Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... you will complete, and the ones that other recipients will complete Send it for your end-user to complete and sign it This comes back to a section called "ZohoSign Documents", download the attachment ...; Created on 06 August 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... long as I can get to the 3rd tab of the widget (it becomes enabled once you've completed enough on the 1st tab): I'll click on the 3rd tab called "Settings" then on the sub-tab "Image", and click on ...; Created on 25 July 2024
3. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... is sitting right now. The code snippet to get the item record from the price book Note that I'm using a connection called "zbooks" and it has every permission under the sun (the naughty ZohoBooks.fullaccess.all) ...; Created on 23 May 2024
4. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... and restore them. The Code Snippets: The Shopify Order Update notification First create a CRM function called Shopify - Webhook - Order Notification. It's a standalone function but you'll need to ...; Created on 22 April 2024
5. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... We have no intention of creating a new record per file... Saying that, the file name will change every time it is updated as you will see. Also note, I have a form called "Document", a report called ...; Created on 25 March 2024
6. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... API having a few email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure ...; Created on 07 March 2024
7. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; ... for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or cancel. Popup the email from CRM mailer ...; Created on 06 February 2024
8. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called "Document"). Mainly, because ...; Created on 26 January 2024
9. 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
10. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create ...; Created on 05 December 2023
11. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ; I've called it "zcrm". Standard Call for Module Record Count: v_PerPage ...; Created on 14 November 2023
12. Zoho Books: System Values Maps: / Zoho /; ... DataCenter) from EU to COM as I was using this for a client on the US datacenter. I have a connection called "zbooks" and the v_BooksOrgID is the ID of the instance in ZohoBooks; so for multiple instances ...; Created on 07 November 2023
13. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; ... icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hir ...; Created on 16 October 2023
14. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary scope(s) ...; Created on 18 September 2023
15. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... 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 necessary scopes ...; Created on 27 April 2023
16. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... form is called "Staff" and the subform is called "Usual Shift" containing the columns "Day", "Start Time", and "End Time": // // select applicable staff l_ApplicableStaff = Staff[ID != 0]; for eac ...; Created on 28 March 2023
17. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick list called ...; Created on 06 March 2023
18. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes ...; Created on 28 February 2023
19. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... Storing prompts as quick commands Type /prefer option list to see what custom options you already have. By default you should have one called "wallpaper": /imagine a flower // returns 4 ...; Created on 11 February 2023
20. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... So we created a custom module called "Candidates x JobOpenings" (with alternative API name as "CustomModule6"). Just to add to the complexity of the task, the client has their own reference for Candidates ...; Created on 08 February 2023