Zoho Deluge: Duplicate/Clone a Recordhttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 of this article if you don't know how), I'm going to call mine myZohoConnector, with the scope: ZohoCRM.settings.fields.READ Then check your URL is correct. The format for API v2 is: https://www.zohoapis.{eu or...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 This 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 reading the...

• 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 custom functions for other Zoho apps, it would stand to reason that the process would be: allow a user to apply for leave, then on save/submit, auto approve/reject the application based on a custom function that could calculate the percentage of staff...

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

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 button would submit the form but keep the user on the record form. The "Save & Close" button would submit the form and then redirect the user to the report view of the records. Sounds simple but you can only set a form to redirect to one link and adding...

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

Zoho Creator / Shopify: Get all Active Productshttp://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

12 October 2021 that I wanted to search Shopify using a Product SKU. Community forums could only suggest looping through all the products. I then felt that actually I just need the Product IDs. This method could do with some refinement and perhaps if I find a better...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttp://www.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 DVI. Work PC has a graphics card with 1x Display Port output port: I connected 1 DP to miniDP cable to the 1st monitor, then another cable from the 1st monitor to the 2nd, and lastly another cable from the 2nd monitor to the 3rd (in other words, a Daisy...

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

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

31 March 2022 Inventory only syncs eBay one way, in other words, listings on eBay get downloaded to Zoho Inventory but not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho...

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

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"http://www.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

20 July 2022 the top right Click on “Settings” Click on “Privacy and Security” Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not then: Click on “View permissions and data stored across sites” Click on “zoho.eu” this will dropdown...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttp://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record...

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

Zoho CRM: Manage a subform using Client Scripthttp://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 have selected a rate without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5,..."); } // update the fields (that were blank on the existing record...

• 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 generate all the respective records in Zoho Inventory. We're using a ZohoCRM webhook, because CRM webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the...

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

ZohoCreator: Basic Widget with Zoho Datahttp://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks to Zoho, then setup an externally hosted web app with the usual JavaScript frameworks and have it send AJAX commands to a server which...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttp://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 and the Wordpress site has the more information. How? So first, this article shows you how to setup an API connection, and then we'll include the code to count the total number of products, and then finallly show the code to loop through all the pages...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttp://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 to Shopify within 1 second. How? So let's begin with the code snippets as these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator...

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

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

02 July 2024 their third-party payroll system. If the data is incorrect in Zoho Analytics, and payroll gets run with these discrepancies, then they will have a fair few disgruntled employees who may have been paid incorrectly. As such this system has to be reliable...

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

ZohoCRM: Make either Mobile or Email mandatoryhttp://www.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on...

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

Zoho People: Get Performance Records over APIhttp://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 was right in front of us. We're going to use the interface to find the form where staff have been entering employees goals, then we're going to query it and push it to Zoho Analytics. Find the form link name: Putting this here as it should be what we...

• 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 Well there's a lot of autohotkey sites saying that you can apply a transparency and then capture special mouse events to emulate the mouseover and mouseout effects of a button with an image as a background. I couldn't get any of these working and they...

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

Convert Decimal (Person Days) to Time in Excelhttp://www.joellipman.com/articles/microsoft/excel/convert-decimal-person-days-to-time-in-excel.html

13 February 2013 minutes or 26640 seconds). How? The answer was always going to be a convoluted formula just to convert it into minutes and then format the resulting value into a custom format of [h]:mm:ss -- Aim / Objective: ColumnA ColumnB ColumnC ----------...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• Language: en-GB

SQL: Use CASE for Relevance columnhttp://www.joellipman.com/articles/database/mysql/sql-use-case-for-relevance-column.html

03 August 2013 sanitized) variable SET @ThisSearch:="Brains"; SELECT columnID, columnFullName, CASE WHEN columnFirstName LIKE @ThisSearch THEN 20 WHEN columnFullName LIKE @ThisSearch THEN 10 WHEN columnLastName LIKE @ThisSearch THEN 10 WHEN columnFullName LIKE...

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