Zoho Deluge: Calculate start and end of Daylight Savings Timehttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-start-and-end-of-daylight-savings-time.html

07 December 2021 and end dates of when Daylight Savings Time is in effect. Why? Admittedly, most of Zoho apps have this built-in but here's some snippets of code in case you need them. How? I will use this to amend and refine but here's the snippets for the various DSTs...

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

ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

10 January 2022 up 2 schedules: one that runs on even hours and one that runs on odd hours to change this to every hour. It's not enough for some, so the below details on how you can get Xero to tell Zoho when a contact or invoice has been updated immediately. How?...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 download the data file regularly: After all that you will be shown your data table: Additional Note(s): Here are some notes & settings you may need on your quest to setup Zoho Analytics FTP Data Sources: Zoho Analytics IP Addresses to whitelist (if...

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

Zoho Creator: Receive eBay Notification and Create Shopify Orderhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

21 January 2022 to Zoho Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you the code first of...

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

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

25 January 2022 header... they weren't using the header section) but then they changed address and couldn't change the template. So they had something like: ${Organization.Organization Name} ${Organization.Street} ${Organization.City} ${Organization.Country}...

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

Zoho Deluge: a HTML Entity Decoderhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...

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

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 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 a...

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

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

11 February 2022 first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however...

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

Zoho CRM: Schedule a Meeting using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 as Event) in Zoho CRM. Here's a quick snippet of code to remind me. How? Similar to how to create a call or task, but with some variation: // // initialize m_ScheduleMeeting = Map(); // // specify parent module...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does...

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

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

03 November 2022 Person ID" AND t3."MonthYear" = abs_month(invsopoitm."Invoice Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above but you may want to use the out-of-the-box modules instead: Sometimes, a...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttp://mail.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 A quick article on my adaptation of some code posted by Poorvik Palanikumar on the Zoho Community Forums to connect a ZohoCliq to the OpenAI API and ChatGPT... Note that I have another article for those who want to integrate ChatGPT with ZohoZIA. Why?...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 products. Why? Our use-case is that we retrieve the 100 most recently modified products at the end of each day and run some Deluge code against it to ensure that the data in Shopify is the same as in Zoho. In this case, Shopify is considered the source...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 to zero) alongside each serviceable item. How? So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link. In Design mode: Add a special field of type "Add...

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

ZohoDeluge: Check Shipment Status via DHL APIhttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 as delivered only if the courier, in this case DHL, confirms the tracked order was delivered. How? So first I'll give some brief instructions on how to get an API key from DHL as a developer and then I'll include the code to query the shipment status...

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

Zoho Deluge: Get All Orders from eBayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

• 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 file to change system field labels The fix put simply is a CSS hack. Specifically by inspecting the element, removing some of the CSS attributes on the field we want to change, saving it, then returning the "Lead Conversion Mapping" page, mapping it,...

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

Zoho Deluge: Get the Week Number if Week starts on a Mondayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

06 July 2023 could also error eventually if Zoho made it possible to change the start of the week (this is in ZohoCreator; I'm aware that some of Zoho Apps do allow this) in the app which would possibly affect the functionality of .toStartOfWeek(). v_ThisWeek =...

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

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

12 July 2023 if they change removeAll().. The number of duplicates may easily differ to the loop of discrepancies simply because some records may be triplicates or more rather than just duplicates.

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

Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

04 October 2023 So the quick answer is to build a nested map in your request instead of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine....

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