Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

20 April 2020 A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit...

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

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

11 February 2022 is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand...

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

Zoho Deluge: Loop through 30 Minute Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-loop-through-list.html

30 November 2018 documentation is flaky so I thought I'd make a note here just in case I need to refer to it again. Why? I want to modify a picklist and fill it with options from a certain time of the day to the closing time of the day (working hours). How? The plan is...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 a free TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all this fails, then it defaults to a module called...

• 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 Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where you simply add an option to the picklist and then specify which of the options are selected. In this case,...

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

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

14 July 2021 field that exists will be prepopulated using the method above. Clear subform of all its rows: input..clear(); Changing the picklist/dropdown options in a subform row (applies overall rather than per row): clear ..; ..

• 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 connection:"joels_coql_connection" ]; // // output info r_Coql; Additional If you wanted the unique values of a picklist/dropdown, then consider an invokeUrl looping through the fields settings in CRM. Source(s): Zoho CRM Developer Docs API v2 - Get...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 So first of all the value of each radio item will be populated using deluge and what's important to note here is that each picklist/dropdown option includes some HTML, specifically a SPAN tag surrounding the date number (eg. "Wednesday9March"), which...

• 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 single line that will be the name of the file including its extension) Document (the file upload field) Downloaded (a picklist with the options "Downloaded" and "Pending Upload") Here's the code for the parent form to download the attachments and...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team". Save and Close Setup: Specify Pipeline...

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

ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 starts_with, in, not_equal, greater_equal, greater_than, less_equal, less_than and between. The supported data types are picklist, id, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, integer, currency, decimal and...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 and I would like to use it as a reference for when I forget how to do this. The use-case here is that we have a dropdown/picklist on a CRM invoice record that has the options of "Deposit" and "Final Balance". This rewrites the invoice line items to...

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