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  1. 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

    type: PUT parameters: m_AssociateMultiUserLookup.toString() connection: "my_crm_connection" ]; info "Response from associating user " + _ApprovalUser.get("id"); info r_AssociateMultiUserLookup; Another method to check for API names is to query the...

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

    Lead","Appointment Booked","Lead Confirmed"}); // // capture event m_Webhook = crmAPIRequest.toMap(); // // check if user info is provided if(!isnull(m_Webhook.get("user_info"))) { // // extract user ID v_UserID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    + v_CandidateZohoID + "/associate" type :GET connection:"my_connection" ]; //info r_Associated; if(!isnull(r_Associated.get("data"))) { for each r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { v_SearchEndpoint =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    ]; for each m_Tax in r_Taxes.get("taxes") { m_Taxes.put(m_Tax.get("tax_percentage").toString(),m_Tax.get("tax_id")); } info m_Taxes; // // --------------------------------- // get currencies m_Currencies = Map(); r_Currencies = invokeUrl [ url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

    This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    alert (alert task) can only be used on a load of a form, on a change of a field or on the validate process. And because info can only be displayed to an admin and even in some cases only as an additional link in the form. The example below is for use in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge - InvokeConnector and useful snippetshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-invokeconnector-and-useful-snippets.html

    { if(r_Response.get("status_code")==200) { l_Users = r_Response.get("response").get("users"); for each v_User in l_Users { info v_User.get("full_name") + " :: " + v_User.get("id"); } } } Update 2020: Note this can also be achieved with the following...

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

    v_NextDay = v_NextDay.addDay(1); } // if(v_NextDay.getDayOfWeek()==1) { v_NextDay = v_NextDay.addDay(1); } info v_Today.toString("EEEE dd-MMM-yy"); info v_Tomorrow.toString("EEEE dd-MMM-yy"); info v_NextDay.toString("EEEE dd-MMM-yy"); // // yields: //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    are for a package: /* Function: String fn_DHL_CheckShipmentStatus(string p_TrackingNumber) Purpose: Queries DHL for tracking information about a shipment and returns the status code (eg. "delivered") Date Created: 2023-03-21 (Joel Lipman) - Initial...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

    is 5000 The following will run resulting in the error "Number of statement execution limit exceed Line:(10)" but it will info out each number to increment: // l_Loop = " ".leftpad(5000).replaceAll(" ", ",").toList(); // for each index v_Iteration in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

    to be read as a map: r_Response = invokeurl [ url :v_DataEndpoint type :POST parameters:m_CreateRecord headers:m_Header ]; info r_Response; // yields: { "code": 0, "message": "The item has been added.", "item": { "item_id": "2124100000000081031",.......

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

    in r_Currencies.get("currencies") { m_Currencies.put(r_Currency.get("currency_code"),r_Currency.get("currency_id")); } info m_Currencies; // // get Books ID for a currency from an CRM account record r_AccountDetails = zoho.crm.getRecordByID("Accounts",...

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

    type :POST parameters: m_Params.toString() connection: "joels_coql_connection" ]; // // output info r_Coql; But this returns something like the following (I've reduced the 200 records to about 6 of them): { "data": [ { "Currency": "EUR", "id":...

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

    = invokeUrl [ url: "https://www.zohoapis.com/crm/v3/settings/business_hours" type: GET connection: "mycrmconnection" ]; info r_OrgDetails; Yields something like { "business_hours": { "business_days": [ "Monday", "Tuesday", "Wednesday", "Thursday",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool: https://developer.ebay.com/DevZone/build-test/test-tool/default.aspx?index=0&env=production&api=trading...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    login and password as a Zoho User). How? So I'll go over what happens in the real world process; then cover some technical information; and even include the function that makes it work: Business Process Customer visits website to report a faulty...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument = Document[ID == v_ZC_DocumentRecordID]; info c_ExistingDocument.Document_File; Upload the generated file to the record Note that this is overwriting the existing record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

    delete the other records which match on product name. I would recommend commenting out the delete commands and leaving the info commands to preview what records it will delete. I also recommend doing a data backup beforehand. Adapt the below as needed:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

    of the CRM Quote Record Outputs: void Date Created: 2024-12-10 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Information: Any information that may help ******************************************************************************* */ //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. MS-DOS: Copy folders without overwriting fileshttps://www.joellipman.com/articles/automation/ms-dos/ms-dos-copy-folders-without-overwriting-files.html

    to COPY for files (default is /COPY:DAT). (copyflags : D=Data, A=Attributes, T=Timestamps). (S=Security=NTFS ACLs, O=Owner info, U=aUditing info). /DCOPY:T :: COPY Directory Timestamps. /SEC :: copy files with SECurity (equivalent to /COPY:DATS)....

    • Type: Article
    • Author: Joel Lipman
    • Category: MS-DOS
    • Language: en-GB
Results 21 - 40 of 129

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