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Assuming each is required, the following 208 results were found.

  1. Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

    a URL to an image field (prerequisite: enable the field to allow Image as "Link" not just "Local Computer" or "Camera"): for each r_Image in m_Product.get("images") { if(!isnull(r_Image.get("src"))) { if(isnull(v_MainPhoto)) { v_MainPhoto = "

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

    Well I've tried various replace methods with regular expressions but the only method reliable enough I have found to work each time is using the CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

    the terminal app on your Mac and type the following to test the install: node –v npm –v You should get a version number for each of these as a response. Failing this you should check your security and privacy and ensure that you have permission to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Deluge: Convert Map to HTML Table without a FOR loophttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-map-to-html-table-without-a-for-loop.html

    A very quick article on converting a Map string into a HTML table without using a for each loop. Why? I have quite a big response from our CRM that hits a statement execution limit if I use a for loop. I have a map with 3 columns: first_name, last_name,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    = "https://www.zohoapis.eu"; // // get field from CRM l_ResultThisFile = ifnull(r_Row.get("My_CRM_File"),"-"); for each m_ThisFile in l_ResultThisFile { v_ThisFileCrmID = ifnull(m_ThisFile.get("file_Id"),"-"); v_ThisFileName =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

    from source and populate this subform l_QuotedItems = r_QuoteDetails.get("Product_Details"); c_LineItems = Collection(); for each m_LineItem in l_QuotedItems { r_Row = Quotes.Line_Items(); r_Row.Product = m_LineItem.get("Product"); r_Row.Quantity =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

    selectable for users in their transactional modules (quotes, sales orders, invoices, purchase orders), you need to modify each product record (can be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    // loop through the CRM Sales Order address fields and build map of address to Books for each v_AddressPart in l_CrmShippingAddress { m_ShippingAddress.put(l_BooksShippingAddress.get(v_AddressIndex),ifnull(r_SoDetails.get(v_AddressPart),""));...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

    what I want because it has returned the same currency several times and thinks they're unique/distinct 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Deluge: Generate List of TimeZoneshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

    l_TimeZoneOptions.add(" (GMT+14:00) Kiritimati"); Finally, a little loop to remove the HTML tags: l_TimeZones = List(); for each v_TimeZoneOption in l_TimeZoneOptions { v_TimeZone = v_TimeZoneOption.replaceAll("",""); // replace any commas in the value...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    v_Index = 1; if(!isnull(r_LineItems.get("data"))) { l_LineItems = r_LineItems.get("data").get(0).get("Quoted_Items"); for each r_LineItem in l_LineItems { m_NewLineItem = Map(); m_NewLineItem.put("Quoted_Items.Ref", v_Index);...

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

    form and instead of scrolling down while entering data, they would prefer if they could have tabs along the top to display each section. How? The way we do this is by applying our own stylesheet and overriding certain CSS elements that the vanilla or...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

    c_Thursday = Collection(); c_Friday = Collection(); c_Saturday = Collection(); // // loop through Monday subform for each r_Row in input.Mondays { if(r_Row.In_Effect) { // get Monday entries/rows v_EventType = r_Row.Event_Type; v_EventStart =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

    // // loop through all users r_Users = zoho.crm.getRecords("users"); if(!isnull(r_Users.get("users"))) { for each r_User in r_Users.get("users") { // loop through active users if(r_User.get("status") == "active") { v_Email =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    This is an article to remind me how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit thereafter to see if there are zeros... But I'm keen on avoiding using loops where possible so we don't breach a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. 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

    need the profile) r_UserDetails = zoho.crm.getRecordById("users",v_UserID); if(!isnull(r_UserDetails.get("users"))) { for each r_User in r_UserDetails.get("users") { if(!isnull(r_User.get("profile"))) { v_UserProfile = r_User.get("profile").get("name");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. 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

    l_Attachments = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint = "https://www.zohoapis.com/crm/v2/Contacts/" +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. GoDaddy Apache cPanel: Install SSL Certificatehttps://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

    Why? A quick reference for myself as I found that with GoDaddy, a purchased SSL certificate seems to require re-installing each year despite it's expiry in a couple years time. The first time I did it, there were more steps; the second time I just did...

    • Type: Article
    • Author: Joel Lipman
    • Category: cPanel
    • Language: *
  20. 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

    want to research this often so here's the quick parsing instruction to get the eBay photos; this snippet stores the URL of each picture in a list variable: l_Pictures = x_MainNode.executeXPath("//Item/PictureDetails/PictureURL/text()").toXmlList(); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 161 - 180 of 208

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