Assuming zoho is required, the following 196 results were found.
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A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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own record ID. Set the list of pages to the number of pages you want to search. Keep in mind script execution limits set by Zoho. Set the search criteria string to your specific requirements (:equals:, :starts_with:, |=|). If 1 expression then you can...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document for future use. The use-case is the client has their own delivery...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Why? A client of ours wants the information entered against products in their WooCommerce to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Zoho Deluge - MD5 functionhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-md5-function.html
So this is NOT an article on how to create a MD5 function for an ETag in Zoho Deluge as I expected it would be. At time of print, the Zoho documentation (and Google search results) make no mention of using MD5 in an encryption task. Why? I'm trying to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: en-GB
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Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A more comprehensive post on some other regex (regular expressions) to format values in Zoho. How? The following will remove any non-digits: v_MyString = "Hello World 123"; v_MyFormattedString = v_MyString.replaceAll("[^0-9]",""); // yields 123 The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in Unix Timestamps. How? We're going to filter out the unix seconds...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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on Edit as this populates each field and triggers their workflows) but cumbersome when there are a lot of fields. if(zoho.currenttime > input.DateTime_form_was_loaded.addSeconds(10)) { // do my stuff here } Method #2: Boolean checkbox to switch on/off...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of extracting a SELECT...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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v_OutputMessage = ""; v_TemplateID = "123456789012345678"; // // get the quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its PDF rendering options. What's wrong with just using CSS? It looks beautiful on ZohoCreator pages but then...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 would be enough: { "date":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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So this is an article expanding on my article Zoho Deluge - Connect to Xero API and explores how instead of a schedule, we can get Xero to tell ZohoCRM whenever an invoice or contact gets updated in Xero. Why? I used to use ZohoCRM schedules to pull...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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+ English_Ordinal; How? I'm exploring various methods, so here's a couple using the built-in functions of Zoho deluge. Method #1: Using a list/array, I'm going to check the date against the 3 exceptions to this rule (11th, 12th and 13th of each month):...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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