Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; ... get the quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url ...; Created on 18 August 2022
3. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... you can parse the multi-line into a nice HTML table. But on a mobile device, it's somewhat better to use the built-in interfaces provided by Zoho Creator. What I really needed was a way to display ...; Created on 18 August 2022
4. 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
5. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
6. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now: / Zoho /; ... on “Settings” Click on “Privacy and Security” Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not then: Click on “View permissions and data stored across sites” ...; Created on 20 July 2022
7. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; What? A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document ...; Created on 14 July 2022
8. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; What? A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. ...; Created on 21 June 2022
9. Zoho Creator: Embed Forms/Reports on a Page: / Zoho /; What? Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template ...; Created on 05 May 2022
10. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; What? This is an article documenting the process of publishing a Zoho Inventory image to eBay's Picture Hosting Services (EPS). Why? Because I couldn't find any other article in the whole world ...; Created on 31 March 2022
11. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... At time of print, things have moved on and based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator ...; Created on 11 March 2022
12. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... week. This is a follow on from my other articles on restyling Creator: Zoho Creator: Change Radio into Tabs and Zoho Creator: Decision Box into a Button. Why? We can't include JavaScript in a ZohoCreator ...; Created on 09 March 2022
13. Zoho CRM: Schedule a Meeting using Deluge: / Zoho /; What? Following on my article of creating a task using Zoho Deluge and scheduling a call using Zoho Deluge, here's an article on creating a Meeting or an Event using Zoho Deluge. Why? Because at ...; Created on 02 March 2022
14. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; What? This is an article which is the updated version of my article Zoho Deluge: Push Item to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app. Why? ...; Created on 14 February 2022
15. 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 user. ...; Created on 11 February 2022
16. Zoho CRM: searchRecords with sorted results: / Zoho /; ... in mind script execution limits set by Zoho. Set the search criteria string to your specific requirements (:equals:, :starts_with:, |=|). If 1 expression then you can omit the parenthesis. If multiple ...; Created on 10 February 2022
17. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; What? A very quick article on a cool snippet of code, another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho ...; Created on 08 February 2022
18. Zoho CRM: Template: Empty Space between Header and Line Items: / Zoho /; ... By default / out-of-the-box / vanilla, in a Zoho CRM Template, the table of line items will behave like this; specifically when there are a lot of line items as per my screenshot here: How? ...; Created on 03 February 2022
19. Zoho Deluge: a HTML Entity Decoder: / Zoho /; What? A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " ...; Created on 27 January 2022
20. ZohoCRM: Template: not being able to edit a text box: / Zoho /; ... successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name of the problematic ...; Created on 25 January 2022