Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://www.joellipman.com/articles/crm/zoho/expecting-zc_subform_250-expression-found-collection.html

19 October 2020 the collection into the subform on the current form input..insert( ); // or insert the row(s) into the subform through the record variable r_LeadDetails = Leads[ID == 1234567890]; r_LeadDetails..insert( ); Events I have used this task which contradicts...

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

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

30 April 2021 our own: Our use case, is that we are developing 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...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified...

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

Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

30 August 2021 based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am...

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

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

22 September 2021 // init (specify your own organization ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks...

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

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

24 September 2021 } info m_Currencies; // // get Books ID for a currency from an CRM account record r_AccountDetails = zoho.crm.getRecordByID("Accounts", 9012345678901234567); v_BooksCurrencyID = m_Currencies.get(ifnull(r_AccountDetails.get("Currency"),"GBP")); info...

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

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

07 October 2021 the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change. How? The key is a setting you need to change by going to Settings > Preferences >...

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

Zoho Creator / Shopify: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

12 October 2021 250 per call and using since_id to not list the same one twice. It then outputs a JSON list as a response and the total record count: void API.fn_ShopifyQuery_GetActiveProducts() { m_Header = Map(); m_Header.put("Content-Type","application/json"); // //...

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

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

11 November 2021 // // append the timezone v_LeadTimeDelay = v_LeadCreatedTime + "+" + v_ThisTimeZone; // // update the record m_UpdateLead = Map(); m_UpdateLead.put("Check_Date_Time", v_LeadTimeDelay); r_UpdateLead = zoho.crm.updateRecord("Leads", p_LeadID,...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails = zoho.crm.getRecordById("Calls",123456789012345678); info r_CallDetails; // // system/application is set to EST (America/New_York)...

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

Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

02 December 2021 the number of hours minus the ones to be logged on Friday (40 - 8) v_RemindeMeAtHoursLogged = 32; // // set to the Account record of our organization v_OrgAccountRecord = 123456789012345678; // // loop through all users r_Users =...

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

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

21 January 2022 eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification 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...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 estimate, sales order, invoice created by someone in relation to that customer; else take the sales person against the record: SELECT DISTINCT c."Customer ID" AS "Customer ID", c."Customer Name" AS "Customer Name", c."Last Modified Time" AS "Customer...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 release - Queries OpenAI ChatGPT Date Modified: 2023-03-11 (Joel Lipman) - Stores conversation messages / thread in CRM records - Retrieves and builds up conversation trail to send to OpenAI ChatGPT API...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 generate a customer, a product/item, a sales order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 m_CreateBooksItem.put("track_batch_number",true); // // let's try creating it r_CreateItem = zoho.inventory.createRecord("items",v_BooksOrgID,m_CreateBooksItem,"zinventory"); info "ITEM CREATE RESPONSE FOR " + v_ItemID; info r_CreateItem.get("message");...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 org ID noted earlier v_AnalyticsOrgID = 23456789012; // // let's get the ticket details r_TicketDetails = zoho.desk.getRecordById(v_DeskOrgID,"tickets",p_TicketID); r_Attachments = invokeurl [ url :"https://desk.zoho.eu/api/v1/tickets/" + p_TicketID +...

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

Reminder on SSRS row separatorhttps://www.joellipman.com/articles/microsoft/ssrs/reminder-on-ssrs-row-seperator.html

26 October 2011 Office 09:00 17:00 Notes Tuesday 04/10/2011 Another Office 09:00 17:00 Notes Row Seperator This follows on from my T-SQL Record Separator article. If you are using SQL Server Reporting Services (in my case version 2008 R2), then yes, you won't need to...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

Oracle: order by subquery missing right parenthesishttps://www.joellipman.com/articles/database/pl-sql/oracle-order-by-subquery-missing-right-parenthesis.html

05 December 2013 A quick note on how I got round one this one. Why? Often enough, our requirement is that the latest record from another table is associated with the current row, and often enough we get the latest by ordering the dataset of the subquery. In T-SQL and...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: *