Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... response return ; Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate Template Now you need t ...; Created on 04 November 2024
2. Zoho Creator: Input Color Picker: / Zoho /; ... a radio type field into a color picker. Pre-amble: Create a Zoho Creator form Create a form, I'm calling mine "Color Picker" Add a note field, I've given it the field link name "Note_ColorPicker_Css" ...; Created on 14 October 2024
3. 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
4. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... Getting the team folder information Use the team_folder_ID or if it is a subfolder, then use the team_subfolder_id Ensure the scope for your connection includes WorkDrive.teamfolders.READ and note ...; Created on 11 September 2024
5. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... = Map(); m_Templates = Map(); m_Actions = Map(); m_FieldData = Map(); m_FieldTextData = Map(); m_FieldBooleanData = Map(); m_FieldDateData = Map(); l_Actions = List(); // m_FieldData.put("field_text_data",m_FieldTextData); m_FieldData.put("field_boolean_data",m_FieldBooleanData); m_FieldData.put("field_date_data",m_FieldDateData); m_Templates.put("field_data",m_FieldData); m_Actions.put("action_id",v_SendActionId); m_Actions.put("action_type","SIGN"); m_Actions.put("private_notes","Pleas ...; Created on 06 August 2024
6. Zoho Deluge: Determine your Statement Execution Limit: / Zoho /; ... So create a function in the Zoho App you are checking, or somewhere you can write some Zoho Deluge code. Note that requesting an increase of the limit or an upgrade to the subscription will likely ...; Created on 31 July 2024
7. Zoho Projects: Get All Events: / Zoho /; ... ID. Note that this isn't in the official documentation but at time of print, this works: // // get event record by ID v_EndpointEvent = v_BaseURL + "/restapi/portal/" + v_PortalID + "/projects/" + ...; Created on 22 July 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... = Map(); m_Params.put("responseFormat","json"); // note how criteria column is denoted by double-quotes and a value is by single-quotes. m_Params.put("criteria","\"SO ID\"='" + v_SalesOrderID + "'"); m_Config ...; Created on 09 July 2024
9. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... from the item record, if a pricebook is specified and the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the pricelist... ...; Created on 23 May 2024
10. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... = User Acceptance Testing) to ensure this behaves as expected. So I found another function was being run when a contact record is created and I appended this snippet of code to the end of it. Note tha ...; Created on 14 May 2024
11. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... QUOTE The Quick Answer: the footer This repeats the footer on every page. The key point is the HTML attribute zcpage-footerhtml; but note the 3 other CSS classes ...; Created on 07 May 2024
12. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... notification Note that this one is not the "Inventory Item Update" as I get the two muddled up very often and they don't do the same thing. We want this triggered whenever the stock level of a product ...; Created on 22 April 2024
13. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... can be "Read". Click on the "Generate API Key" button Note the consumer_key and consumer_secret somewhere (these aren't displayed to you in future - so this is your one chance, or else you need to generate ...; Created on 15 April 2024
14. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... we'll generate the CSV rows and then a file; then we'll use invokeURL to upload the file. Generating the CSV Here's the simplified code to generate the CSV - note that I am replacing commas with the ...; Created on 25 March 2024
15. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app doesn't suddenly ...; Created on 14 March 2024
16. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform ...; Created on 26 January 2024
17. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Check that ZohoDesk is sync'ing with your ZohoAnalytics: Login to ZohoAnalytics as an Admin with access to ZohoDesk Make a note of the workspace name that your ZohoDesk will sync with. Select ...; Created on 05 December 2023
18. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... another folder called "Profile Photos". Navigate into the "_Global" folder and note the last hash in the URL (after "/folders/") For this function, I have a connection called "zworkdrive" which ...; Created on 05 December 2023
19. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is simply of datatype: date (eg. Valid_Till) The supported operators are equals, starts_with, ...; Created on 14 November 2023
20. Zoho Books: System Values Maps: / Zoho /; ... statements, I can feed these maps a textual value and it returns the ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note ...; Created on 07 November 2023