Search - Joel Lipman .Com

1. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity ...; Created on 16 October 2023
2. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API: / Zoho /; ... to a Third-Party API over which I had no control. What I need to send to the 3rd-party API: { "auth": { "secret": "can_you_keep_a_secret", "key": "aaabbbbccccddddeeeeffff11112222" }, ...; Created on 03 February 2021
3. Google Event Ilustrations aka Flairs: / Google /; ... brunch, brunches camping: camping chinesenewyear: chinese new year, chinese new years, chinese new year's cinema: cinema, movies clean: cleaning, clean the house, clean the apartment, clean house, tidy ...; Created on 05 December 2024
4. Zoho Creator: Input Color Picker: / Zoho /; ... on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated with specific staff. Probably not the most essential part of a system ...; Created on 14 October 2024
5. Zoho Deluge: Convert Hex to RGB: / Zoho /; ... value v_HexValue = v_HexGiven.replaceAll("#", "").toUpperCase(); // // using a regular expression: split into pairs of characters or if short hex given, then split into 3 characters l_HexParts = v_HexValue.replaceAll("(?)",",",false).toList().subList(1,4); if(v_HexGiven.toString().len()>4) { l_HexParts ...; Created on 11 October 2024
6. 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
7. Zoho Projects: Get All Events: / Zoho /; ... ")) { l_ThisDateTimeEventParts = m_PastEvent.get("scheduled_on").toList(" "); if(l_ThisDateTimeEventParts.get(0).contains("/")) { l_ThisDateEventParts = l_ThisDateTimeEventParts.get(0).toList("/"); v_ThisDateEvent_Year ...; Created on 22 July 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... a client who uses their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer. ...; Created on 09 July 2024
9. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... Why? We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into their third-party payroll system. If the data ...; Created on 02 July 2024
10. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine ...; Created on 23 May 2024
11. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... parts but otherwise it is intended to be all in the same function as there are references to some variables in earlier snippets of code on this page. Error(s): 2945: UPLOAD_RULE_NOT_CONFIGURED Was ...; Created on 25 March 2024
12. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... stop working when a third-party CDN / API gets upgraded. Add these to the widget as you see fit but I'm including jQuery and Bootstrap: Company Name - Quote Builder ...; Created on 14 March 2024
13. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... = v_ImageSrc.getPrefix("\""); if(!isBlank(v_ImageSrc)) { // use a try...catch as some file types may cause this to partially fail try { v_CountNew = v_CountNew + 1; f_DownloadFile ...; Created on 26 January 2024
14. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... and use it as a standalone function to upload generic images (such as facebook, instagram, icons, and partner logos). This function is for images that will be on all signatures and don't have anything ...; Created on 05 December 2023
15. Zoho Deluge: Proper Case for Names: / Zoho /; ... = List(); l_LastNameParts = v_LastName.toList("-"); for each v_LastNamePart in l_LastNameParts { // // default to proper v_LastNamePart = v_LastNamePart.proper(); // // if exception prefixes for ...; Created on 13 July 2023
16. 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
17. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
18. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a particular year output as a spreadsheet. How? Similar to how we retrieved the eBay active listings (see ...; Created on 29 March 2023
19. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... a custom field that can override the full balance, to allow partial payments such as a deposit or instalment. How? I won't go in to how to create a button in ZohoBooks but you simply add it to the ...; Created on 16 March 2023
20. ZohoCRM: Get All eBay Active Listings: / Zoho /; What? Another one of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory ...; Created on 01 March 2023