Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

17 July 2019 one. Code Here you will need your own client ID and client secret generated from the developer console in the following snippet: v_ClientID = "1000.ABCDEFGHIJKLMNOPQRSTUVWXYZ1234"; v_ClientSecret = "aaaabbbbccccddddeeeeffff111122223333444455";...

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

AutoHotkey: App GUI Listview to Rename Fileshttps://www.joellipman.com/articles/automation/autohotkey/autohotkey-app-gui-listview-to-rename-files.html

08 July 2020 to: Microsoft Windows 7 Professional - Service Pack 1 AutoHotkey v1.1.33.02 What? So this is the documentation for a snippet of code that will list files of a directory using an AutoHotkey GUI and display what it will name them. The app needs to rename...

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

AutoHotkey: Get Media Information and Displayhttps://www.joellipman.com/articles/automation/autohotkey/autohotkey-get-media-information-and-display.html

07 August 2020 // note this returns in 100ns units (= 100 nanoseconds) as per Microsoft Docs. 100ns Units So the following snippet of code will convert your 100ns units to a displayable Hours : Minutes : Seconds format which is more user-friendly: ; Function:...

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

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

06 November 2020 modal. I'm going to call it "Notify". Add the 2 parameters p_NotifyTitle and p_NotifyContent to the page: Then drag a HTML snippet onto the page with the following: /* optional: hide some of the wrapper div boxes: leaves a modal with rounded corners */...

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

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

28 April 2021 ]; info r_MetaData; // // I can see 2 api names for lookups // userlookup221_2 // Requires_Approval_Users My full snippet of code // // loop through users to find the approver for each m_User in l_Users {...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 } } } Retrieving a record with 2.1 JSON The following is a snippet when querying a CRM module (invoices) from a CRM function. The important fields I wanted were some custom fields within the line items subform. Here I'm adding the parameters to ensure...

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

Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-handle-commas-between-quotes-in-a-csv.html

26 August 2021 The slightly longer answer to describe this might be better explained if you consider the following snippet of code: // sample data v_Test = "00011,Joel Lipman,\"Flat 8, House Corner\",Brummieland"; // regex to replace a comma found between 2...

• 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 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 getting the Zoho CRM record owner, looping through all salespersons in Zoho Books, and retrieving the...

• 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 to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the...

• 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 method could do with some refinement and perhaps if I find a better way to do this, then I'll put it here. But I like this snippet of code albeit a brute force to loop through every active product and list their IDs. How? So here's the function I came...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 scopes: WorkDrive.files.ALL, WorkDrive.workspace.ALL Click on Create and Connect > Accept Get the Template ID The following snippet is a separate function to run (standalone) and will return to you the templates and the field references: r_Templates =...

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

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

02 November 2021 A very quick article with a snippet of code to get today's date, tomorrow's, and the day after's but it has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the...

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

Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

17 November 2021 A quick article on a snippet of code which copies one subform to other subforms in the same form. Why? I'm creating an appointment/booking system and I want the user to be able to set entries in a subform called "Mondays" then to click a button which...

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

Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

17 November 2021 // UnPredictable exception, Invalid statement found Line:(20) However, I'm not bad at producing errors so here's another snippet that will also cause the error: // select a bunch of creator records (ok all of them) l_AllRecords = myForm[ ID != 0 ]; //...

• 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 case, it would have been a 5 minute job. Instead, it's turned into over an hour of 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...

• 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 We're meant to do 40 hours, not just for Management, but for deducting from project and support bundles. How? The following snippet of code is on a CRM schedule set to run every Friday at 08:00 in the morning and will create a task if time logged is too...

• 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 An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 you noted above: Copy the Webhooks key on the Xero page into your CRM function replacing the value in Line 2 of my code snippet above. > Save the CRM function. Click on "Save" on the Xero page Click on "Send 'Intent to receive'" You should get an OK...

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

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 A very quick article on a cool snippet of code, another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt...

• 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 information on how to build up a 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...

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