Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 the code to determine total number of employees in this department/team: To determine the total number of employees, we will use zoho.people.getRecords as a search: // get total "team members" in department l_SearchCriterias = List(); m_SearchCriteria =...

• 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 add the subform afterwards (insert into [...]) but it can be done all in one go. How? Here's a use case example which you will need to adapt to your own but It should do enough (spacing has been added for demo purposes and to make it clearer). In the...

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

Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

27 July 2021 If you try to update an integration field via deluge with another integration field or even the same integration field, it will return an error Unable to update the value to r_RecordDetails.Account. Line:(442) How? It is written in the documentation...

• 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 and 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...

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

Zoho Deluge: Date from a String (dd/MM/yyyy to yyyy-MM-dd)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-date-from-a-string-dd-mm-yyyy-to-yyyy-mm-dd.html

01 September 2021 can vary. If we are getting a date from a CSV or other external source as "dd/MM/yyyy", how do we guarantee that the system will understand the date correctly? How? It may be that when obtaining a date string and applying the method...

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

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 Remember to replace the v_BooksOrgID with your client's Organization ID for Zoho Books and check the URL for whether it will be https://books.zoho.eu or https://books.zoho.com. You will also need your own CRM to Books connection name (joel_books) with...

• 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 { "TEST001": 1234567890123, "TEST002": 2345678901234 } 2 Which results in a map that I can give a Product SKU to and it will return the Shopify Product ID to me. You may have noted also the precarious method in retrieving the product variant SKU (this...

• 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 exception, Invalid statement found Line:(20) I cannot guarantee that this error doesn't appear for other reasons but I will add to this article if I encounter any. This is simply how I fixed this error on this occasion. Consider the following code which...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 our customer that they have an appointment in 1 hour with us. How? The code is actually pretty straightforward but you will need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH...

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

ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 three vertical dots Select "More tools" > "Developer Tools" Caveats Only make the changes necessary to how you like it. You will find issues with trying to undo some parts and tweaks as these will consume a lot of time (anyone remember the days of...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn - Validation - Lead Status Change", and a description... You will be presented with a deluge IDE editor. I'm putting in the following code: /*...

• 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 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 one of the columns containing the sale person name....

• 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 then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API. Setup a Zoho Cliq bot Login to ZohoCliq Click on your...

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

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

20 February 2023 resume from a record... We need pagination. How? To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of...

• 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 Add a special field of type "Add Notes" to your form. I'm going to call it CSS_Overrides. It is important that this field will never be hidden (it cannot be seen on the front-end of the application but it must not be removed by Creator). If you know the...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 snippet which does the whole lot. How? Using the method of "mega-functions", here is the code snippet for one function which will accept as parameter the eBay order reference and generate all the respective records in Zoho Inventory. We're using a...

• 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 on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() {...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 > Users > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team"....

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

ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 equals. When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company fields. When you use "equals" with a single condition and search...

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