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 called equalsIgnoreCase() which could be used:... l_ProductDetails = Product[Product_Name.equalsIgnoreCase(v_Name)];... Other Functions of Interest contains case-sensitive search, can be used on strings or lists containsIgnoreCase case-insensitive...

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

Zoho Deluge - Determine Quarter from Date with Fiscal Yearhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-quarter-from-date-with-fiscal-year.html

31 January 2020 Fiscal year starts from January, simply divide by 3... How? I'm showing this in Zoho Deluge but the logic can be adapted to other code. You will need this snippet of code for the examples below: l_Months = {1,2,3,4,5,6,7,8,9,10,11,12}; l_MonthNames =...

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

MySQL: Count occurrences of words in a columnhttps://www.joellipman.com/articles/database/mysql/mysql-count-occurrences-of-words-in-a-column.html

12 March 2020 LIMIT 0,50; Additional Note(s): I have added a WHERE clause which omits words less than 5 characters in length, and some other words not to count. I have added the ORDER BY to give me the highest count first in descending order. I have added a LIMIT to...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 = zoho.crm.attachFile("CustomModule5004",v_CrmSoID,r_Attachment.Upload_File); } } } r_Record.Attached_Files_in_CRM=true; } Other timewasting activities but good code Putting this code here on this article as it was the path I initially went down. Send...

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

Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

14 July 2020 So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page. Why? There might be different articles out there and discussion forums that do cover this but it takes me so long to find...

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

Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 scopes granting absolute access: ZohoBooks.fullaccess.all ZohoInventory.FullAccess.all ZohoSubscriptions.fullaccess.all Other Links Zoho Documentation: Connections Zoho Documentation: Books API v3 Zoho Documentation: CRM API v2 Zoho Documentation:...

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

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 and could be seen as a 'Pure CSS' feature. I'm aiming to make a list of capabilities that can be done without loading another framework considering that Zoho Creator has their own version of Bootstrap and jQuery. This is the first example I have where...

• 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 the popup would need to apply specifically to the contents in the popup. Find the modal or popup name to isolate these from other CSS tags sharing the same name. Alternative Solution Some of you may be asking why not use openUrl with a popup parameter,...

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

Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 instructions on how to set up a CNAME record at the bottom of this page. A subdomain is FREE as opposed to paying for another domain. If you want to put the customer portal on a subdomain (eg. "customerportal.joellipman.com" instead of...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 this is what I did: Create a ZohoCreator form (I'm calling mine in this example: Download File to hold the file and some other fields Owner Email (type: Email) FIle Name (type: Single Line) File Ref (type: Single Line) Expiry Date Time (type: Date-Time)...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 v2.1 The new process doesn't just require you to add in this custom field per line item, but also requires a change to the other fields in the line item. There is an additional note that when using v2.1, you no longer post to the "Product_Details" key...

• 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 have two submit buttons on a non-stateless form which both submit the form but one leaves the current record open while the other redirects to the reports view. Why? A client wanted a "Save" button on their form as well as a "Save & Close" button. The...

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

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 Irrespective of server, organization or user settings, the date handling can vary. If we are getting a date from a CSV or other external source as "dd/MM/yyyy", how do we guarantee that the system will understand the date correctly? How? It may be that...

• 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 product IDs and their SKUs without erroring by going over the Zoho Deluge statement execution limit. Additional: See my other articles for integrating Shopify API with Zoho Creator: Zoho Deluge - Push Item to Shopify Zoho Creator - Integration with...

• 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 in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image. Why? I've got some other articles on handling images in Zoho Creator (see "Sources" below), the most relevant one being my article Zoho Deluge: Get...

• 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 Failed UnPredictable exception, Invalid statement found Line:(20) I cannot guarantee that this error doesn't appear for other reasons but I will add to this article if I encounter any. This is simply how I fixed this error on this occasion. Consider the...

• 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 their time. The server is on Eastern time UTC-5 and the agent is in Los Angeles UTC-8. For this first example, we're not bother with Daylight Savings Time. The field is a text line field called Customers_Requested_Time and I have added a few more date...

• 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 Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you the code first of how to...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 COQL // ****************** CODE USING GETRECORDS **************** // init l_Pages = {1,2,3,4,5}; v_PerPage = 200; // // get other products with the same name (set in order of oldest first and keep only first one, delete the others) m_Params =...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 Another article on styling a radio group to become a weekly calendar carousel. In that a radio group displays the days of the week with arrows allowing the user to select the next or previous week. This is a follow on from my other articles on restyling...

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