Zoho Deluge: Sort a Map by a specific fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

29 January 2021 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
• Language: *

Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 EXACTLY as this: crmAPIRequest of data type string. IMPORTANT! It won't work if you don't include this parameter. For the code of the function this is what I did, you can eventually develop this to do more but I'm coding for this example and for this...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 workflow is "User input of a field" Choose Field "Save & Close" Name the workflow "OnSubmit_SaveClose" Add your deluge code that should: Validate the fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 field on to the module We'll call ours "Processed" but it really doesn't matter as long as it's a field to update In your code, sort a list by "Modified_Time", loop through and update each iterated record. (see sample code below). Go to the list view in...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 a Sales Order in Zoho Books would be enough: { "date": "2021-09-08", "zcrm_potential_id": "123456789012345678", "currency_code": "GBP", "reference_number": "Salespersons Test Reference", "terms": "These are our test terms and conditions", "customer_id":...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails = zoho.crm.getRecordById("Calls",123456789012345678); info...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

14 July 2022 A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 document to the Deal record. How? The following is the process from registering the app to call on the full API (grant code > refresh token > access token) and then the code to attach the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First,...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on and create a connection with the scopes that...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 Why? Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source of truth...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included....

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 generate the CSV rows and then a file; then we'll use invokeURL to upload the file. Generating the CSV Here's the simplified code to generate the CSV - note that I am replacing commas with the HTML entity equivalent and enclosing the ID in double-quotes...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 has the more information. How? So first, this article shows you how to setup an API connection, and then we'll include the code to count the total number of products, and then finallly show the code to loop through all the pages to retrieve every...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

14 October 2024 [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Code to complete the radio options This is the code when loading the form: Created or Edited > Load of the Form // // I like...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 update the related records. I was getting the error INVALID_DATA with the details being api_name:'data'... But this is shortcode, not an invokeURL. { "code":"INVALID_DATA", "details":{ "api_name":"data" }, "message":"invalid data", "status":"error" }...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

04 February 2025 a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have severaly instances of an API which accepts HTML and returns a PDF file....

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: *

How to redirect the visitor after the contact pagehttps://www.joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

06 September 2009 $contact[0]->id .’&Itemid=’. $Itemid; mosRedirect( $link, _THANK_MESSAGE ) replace that code with the URL for the contact Thank-you page as defined as follows: $link = sefRelToAbs( 'index.php?option=com_contact&task=view&contact_id='. $contact[0]->id...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• Language: *