on 16 January 2023
22. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... the fields (that were blank on the existing record - but now pulled from Opp or from set values) ZDK.Page.getForm().setValues(); ZDK.Page.getForm().setValues(); ZDK.Page.getForm().setValues(); ...; Created on 09 December 2022
23. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... != null) { m_UpdateInvoice = Map(); // // copy existing custom fields (not required but just in case) l_CustomFields = invoice.get("custom_fields"); l_NewCustomFields = List(); for each ...; Created on 17 August 2022
24. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... , it may get confused as to where the photo came from and will error when displaying it. I think it will be fine. Source(s) Joel's tired and inefficient brain The non-existent and plethora of foru ...; Created on 31 March 2022
25. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... but have it as a blank form rather than a bidirectional form as in this example, the parent record doesn't yet exist... The cheat here is that we actually want the user to be able to click and download/open ...; Created on 11 March 2022
26. Zoho Deluge: a HTML Entity Decoder: / Zoho /; ... time of print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a function in Zoho Creator for each instance that I knew ...; Created on 27 January 2022
27. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
28. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... Transfer Protocol on a Port number of your choosing: Set for new imports to append, replace, or check if exists then insert/replace: Schedule to repeat: Every X Hours, Every Day, Weekly, Monthly: ...; Created on 12 January 2022
29. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... check if already Xero Ref ID exists in CRM Contacts v_CrmContactID = 0; l_SearchResultsByRef = zoho.crm.searchRecords("Contacts","Xero_Ref_ID:equals:" + v_Xero_ResourceID); for eac ...; Created on 10 January 2022
30. Zoho Creator: Change Radio into Tabs: / Zoho /; ... > Form Workflows > Select your form Click on New Workflow Choose form (the one your radio tabs group exists on) (Record Event) Run when a record is Created or Edited (Form Event) When to trigger ...; Created on 22 October 2021
31. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... Zoho Creator says that public link exists. Let's say I have a field called Main_Photo and this is in a form called Portal_Listing with a report/view called Portal_Listing_Report and I have a publish key ...; Created on 17 October 2021
32. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; What? This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in ...; Created on 08 October 2021
33. Zoho Creator: Receive eBay Order Notifications via Webhook: / Zoho /; ... have an access token, we will check what notifications already exist (if any), and then we will create a function that subscribes the application so that any order is sent to a URL, specifically a CRM ...; Created on 20 September 2021
34. ZohoCRM: Process all records of a module: / Zoho /; ... Reactivate any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with ...; Created on 24 August 2021
35. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... Set the form to reload the existing record when it is submitted (either on "Successful form submission", or on properties "On Successful Submission" > "Direct To", or my favorite, Deluge "openUrl()"). ...; Created on 27 July 2021
36. Zoho Creator: Add a subform while creating a record: / Zoho /; ... Billing_Address.country=v_AddressCountry Line_Items=c_LineItems ]; From the documentation Additional Note that any bidirectional relation field that exists will be prepopulated ...; Created on 14 July 2021
37. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... to another, sometimes you need to manage existing multi-lookups/users in a record. How? So the key point to remember is that all multi-select lookup and multi-user lookup fields are held in temporary ...; Created on 28 April 2021
38. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments: / Zoho /; ... // check if already exists (double-security: Email and File Ref must match) r_CreatorFile = Download_File[Owner_Email == v_ResultEmail && File_Ref == v_ThisFileCrmID]; if(r_CreatorFile.count()>0) ...; Created on 02 February 2021
39. Zoho Deluge: Sort a Map by a specific field: / Zoho /; ... a list of records by their date in descending order. Yes this functionality exists in reports but I want to do it in code so as to display it in a HTML table. What I have: id name date --------------------------------------------- 46498 ...; Created on 29 January 2021
40. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... than trying to retrieve the details with a zoho.people.getRecordByID("P_ApplyLeave",v_RequestId) in the function because on application, the record doesn't properly exist in the system yet and the delay ...; Created on 10 December 2020