Search - Joel Lipman .Com

1. Zoho Analytics: Set Up Widget Displaying Sales Person: / Zoho /; ... deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has clearly defined values based on the filters ...; Created on 24 October 2022
2. Zoho Deluge: Generate a loop or list of any size: / Zoho /; ... of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters, ...; Created on 21 October 2022
3. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client super admin or ascentcloud ...; Created on 17 October 2022
4. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... you can parse the multi-line into a nice HTML table. But on a mobile device, it's somewhat better to use the built-in interfaces provided by Zoho Creator. What I really needed was a way to display ...; Created on 18 August 2022
5. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method ...; Created on 17 August 2022
6. 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
7. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... All you need to do is send the PDF file to your Kindle email id. It is here that things might begin to seem a bit complicated in that not many might be aware Amazon allots an email address to every Kindle ...; Created on 29 June 2022
8. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... uploads 1 photo. Error(s) Encountered The endpoint is wrong (for example you don't need the organization ID parameter at the end of the URL) The .setParamName() function is setting the data ...; Created on 21 June 2022
9. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my function in Zoho CRM: Overview Create a REST API CRM ...; Created on 31 March 2022
10. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... £959.84 Total: £2,059.65 Not Used Case Fans 2 fans from the 3rd pack of the CoolMoon 120mm Crystal - - The Result: Monitor cable connections I need to practice what I preach: ...; Created on 12 March 2022
11. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... the parent form to hide the columns I don't need the user to see (I'll populate these by code): hide Attachments.Parent_Record; hide Attachments.Document_Name; hide Attachments.Downloaded; Here ...; Created on 11 March 2022
12. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... = v_PreselectedValue; // // hide (comment this out if you are still debugging) hide Hidden_Fields; Then we need a workflow/trigger that runs whenever a user clicks on one of these date boxes (On ...; Created on 09 March 2022
13. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... store with a pre-built description, tags and inventory details. This means the app needs to be able to sync all of its products, customers, and orders with Shopify as a 2-way integration as the Zoho app ...; Created on 14 February 2022
14. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... extract user ID v_UserID = m_Webhook.get("user_info").get("id").toLong(); } // // if user ID was extracted sucessfully if(v_UserID != 0) { // // get user details (we need the profile) r_UserDetails ...; Created on 11 February 2022
15. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... as 10.00%. And they need the decimal because sometimes they might offer 12.5%. But when it displays in a template, it isn't that pretty to look at: Instead, could they have 10% to display instead of 10.00%, ...; Created on 08 February 2022
16. Zoho Creator: eBay: Get Item Transaction: / Zoho /; ... XML of a GetItemTransactions request to eBay. How? You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings. Then you ...; Created on 22 January 2022
17. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; ... which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? ...; Created on 21 January 2022
18. Zoho Analytics: Setup DataSource via FTP Connection: / Zoho /; ... you may need on your quest to setup Zoho Analytics FTP Data Sources: Zoho Analytics IP Addresses to whitelist (if necessary): // EU Data Centers 31.186.226.0 - 31.186.226.255 185.20.209.0 - 185.20.209.255 87.252.213.0 ...; Created on 12 January 2022
19. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... Xero webhook. You're going to need to respond to Xero with valid and invalid HTTP statuses as their webhook validation process is a little stricter than Zoho's. Setup a Zoho CRM Function: Login ...; Created on 10 January 2022
20. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... need to follow these steps to get the credentials: Login to your Twilio console On the dashboard, note the ACCOUNT SID and AUTH TOKEN In the side menu, expand Phone Numbers > Manage > Active numbers ...; Created on 16 December 2021