Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 What? A quick article to remind me of the regex to change a date from the format dd/MM/yyyy to yyyy-MM-dd. Why? Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external...

• 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 What? A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 What? This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference. Why? Some...

• 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 What? This article serves as a best practice and reminder to myself on how to stop endless loops from happening in Creator and crashing the application. This is more for complex Creator forms which have workflows triggered from many deltas/changes. Why?...

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

Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestampshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-days,-hours,-minutes,-seconds-between-two-timestamps.html

21 September 2021 What? A very quick article to calculate the time between two timestamps and break it down into days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong()...

• 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 What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books...

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

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 What? A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 What? A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a...

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 What? I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder...

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

Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 What? This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column...

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

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

12 October 2021 What? This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only...

• 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 } } } Source(s) Zoho Deluge: Encode a file to base 64 format Shopify API Developer: Create a new Product Image Joellipman.com: Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments) Joellipman.com: Zoho Deluge: Get Image...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...

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

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

22 October 2021 What? This is an article to serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants. Why? The...

• 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 What? A very quick article 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...

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

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

11 November 2021 What? I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and...

• 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 What? A quick article on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button...

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

Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

17 November 2021 What? Just a quick article if you get the above error and what to look for. Why? I was writing a function with perhaps too many for each loops within a for loop. How? The following is 1 fix for the error: Execution Failed UnPredictable exception,...

• 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 What? This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to...

• 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 What? 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...

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