Search - Joel Lipman .Com

1. Zoho Deluge: Convert Hex to RGB: / Zoho /; What? A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some ...; Created on 11 October 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... ZohoCRM > Setup > Functions > and hover the mouse over the function you just created above (eg. Fn - ZohoSign - Document Completed) Hover the mouse over the ellipsis that appears and select "REST API ...; Created on 06 August 2024
3. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... img5 ON t5."Status" = img5."Status Value" Repeating the above for a few more widgets (or cloning the first widget and then changing the filter and heading label), I now have a dashboard that has the follow ...; Created on 25 July 2024
4. Zoho Projects: Get All Events: / Zoho /; ... The above is great on a test system where you don't have many events, but what if this the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ...; Created on 22 July 2024
5. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine ...; Created on 23 May 2024
6. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... e = zoho.crm.invokeConnector("crm.delete", m_Delete); info r_Delete; } } } Caveat(s) I've set it to only remind on business days excluding Saturdays and Sundays but you could modify the abo ...; Created on 14 May 2024
7. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... (Display amount and then percentage beneath in smaller) Line Item Totals have been added to the above code retrospectively without proper testing. Aggregate of total amount may be unnecessary as this ...; Created on 07 May 2024
8. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... > Functions: then hover your mouse over the function and select "REST API". Enable the API Key option and copy the long URL to your clipboard for use in the above function: Set up a schedule If ...; Created on 22 April 2024
9. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... pages, so including the above plus some calculation to work out how many times to loop should retrieve every thing: // // initialize l_AllProducts = List(); v_TotalCategories = 0; v_TotalProducts ...; Created on 15 April 2024
10. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... integrity check) c_ExistingDocument = Document[ID == v_ZC_DocumentRecordID]; info c_ExistingDocument.Document_File; I have all of the above in the same function. I've split it out to explain ...; Created on 25 March 2024
11. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... need to mark as sent as sending via the above will automatically do that in ZohoBooks. } } } Additional You can include a parameter in the request when creating an invoice which is sent = ...; Created on 07 March 2024
12. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... to check, just round em (also means you don't need the above function to count decimals) var v_ProductCost = ZDK.Page.getField('Purchase_Rate').getValue(); ZDK.Page.getField("Purchase_Rate").setValue(parseFloat(v_ProductCost).toFixed(6)); ...; Created on 13 December 2023
13. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice ...; Created on 05 December 2023
14. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... generates all email signatures (no criteria). You will need to change the HTML signature and use the Image Source URLs returned from the above function to generate a HTML signature, then use placeholders ...; Created on 05 December 2023
15. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... = ifnull(r_MaximumCount.get("count"),0).toLong(); v_Pages = ceil(v_MaxCount / v_PerPage); info v_Pages; Additional Urlencoding or not didn't have much affect on the above but it is recommended yo ...; Created on 14 November 2023
16. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... Pipeline"); } Save and Close Issue(s) Encountered Using the CS IDE Run: This can't run ZDK Apps.CRM.Users (this can't read any module)... Simply save the above code and test it using th ...; Created on 16 October 2023
17. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; ... it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you get the above error; I'm just saying this what I was doing and this is what fixed ...; Created on 04 October 2023
18. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... } Caveat(s): There was a risk that the removeAll() command would remove every customer from the "all" list. That didn't happen so the above code works at time of print. Things can change though ...; Created on 12 July 2023
19. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
20. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... article link above), we're going to use the GetOrders call for order (sales) management. /* Function: fn_GetEbayOrders() Purpose: Queries eBay for all orders for a specified year ...; Created on 29 March 2023