Search - Joel Lipman .Com

1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... Go back to the contact record, and upload the file to the attachment... Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders ...; Created on 06 August 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... only 1 at a time): Create an Image Table At this stage, I'm going to create a table that holds the URLs of the images I want to use but if the image is hosted elsewhere, then this step is completely ...; Created on 25 July 2024
3. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... variable will hold the payload. Same with responding with the variable crmAPIResponse. Don't overthink it, just accept it. Less headaches for everyone. Source(s): Shopify Dev - REST API - Retrieves ...; Created on 22 April 2024
4. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... a data table in ZohoAnalytics to hold the attachments Create an Excel spreadsheet or CSV file with the headers: Ticket ID, Attachment ID, Image URL, Created Time, Modified Time Add a dummy row with ...; Created on 05 December 2023
5. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... generates all email signatures (no criteria). You will need to change the HTML signature and use the Image Source URLs returned from the above function to generate a HTML signature, then use placeholders ...; Created on 05 December 2023
6. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... a variable: // // initialize v_CSVString = "Bank Sort Code,Bank Acc. No,Account Holder"; v_CSVString = v_CSVString + "12-34-56,012345678,Joel Lipman"; // // convert to a TXT file (not a CSV...) f_BillsExport ...; Created on 02 October 2023
7. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... Email - Possibly still an issue with delayed payment (check this is not holding status) Date Modified: 2023-03-17 (Joel Lipman) - Enhanced debug messages as function not auto-triggering ...; Created on 27 April 2023
8. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... response or response of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used ...; Created on 01 March 2023
9. ZohoDeluge: Get All eBay Orders Given a From and Till Date: / Zoho /; What? An article on how I can query all the orders for yesterday without using the eBay GUI Selling website. I've included the code to parse out the information as well. Why? Because I need this ...; Created on 28 February 2023
10. ZohoCRM: Import Attachments: / Zoho /; ... foreign key and the ZCRM ID Gui, Add, Text, vAttachmentInstruction3a x12 y85 w400, Specify what column holds the foreign key (eg. 2) Gui, Add, Text, vAttachmentInstruction3b x12 y105 w400, Specify ...; Created on 16 January 2023
11. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... record that holds my API connection details v_IntegrationRecordID = 123456789012345678; r_CrmRecord = zoho.crm.getRecordById("Integrations",v_IntegrationRecordID); v_TradingAPIVersion = r_CrmRecord.get("Compatibility_Version"); // / ...; Created on 31 March 2022
12. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... section to hold a notes field. A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files) A blank subform callled "Attachments" (links to a form called "Documents") ...; Created on 11 March 2022
13. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... is that datetime fields hold the time zone they are set in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, ...; Created on 07 December 2021
14. Zoho Creator: Copy Subform to other Subforms: / Zoho /; ... another row (declare as many rows as required) = .(); // assigning values for various subform fields in the row . = ; . = ; // declare a variable to hold the collection of rows = Collection(); .insert( ...; Created on 17 November 2021
15. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment ...; Created on 02 November 2021
16. Zoho Creator: Change Radio into Tabs: / Zoho /; ... = v_Css + ""; input.Note_GlobalCSS = v_Css; Source(s): The little bit of my little brain that holds a little information on Cascading StyleSheets (CSS) and Google Chrome's inspect element... ...; Created on 22 October 2021
17. Zoho Books: Display Sales Order Shipping Address on Package Slip: / Zoho /; ... It took me a while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display. What I had: $ $ $ $ ...; Created on 07 October 2021
18. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... specify your Creator record ID holding the image v_CreatorQuoteID = 9876543210987654321; // // get the full details of the Creator record r_GetFullRecord = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,v_CreatorQuoteID,"joels_creator"); if(!isnull(r_GetFullRecord.get("data"))) { r_CreatorRecord ...; Created on 27 September 2021
19. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... of the fields is changed Add an eTag field: Will hold a 32 hexadecimal character string / a hash of the fields to monitor Add the if statement to compare etags on your main workflow. Other fields ...; Created on 19 September 2021
20. Windows OS: Alt Codes / Symbols / Special Characters: / Windows OS /; ... "Num Lock" on/enabled. Typing a special character is 3 easy steps: Hold down the ALT key (preferably the one on the left of the spacebar and not the Alt Gr often found on the right of the spacebar) ...; Created on 03 June 2021