Search - Joel Lipman .Com

1. Before and After, Highs and Lows: / SQL Server Reporting Services /; So I'm looking for a SQL query that could do this all in one go and return all the results in one table. With PHP & MySQL it's pretty simple: use individual SQL queries to get the count of yesterday, ...; Created on 03 August 2011
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... onto the template document; every time. What if I told you we can code a single button on the record which does all of that for you; with only you needing to approve the document before it gets sent ...; Created on 06 August 2024
3. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... one day before the due date:TRIGGER = -P1D. Similarly, if you want the reminder to be triggered two weeks before the due date:TRIGGER= -P2W. This applies only to recurring tasks, and the trigger time ...; Created on 14 May 2024
4. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have ...; Created on 14 March 2024
5. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... true which will automatically send it and mark it as sent. As the function I use before this to generate the invoice, also updates an invoice, I wanted to keep the action of sending separate so that staff ...; Created on 07 March 2024
6. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...; Created on 18 September 2023
7. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; ... about 4 months until I can confirm this works. Why? I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, ...; Created on 03 July 2023
8. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... if payment has already been recorded before creating a new one. - Fixed reference_number being included on customer payment. Date Modified: 2023-03-21 (Joel Lipman) - Added if conditions ...; Created on 27 April 2023
9. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... Possibly due to me trying to create and declare the subform before having specified any record to insert it into. Expecting ZC_SUBFORM_109 expression found COLLECTION expression: I may have tried ...; Created on 28 March 2023
10. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... each r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { // // search by record name to see if we've already added this record before // note the endpoin ...; Created on 08 February 2023
11. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... var json_Row = new Array(); var json_Arg = new Object(); // get some values beforehand which allows us to compare to the rows already present in the subform // first column to add ...; Created on 09 December 2022
12. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... writing this article as it had gone through several partners before us and even Zoho themselves without a solution. This took my team the best part of two months to find a solution. How? Disclaimer ...; Created on 03 November 2022
13. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; ... on save of the record, but the client wants the email to be prefilled in the field as soon as a contact is selected. How? This needs to behave like a formula field which changes and displays before ...; Created on 20 July 2022
14. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... 98765432109876543); l_Participants = List(); l_Participants.add(m_Participant); m_ScheduleMeeting.put("Participants", l_Participants); // // with a reminder 5 minutes before (eg. "10 mins", "1 hrs") m_ScheduleMeeting.put("Remind_At"," ...; Created on 02 March 2022
15. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... needs information from additional apps installed on the Shopify store. Why upgrade to the latest version for Shopify when private apps created before February 2022 won't be deprecated? Because the ...; Created on 14 February 2022
16. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client ...; Created on 11 February 2022
17. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... Reminder 1 Hr Before" When is "On a Date/Time" based on "Call Start Time" with execution date "On" the date and execution time "1 hour before". Condition 1: rule is applied to all calls Action is the ...; Created on 16 December 2021
18. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; What? A quick article to demonstrate code that creates a task in CRM based on the time logged against an Event/Meeting. Why? As developers, we're keep account of our time and we are currently ...; Created on 02 December 2021
19. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user m_ScheduleCall.put("send_notification",true); r_ScheduleCall ...; Created on 18 November 2021
20. Zoho Creator / eBay: Get all Active Products: / Zoho /; ... exclude sold items m_SoldList = Map(); m_SoldList.put("Include","false"); m_Params.put("SoldList",m_SoldList); // // exclude unsold items (ended before purchase) m_UnsoldList = Map(); m_UnsoldList.put("Include","false"); m_Params.put("UnsoldList",m_UnsoldList); // // ...; Created on 13 October 2021