Search - Joel Lipman .Com

1. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time ...; Created on 11 February 2022
2. Forum Rules: / Static Items /; Breaking rules result in punishments. There are several types of punishments: Warning - This is where a public announcement is made that mentions your name and that you have broken a rule. I will ...; Created on 31 May 2009
3. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an ...; Created on 03 October 2024
4. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... difficult, at least for me. How? So when I was trying this, I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click ...; Created on 11 September 2024
5. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... allow more than 2 webhooks, then you can't use a different webhook for each event. Instead I've created the one webhook to rule them all which triggers on any event: /* ******************************************************************************* Function ...; Created on 06 August 2024
6. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... Warning Else Use URL of image representing a FAILURE ***/ But if I want it to join to my images table and with a bit more foresight (I plan to do a mega query to rule them all which has all ...; Created on 25 July 2024
7. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at assignment rule stage). A workflow email notification ...; Created on 14 May 2024
8. 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
9. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... function to rule-them-all This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the ...; Created on 26 January 2024
10. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select ...; Created on 05 December 2023
11. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... } } The one to rule them all So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the conversation along with new cliqs: / ...; Created on 13 February 2023
12. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... accurate representations of heraldic symbols, attention to detail, consistent with heraldic rules::3 deformed, unrealistic symbols, lack of detail, inconsistent with heraldic rules::-2 thumbnail: ...; Created on 11 February 2023
13. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... & History" Go into Settings > Automations > Workflow Logs > Custom Functions: check if/when they occurred and in relation to what invoice. Source(s): Zoho Community - Zoho Books - Workflow Rule ...; Created on 17 August 2022
14. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; ... recurring pattern (this one sets to everyday from today) m_Pattern = Map(); m_Pattern.put("RRULE","FREQ=DAILY;INTERVAL=1;DTSTART=2022-03-02"); m_ScheduleMeeting.put("Recurring_Activity",m_Pattern); // // ...; Created on 02 March 2022
15. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS ...; Created on 16 December 2021
16. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has ...; Created on 21 October 2021
17. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... article to go through various methods I tried to prevent this from happening: First - Off: The one workflow to rule them all In the first instance, we don't want large amounts of code to be copied ...; Created on 19 September 2021
18. Zoho Creator: Create a Widget which uses JavaScript: / Zoho /; ... the logging terminal and return to the prompt. (your safari browser can not display this page anymore) Type: zet validate You should get a response saying that Validation Rules passed successfully. ...; Created on 24 October 2020
19. Minimal Privileges for MySQL Database Backup Cron Job: / cPanel /; ... file: mysqldump --defaults-file=/path-to-file/.my.cnf my_db > /path_to/backup.sql // and in your cnf file: [mysqldump] user=my_user password=my_password The one to rule them all: // everything: ...; Created on 20 March 2019
20. GDPR Privacy Policy: / Static Items /; ... rules then prevailing of the American Arbitration Association. The arbitrators award shall be binding and may be entered as a judgment in any court of competent jurisdiction. To the fullest extent permitted ...; Created on 14 February 2019