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Assuming previously is required, the following 35 results were found.

  1. Zoho Deluge: Sort a Map by a specific fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

    the records. Loop through the sample map to create the new map we can sort as well as to add keys to the list declared previously. Sort the list of keys in ascending/descending order. Loop through the list of keys, retrieving each record // // build up...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    the capitalized letters). I have included this in the example above. Line Item Tax doesn't display at line item lvel Previously submitting no tax would still put a 0.00 in the tax column of a line item. I have found that you have to include the line tax...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    the "Audit_Change" field with something like: input.Audit_Change = "Title: " + input.Title; Method #1: (do not use) Previously I have tried adding a field called "DateTime form was loaded" which would have the currenttime when the form was loaded. Then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. 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

    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: *
  5. ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

    steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that they had previously hard-coded the address of their organization into the body of a template (just below the header... they weren't using the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    Because at time of print, I couldn't find that much information on how to build up a JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"https://www.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

    prompted to confirm, click on “Clear” Then also click on “Reset Permissions” (usually only if you enabled notifications previously) > Reset Return to Zoho Desk and you will get the popup to enable Desktop Notification Click on “Enable” Then click on...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    > 0) { l_PackagesToAdd.add(c_Package.ID); } } c_Appt.Zoho_Inventory_Package_Slips=l_PackagesToAdd; } Error(s: Previously my code below was used and it wouldn't work. The difference to the above is that I was trying to add to the multi-lookup directly:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    this process seems to have done that): On the next step, check your Attachments CSV has the mandatory columns and as previously mentioned, Attachment ID is the unique filename (as it is on disk) and File Name is the name displayed in CRM (can be same as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why? Previously, I would edit the message handlers of a Cliq Bot I created but it would only understand the questions I have programmed...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

    does not... This article is a start and adaptation of my previous article Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    this use-case, my client has added an incredible number of price books/ price lists and then has in excess of 20k items. Previously, the function that would need to get the price book rate post saving a record in Zoho Deluge would fail because it was...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

    + 1; } info "Statement execution limit is 50000"; Additional Note(s): Observation #1: Method Chaining: Contrary to my previously held belief, method-chaining still counted as separate statements; this is not true as the following counts 3 statements...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

    in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used previously, I would use the code above to maintain tag colors. Here's the shortened version where the system chooses the color for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

    new code will be. The preamble to both of these is how to get the values to include in the invokeURL headers and payload. Previously on... m_Header = Map(); m_Header.put("Content-Type","application/json"); // // app specific (retrieving from a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 21 - 35 of 35

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