Search - Joel Lipman .Com

1. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... made earlier (the one to the CRM REST API function): // should be something like &p_Intent=Accept&p_QuoteRef=%EstimateNumber%&p_CxID=%CustomerID% Then press OK to save the link Now click on the ...; Created on 04 November 2024
2. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... the alignment to center, changed "Display As" to "Image", and set the image dimension to "64 x 64": I should end up with something like this: Create a query table with images Irrespectiv ...; Created on 25 July 2024
3. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; What? This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup ...; Created on 06 February 2024
4. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...; Created on 18 September 2023
5. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... This should yield something as follows: { "code": 0, "message": "success", "data": { "payment_terms": [ { "payment_terms_id": "123456000000000123", "payment_terms": ...; Created on 06 July 2023
6. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... = invokeUrl [ url: "https://www.zohoapis.com/crm/v3/settings/business_hours" type: GET connection: "mycrmconnection" ]; info r_OrgDetails; Yields something like { ...; Created on 28 March 2023
7. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... Alternative get request: r_ShipmentDetails = getUrl(v_Endpoint, m_Header, false); Not done yet! Of course, it would help if when something was delivered, that was conveyed back to the system ...; Created on 21 March 2023
8. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... er response.\nThe error is:\n \"Something went wrong.\"\nClick [here](https://www.lmgtfy.com/?q=" + v_Message + ") for more info."; } Previous Models/Versions Based on the documentation: In ...; Created on 06 March 2023
9. ZohoCRM: Get All eBay Active Listings: / Zoho /; ... "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to set an estimated number of products ...; Created on 01 March 2023
10. ZohoDeluge: Inserting a new line character in a CSV: / Zoho /; What? A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge. Why? My use-case here is that I was generating a comma separated values (CSV) file ...; Created on 01 March 2023
11. Zoho Creator: Disable/Hide the add and delete subform row buttons: / Zoho /; ... on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item Details", then I would adjust the code to something like the following: // // CSS overrides v_CssNotes ...; Created on 28 February 2023
12. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... I don't know. Consider doing a Google search."); } } // // output return m_Response; Yields something like the following: Text-Davinci-003: (preceded ChatGPT API) // // initialize m_Respon ...; Created on 13 February 2023
13. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... = zoho.recruit.getRecords("Candidates",v_FromIndex,v_ToIndex,"Modified_Time","CANDIDATEID","asc","my_connection"); //info l_Candidates; // // sanity check to output that it did something info "Done ...; Created on 08 February 2023
14. ZohoCRM: Import Attachments: / Zoho /; ... spinny progress animation or go and do something more productive: Ensure the CSV files are selected for mapping (in this case Attachments.csv and Contacts_001.csv - by the way, my Attachments.csv ...; Created on 16 January 2023
15. Zoho Analytics: Set Up a Widget Displaying Sales Person: / Zoho /; ... I select on a dashboard. First you will need a table or query that has a bunch of columns and rows with one of the columns containing the sale person name. Something like the following: With ...; Created on 24 October 2022
16. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent appointments where this field ...; Created on 18 August 2022
17. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; What? An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and ...; Created on 17 August 2022
18. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... port at the same time, something last I built a PC was not possible. However, it was suggested that a modern motherboard BIOS allows you to enable this. It's just a setting in the BIOS if your motherboard ...; Created on 12 March 2022
19. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... AuthToken (Multi Line) AuthToken Expiry (Date-Time) You should end up with something like this screenshot: * Some of these fields are unnecessary for this example but are used to accommodate ...; Created on 14 February 2022
20. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... wanted that if the status had changed to something else, the first-line agent would not be allowed to set it back to "New Lead". Automations and workflows could however (run as Administrators). Mapping ...; Created on 11 February 2022