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Assuming values is required, the following 105 results were found.

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

    a subform: // declare a variable to hold the collection of rows = Collection(); // declaring the row = .(); // assigning values for various subform fields in the row . = ; . = ; // insert the row into the collection .insert( ); // insert the collection...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    needing to use your creator knowledge. I haven't been using this because I edit the content based on the action using values from the form invoking it but for generic messages you could get the "Notify" page to read from a form/report: Click on the plus...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    record and generate a link for the customer portal user to click on: // accessing zoho.eu (not zoho.com) so adapt the 2 values v_CreatorBaseUrl = "https://creator.zoho.eu"; v_ZohoApisDC = "https://www.zohoapis.eu"; // // get field from CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. 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

    } } // // check list of IDs if(l_ApprovalUsers.size() > 0) { // // reset multi-user lookup field (clear out values) v_SearchCriteria = "(userlookup221_2:equals:" + p_QuoteID + ")"; l_SearchResults =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

    This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho Deluge: Calculate start and end of Daylight Savings Timehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

    This has not been tested extensively. Do not use if you are unsure it is calculating correctly. I use these to store the values in a table that can be double-checked at a later date. Source(s): Joel Lipman: Zoho Deluge: Generate List of TimeZones Joel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

    search. Method #1: zoho.crm.searchRecords() Contrary to the documentation saying there are only the approved and converted values supported in additional parameters, I find the below works in CRM just fine: As of 2025, this method no longer works....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    for all the invoices against a sales person. It adds to the effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard. First you will need a table or query that has a bunch of columns and rows with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    v_Shopify_Updated = v_Shopify_UpdatedStr.getPrefix("Z").replaceAll("T"," "); // adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up v_ProductIDStr = "\"'" + v_ProductID + "\""; v_VariantIDStr = "\"'" + v_VariantID + "\"";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    deserves its own article: using new lines in ZohoDeluge. Why? My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code worked great on one Zoho CRM, another client's ZohoCRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

    // // key here to enable inventory tracking m_CreateBooksItem.put("item_type","inventory"); // // other less important values to include re purchase information m_CreateBooksItem.put("product_type","goods"); m_CreateBooksItem.put("reorder_level",0);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    Aggregate of total amount may be unnecessary as this could be the same under price total. Where a price is applied, values should be retained in decimal format with currency symbol prefixed if value is greater than zero. Source(s): To convert Page to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

    the 3rd tab "Settings" and the preview should automatically display the image alongside the data. I'm going to the sub tab "Values" and change the displayed label to a constant text set to "CRM Account Data": I then click on the "image" sub tab and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Deluge: Convert Hex to RGBhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

    this hasn't happened yet. Here's a function in deluge that takes a 3 or 6 character hexadecimal color and returns the RGB values for you. How? Very quickly, we take each character from the given string and convert it to its RGB value. Replace letters A...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

    is not provided out-of-the-box and getting our users to learn about hexadecimal color references and Red Green Blue (RGB) values is somewhat difficult. What would be nice-to-have is if they could be presented with a bunch of colors and they click on one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. 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

    balance invoice with the deposit deducted. Because these line items have custom fields, we need to copy over all the custom values to the new line items. How? This is about an hour's work doing it on a CRM workflow (save of record) but here we're going...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

    Let me show you how we used to connect and then what the new code will be. The preamble to both of these is how to get the values to include in the invokeURL headers and payload. Previously on... m_Header = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    retrieving the parameters of the request m_RequestParams = crmAPIRequest.toMap().get("params"); // // retrieving the set of values from 'arguments' passed in the javascript code m_Arguments = ifnull(m_RequestParams.get("arguments"), Map()); //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    on-guide/zoho-crm/articles/how-to-merge-subform-fields-and-image-field-via-zoho-writer-s-merge-apis#Step_5_Pass_Image_Field_Values_in_Merge_API ******************************************************************************* */ // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

    based on the pull from invoices article I wrote earlier but with quotes from Xero, things panned out differently: Date/Time values don't include a timezone Issues with tax rates meant replicating a tax list copy from Xero to Zoho the Client doesn't use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 81 - 100 of 105

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