Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... add a couple of buttons to the estimate template in ZohoBooks Login to ZohoBooks > Settings > Email Notifications > Estimate Notification Many ways to add a button but here's how I do it (requires some ...; Created on 04 November 2024
2. Zoho Creator: Input Color Picker: / Zoho /; ... Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later application when including CSS opacity] Step 1: Cod ...; Created on 14 October 2024
3. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; What? A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field ...; Created on 03 October 2024
4. 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
5. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... purchase order items by the custom lookup field. What follows is the code required to build the custom related list in ZohoBooks: /* ******************************************************************************* Function: ...; Created on 09 July 2024
6. 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
7. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... for later use Create a connection to Zoho Analytics: ZohoDesk > Setup > Developer Space > Connections > Create Connection Select Zoho Analytics and give the required scopes (I've cheated and gone ...; Created on 05 December 2023
8. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; ...; Created on 14 November 2023
9. Zoho Creator: Sendmail a list of attachments: / Zoho /; ... void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param name required - if file comes from a Creator form, no InvokeURL needed c_Form ...; Created on 20 July 2023
10. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // ...; Created on 06 July 2023
11. Zoho Deluge: Get All Orders from eBay: / Zoho /; What? Following on from my article: ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance ...; Created on 29 March 2023
12. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... Update November 2024 Code to get this working with GPT 4o Mini: // requires a paid account: https://platform.openai.com/api-keys v_ChatGPT_ServiceAccount_Key = "sk-XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"; // m_Header ...; Created on 06 March 2023
13. 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
14. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... = t3."Sales Person ID" AND t3."MonthYear" = abs_month(invsopoitm."Invoice Date") GROUP BY invsopoitm."Invoice ID" Additional Here are some other queries that are required for the above ...; Created on 03 November 2022
15. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... if Deal ID is not zero, then it was found! if(v_DealID != 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,); // // do stuff here such as updating the deal if required m_UpdateDeal ...; Created on 17 October 2022
16. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... != null) { m_UpdateInvoice = Map(); // // copy existing custom fields (not required but just in case) l_CustomFields = invoice.get("custom_fields"); l_NewCustomFields = List(); for each ...; Created on 17 August 2022
17. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ...; Created on 14 July 2022
18. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; What? An article to remind me how to install an SSL certificate with GoDaddy. Why? A quick reference for myself as I found that with GoDaddy, a purchased SSL certificate seems to require re-installing ...; Created on 07 April 2022
19. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... the days of the week which they can then click on to select a particular day. Some navigation is required in the form of a left arrow and right arrow to see previous or next weeks respectively. What ...; Created on 09 March 2022
20. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client ...; Created on 11 February 2022