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  1. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    process of each quote which only contains 1 line item and not a subform of line items. You could adapt the following to also loop through a subform found on each record but for this simple demonstration, we will assume that each record only has 1 item....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

    and I think "Approved", "Rejected". We're using the !="Cancelled" and probably !="Rejected" because we want pending ones to also be taken into account (first come first serve basis). Calculate the percentage of people already booked off: A very quick...

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

    any commas between two double-quotes with a custom string and then replaces this back to a comma when encountered. It will also replace any new lines found between two double-quotes with a single space (note how I've added a new line in the third row in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

    I am getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the salesperson_id. Also I have a connector to ZohoBooks called "joel_books". The "v_Filter" appears to do absolutely nothing but I've left it in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    rather only have to update the code for 1 workflow rather than 20 workflows every time we want to tweak the code. There are also cases we don't want to use a standalone function as we want the code to read from the input fields dynamically and in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    Now you should see notifications come in via your email (now comment this out in your CRM before it drives you insane) but also, and if setup correctly, sent through to your Creator app, all without having to speak to someone from eBay. Done! Error(s)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    ID for Zoho Books and check the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with scope to read settings: // our made up books org id but enter your own...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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

    apps in Creator [note this is just for quick ref]. Where my form is called "My_Form" and the image field is "My_Photo" [also note: instead of zoho.appuri, we are hardcoding the appowner and appname as this is used across Creator apps, ie. images are...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

    linear-gradient(#006f3d, #ff0) !important;}"; v_Css2 = v_Css2 + ""; input.Note_TabCSS = v_Css2; And I'd also have to add some code to the OnLoad workflow I created earlier which defaults this to perhaps the first tab: // // by default highlight first...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

    Encountered The 'To' number XXXXXXXXXX is not a valid phone number - Resolved: Do not url encode from and to phone numbers (also do not url encode the body/message). Number is formatted to E.164 [+] [country code] [subscriber number including area code]...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also wouldn't help as some of the options should be selectable. Two separate fields weren't quite right either: 1 as read-only...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    and vice-versa. Easy to make the function to push an item to an eBay listing (see my other articles for this). But we also want to push an image from Zoho Inventory to eBay. How? Again, there is a caveat in that the subscription you have or your client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    dropdown all Zoho apps Click on “desk.zoho.eu” Click on “Clear Data” You will be 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...

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

    An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. 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

    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" to determine if we need to keep looping: { productVariants(first: 10, query:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    a{display:none !important;}"; // // close off the CSS style tag v_CssNotes = v_CssNotes + ""; // // add to the notes field (also overrides the displayed note of "Add your Note here...") input.CSS_Overrides = v_CssNotes; Additional If you don't want to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    on the INPUT element (specifically the disabled="disabled" attribute), then press delete/backspace to remove the attribute. Also remove the class names "disableEditProp" and "eventNone". You should get the following: Click on "Done", then on "Save and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

    For this function, I have a connection called "zworkdrive" which has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    ZohoCreator was the only solution that produces a report that can be displayed to a non-Zoho user with photos displaying; also supported a PDF export with images instead of URLs. Error(s): 8504. Ensure the columns variable is converted to a string.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

    going to use the Zoho Extension SDK. You should refer to my previous linked article but the revised instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 101 - 120 of 134

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