Saturday, May 14, 2016

Zoho Reports New Enhancements in Conditional Formatting

Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more.



Wrapping Column Headers in Pivots and Summary Views
Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.


Wednesday, July 9, 2014

How to GET geolocation data from an IP Address in Zoho Creator


 
freegeoip.net is a public REST API for searchinggeolocation of IP addresses and host names.
It has an internal database with geolocation information, which is queried via the API. There's no sorcery, it's just a database. And although the database is very accurate, don't expect it to be perfect.

Zoho Creator is a leading online database application platform. You can build online databases in minutes using its intuitive drag-adn-drop builder. Over 800,000 databases are created online by business users from various industries. Try it Free
To blend the two copy the below function inside your creator application and test utilizing the record ID of the field containing the IP address in reference.
string getgoelocation(int ID)
{
c = MyFormName [ID == input.ID];   
ipaddress = getUrl("http://freegeoip.net/xml/"+c.IPAddress,false);
response = ipaddress.get("responseText");
return response;
}
//c.IPAddress  is the name of the field inside your Creator form.
The return variable "response" will contain all the geolocation values for the IP address entered. If you have any Q. dont hesitate to post a comment below and I will respond as soon as possible. Good luck!

Sunday, June 8, 2014

Fully Integrate Zoho Creator & Zoho Projects via API

This integration is one of the most powerful ones I have seen out there for Zoho API's not only because of its complexity to integrate both systems but also because of its usability in the business world.

There are thousands of Fortune 500 companies investing millions of dollars in creating software to eliminate silos within their corporate walls, but for most of them their systems are still fragmented and not part of a global strategy to manage for performance.... meaning... their CRM does not talk to Invoice, who does not talk to Operations, etc,etc

With this integration you can start breaking the sequence of capturing data more than once, speed up the process of creating business services, assigned them to team leaders and above all impress clients with up to the minute status on their service progress by leveraging every feature Zoho Projects has to offer with the flexibility and scalability of Zoho Creator.

In order to integrate both systems you will need to develop the following API connections.
  • Add a Project
  • Get users from Zoho Projects
  • Get AllProjects
  • Add a Milestone
  • Need to re format Date fields to blend with Zoho Projects date format
  • Get All Milestones
  • Add a Tasklist
  • Get All Tasklists
  • Add a Task
  • Update Project
  • Update Milestone
  • Update Tasklist
  • Update Task

This is easier said than done, but if you think you are up for the task you can always check Zoho Projects API documentation available to anyone on the web. Or, you can select the API scripts ready to use from the Zoho Form below. To get you started I will share the easiest of the API connections "Add a Project".... the script is straight forward Post URL.

params = map();
params.put("projTitle", input.Project);
params.put("projDesc", input.Description);
AddProject = postUrl("https://projectsapi.zoho.com/portal/zohoprojectsname/api/private/xml/project/add?authtoken=0954329c4e9fc469bb7a29d45b9", params,false);
response = AddProject.get("responseCode");
sendmail
(
    To       :  ("admin@youremail.com")
    From     :  zoho.adminuserid
    Subject  :  "Posting New Project"
    Message  :  "Server Response is: " + response
)

Friday, May 9, 2014

How to add Rapleaf data into Zoho Creator



You probably have a large database of emails and contact names, but do you have information about demographics, Annual Income, Preferences, etc?

Rapleaf is a leading US company that provides data tied to an email address with 90% accuracy. If you want to market information with a laser focus approach it is valuable to segment your dripping campaigns based on some customer preferences or median annual income.

Zoho Creator is a leading online database application that enables you to build, custom and deploy amazing databases in record time at the most affordable price point you can imagine.

Combining the two is as easy as creating a function in Zoho Creator using the script below and then integrate the custom function into the reports / views that have the records you would like to push information through.


string API.Rapleaf(string first, string last, string email, string zip)
{
    data = map();
    data.put("api_key", "your_api_key_number");
    data.put("email", encodeUrl(input.email));
    data.put("first", input.first);
    data.put("last", input.last);
    data.put("zip", input.zip);
    rapleaf = getUrl("https://personalize.rapleaf.com/v4/dr/", data,false);
    response = rapleaf.get("responseText");
sendmail
    (
        To       :  zoho.adminuserid, "yourname@domain.com"
        From     :  zoho.adminuserid
        Subject  :  "Send data for " + input.first + " " + input.last
        Message  :  response
    )
    return response;
}

The script above will send you an email with the corresponding email information, but If you are interested in updating your Zoho Creator database with the information you are Getting from Rapleaf send me a message and we can discuss further.

Wednesday, April 16, 2014

How to Round Numbers on .25 Increments in Zoho Creator


Sometimes you require a custom Rounding function to meet your needs. For example, you may very well want to track employee hours, but need to be consistent and round each decimal entries.

The script below allows you to round in increments of .25 so if you were entering hours each .25 = 15 minutes on the hour.

float Calculations.FrankUp(float Hours)
{
    HI = input.Hours.toLong();
    Gap = (input.Hours  -  HI).round(2);
    if ((Gap  <=  0.25)  &&  (Gap  >  0.0))
    {
        return (HI  +  0.25).round(2);
    }
    else if ((Gap  <=  0.5)  &&  (Gap  >  0.25))
    {
        return (HI  +  0.5).round(2);
    }
    else if ((Gap  <=  0.75)  &&  (Gap  >  0.5))
    {
        return (HI  +  0.75).round(2);
    }
    else if (Gap  >  0.75)
    {
        return (HI  +  1.0).round(2);
    }
    else if (Gap  ==  0)
    {
        return (HI  +  0.0);
    }
    return Gap;
}