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Practical notes on CRM development, automation, APIs and everyday IT.
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Zoho CRM: Make Upload File Field Mandatory
What? A quick article on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. H ...
ZohoCreator: Using .toFile and Uploading to a Creator field
What? This is a quick article on generating a file with the Zoho Deluge function .toFile() and uploading it to a file upload field within Zoho Creator. Why? The use-case here is that we want a file to be hosted within Zoho Creator for use b ...
Zoho Books: Generate Bank Text File for Download
... d a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? Why is this a challenge? The file contains bank details and should not be stored anywhere. G ...
Zoho CRM & Creator: Download attachment and upload to Creator file field
... ticle on how to download an attachment from CRM and upload to a "file upload" field in Creator. Why? My use case here is that we are creating a Creator app that will show the attachments on a CRM contact record (and be clickable). The compl ...
Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)
... block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record wit ...
Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)
... This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a ...
AutoHotkey: App GUI Listview to Rename Files
... o this is the documentation for a snippet of code that will list files of a directory using an AutoHotkey GUI and display what it will name them. The app needs to rename files but append an incremented count if the name of a file already ex ...
Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Books
... s is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books. Why? Because it took me so long to find out how to do this even after rea ...
Autohotkey - Chrome Profiles in Alphabetical Order
... te a standalone application which lists all the Google Chrome Profiles on your Windows 10 workstation in alphabetical order. Why? This program will be redundant if Google ever update their Chrome browser to list the multiple profiles in alp ...
MS Excel - Split Workbook into separate files per sheet
... split a spreadsheet consisting of multiple sheets into separate files per sheet. Why? The Excel file in question was about 36000 rows and had a file size of about 11Mb. In order for an import process to work, the import would only accept X ...
Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library)
... ck article detailing how I used a PHP function to upload a video file to Google Drive. Note that this example does not involve installing the Google Client Library for PHP. So no classes or built-in functions that you didn't write or know w ...
Import Excel CSV file as JavaScript array
What I have: A CSV file exported from Excel along with double-quotes label1,label2 item1a,item2a item1c,"item2c,c" item1b,item2b What I want: To read the file (stored on the server) and convert to a JavaScript array of objects var my_object ...