Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 allow you to use JavaScript anywhere in its app. HTML and CSS are mostly allowed but JavaScript automatically gets removed from any of your code. How? As someone who's been using Zoho services and programming in Zoho Deluge for a few years now, even I...

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

Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 needing to use your creator knowledge. I haven't been using this because I edit the content based on the action using values from the form invoking it but for generic messages you could get the "Notify" page to read from a form/report: Click on the plus...

• 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 Projects: Example #1: Pushing a time log with a specified start date/time (requires end time field if using): // // init (from dropdowns you have made applicable to your Zoho Projects system) v_PortalID = ifnull(input.ZohoProject_Portal,0); v_ProjectID...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app needs information from additional apps installed on the Shopify store. Why upgrade to the latest version for Shopify when private apps created before...

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

Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 better to use the built-in interfaces provided by Zoho Creator. What I really needed was a way to display the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We...

• 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 and the document signed and returned, it attached the signed 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...

• 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 with existing name if exists v_Name = v_CandidateZohoID + "" + r_Data.get("id"); // // retrieve client's own candidate ref from candidate record r_CandidateDetails = zoho.recruit.getRecordById("Candidates",v_CandidateZohoID); v_CandidateRef =...

• 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 is that sometimes more than 100 products are modified in a day... We need to be able to do more than 100 or at least resume from a record... We need pagination. How? To resolve this, I'm building on top of my initial GraphQL query which will now...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if the courier, in...

• 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 process. A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. How? So there are a few...

• 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 A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments from ZohoDesk to ZohoAnalytics using the integration. Other...

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 Function: fn_Shopify_Webhook_OrderUpdate Label: Shopify - Webhook - Order Update Trigger: Function executed when a webhook from Shopify is sent to ZohoCRM (Order Update) Inputs: String crmAPIRequest Outputs: String crmAPIResponse Date Created:...

• 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 this user (this CRM is set to GMT-07:00 with daylight savings in effect) v_ThisTimeZone = "Europe/London"; // // get details from lead record r_LeadDetails = zoho.crm.getRecordById("Leads",p_LeadID); // // get created time (no need to check if null?)...

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

Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 payload. Previously on... m_Header = Map(); m_Header.put("Content-Type","application/json"); // // app specific (retrieving from a ZohoCreator record that stores all these credentials) r_ShopifyAPI = API_Integration[Connection_Name == "Shopify API"]; //...

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

MySQL Commands to display all columnshttps://www.joellipman.com/articles/database/mysql/mysql-commands-to-display-all-columns.html

28 October 2010 to launch a query to find all columns across the tables of the local database which had valid content to extract keywords from. The following is a MYSQL query that displays the structure of all the columns in all the databases of the localhost: SELECT *...

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

Set default parameter dates to start and end of monthhttps://www.joellipman.com/articles/microsoft/ssrs/set-default-parameter-dates-to-start-and-end-of-month.html

05 April 2011 results between two dates instead of just specifying the one day. If the second parameter (ToDate) is the same as the first (FromDate), then the range is for that particular date. Solution Easy for some but anything that I spend 30 minutes googling and...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *

Zoho Deluge - Regex to Strip all non-numeric charactershttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-to-strip-all-non-numeric-characters.html

25 March 2019 A quick post on how I managed to build a regex to extract all non-numeric characters (all non-digits) from a string. Why? I only want the digits/numbers from a string: v_PaymentTerms = "Credit Note - 30 Days"; // we want the 30 from the above string...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 CRM API v7 style if(l_NewLineItems.size() > 0) { // // build request to send to CRM v7 // m_RecordData should have value from last iteration m_UpdateQuote.put("Subject",m_RecordData.get("Subject")); m_UpdateQuote.put("Quoted_Items",l_NewLineItems);...

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