Search - Joel Lipman .Com

1. 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
2. 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
3. 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
4. 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
5. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; ... 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. user clicked on field in ...; Created on 20 July 2022
6. 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
7. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... but have it as a blank form rather than a bidirectional form as in this example, the parent record doesn't yet exist... The cheat here is that we actually want the user to be able to click and download/open ...; Created on 11 March 2022
8. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... This has been raised a few times by multiple clients but the fix is rather quick as long as you can get to the HTML of the template: Login to ZohoCRM > Setup > Customization > Templates > Inventory ...; Created on 03 February 2022
9. Zoho Creator: Change Radio into Tabs: / Zoho /; ... this code in-line of the form. If you were to embed the form on to a page, you would be free to use some reserved CSS attributes on the page style rather such as position: absolute. Because I'm doing ...; Created on 22 October 2021
10. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... = v_AddressIndex + 1; } // check that there was something to actually update rather than wasting an API call if(m_ShippingAddress.size() > 0) { // endpoint TLD is EU for Europe DC and COM for ...; Created on 22 September 2021
11. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... and pasted for each field, especially if they're doing the same thing for example displaying a preview in a notes field. We would rather only have to update the code for 1 workflow rather than 20 workflows ...; Created on 19 September 2021
12. Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name): / Zoho /; What? A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing ...; Created on 01 September 2021
13. Zoho Creator: Add a subform while creating a record: / Zoho /; What? This is an article to document how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create ...; Created on 14 July 2021
14. Zoho Projects: Deluge to Submit Custom Fields: / Zoho /; What? A super quick article to demonstrate an example where we create a project with custom fields. Why? At time of print, the documentation on the Projects API would only show responses rather ...; Created on 17 June 2021
15. Zoho Deluge: Generate and Send a CSV via Email: / Zoho /; ... every month"... How? Rather than just babble on about it, here's the code, replace what you need just noting that I'm enclosing each value with double-quotes because the values might have commas and ...; Created on 16 June 2021
16. Zoho Projects: Add a Time Log to an Issue using Deluge: / Zoho /; What? This is an article to demonstrate how to log a time event under a Zoho Projects Issue using code (Zoho Deluge) rather than the graphical user interface (GUI). Note this would probably be similar ...; Created on 30 April 2021
17. Zoho Deluge: Post a multi-dimensional or nested array to a 3rd-party API: / Zoho /; ... on line 86 Rather than assuming Zoho Deluge maps and lists are JSON variables, let's send a strange hack instead: m_NestedRequest = Map(); m_NestedRequest.put("auth[key]",v_AuthKey); m_NestedRequest.put("auth[secret]",v_AuthSecret); m_NestedRequest.put("data[member_id]","123456"); m_NestedRequest.put("data[channel_name]","shopify"); m_NestedRequest.put("data[item_name]","Joel ...; Created on 03 February 2021
18. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... Customization > Forms > Leave Under "Form Properties" > Tick the box under "Validation" for "Custom Validation" to create a function: Ensure you select parameters to input rather than retrieving ...; Created on 10 December 2020
19. Zoho Creator: Set Up Custom Domain for Customer Portal: / Zoho /; ... the domain joellipman.com. Why? This took me a bit of going backwards and forwards to Zoho rather than getting my client to do this. The aim is to take up as little time as possible of the third-parties ...; Created on 17 November 2020
20. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... This message is somewhat out of date but follow the following instructions to preview your app: Open a browser and Ensure you type the preceding “https” rather than the default “http” [Optional ...; Created on 24 October 2020