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 /* ******************************************************************************* Function: fn_Validate_LeadStatusChange Trigger: Function executed when a record is changed Inputs: String crmAPIRequest Outputs: output message to user Date Created:...

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

Zoho Creator: Radio group into Calendar Carouselhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 } input.Calendar_Day_Select:ui.add(">"); // // default selected to current date (triggers the next code snippet / workflow on user input of "calendar day select") v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" +...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttp://mail.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 clever bit in Zoho Creator: Go to Workflow > Form Workflows > New Workflow Choose the form > Run when Created or Edited > Trigger on Successful form submission > and name it OnSubmit > click on Create Workflow Select you want to run some Deluge Script...

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

Zoho Books: Generate Bank Text File for Downloadhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 record of the source data File identifying number is returned from being attached File is opened in a new tab/window to trigger downloading. File is deleted from attachments based on its identifying number (allows other attachments to remain intact)...

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

Zoho Books: System Values Mapshttp://mail.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 ID. /* ******************************************************************************* Function: Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms,...

• 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 Function: void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) Trigger: On Demand when button in report is clicked Purpose: This will send a ZohoBooks invoice directly to its recipient Inputs: Zoho Creator record ID of the order Outputs: - Date...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync http://mail.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 Function: void Check_DataSources_Sync_to_ZohoAnalytics () Label: Check DataSources Sync to ZohoAnalytics Trigger: Scheduled daily at 1am starting from tomorrow (3-Jul-2024) Purpose: To warn system managers if a sync started failing. Inputs: None...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttp://mail.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 Related_Purchase_Orders( Map salesorder , Map organization , Map user , Map page_context ) Label: Related Purchase Orders Trigger: Displays on Sales Order record Purpose: To display related POs linked by a custom Sales Order lookup field on the Purchase...

• 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 Function: string standalone.fn_Products_RemoveDuplicates() Label: fn - Products - Remove Duplicates Trigger: Standalone Purpose: Used to remove duplicate products from a ZohoCRM instance Inputs: - Outputs: - Date Created: 2025-03-07 (Joel Lipman) -...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 to verify ownership of your endpoint. After entering your Notification Endpoint URL and Verification token, click Save, triggering eBay’s validation process, which requires your endpoint to successfully reply to eBay's challenge code. So I created a...

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