Search - Joel Lipman .Com

1. Automation: / Category /; Created on 05 March 2020
2. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... void automation.fn_Quotes_OnEdit(int p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: ...; Created on 18 December 2024
3. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; What? A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. ...; Created on 02 July 2024
4. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... cut even more time, we could store it directly in ZohoCRM and have a CRM workflow/automation forward it to Zoho Creator. m_WebhookLog = Map(); m_WebhookLog.put("Name","Shopify - Inventory Update - " + ...; Created on 22 April 2024
5. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... in Zoho Creator Staff can access the report via Zoho Creator and export it to PDF. They can then send the PDF to the supplier. Technical Information Automations in the background, on update ...; Created on 26 January 2024
6. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select ...; Created on 05 December 2023
7. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Login to ZohoInventory > Setup (Cog Icon) > Automation > Schedules > New Schedule > I'm calling mine Nightly Schedule To Update Shipment Status // // init v_DaysAgo = 2; v_BooksOrgID = organization.get("organization_id"); // // ...; Created on 21 March 2023
8. Zoho CRM: Manage a subform using Client Script: / Zoho /; What? This is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific ...; Created on 09 December 2022
9. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... to Settings > Automations > Custom Functions > Select the function > Execute the function against a paid invoice - check the fields updated. Go to Sales > Invoices > Select an invoice > Click on "Comments ...; Created on 17 August 2022
10. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
11. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... from MacOSX to Final Cut Pro (latest version 2022) and I don't have to pay for each year's software version as I do with MS Windows builds. Saying that, there are a lot of automations and applications I ...; Created on 12 March 2022
12. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...; Created on 11 February 2022
13. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
14. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... a spinning icon indicating that the field has triggered an automation/workflow but it keeps spinning and doesn't stop. The app page will ultimately timeout and when reloading the form it simply displays ...; Created on 19 September 2021
15. Windows 10: Shortcut Apps to Settings: / Windows OS /; Applies To: Microsoft Windows 10 Pro v10.0.18362 What? This is a list of apps that if run via the run command, or used in a desktop shortcut, or that you want to include in automation software such ...; Created on 30 July 2020
16. Client Services: Website Development Agreement: / Static Items /; ... they are accessing the service from). Additional I am a one-man band, a solopreneur, freelancer but I specialise in automation which lets me do the work of many more. I have associates who ...; Created on 15 November 2013
17. A for loop within a for loop in MS-DOS: / MS-DOS /; ... it finds. Why? I use another technology for automation but sometimes the simpler solution is the one I make for other people to use. Explaining MS-DOS batch programs is a lot easier and colleagues ...; Created on 03 October 2013
18. Sync Outlook 2007 Shared Calendar with SharePoint 2007: / SharePoint /; ... and now copy events over by dragging and dropping (TIP: I right-click and hold and drag and this then gives you other options as well as the "copy"). Where's the automation? All-Day ...; Created on 09 November 2012
19. Joes DNS Correction (JDC): / Product Documentation /; ... prompt and to type "ipconfig /flushdns" then "ipconfig /registerdns" and the connections would have been restored. As I love automation and reducing processes to single-click fixes, I made this teeny ...; Created on 25 November 2011
20. Basic Webpage Controls with JavaScript / COM: / AutoHotkey /; ... non-coders (n00bz) grasp the basic concepts of AutoHotkey_L COM: Basic Ahk_L COM Tutorial for WebpagesI would recommend tank's iWeb Functions, which are designed to make web automation more simple. (original ...; Created on 05 July 2011