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 Replace all commas in between a pair of double-quotes: Well I couldn't find a single regex that can do this in one go but by applying the same regex to the same value (line 29), solved this for the sample data. If you are expecting a 3rd comma in the...

• 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 the CRM Invoice module. How? Therein lies the reason. For the quote conversion mapping, it needs the CRM Invoice module as well. Step by step fix: Login to ZohoCRM, go to Setup Under "Customization", select "Modules and Fields" Click on "Organize...

• 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 have 1 eTag which combines all input fields into 1 MD5 or hash. Do you need to add a comparing if statement to all fields? Well no again, just compare on the workflow of the audit change. Something along the lines of: Add an Audit Change field: This...

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

Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

20 September 2021 (Authentication and Authorization) Process Not getting notification via the URL but you are getting them via email? Well I read somewhere you need to use Auth'n'auth to enable these notifications if you don't want to sit on a call with eBay. If you use...

• 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 because the IDs of each quote record are different. Having spoken to Zoho and raised with the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list...

• 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 output info "[" + l_ProductIDs + "]"; info l_ProductIDs.size(); } Yields something like: [ 1234567890123, 2345678901234 ] 2 Well that produces a lot of ID numbers delimited by a comma. However, to match my use-case, I want a list to which I can give it...

• 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 not expired). Thereafter, I use the GetMyeBaySelling API Call with specific criteria to only return the active listings as well as specific fields so my function doesn't get overwhelmed with the amount of data in the response: map...

• 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 }, "message": "invalid data", "status": "error" } How? We're going to parse the created date and time parts as well as the timezone, add 10 minutes, re-assemble it in a format that CRM likes, and update the field: // // parse date into yyyy-MM-dd (using...

• 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 to cover all aspects of this, I create a Zoho Creator form with the timezone names, their offset and their DST offset as well as a boolean to say whether Daylight Savings Time is in effect for this timezone or not. So let's pretend we have a creator...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 available to their Zoho apps. My aim(s) are: Setup recurring FTP connection. Make data readily available to ZohoCRM. How? Well, let's setup the FTP connection first in Zoho Analytics: Login to Zoho Analytics Click on "Data Sources" in the left sidebar...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 agent would be referring to 2 status fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttps://www.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 to your Windows > Go to Search > Device Manager > Expand "Display Adapters" You should see your Graphics Card listed but as well as a Windows Integrated Graphics or Intel Integrated Graphics option which is disabled > Right-click on it, enable it and...

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

Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 Instead, all we want is the URL of an image to be downloaded, then uploaded to the Zoho Inventory or Zoho Books item record. Well I don't want to research this often so here's the quick parsing instruction to get the eBay photos; this snippet stores the...

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

Amazon Kindle: Send PDFs to your Kindlehttps://www.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

29 June 2022 to go through an initial set-up process which essentially boils down to getting your email ID added to the approved list as well as finding out the email address of your Kindle. Once you are done with that, you can send as many PDF files to your Kindle...

• Type: Article
• Author: Joel Lipman
• Category: Kindle
• 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 r_Attach = zoho.crm.attachFile("Deals",v_DealID,r_File); info r_Attach; // // to send this as an email as well sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestId + " - Document: " +...

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

Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

21 October 2022 This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 ) GROUP BY invitm."Item ID", invitm."Quantity" And lastly we can group by invoices in the month and sum up the profits as well as include the customer name and other invoice references for the client's report: SELECT MAX(invsopoitm."Invoice Date") AS...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the client script...

• 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 10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of pages as well as the number of products per page: The GraphQL The key value to retrieve is "cursor"; we're also going to use "hasNextPage"...

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