Zoho Creator: Retrieve record with case-insensitive queryhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-retrieve-record-with-case-insensitive.html

21 November 2019 = v_Name.toLowerCase()];... Returns the error: "Expression is not allowed in left side of a Criteria". There used to be an old solution for doing this and can still be found in the community forums from a 7 year old post; but now you can apply a...

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

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 200 but can return up to 10000 records (NB: use endpoint https://www.zohoapis.com/crm/v7/coql). where can contain up to 25 criteria. Use parenthesis for precedence. Pagination: LIMIT offset, limit: v_CoqlQuery = "select id, Deal_Name from Deals where...

• 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 that regenerates an access token or reuses if not expired). Thereafter, I use the GetMyeBaySelling API Call with specific criteria to only return the active listings as well as specific fields so my function doesn't get overwhelmed with the amount of...

• 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 looped through the nodes to get the last cursor. Not sure if this meant any data was missing. Perhaps by forcing the sort criteria to be by order of cursor alphabetically; but we were happy with the results the above code did anyway so I haven't tried...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 under "Module" for the Rule Name, I called mine "Tickets - On Create or Edit" Execute On: Create, Edit, Customer Reply No Criteria Under 4. Actions, I click on "All Actions" and select "Custom Functions" Click on the Plus icon alongside this, scroll...

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

ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 the 2 searchable fields) var config = { appName : "joes_quote_builder", reportName : "Contacts_Report_SearchableByWidget", criteria : "(Primary_Email == \"" + v_ShopifyEmail + "\" && Shopify_ID == \"" + v_ShopifyID + "\")", page : 1, pageSize : 10 } //...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 Step 1: Workflow on Create and function to create task: Create a workflow that runs on lead create (record action) and the criteria can be where "Lead Conversion Time" is less than 4 (4 days not 4 business days?). Though I've removed this condition...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 advising of failures. How? The key trick to use here the ability for Zoho Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change it's format to...

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