Zoho

Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creator

: Category: Zoho; 20 April 2020; Hits: 24439

What?
A very quick article on how to push a multi-select picklist from CRM to Creator.

Why?
We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to delimit but one of the options has a comma in its value.

// What I have in CRM:
{"My_MultiPicklist":["Option1","Options 2, 3"]}

// What Creator understands: FAILS
{"My_MultiPicklist":["["Option1","Options 2, 3"]"]}

With workaround .toString()

// What Creator understands: FAILS
{"My_MultiPicklist":["Option1","Options 2"," 3"]}

How?
So the way to push this value over to Creator is by converting the list to a string... notably comma delimited:

: Category: Zoho; 17 March 2020; Hits: 32391

What?
This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge.

Why?
The aim here is to have a scheduled task that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month.

How?
First you have to get all the applicable fields from the settings API.

Zoho Deluge: Associate/Link an Invoice to a Sales Order

: Category: Zoho; 10 March 2020; Hits: 25267

What?
This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales order to the invoice.

Zoho Deluge: Associate Sales Order to Invoice

Why?
The documentation around the API does not detail how to do this. I also couldn't find any search result via Google or DuckDuckGo (can't say for Bing, I never get around to searching that). This took several hours but it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time.

How?
Through sweat and perseverance.

: Category: Zoho; 09 March 2020; Hits: 13789

What?
A quick article on converting a Map (associative array with keys and values) into a URL string to pass as URL parameters.

How?
Let's first define a map:

: Category: Zoho; 07 February 2020; Hits: 14717

What?
There may be other articles out there documenting this but I can't keep trying to find these in Google so referring to my own website, this is a doddle for me to find each time.

Why?
I have to do this so often that it deserves an article. Though writing a whole page for this is probably unwarranted so I may rename this article later to common things I need to do in Zoho Deluge.

How?
So going through the forums you may find the following example:

: Category: Zoho; 06 February 2020; Hits: 31519

What?
A quick article on how to debug some errors in Zoho.

Why?
I wanted a general note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue.

How?
So I'm going to try and list solutions to minor errors we run into.

: Category: Zoho; 23 January 2020; Hits: 14520

What?
So this is an article with some common snippets of code that use the InvokeConnector and do things we can't do in shortcode.

: Category: Zoho; 31 January 2020; Hits: 13634

What?
This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month.

Why?
Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3...

How?
I'm showing this in Zoho Deluge but the logic can be adapted to other code. You will need this snippet of code for the examples below:

l_Months = {1,2,3,4,5,6,7,8,9,10,11,12};
l_MonthNames = {"January","February","March","April","May","June","July","August","September","October","November","December"};