Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 it as an attachment. As you may already know, when you queried CRM for that field, you received a JSON response somewhat similar to the following: // this is sample JSON with replaced IDs "My_CRM_File": [ { "extn": "pdf", "is_Preview_Available": true,...

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

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

03 February 2021 arrays. In the example below, we are posting to a PHP script for testing but I have since sent something similar to an API expecting nested arrays (not sure if they were PHP) and it works. Why? This took me several days and in the end only going through...

• 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 a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar to when trying to enter a time against a project Task but this article is focused on getting this working against Project...

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

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

01 September 2021 click on the pencil 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...

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

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

01 September 2021 based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting...

• 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 10 minutes to a 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"...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 JSON request to create a meeting (previously known as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify...

• 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 a ZohoCreator app without building a JS Widget or using Nodejs... Or we can make do with the tools provided. The brief was similar to the Zoho Bookings interface where their Creator app is to present the user with the days of the week which they can...

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

Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

21 June 2022 response to console info "Response of attempt to upload to Zoho Inventory:"; info r_UploadPhoto; You should get a response similar to the following: {"code":0,"message":"We've updated the item image. Nice one, by the way!"} Update 2024: Following Books...

• 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 taken from Zoho 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....

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 not known. Click on the button Apply Then on the dashboard, if you map your user filter, this will produce a widget similar to the following (ignore my sales person filter "Unknown"):

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 responses I programmed it to answer with. Any variations of the questions it did not understand, it would return a response similar to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see article link above), we're going to use the GetOrders call for order (sales)...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 record Specify the Host as 1522905495316._domainkey.mycompany.com // Important: if hosted by GoDaddy, Ionos, FastHosts, and similar domain providers, you do not include the domain name as this gets appended automatically: so just...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 != null) { // // loop through to see if our custom notifications exist // note that installing other apps may create similar webhooks so you need to make sure the script below is looking for your custom webhook for each m_ThisWebhook in...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 list map of tags and add these to the deal record. The key take-away to remember here is that remove() is a void function, similar to the sort() function; in that if you try to assign this to a new variable name, it will fail. In other words: m_NewTag =...

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

Increment a column in MySQL using the UPDATE queryhttps://www.joellipman.com/articles/database/mysql/increment-a-column-in-mysql-using-the-update-query.html

18 February 2010 (storing the value of the counter - eg. times an article has been displayed). Basically what I used to do is something similar to the following: SELECT counter_field_value FROM table1 WHERE column1='this_article' Add 1 to counter_field_value UPDATE...

• Type: Article
• Author: Joel Lipman
• Category: MySQL
• Language: en-GB

Code Troubleshooting Checklisthttps://www.joellipman.com/articles/web-development/code-troubleshooting-checklist.html

03 June 2011 parts? Checked appropriate services are running? Questions for the customer Can you access the service? Can you open other similar files in the same environment? Is a colleague experiencing the same issue? Can you access the service using a different...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Trim in T-SQL and SSIShttps://www.joellipman.com/articles/microsoft/ssis/trim-in-t-sql-and-ssis.html

14 May 2013 "" ), "\x000D", "" ) ) ) Using it to compare to a value? There are cases in T-SQL where the trim is unecessary and a similar equation can be written: Table: DMExtractEmployeeTable ID ForeName SurName --------------------------------- 1 Joel Lipman 2 JOE...

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