Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 I'll get an array back of 2 records and I'll be looking for the 2 lookup fields (contains an ID and name) per record. In my case: .. "Requires_Approval_Users":{ "name":"Joel Lipman", "id":"12345600000987654" },... AND .. "userlookup221_2":{...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 of this article for you which we tried to use but only helped us out about half-way, the rest we guessed on our own: Our use case, is that we are developing a Zoho Creator app that will help staff log time and then push the creator record to Zoho...

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

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

17 May 2021 to send would be something like the following instead (reminder: instead of Product_Details, post to the API name in this case "Quoted_Items"): // // init l_CrmLineItems = List(); // // some sample values v_CrmProductID = "123456789012345678"; // //...

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

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 article shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 + v_QuoteRef + ""; // don't forget to escape quote name with CDATA in case of XML banned characters v_RelatedListXML = v_RelatedListXML + ""; v_RelatedListXML = v_RelatedListXML + "" + v_DateTill + ""; v_RelatedListXML = v_RelatedListXML + "" +...

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

ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 within a for loop or in other words 5 pages (as each page is limited to 200) and 1000 records is the sweet spot in which case the loading bar disappears but the function usually completes all 1000 every 5-10 minutes: // init v_CountFound = 0;...

• 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 I've added to this the handling of new lines or carriage returns in between a pair of double-quotes. Why? Our use case is that we were trying to loop through rows of a CSV file which contained addresses which in turn contained commas. Saving this as a...

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

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

24 September 2021 A quick note for when I want to quickly generate maps of a currency or a tax from a client's Zoho Books. Why? The use-case here is that we are creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID...

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttps://www.joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips. Why? It took me a while of playing about with the placeholder...

• 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 This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values...

• 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 a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's Shopify. Why? The use-case was that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and...

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

Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

07 December 2021 Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but here's the snippets for the various DSTs around the world. US (Except...

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

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

25 January 2022 This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales order inventory template. Why? A client raised an issue that...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 A super quick article on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). 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 The file gets automatically converted to the Kindle format. Fix for PDF file now showing on the Kindle If that is the case, here are a few things you can do. Check if your Kindle is connected to the internet. Sync your Kindle device. To do that, go to...

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

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

20 July 2022 to get this to prompt you again. How? This largely depends on whether you are using the Google Chrome web browser. In this case version 100 and is correct at time of print. Open Chrome Web Browser Click on the vertical ellipsis/3 dots icon int the top...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 searches will return 200 results non-matching, so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve payment mode, amount and date v_PaymentMode = ifnull(r_Result.get("payment_mode_formatted"),"");...

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

Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho Inventory Package...

• 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 to create a string of a length, converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks...

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