ZohoCRM: Get Organization Business Hours using Deluge/APIhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 "7:00", "close": "18:00" }, "Saturday": { "open": "09:00", "close": "15:00" } } Inserting as a subform on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this...

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

Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttp://mail.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

07 March 2024 invoice API and I kept getting this error despite including the customer_id and there was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there...

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

ZohoCreator: Basic Widget with Zoho Datahttp://mail.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 layers of complexity, I want to have here an example that demonstrates a basic search on a table of data and returns one record as a result. The use-case here is that we are enhancing a quote builder form in Zoho Creator. The JS widget (aka the Quote...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I...

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

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

14 October 2024 it hides itself and shows the button. Code for Onload of form: // // default to black on blank form, if loading an existing record, the value stored will be used. v_DefaultColor = if(isBlank(input.Hexadecimal), "#000000", input.Hexadecimal); // // a...

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

Zoho CRM: Remove Duplicate Product Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 This function will also try to delete the duplicate but if the duplicate is the one used in a transactional module record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is...

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

Zoho Survey: Zoho CRM Webhookhttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function. Why? As above, didn't want to overload a single...

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

ZohoCRM & Xero: Function to pull most recent quoteshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 = Map(); m_ZohoTaxRatesByName = Map(); m_ZohoTaxRatesByRate = Map(); l_ZohoCrmTaxRatesList = List(); v_XeroIntegrationRecordID = "123456000000789012"; // r_IntegrationRecord = zoho.crm.getRecordById("Integrations",v_XeroIntegrationRecordID); v_TenantID...

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

T-SQL: Parse an XML valuehttp://mail.joellipman.com/articles/database/t-sql/t-sql-parse-an-xml-value.html

27 March 2014 AS XML).query('data(/STAFF/GENDER)') AS VARCHAR(10)) AS Gender FROM [dbo].[XML_EVENTS] -- Returns column GENDER for every record/row (eg. "Male") Or -- Using .value() SELECT CAST(Event_XML AS XML).value('data(/STAFF/GENDER)[1]','VARCHAR(10)') AS Gender...

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

Zoho Deluge - Modify the product line items in an invoice modulehttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-modify-the-product-line-items-in-an-invoice-module.html

22 August 2019 3rd-party feed that kept creating a product that they didn't stock. How? So editing the product_details field of an invoice record seems straightforward but it isn't. Undocumented, the trick is to remove the existing ID of the line item and posting the...

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

Zoho CRM/Creator - Common Errors & Gotchashttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 The HTTP method PUT is not allowed for the requested resource This was an issue where I was trying to push a Zoho Creator record into Zoho Inventory via an invokeURL with API v2 rather than a connector. If you use POST then this adds/creates a record...

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

Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

20 April 2020 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...

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

Zoho CRM REST API: Stop Workflow from Triggeringhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttp://mail.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a...

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

Zoho CRM: Change System Field Lengthhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths...

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

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

18 September 2023 Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following error: { "code": 15, "message": "Please...

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

SQL Calendar in Business Intelligence Development Studiohttp://mail.joellipman.com/articles/database/t-sql/sql-calendar-in-business-intelligence-development-studio.html

14 January 2011 ; WITH Dates([Date]) AS ( --Select First day in range SELECT CONVERT(DATETIME,@StartDate) AS [Date] UNION ALL --Add a record for every day in the range SELECT DATEADD(DAY, 1, [Date]) FROM Dates WHERE Date...

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

What's the problem? Amusing computer issueshttp://mail.joellipman.com/articles/web-development/whats-the-problem-amusing-computer-reports.html

28 April 2011 middle one wasn't connected to anything on either end. What not to say to IT "Hi could you find and tell them to unlock the record they are viewing". "Oh that person isn't at work today". "Well someone on that computer has locked a database record."....

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

SSRS Retrieving Oracle Stored Procedure Success or ErrorLevelhttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-retrieving-oracle-stored-procedure-success-or-errorlevel.html

04 November 2011 update. The confirm button links to a 3rd report which will actually execute the stored procedure which updates the student record as well as an audit table. The Problem The last report will execute the stored procedure without any problems. I added a...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

SSRS: Performance Improvements: SELECT TOPhttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-performance-improvements-select-top.html

07 March 2014 the header which was an expression detailing what the report was displaying, so for example: -- If setting the limit to 100 records =IIf( Sum(Fields!myCount.Value, "DataSet2")>100, "» Displaying the first " & CountRows("DataSet1") & " of " &...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB