Assuming related is required, the following 29 results were found.
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A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue. Why? Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to quickly demo a couple of snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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one table will cause errors because the existence of those rows is stored in another table, how do we delete from all the related tables as well? How? You need to refer to the tables just after the DELETE clause (so instead of DELETE FROM myTable WHERE...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: *
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:"me+DEBUGZOHOSIGNWEBHOOK@joellipman.com" subject :"My ZohoSign Webhook - ANY EVENT" message :v_DebugMessage ] } return ""; Related List for Custom Module Just for good measure (and because it took me an hour to write this), here's the code to generate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it should map...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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true); // set authorization header curl_setopt($ch1, CURLOPT_HTTPHEADER, array('Content-Type: multipart/related; boundary=joes_awesome_divider', 'Authorization: Bearer ' . $access_token) ); // execute cURL request $response=curl_exec($ch1); if($response...
- Type: Article
- Author: Joel Lipman
- Category: Google
- Language: en-GB
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results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How? The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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// // all day meeting m_ScheduleMeeting.put("All_day",false); // // meeting owner/host ID (can see any record related to this meeting) m_ScheduleMeeting.put("Owner",123456789012345678); // // related to what (in this example, a lead record but can be...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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// using Analytics API v2.0 (this time with criteria) // // get contact email and related surveys r_ContactDetails = zoho.crm.getRecordById("Contacts", p_ContactID); v_ContactEmail = r_ContactDetails.get("Email"); info v_ContactEmail; // // the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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- Type: Article
- Author: Joel Lipman
- Category: AutoHotkey
- Language: en-GB
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Disclaimerhttps://www.joellipman.com/component/content/article/disclaimer.html?catid=50&Itemid=165
accuracy, reliability, suitability or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance you place on such information is therefore strictly at your...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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example, you will need to have setup a Zoho Oauth Connection with the appropriate authorized scopes and have access to all related systems such as Zoho Projects and the originating app (in this example, Zoho Creator). 1. Setup up Zoho Oauth Connection:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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input can be workflow, approval, or blueprint. If trigger is not mentioned, the workflows, approvals, and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows. Source(s): Insert Records API
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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field var v_RateCard = ZDK.Page.getField('Which_rate_card_is_this_based_off').getValue(); // get opportunity lookup (related deal) of this record let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue(); let v_DealID = r_DealLookup.id; let...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail server issues not related to any of this setup / configuration. Instead, we prepare the following set of instructions for the client to give to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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// delete any tasks that were transferred from the lead record relating to reminding staff to convert the lead. // l_RelatedTasks = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask in l_RelatedTasks {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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pathfinder, or orchestration(for the Journey Builder feature). If "trigger" is not mentioned, the automation actions related to the API will get executed. Enter the trigger value as [] to not execute the workflows. [1] To remove or delete a line item...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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on a non-object in /includes/functions_display.php on line 135 sometimes line 82 or a blank page. We found this seems to be related to some Virtuemart modules we had installed (well all virtuemart modules)... Virtuemart, Joomla and this phpBB works as...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *