Search - Joel Lipman .Com

1. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; What? So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a ...; Created on 11 February 2022
2. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; What? This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord ...; Created on 16 June 2021
3. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... added a column called "Group Name" in the CRM Quote module as per the following screenshot: How? Again at the time of this article, this is only modifiable when using REST API v2.1. We are going ...; Created on 17 May 2021
4. Upload file to Google Drive with PHP/cURL and API REST v3 (without Client Library): / Google /; What? So this is supposed to be a quick article detailing how I used a PHP function to upload a video file to Google Drive. Note that this example does not involve installing the Google Client Library ...; Created on 29 October 2018
5. Quadcopter App with Flight Restrictions (JQA): / Product Documentation /; What? This is an article serving as documentation for my first ever app on the Android Operating System. For tablets and phones. The app in a nutshell displays flight restrictions in a given area ...; Created on 24 October 2014
6. Restore MSSQL Error: Database is in use: / Databases /; What? This is an article on how to do a restore from backup on a database but when you get the error: "... database is in use". -- SQL Server 2005 EXEC SP_WHO // details on who is logged ...; Created on 08 March 2013
7. Restoring your WYSIWYG editor after upgrading Joomla: / Joomla /; The Issue Basically that after upgrading Joomla, my TinyMCE WYSIWYG (What-you-see-is-what-you-get) editor halved its number of buttons and I couldn't add code snippets... The Fix Just installed ...; Created on 15 September 2009
8. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... = List(); l_RecordsToSend.add(m_UpdateQuote); m_Data = Map(); m_Data.put("data",l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent ...; Created on 18 December 2024
9. Google Event Ilustrations aka Flairs: / Google /; ... dental dinner: dinner, dinners, restaurant, restaurants, Family meal drinks: cocktail, drinks, cocktails golf: golf graduation: graduation gym: gym, workout, workouts haircut: haircut, hair halloween: ...; Created on 05 December 2024
10. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... other than what the interface offers, into the template. the CRM webhook API function So let's do my favorite method of creating a REST API function in CRM Login to ZohoCRM > Setup > Functions ...; Created on 04 November 2024
11. Zoho Creator: Input Color Picker: / Zoho /; ... but important to some staff... How? In an earlier article, I've shown how to change a radio type field in ZohoCreator into a Carousel type of interface. This time, we're going to repurpose and restyle ...; Created on 14 October 2024
12. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... of this page] For this, we'll create the webhook function first (this one I've called Fn - ZohoSign - Document Completed) and then make it into a REST API function for ZohoSign to send the data to: /* ...; Created on 06 August 2024
13. Zoho Projects: Get All Events: / Zoho /; ... get all portals v_EndpointPortals = v_BaseURL + "/restapi/portals/"; r_Portals = invokeUrl [ url: v_EndpointPortals type: GET connection: "my_projects_connection" ]; info r_Portals; // // once ...; Created on 22 July 2024
14. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... = Map(); // sometimes parameters need to be a string... but this is working m_Config.put("CONFIG",m_Params); v_Endpoint = "https://analyticsapi.zoho.eu/restapi/v2/workspaces/" + v_ZA_WorkspaceID + "/views/" ...; Created on 09 July 2024
15. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... the endpoint to read the analytics metadata on the syncs v_Endpoint = v_BaseURL + "/restapi/v2/workspaces/" + v_WorkspaceID + "/datasources"; // // send the request r_Analytics = invokeurl [ url ...; Created on 02 July 2024
16. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; What? This is an article to show how to setup a scheduled function that checks and restores a missing webhook as well as the snippets when receiving the webhooks and storing them. Why? We found ...; Created on 22 April 2024
17. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business), and permissions ...; Created on 15 April 2024
18. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... = "https://analyticsapi.zoho.eu/restapi/v2/workspaces/"+v_WorkspaceID+"/views/"+v_TableID+"/rows"; r_AddRow = invokeurl [ url: v_Endpoint2 type: POST parameters: m_Params.toString() headers: ...; Created on 05 December 2023
19. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... = m_OrgDetail.get("website"); } } } } // // run fn_Workdrive_HostImage function to get these src URLs: v_Icon_TwitterHTML = ""; v_Icon_LinkedInHTML = ""; v_Icon_PinterestHTML = ""; v_Logos_PartnersHTM ...; Created on 05 December 2023
20. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023