Search - Joel Lipman .Com

1. Zoho Creator: Input Color Picker: / Zoho /; ... radio options to the left to be horizontal rather than vertical v_CssStyle = v_CssStyle + ".zc-Color_Picker .choice-table-cell"; v_CssStyle = v_CssStyle + ".zc-Color_Picker .choice-table-row"; // first ...; Created on 14 October 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... the document. I know this exists in ZohoSign already but we don't expect staff to go to another app to check on this and would rather see it directly in ZohoCRM on the relevant record. So the more ...; Created on 06 August 2024
3. Zoho Deluge: Determine your Statement Execution Limit: / Zoho /; ... hitting statement execution limits and rather than proposing an upgrade or add-on to the subscription plan; we wanted some proof using code. How? We're going to use a quick snippet of some code. ...; Created on 31 July 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... double-check in case books has returned 1st page rather than filtered rows if(m_DataRow.get("SO ID") == v_SalesOrderID) { m_Details = Map(); m_Details.put("po_date",m_DataRow.get("PO Date").toDate().toString("dd-MMM-yyyy")); m_Details.put("po_ref",); m_Details.put("po_status",m_DataRow.get("P ...; Created on 09 July 2024
5. 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
6. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... as system user rather than default crm connection - Reminder cannot be set for task creation time so create task at the same time as lead and set reminders daily 24 hours after until end date ******************************************************************************* ...; Created on 14 May 2024
7. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
8. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... because you have it processing data rather than responding straight away (less than 1 second requirement) to Shopify with "yes received" response. As such, here's a function which lists the Shopif ...; Created on 22 April 2024
9. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... the file You may note that this generates a text file rather than a CSV, this is because our JS widget won't pack a CSV but it will pack text files. // // generate a CSV or TXT v_CSVFilename ...; Created on 25 March 2024
10. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The ...; Created on 26 January 2024
11. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... for the above demo. Invalid OAuth Scope: Might be an invalid scope, or the TLD (datacenter) is incorrect. The above demo uses the EU datacenter (zoho.eu) rather than the US datacenter (zoho.com). ...; Created on 05 December 2023
12. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email message. ...; Created on 05 December 2023
13. Zoho Books: System Values Maps: / Zoho /; What? A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then ...; Created on 07 November 2023
14. Zoho Creator: Find Duplicates by Customer Name for Large Datasets: / Zoho /; What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with ...; Created on 12 July 2023
15. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... or create. - Loop through eBay payments to record all the different payments received. Date Modified: 2023-03-14 (Joel Lipman) - Resolved fix of incorrect customer (Use Email rather than ...; Created on 27 April 2023
16. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... to make a subform equal the collection rather than inserting the collection into the subform using insert(). Invalid update task found corresponding properties: Trying to update a time field with a ...; Created on 28 March 2023
17. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... ed to include those credit notes for refunds, etc. This tweak is if we want to calculate credit notes issued in a particular month rather than the one-to-one with an invoice as profits in the past wou ...; Created on 03 November 2022
18. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... and payment date to appear on the invoice. How? This sounds rather straightforward, write a function that given an invoice, checks the customer payments and updates the custom fields. Executing ...; Created on 17 August 2022
19. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; ... return false to prevent saving of record return false; Caveat(s) This only happens if the record is being edited (as in user clicked on "Edit") rather than the inline edits that can be done (eg. ...; Created on 20 July 2022
20. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; What? This is a quick article on how I built my 2022 workstation and got 5 monitors working with only 1 graphics card. Why? This took me a good few hours to get working so I thought this article ...; Created on 12 March 2022