Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

07 December 2021 Appointment Time" is the wrong first step. Reason being is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a...

• 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 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 this deserved its own article. Why? A client wanted the discount displayed on...

• 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 So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...

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

Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-and-send-a-csv-via-email.html

16 June 2021 and someone may want to open this in Google Sheets or Microsoft Excel: // // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200,...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included....

• 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 1 day send an email and notification to sales person everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily...

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

Zoho Deluge - First Monday of Month or Last Tuesday of Monthhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-first-monday-of-month-or-last-tuesday-of-month.html

27 September 2019 we will count backwards from the end of the month: if(input.Switch_Over_Day=="First Monday of Month") { v_NextMonthDate = zoho.currentdate.addMonth(1); v_NextMonthDateFirst = v_NextMonthDate.toStartOfMonth(); if(v_NextMonthDateFirst.getDayOfWeek()!=2) {...

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

Zoho Creator: Retrieve record with case-insensitive queryhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-retrieve-record-with-case-insensitive.html

21 November 2019 false); if(!b_Exists) { // insert into Product table r_ProductCreate = insert into Product [ Product_Name=v_Name Added_User=zoho.loginuser ]; v_ProductID = r_ProductCreate.ID; } else { // DON'T insert into Product table v_ProductID =...

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

Zoho Deluge - Compare time and currenttime with timezonehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-compare-time-and-currenttime-with-timezone.html

13 January 2020 This is a quick article to demonstrate how to compare two datetime values with the timezone specified. Why? A client's ZohoCRM had a different timezone setting than the user a script would be run as. The time difference was just one hour but this caused...

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

Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

14 July 2020 // build image src v_ImageSrc = "https://creator.zoho." + v_TLD + "/file" + zoho.appuri + "MyImages_Report/"; v_ImageSrc = v_ImageSrc + f_MyImages.ID + "/MyImage/image-download/" + v_PublishKey; v_ImageSrc = v_ImageSrc + "?filepath=/" + v_Filename; //...

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

Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestampshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-days,-hours,-minutes,-seconds-between-two-timestamps.html

21 September 2021 and break it down into days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong() function applied to a datetime datatype variable which will return the...

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

Zoho Creator / eBay: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-all-active-products.html

13 October 2021 This is an article to document a function used in Zoho Creator to retrieve the Product IDs of all the active products in a client's eBay store. Why? The use-case was that I wanted to retrieve a list of all the listed active products in a fixed price...

• 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 A very quick article to remind me how to send a text message using Twilio API in Zoho Deluge. Why? The use-case here is that we want local sense dialing where specific numbers are used both for outbound and inbound but local to the customer and we want...

• 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 a new attachment that will eventually be uploaded back to CRM. How? At time of print, things have moved on and based on 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...

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

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"https://www.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

20 July 2022 ellipsis/3 dots icon int the top right Click on “Settings” Click on “Privacy and Security” Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not then: Click on “View permissions and data stored across sites” Click on...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the out-of-the-box...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 savings is in effect in the UK, we should be able to take Greenwich Mean Time and compare to UTC. b_IsDSTInEffect = if(zoho.currenttime.toString("HH:mm", "UTC") != zoho.currenttime.toString("HH:mm", "GMT"), true, false); info b_IsDSTInEffect; //...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. How? My team of developers actually helped me...

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

Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

14 October 2024 part of a system but important to some staff... How? In an earlier article, I've shown how to change a radio type field in ZohoCreator into a Carousel type of interface. This time, we're going to repurpose and restyle a radio type field into a color...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 This is a snippet that gets the tags of a contact and copies it over to the deal record: l_Tags = List(); // r_DealDetails = zoho.crm.getRecordById("Deals",p_DealID); if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url...

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