Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 scope(s): ZohoCRM.coql.READ Required! ZohoCRM.modules.{module_name}.{operation_type} or ZohoCRM.modules.all Click Create and Connect You will be prompted to allow permissions, so click on "Accept/Allow" 2. Determine the client datacenter Look at the URL...

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

VBScript to retrieve Windows Product Keyhttps://www.joellipman.com/articles/microsoft/windows-os/vbscript-to-retrieve-windows-product-key.html

23 September 2015 Windows 7 (my university one). How? I'm going to use my trusty notepad program, copy the following code to it, and run it: Create a notepad file called read_product_id.vbs Copy the following code to the file: Set wshShell = CreateObject("Wscript.Shell")...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: en-GB

Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

22 October 2020 So this is an article documenting how to create an on/off toggle switch that hides and displays between 2 div layers in a Zoho Creator Page (so not a form or report but a page). Why? This is written at a time when Javascript or interactive pages that...

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

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 demonstration only) Initialize a list to hold the keys which we will use to sort in ascending/descending order and a map created to hold all the records. Loop through the sample map to create the new map we can sort as well as to add keys to the list...

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

Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

03 February 2021 Webservice_rest->call_method('create_entry') #3 /home/thirdpartyapiorg/public_html/thirdpartyapi_controlpanel/user/addons/thirdpartyapi_webservice/Core/Hook/SessionsStart.php(106): Webservice_rest->__construct() #4...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 OAuth" Give a lower connection name, eg. "joels_connector" Select the scope ZohoProjects.timesheets.ALL as a minimum (or CREATE/READ): 2. Code to push Time Log entry to Zoho Projects: Example #1: Pushing a time log with a specified start date/time...

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

Zoho Deluge: Zoho Bookings Get Available Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

23 June 2021 documentation = zoho.bookings.getAvailableSlots(, , , ); Set up your connector with the following scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults = zoho.bookings.getWorkspaces("joels_connector"); l_Workspaces...

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

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 quick answer is: Add the fields you want to the detail view of the report you are accessing. The detailed resolution is: Create a duplicate of the report with the records you want Click on "Detail View" Click on "Layout" Select the first list layout...

• 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 background-color: #613DEA; } In Workflow > Form workflows > Click on "New Workflow" Choose your form Run when a record is "Created or Edited" When to trigger workflow is "User input of a field" Choose Field "Save & Close" Name the workflow...

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

Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 Xero only allows 5 concurrent connections at one time... And Zoho was trying to send about 7 at a time (as in schedule created 7 Zoho invoices but only 5 Xero invoices). Our solution: Send all Zoho invoices in API call to Xero... apparently it can...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 An article so that I don't spend so long in trying to find sales persons in Zoho Books. Why? My use case is that I want to create a Sales Order in ZohoBooks based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 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 disabled the CRM...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 to use a standalone function as we want the code to read from the input fields dynamically and in real-time. To this end, I create a field called "Audit_Change" and then I add to it our workflow with the main bit of code. For any other field that needs...

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

Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 the number of entries per page, returns these in JSON as a Zoho Map datatype. How? I'm not going to go into detail on how I create an access token to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 { "image": { "position": 1, "width": 3024, "height": 3024, "alt": null, "id": 12345678901234, "product_id": 9876543210987, "created_at": "2021-10-17T21:45:56+01:00", "updated_at": "2021-10-17T21:45:56+01:00", "src":...

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

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function...

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

Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

02 December 2021 A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently logging time in our CRM. We're meant to do 40 hours, not just for...

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

Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 = v_ResultInformation; Additional: Daylight Savings Time Just to cover all aspects of this, I create a Zoho Creator form with the timezone names, their offset and their DST offset as well as a boolean to say whether Daylight Savings Time is in effect...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS Reminder 1 Hr Before" When is...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 "Document" form: // // get attachments v_NoteAttachments = " "; m_SortCriteria = Map(); m_SortCriteria.put("sort_by","Created_Time"); m_SortCriteria.put("sort_order","desc"); l_Attachments =...

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