Search - Joel Lipman .Com

1. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... difficult, at least for me. How? So when I was trying this, I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click ...; Created on 11 September 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Modified: 2024-08-21 (Joel Lipman) - Creates a recipient and event record in CRM More Information: https://www.zoho.com/deluge/help/sign/get-template-by-id.html ...; Created on 06 August 2024
3. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; What? This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for ...; Created on 25 July 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; What? A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have ...; Created on 09 July 2024
5. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
6. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... but the revised instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the URL that a Zoho Creator Page can ...; Created on 14 March 2024
7. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... How? My team of developers actually helped me solve this one as I was slowly dispairing... The Plan Get a list of all unique/distinct Customers Get a list of all Customers Remove the ...; Created on 12 July 2023
8. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Alternative get request: r_ShipmentDetails = getUrl(v_Endpoint, m_Header, false); Not done yet! Of course, it would help if when something was delivered, that was conveyed back to the system ...; Created on 21 March 2023
9. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... /imagine and then a space and then type your idea (eg. "fire mage, steampunk victorian, detailed, full body hyperrealistic female" without the quotes to get the left image here). Type /help for other ...; Created on 11 February 2023
10. ZohoCRM: Import Attachments: / Zoho /; ... is scatty and the online forums weren't too helpful either. How? In the example below, we are going to document how to import files associated to CRM Contact records. There's first the preparation ...; Created on 16 January 2023
11. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit. How? ...; Created on 19 October 2022
12. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... could help others. It's also a chance to show off my build. Although not high budget like lots of YouTubers I drew inspiration and advice from, it's my first build in a long time. It's always been a dream ...; Created on 12 March 2022
13. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... a dependency field didn't fit the bill because we want "Lead Status" to be displayed to the first-line agents. Making this field read-only to first-line agents also wouldn't help as some of the options should ...; Created on 11 February 2022
14. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would help in reporting later down the line. How? The following code snippet will get the ...; Created on 01 September 2021
15. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... won't help as you need to submit the form before redirecting the user. A HTML element to the page won't help either as you need to redirect the user to the specified report after submitting the form. ...; Created on 27 July 2021
16. Zoho Creator: Assign an integration field value with an integration value: / Zoho /; What? This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to ...; Created on 27 July 2021
17. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; ... So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if this helps anyone: Stop Workflows from executing: l_Quotes = List(); l_Quotes.add(m_CreateCrmQuote); m_Data ...; Created on 16 June 2021
18. Windows OS: Alt Codes / Symbols / Special Characters: / Windows OS /; ... alphabets is necessary when dealing with languages other than English. Preserving files in unicode or utf-8 encoding will help but there will be times when you have lost the formatting and get weird question ...; Created on 03 June 2021
19. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; ... this article for you which we tried to use but only helped us out about half-way, the rest we guessed on our own: Our use case, is that we are developing a Zoho Creator app that will help staff log ...; Created on 30 April 2021
20. Homepage (default): Created on 10 January 2018