Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 m_ZCrm_ZSDoc.put("zohosign__Module_Name","Contacts"); m_ZCrm_ZSDoc.put("zohosign__Module_Record_ID",p_ContactID.toString()); m_ZCrm_ZSDoc.put("zohosign__Document_Deadline",zoho.currentdate.addDay(15)); m_ZCrm_ZSDoc.put("zohosign__Document_Status","Out...

• 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 + p_QuoteID; r_QuoteDetails = invokeurl [ url :v_Endpoint type :PUT parameters:m_Data.toString() connection:"zcrm" ]; info r_QuoteDetails; } Creating a record Pretty much the same as above but instead of the method/type PUT you will use POST with an...

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

SSRS Zero Paddinghttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-zero-padding.html

10 November 2011 The Padding Found this in a forum so thought I'd better make a note: Right("00000" & Fields!ERROR_CODE.Value.ToString, 5) -- "Right()" to say extract text from the right -- ".ToString" because it's likely you're doing this to a number and numbers just...

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

Zoho Deluge - Compare time and currenttime with timezonehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-compare-time-and-currenttime-with-timezone.html

13 January 2020 date-time value (expiryTime) and appending toTime() prematurely - DO NOT USE v_CustomTime = "2020-03-25 20:41:07".toTime().toString("yyyy-MM-dd HH:mm:ss"); v_ExpiryTime = "2020-03-25T21:41:07+00:00"; info v_CustomTime.toTime(); info...

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

Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

20 April 2020 2, 3"]} // What Creator understands: FAILS {"My_MultiPicklist":["["Option1","Options 2, 3"]"]} With workaround .toString() // What Creator understands: FAILS {"My_MultiPicklist":["Option1","Options 2"," 3"]} How? So the way to push this value over to...

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

Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 + input.CRM_Quote_ID; r_CreateCrmQuote = invokeurl [ url :v_Url type :PUT parameters:m_Data.toString() connection:"ascentbusiness" ]; or l_Quotes = List(); l_Quotes.add(m_CreateCrmQuote); m_Data = Map(); m_Data.put("data",l_Quotes);...

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

Zoho Deluge: Zoho Bookings Get Available Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

23 June 2021 slots: // // get available slots r_AvailableSlots = zoho.bookings.getAvailableSlots(v_ServiceID,v_StaffID,v_ThisDate.toString("dd-MM-yyyy"),"joels_connector"); l_AvailableSlots = r_AvailableSlots.get("response").get("returnvalue").get("data");...

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

Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

26 August 2021 } if(l_FieldValues.size()>3) { m_Record.put("Territory",l_FieldValues.get(3)); } info m_Record.toString(); } Without a regex solution and the replacement back to commas then the above outputs: {"EmployeeID":"1","Name":"Joel Lipman","Address":"Kings...

• 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 = {1,2,3,4,5,6,7,8,9,10}; for each v_Page in l_Pages { v_Endpoint = v_ShopifyURL + "/admin/api/" + v_ShopifyApiVersion.toString() + "/products.json?status=active&limit=250&fields=id&order=id+asc&since_id=" + v_LastID; r_GetProducts = invokeurl [ url...

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

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

13 October 2021 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url...

• 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 } // // use Zoho built-in GeoCode function to return latitude and longitude r_GeoCode = zoho.map.geoCode(l_LeadAddress.toString(",")); // // get timezone from a free third-party API given lat/lng l_Params = List(); if(!isnull(r_GeoCode.get("latitude")))...

• 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 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // // send the request XML as a string r_ResponseXML = invokeurl [ url...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); info x_Params; // // send the request XML as a string r_ResponseXML =...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 */ // // evaluate (specify here your dates [time set to midnight]) v_timeFrom = zoho.currenttime.subDay(0).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); v_timeTill = zoho.currenttime.addDay(1).toString("yyyy-MM-dd'T'00:00:00.000'Z'"); // // get access token...

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

ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

01 March 2023 l_CsvFileRows.add("Me,Myself,I"); l_CsvFileRows.add("a,b,c"); // v_CSVFilename = "Test.csv"; f_CSVFile = l_CsvFileRows.toString("\n").toFile(v_CSVFilename); // // sometimes works but sometimes yields: // Me,Myself,I\na,b,c Works on systems where the...

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

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // info "Request Sent to eBay:"; // info x_Params; // // send the request...

• 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 in m_ShiftBuildUp.keys() { info v_WorkDay; // // format the opening time and closing time v_StartTime = zoho.currenttime.toString("yyyy-MM-dd ") + m_ShiftBuildUp.get(v_WorkDay).get("open").leftpad(5).replaceAll(" ", "0") + ":00"; v_FinishTime =...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 // // convert to xml and replace root nodes x_Params = m_Params.toXML(); x_Params = x_Params.toString().replaceFirst("",""); x_Params = x_Params.toString().replaceFirst("",""); // //info "Request Sent to eBay:"; //info x_Params; // // send the request...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 type :GET connection:"zbooks" ]; for each r_Tax in r_Taxes.get("taxes") { m_Taxes.put(r_Tax.get("tax_percentage").toString(),r_Tax.get("tax_id")); } // // ---------------------- DETERMINE ZOHOBOOKS CUSTOMER ID ----------------------...

• 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 m_Columns = Map(); m_Columns.put("columns", m_Data); m_Params = Map(); m_Params.put("CONFIG", m_Columns.toString()); // // in analytics, browse to the "Attachments" table and note the URL IDs after workspace and view v_WorkspaceID =...

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