Customer Relationship Management Systems

What?
An article on setting a date field to either the first Monday of the next month or to the last Tuesday of the current/next month. What I mean by the last Tuesday is if the last Tuesday of the month is before the current date, then set it to the last Tuesday of next month.

Why?
This was a request by a client who instead of specifying the 1st of every month, or 15th of each month, to say the first Monday of the month (ignoring bank holidays) or to say the last Tuesday of the month.

How?
Quite easily. For the first Monday of the month, it is likely that even if today was the first day of the month and coincidentally a Monday, then we would want to specify the field date to be the first Monday of the next month. If however we want the last Tuesday of the month and that Tuesday happens before today, then we want the last Tuesday of the next month.

What?
A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for selection.

Why?
This was for a multi lookup with staff as the list entries. The lookup needed to filter against various forms such as Staff Rotas, Leave Requests, Qualifications and some others.

How?
The aim/objective is the following:
  1. Store what was already selected in the lookups
  2. Clear the lookups list
  3. Restore what was originally selected as selected.
  4. Repopulate with a filter list of options (not selected but available)

What?
This is a quick article on different ways to get the current user ID in Zoho through code.

How?
I'm not a fan of method #1 but I only started developing in Zoho recently when API v1 was already being deprecated (end of life at the end of this year). So I'm familiar with the methods in API v2 or just using newer functions.

What?
This is an article documenting how to update Creator from a workflow written in a Deluge Script held in ZohoCRM.

Why?
I've also started this article to document an issue we encountered where our code was as per the documentation provided, and the responses returned as successful, but the target fields did not update. This was as a result after changing the owner of the Creator app to another person and adding our previous Super Admin account as a "Developer".

How?
I'm going to demo two methods here using the <connection_link>

What?
So this is NOT an article on how to create a MD5 function for an ETag in Zoho Deluge as I expected it would be. At time of print, the Zoho documentation (and Google search results) make no mention of using MD5 in an encryption task.

Why?
I'm trying to create an ETag for a synchronization process between Zoho Creator and Zoho CRM. Combining all the fields to compare into a single field can't be done via the documented methods (base64, urlencode or AES) as this exceeds 255 characters (it could be a multiline but this would defeat the objective of an Etag).

How?

What?
So I thought I'd write an article to help me resolve the particular issue where the organization details and the header of the product line items table would display on the first page, the product line items would then print on the second page, with the terms and conditions or small print notes on a third page.


How?

What?
So another quick note as I couldn't find a solution on the forums. This is to hide the reset button on a non-stateless form (state form?). I have posted this on the Zoho forums as well but here goes:

Why?
Because I can. And because as someone said, a "reset" button is so 1990. I have a confirmation page and don't want the button to show so...

How?

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Kind Regards,

Joel Lipman
www.joellipman.com

Accreditation

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