Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... but without the correct additional parameters omitted/needed (in my case the UNTIL given a CRM/Atom date time format). m_Recurrer.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=" + v_StartDate + ";UNTIL=" ...; Created on 14 May 2024
2. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... instead of ZohoAnalytics. The reason being is that the client needed to export the report and send it to suppliers; in ZohoAnalytics, the photos will not display (they appear as a URL) if the viewer is ...; Created on 05 December 2023
3. Zoho Creator: Sendmail a list of attachments: / Zoho /; ... void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form ...; Created on 20 July 2023
4. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; ... and that's only half of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. ...; Created on 12 July 2023
5. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; ... in certain cases v_NewLineChar = hextoText("0A"); Thought I needed to add the following but this makes absolutely no difference: f_CSVFile.setCharSet("UTF-8"); f_CSVFile.setFileType("csv"); ...; Created on 01 March 2023
6. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... module which then allows you to link the Candidates to the Job Openings; but my client needed to be able to query this via API and the "Associate" table or whatever it is, was not visible in API... How? ...; Created on 08 February 2023
7. ZohoCRM: Import Attachments: / Zoho /; ... to be sent to a compressed folder. the Import process Simply login to ZohoCRM > Go to Setup/Settings > Under Data Administration, select "Import" > Select Zoho CRM Now upload all the files neede ...; Created on 16 January 2023
8. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... in Zoho Analytics as we can't control the out-of-the-box PNL report that comes with Zoho Books. We needed a dataset that took into account "Delivery" as a separate line item on the purchase order. I' ...; Created on 03 November 2022
9. Zoho Analytics: Set Up a 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
10. 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
11. 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
12. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; What? An article to note something I didn't realize I needed: How to address the above error and how to update a Shipping Address for a specific Sales Order in Zoho Books. Why? You might think ...; Created on 22 September 2021
13. AutoHotkey: Get Media Information and Display: / AutoHotkey /; ... unit to display Hours : Minutes : Seconds. We could have tried out some cool new DLL files for MS Windows 10 but we needed something lightweight that doesn't require any extra files and that could ...; Created on 07 August 2020
14. Windows 10: Shortcut Apps to Settings: / Windows OS /; ... as AutoHotkey, opens any specific Windows OS settings page. This does not make the change to the setting itself, just displays it to the user for them to make the choice. Why? I needed a command ...; Created on 30 July 2020
15. JComments errors in PHP 7: plgContentJComments and JCommentsACL: / Joomla /; What? During a site upgrade, the commenting extension for Joomla called JComments would return errors when using PHP version 7. This is a quick article to document what needed doing to fix the errors. ...; Created on 13 March 2020
16. Zoho Deluge: Associate/Link an Invoice to a Sales Order: / Zoho /; ... I needed a way to programmatically link the sales order to the invoice. Why? The documentation around the API does not detail how to do this. I also couldn't find any search result via Google or ...; Created on 10 March 2020
17. Zoho Deluge - Compare time and currenttime with timezone: / Zoho /; ... be run as. The time difference was just one hour but this caused problems if comparing two datetime values. In this particular case, we needed to check on the expiry of an access token used in OAuth2.0 ...; Created on 13 January 2020
18. Zoho Deluge - Store and repopulate a multi lookup list in Creator: / Zoho /; ... item and filtering the options available for selection. Why? This was for a multi lookup with staff as the list entries. The lookup needed to filter against various forms such as Staff Rotas, Leave ...; Created on 28 June 2019
19. CSS Printing - Page Break Inside with Headers and Footers: / Cascading Stylesheets /; ... this is obviously for when it comes to printing. Why? I needed to create a template in HTML where the first page is a cover page (background image filling the page with a logo floating at the centre) ...; Created on 22 February 2019
20. Google Drive API v3 - OAuth2 using Service Account in PHP/JWT: / Google /; What? This is an article explaining the code needed to write a PHP script which generates an access token for a service account which in turn is used to list files in a team's Google Drive. This is ...; Created on 02 February 2019