Assuming note is required, the following 297 results were found.
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r_Update = zoho.crm.updateRecord("Invoices",p_InvoiceID,m_Update); Additional Note(s): Just a list of fields to build up a Product Line Item: "Product_Details": [ { "product": { "Product_Code": null, "Currency": "USD", "name": "Test Product", "id":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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if it doesn't exist in the table but if it does exist then to simply skip adding the product. v_Name = "Myproduct1"; // note the lowercase P l_ProductDetails = Product[Product_Name == v_Name]; b_Exists = if(l_ProductDetails.count() > 0, true, false);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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A quick article on how to debug some errors in Zoho. Why? I wanted a general note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue. How? So I'm going to try and list...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// get cloned invoice ID if(!isNull(r_Clone.get("id"))) { v_Duplicate_InvoiceID = r_Clone.get("id"); } Additional Note(s): Invoice_Date in this example is the current date in format yyyy-MM-dd Due_Date in this example is at the end of the current month:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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} m_CrmFields.put("My_MultiPicklist",l_ProductCategories.toString()); // Yields: SUCCESS: Note the "," will display as a comma in both Creator and CRM.
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its dates in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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, "System.Video.Orientation" , "System.Video.VerticalAspectRatio" ) MsgBox % a_MediaObject["System.Media.Duration"] // note this returns in 100ns units (= 100 nanoseconds) as per Microsoft Docs. 100ns Units So the following snippet of code will convert...
- Type: Article
- Author: Joel Lipman
- Category: AutoHotkey
- Language: *
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https://dre.zoho.in/delugeauth/callback Click on "Create" You will be issued a Client ID and Client Secret, make a note of these or leave this window to copy&paste into the next step. Setting up the Oauth Connector So return to your Zoho Books instance...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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be the name of your Creator application) Select namespace (if following this example, it will be "Default") Select function (note that only functions that can receive a list/form object are listed here) The argument name should be disabled/read-only,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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v_ThisFileName + " (" + v_ThisFileSize + ")"; } } // v_ThisHtmlLink can be displayed on a page as a link or you can put in a Note Field for the user to download just by clicking it. Additional: Why not set a scheduled task on the expiry date/time to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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me several days and in the end only going through various forums and documentation, I found a solution which worked for me. Note that usually I could customize the receiving PHP script to receive a JSON request and process it that way but my usage was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Billing_Address.country=v_AddressCountry Line_Items=c_LineItems ]; From the documentation Additional Note that any bidirectional relation field that exists will be prepopulated using the method above. Clear subform of all its rows: input..clear();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will need to be adapted for your needs. Note that I have used 2 URL methods of linking to the Creator app and some data formatting that I tend to use regularly for my...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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 the sample data): // generate a sample CSV file v_DataCSV = "1,Joel Lipman,Kings...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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= r_SalesPerson.get("salesperson_id"); break; } } m_CreateSO.put("salesperson_id",v_SalesPersonID); } Additional Note(s): Scope(s) required: for the connection I think it was ZohoBooks.settings.READ for the sales persons and then ZohoCRM.modules.all for...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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available to be ticked, the same popup will appear if you click on the edit icon in the header "Tax" (applies to subtotal). Note: If you do not do the second section as per this article, even having customized the tax rates, when selecting a product...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to be copied and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows every time we want to tweak the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think the following request to create a Sales Order in Zoho Books would...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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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: *
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to query the eBay Trading API as you can read this in my article: Joellipman: Zoho Creator: Push to eBay Listings. You will note that I use the access token function (one that regenerates an access token or reuses if not expired). Thereafter, I use the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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