Search - Joel Lipman .Com

1. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... a record with PUT (note that id needs passed for each row otherwise you will end up with duplicate line items): /* ******************************************************************************* Function: ...; Created on 18 December 2024
2. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... to in this solution; namely the webhook response needs to have a header and a body. The 2nd caveat is a concern around security. It is difficult to guess a customer's Zoho ID; some might say almost ...; Created on 04 November 2024
3. Zoho Creator: Input Color Picker: / Zoho /; ... row is slightly different v_CssStyle = v_CssStyle + ".zc-Color_Picker div:nth-child(-n+30) span label span"; // first cell (white) needs a grey border v_CssStyle = v_CssStyle + ".zc-Color_Picker div:nth-child(-n+3) ...; Created on 14 October 2024
4. Zoho Deluge: Convert Hex to RGB: / Zoho /; What? A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some ...; Created on 11 October 2024
5. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... document gets sent to the end user Additional requirements: The signed version gets attached to the custom module record a ZohoSign Document record needs to be created to track the progress of ...; Created on 06 August 2024
6. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... + v_EndDate); This isn't an error but just here to remind me how to repeat the task. Unnecessary here as the staff member only needs repeatedly reminding but only to perform the task once. Incorrect ...; Created on 14 May 2024
7. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; What? This is an article to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include ...; Created on 26 January 2024
8. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice ...; Created on 05 December 2023
9. Zoho Creator: Sendmail a list of attachments: / Zoho /; What? This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred ...; Created on 20 July 2023
10. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this ...; Created on 04 May 2023
11. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; ... Pivot" cp ON cp."Contact Id"=c."Id" Caveat(s) You may have noted a few caveats with this solution: This query needs each campaign name specified to see the results per contact person. You can ...; Created on 20 March 2023
12. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... / Check Type m_Data = ifnull(m_Webhook.get("data"),m_Blank); v_Type = ifnull(m_Webhook.get("type"),"-"); if(v_Type == "terminal.reader.action_succeeded") { // Get Payment Intent that needs to be Captured m_Obje ...; Created on 16 March 2023
13. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... ChatGPT Plus possibly exposing email addresses that belong to random users] 2023-03-20 Like my previous article, this needs to be fed contextual data to continue a conversation Done 2023-03-11 ...; Created on 06 March 2023
14. ZohoCRM: Import Attachments: / Zoho /; ... of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any IDs used in the snippets ...; Created on 16 January 2023
15. 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
16. 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
17. 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
18. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... Mini-DisplayPort, which means that only 1 DisplayPort cable needs to go the PC. They also have 1 HDMI input. The NZXT Z490 Motherboard I have only has 1 HDMI port. Here's a crude diagram of what I had: ...; Created on 12 March 2022
19. 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
20. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... yields 12 Additional Note(s): You might ask why not use the built-in round() function? Well I admit that round() needs to be used for currencies. The issue is that round() only rounds up decimals ...; Created on 08 February 2022