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 m_Data.put("Contact.Last_Name", r_ContactRecord.get("Last_Name")); m_Data.put("Issue.Date", zoho.currentdate.toString("MMMM, dd yyyy")); m_Data.put("Organization.Name", r_ContactRecord.get("Account_Name").get("name")); // m_MergedData = Map();...

• 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 + "-" + r_LeadDetails.get("Created_Time").subString(8,10); // // parse date into yyyy-MM-dd (using toString - often works) v_LeadCreatedDate = r_LeadDetails.get("Created_Time").toString("yyyy-MM-dd"); // // parse time into HH:mm:ss v_LeadCreatedTime =...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 + v_PerPage}; r_CoqlSortedProducts = invokeUrl [ url :"https://www.zohoapis.eu/crm/v7/coql" type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List()); Source(s): Joel Lipman -...

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

Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 l_FormParams.add("privateLink=" + p_PublishKey); v_FormParams = l_FormParams.toString("&"); %> loading...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 + v_TLD); l_Params.add("grant_type=refresh_token"); v_Url = "https://accounts.zoho."+v_TLD+"/oauth/v2/token?" + l_Params.toString("&"); r_AccessToken = invokeUrl [ url: v_Url type: POST ]; // // output v_AccessToken =...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 //info l_Candidates; // // sanity check to output that it did something info "Done: " + zoho.currenttime.toString("HH:mm:ss"); // // loop through our list for this page for each r_Candidate in l_Candidates { v_CountTotal = v_CountTotal + 1;...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 or update if(v_BooksInvoiceID != 0) { r_InvoiceSO = zoho.books.updateRecord("invoices",v_BooksOrgID,v_BooksInvoiceID.toString(),m_InvoiceDetails,"abzohobooks"); } else { r_InvoiceSO =...

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

Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 } // // add back to our hyphen separated list l_FormattedLastName.add(v_LastNamePart); } v_LastName = l_FormattedLastName.toString("-") + " "; // // affix exceptions l_Exceptions = {" II", " III", " the ", " de ", " of ", " van ", " and "}; for each...

• 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 v_CountImages = 0; v_CountNew = 0; for each c_ImageRow in c_TicketRecord.Images { v_ImageRowID = c_ImageRow.ID.toString(); v_CountImages = v_CountImages + 1; v_ImageHtml = ifnull(c_ImageRow.Image,""); if(v_ImageHtml.contains("\"")) { v_ImageSrc =...

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

Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 = c_Quote.Name.last_name; } if(c_Quote.Email != null) { v_Email = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy =...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 // convert to time datatype v_TimeOffset = (v_LeadCreatedTime.subString(0,10) + " " + v_LeadCreatedTime.subString(11,25)).toString("yyyy-MM-dd HH:mm:ss", v_ThisTimeZone); // // set reminder time (exactly 1 working day after created time) v_RemindTime =...

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

Zoho Deluge: Convert Hex to RGBhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

11 October 2024 then split into 3 characters l_HexParts = v_HexValue.replaceAll("(?)",",",false).toList().subList(1,4); if(v_HexGiven.toString().len()>4) { l_HexParts = v_HexValue.replaceAll("(?

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

Zoho Deluge - Pad with leading Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-pad-with-leading-zeros.html

07 February 2020 you may find the following example: string padWithLeadingZeros(int finalStringLength, int startingNumber) { return leftpad(toString(input.startingNumber), input.finalStringLength).replaceAll(" ", "0"); } This looks like pretty old code and not wanting...

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

Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-deluge-to-submit-custom-fields.html

17 June 2021 "end_date": "12-12-2021", "percent_complete": "0", "order_sequence": "4", "priority": "None", "custom_fields": m_Custom.toString() }; r_CreateResponse = zoho.projects.create("joelsprojects",45678901234567890,"tasks",m_Params );

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