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  1. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-post-a-multi-dimensional-or-nested-array-to-a-3rd-party-api.html

    support an array nested more than 2 levels deep. In other words, the above solution will not work if I wanted to post the following: { "auth": { "secret": { "word":"can_you_keep_a_secret", "fact":"Elephants are the world's largest land animal", "key":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    a Zoho Creator app that will help staff log time and then push the creator record to Zoho Projects. How? For the following example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Windows OS: Alt Codes / Symbols / Special Charactershttps://www.joellipman.com/articles/microsoft/windows-os/windows-os-alt-codes-symbols-special-characters.html

    . How? Ensure you are using the numbers on your numeric keypad and NOT the numbers at the top of your keyboard for the following steps. Also check that you have "Num Lock" on/enabled. Typing a special character is 3 easy steps: Hold down the ALT key...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  4. Zoho Deluge: Zoho Bookings Get Available Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-zoho-bookings-get-available-slots.html

    as parameters according to documentation = zoho.bookings.getAvailableSlots(, , , ); Set up your connector with the following scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    "Processed" field. [Optional conditionally] Reactivate any workflows you deactivated in step 1. Sample Code Consider the following standalone function which loops through every contact and deletes the duplicate lead (if a lead exists with the same email...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

    icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the following: And if the account is integrated with Zoho CRM, the contacts will be pushed correctly as first name and last name rather...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

    a SQL format or from largest denominator to smallest in "yyyy-MM-dd" will usually handle the date better. Consider the following: v_TestDate = "07/01/1975"; info v_TestDate; info v_TestDate.toDate(); info v_TestDate.toString("E, d MMM yyyy"); info...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. 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

    box (boolean) to the form called "Update_Preview". Onload or on the audit change, my code would look something like the following: // temporarily disable auto-update preview input.Update_Preview=false; // // do stuff here... eg getting data fields,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    this on In the left button menu, click on Header Scroll down and click on Shipping Address Format (Custom) Enter the following placeholders: ${CONTACT.CONTACT_ATTENTION} ${CONTACT.CONTACT_ADDRESS} ${CONTACT.CONTACT_CITY} ${CONTACT.CONTACT_CODE}...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment dates l_AppointmentDates = List(); // // initialize Start Date v_GivenDate...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    date/time field in ZohoCRM and wanted a refresher for use in a client system. The usual error is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    and create an order record in Zoho Creator. We did the same for when Shopify would process an order. You can see my following articles for more information on these: Zoho Creator: Receive eBay Order Notifications via Webhook Zoho Creator: Receive JSON...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

    which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you can use the following code, note that the parameter is the eBay Item ID: void API.fn_eBayQuery_GetItemTransaction(int p_ItemID) { /* Function:...

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

    Validation - Lead Status Change", and a description... You will be presented with a deluge IDE editor. I'm putting in the following code: /* ******************************************************************************* Function:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

    Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at time of print, I couldn't find that much information on how to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field hasn't been populated l_Appointments =...

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

    View it to see what is expected of the reverse process, the import file. The import file I got working had the following columns: Attachment Id: This needs to the unique filename of the actual file on disk (as opposed to "File Name" which is the file...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    a character but is a new line... Used in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no difference: f_CSVFile.setCharSet("UTF-8"); f_CSVFile.setFileType("csv");

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    { "open": "09:00", "close": "15:00" } } Inserting as a subform on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 221 - 240 of 283

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