Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 field to the Creator form, I'm calling mine Note_CSS, then I have added a radio group called Tabs [NB: If you rename it from "Tabs" to something else, all CSS references need to be changed as well to the new name and follow the syntax...

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

Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

17 November 2021 button which copies it to the remaining working days. How? So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. The form I have looks something like the following: and displays as something like this: The code I...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 Monthly: Schedule with Timezone specified (click on the "(Change)" link next to timezone: Error(s) Unable to import file from the FTP server: Unable to connect to the FTP server:

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

Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

21 January 2022 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 order record in Zoho Creator. We did the same for when Shopify would...

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

Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

22 January 2022 This is the function to get the line item order/transaction from eBay if you give it the eBay Item ID as a parameter. Why? Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need...

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

Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 with this issue Click on the "Edit HTML" icon in the top right of the editor: Find the code "page-break-inside" Change this from "avoid" to "auto": And optionally, add to the "" tag under "OrderedItems" class the code: style="page-break-inside:avoid;...

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

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 v_Test7.toDecimal().round(2); // yields -123.46 Source(s): StackOverflow: Using RegEx how do I remove the trailing zeros from a decimal number Zoho Deluge - Tryout Regex Tester

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 // // recurring pattern (this one sets to everyday from today) m_Pattern = Map(); m_Pattern.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=2022-03-02"); m_ScheduleMeeting.put("Recurring_Activity",m_Pattern); // // send invitations to participants?...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 } } // // send ourselves an email as evidence that the workflow was triggered and ran this function sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular...

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

Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

21 October 2022 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
• Language: *

Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 next to each row v_CssNotes = v_CssNotes + ".subformRow .form-group{display:none;}"; // // this line hides the "add new row" from every subform. v_CssNotes = v_CssNotes + ".zc-subform-addnew a{display:none !important;}"; // // close off the CSS style...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 numerical, or completely random order): void JoelLipman.fn_SetStaffUsualShift() { // // build a standard usual shift subform from CRM r_OrgDetails = invokeUrl [ url: "https://www.zohoapis.com/crm/v3/settings/business_hours" type: GET connection:...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called "Document"). Mainly, because I don't know how to refer to the public URL of a subform row other...

• 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 3".toFile("test.csv"); f_TestFile.setParamName("file"); // // found if you open the report properties and select rename from the vertical ellipsis icon in the top right v_ReportLinkName = "All_Weekly_Calendar_Caches"; v_FileUploadFieldName =...

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

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month from ZohoProjects. How? The bit that stumped me was making a call to the Events endpoint as it would just come back with a blank...

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