Zoho Deluge: Setup an API Connection for InvokeURLhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

12 August 2020 Inventory, app you were making the connection): From within books (or inventory, subscriptions as these are simillar), go to edit a custom function and click on the "Connections" link to the top right of a function: If this is your first connection,...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 run a function, the Creator workflow process will then read what datatype of a parameter I'm sending to the function. So in "Edit this application" > go to Workflow > Functions > New Function: give the function a name select "Deluge" as the language...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttp://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 "/api/forms/json/P_ApplyLeave/updateRecord", "errors": { "code": 7115, "message": { "From": "Sorry, this record cannot be edited." } }, "status": 1 } } [The working solution] I'll cut to the quick solution, which was not to try to update the form at all...

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

Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)http://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

02 February 2021 8&creatorId=987654321098765432&fromFileUploadField=true&nextStep=relatedlist&isajax=true&fieldId=123456789012345678&fromPage=edit", "entity_Id": 345678901234567890, "mode": "pdfViewPlugin", "original_Size_Byte": "13264", "preview_Url":...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)http://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 workspace Click on Registration Form Configure the field for Guest Users Hover over "Name" and click on the pencil icon to edit this Alongside "Field Type", select "First Name, Last Name" Now your booking form will be similar to the following: And if...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttp://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 to happen. This method is fine for 1 or 2 fields and if your workflows only trigger when the form first loads (especially on Edit as this populates each field and triggers their workflows) but cumbersome when there are a lot of fields....

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

Zoho Books: Display Sales Order Shipping Address on Package Sliphttp://www.joellipman.com/articles/crm/zoho/zoho-books-display-sales-order-shipping-address-on-package-slip.html

07 October 2021 the specific template. I wanted to do this for just the Package/Packing Slip, so: Go to Settings > Templates > Package Slips Edit the template you want to change this on In the left button menu, click on Header Scroll down and click on Shipping Address...

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

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

10 January 2022 created, click on the 3 dots/ellipsis and select "REST API" Switch on the API Key and copy the URL to clipboard or a text editor Click on "Save" Setup a Xero webhook: Login to the page https://developer.xero.com and click on "My Apps". Select the app...

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttp://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 Login to ZohoCRM > Setup > Customization > Templates > Inventory > Select the template with this issue Click on the "Edit HTML" icon in the top right of the editor: Find the code "page-break-inside" Change this from "avoid" to "auto": And optionally,...

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

GoDaddy Apache cPanel: Install SSL Certificatehttp://www.joellipman.com/articles/linux/cpanel/godaddy-apache-cpanel-install-ssl-certificate.html

07 April 2022 tab and went to the SSL/TLS page in CPanel and clicked on "Generate, view, upload, or delete your private keys". Clicked on "Edit" alongside the domain name I wanted to install this SSL for. Copied the "Encoded Private Key" to clipboard and pasted this...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 x JobOpening Name: Mandatory name field that we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you type the deluge code), there will be a "Connections" in the top grey bar that you should click on...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttp://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 it "banter" of type "String" with a prompt message of "What is your question?" click on "Save" click on "Done" Now click on "Edit Function" under "Context Handler Function" We're going to use the following deluge code for our first pass at this awesome...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttp://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 (Joel Lipman) - On creation of Sales Order, create map of line items and created SO (fix to invoice only generated on edit) Date Modified: 2023-03-29 (Joel Lipman) - If an eBay order comes through as cancelled, then void the sales order, void the...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttp://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttp://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 in order for the below to work, is to add a file upload field on the user profile in ZohoCRM; Login as SuperAdmin > Users > Edit a User > Manage Fields > Drag a "File Upload" field and call it "Signature Image": /*...

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

MacOs: Transcribe Training Video using OpenAI Whisperhttp://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 Determine PATH of Whisper: find ~/.local/bin /usr/local/bin ~/Library/Python/*/bin -name whisper 2>/dev/null Add to PATH Edit your zsh file: nano ~/.zshrc Append the PATH line: export PATH="$PATH:/Users/yourname/Library/Python/3.9/bin" Save and Exit...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttp://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 the right tool for the job is a different issue), let us synchronize Zoho Surveys into Zoho Analytics. I found I need to edit the setup of the sync every time a new survey is added... but at least it lets me synchronize every hour. Then I'll write the...

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

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

01 October 2025 Pre-Amble Just need a few fields on the CRM contact record to store the survey metadata Login to ZohoCRM with permissions to edit modules Go to Setup > Modules and Fields > Contacts > Layout > Standard Add the section: "Latest Survey" Add to it the...

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

Add default to a picture buttonhttp://www.joellipman.com/articles/automation/autohotkey/add-default-to-a-picture-button.html

10 November 2009 vSearchButton gSearch, %A_ScriptDir%\images\program\search_button.png Add the input field where you type the text: Gui, Add, Edit, x55 y95 r1 w550 vSearchTextInput, Search... Add the submit button with a hidden attribute: Gui, Add, Button, x600 y70 w90...

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

Added a Launcher and Unduplicaterhttp://www.joellipman.com/component/content/article/added-a-launcher-and-unduplicater.html?catid=87

19 May 2010 and modify these to suit your needs. The new programs also read off a configuration file which you can modify in any text editor in order to tweak the program to suit your needs. Launcher v2.0 is crude replacement to the quick launch toolbar which...

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