Search - Joel Lipman .Com

1. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; What? This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) ...; Created on 17 October 2022
2. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...; Created on 17 August 2022
3. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; ... or updateRecord. Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the ...; Created on 16 June 2021
4. SSIS: Cannot open Data Flow Task: DTS.Pipeline.2 issue: / SQL Server Integration Services /; What? I started getting this error: The task with the name "Data Flow Task" and the creation name "DTS.Pipeline.2" is not registered for use on this computer Why? We use a combination of MS Visual ...; Created on 09 June 2014
5. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... may sound trivial, was the response when an end customer clicks on either the accept or decline button. Using ZohoFlow or other Zoho app for a webhook response, would result in the end customer suddenly ...; Created on 04 November 2024
6. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... and the system managers need to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily ...; Created on 02 July 2024
7. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... price book rate post saving a record in Zoho Deluge would fail because it was making too many function statements. How? I have this code triggered in a workflow when the sales order is created to ...; Created on 23 May 2024
8. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily ...; Created on 14 May 2024
9. 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
10. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... */ // freezes the GUI? ZDK.UI.freeze(true); // attempt try { // taken from stackoverflow: https://stackoverflow.com/questions/17369098/simplest-way-of-getting-the-number-of-decimals-in-a-number-in-javascript ...; Created on 13 December 2023
11. 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
12. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... This is the code used in a workflow triggered within ZohoCRM when a Quote is created or modified: // // initialize v_BooksOrgID = 123456789; v_BooksCustomerID = 0; m_CreateEstimate = Map(); l_CrmBillingAddress ...; Created on 18 September 2023
13. Zoho Inventory: Enable Tracking using the API: / Zoho /; What? One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory ...; Created on 04 May 2023
14. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... you know the code to remove this field, then you know what I mean. In Workflow mode: add a workflow to the form whenever it is created or edited, on load of the form; I call mine "OnLoad". For Deluge ...; Created on 28 February 2023
15. 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
16. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... this one "jl_recruit". The Deluge code for workflow /* ******************************************************************************* Function: void fn_AB_AssociateVacancy2Candidate(int ...; Created on 08 February 2023
17. 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
18. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; What? This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging ...; Created on 19 October 2022
19. 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
20. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... workflow which does the clever bit in Zoho Creator: Go to Workflow > Form Workflows > New Workflow Choose the form > Run when Created or Edited > Trigger on Successful form submission > and name it ...; Created on 31 March 2022