Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained...

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

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

19 October 2020 using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a subform with a product line item list. If I run this code, I would get the error: Expecting ZC_SUBFORM_250 expression found...

• 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: 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 This is an article to document how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 Creator form. The ticket form has the ticket reference, product information, factory/supplier, the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 Just getting the syntax right and using the . setParamName is key. Let's make it even more interesting: I'm going to use a subform with the file upload field type so our record can have more than 1 file attached to it. the CRM.attachFile command Okay as...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 numerical, or completely random order): void JoelLipman.fn_SetStaffUsualShift() { // // build a standard usual shift subform from CRM r_OrgDetails = invokeUrl [ url: "https://www.zohoapis.com/crm/v3/settings/business_hours" type: GET connection:...

• 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 An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why?...

• 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 error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // select a bunch of creator records (ok all of them) l_AllRecords = myForm[ ID != 0 ]; // // loop...

• 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 + ".pdf"); r_AttachResponse = zoho.crm.attachFile("Quotes",p_QuoteID,r_DownloadResponse); Use a subform (eg. Product Line Items) If I call my subform "Quoted Items" and specify this having the fields "Ref, Item, SKU, Description, Quantity, RRP,...

• 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 the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than a bidirectional form as in this example, the parent record doesn't yet...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 == r_Quote.ID];. In the example below, this is a merging process of each quote which only contains 1 line item and not a subform of line items. You could adapt the following to also loop through a subform found on each record but for this simple...

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

Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 + c_Document.ID + "/My_File/download/" + v_PublishKey + "?filepath=/" + v_DocFileName; // // if My_File is in a subform v_DocFileName = ifnull(row.My_File,""); v_ThisDocSrc = "https://creator.zoho.com/file/appowner/appname/My_Form_Report/" +...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 CRM: Insert or Update Records (Upsert) - not used in above example but here if I want to use it one day. Zoho CRM: Update Subform Data again, not used above but probably worth looking as an alternative. [1] Zoho CRM: Insert Records Zoho CRM: Remove...

• 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 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 we get CRM records that are also pending approval or being converted. m_Params =...

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