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  1. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    is invalid " }, "status": 1 } } [Warning: Another red herring ahead] We tried various other options such as adding a tickbox that would be used in an approval workflow but ran into issues when trying to update the record: { "response": { "message":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  2. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    from a CRM function. The important fields I wanted were some custom fields within the line items subform. Here I'm adding the parameters to ensure we get CRM records that are also pending approval or being converted. m_Params = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho CRM: Get Unique Values of a Text Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    of Zoho developers, is that "two heads are better than one" does apply more than we think. A colleague of mine suggested adding a group by to the query which works (tested with both the keyword 'distinct' and without it with no difference in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-calculating-with-timezone-offset.html

    the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am. How? So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    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 but have it as a blank form rather than a bidirectional form as in this example, the parent record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-populate-a-multi-lookup.html

    it the IDs should work... but it doesn't. Assuming my multi-lookup field is 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    v_Shopify_Updated = v_Shopify_UpdatedStr.getPrefix("Z").replaceAll("T"," "); // adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up v_ProductIDStr = "\"'" + v_ProductID + "\""; v_VariantIDStr = "\"'" + v_VariantID + "\"";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  8. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    // // yields: // Me,Myself,I // a,b,c Additional Adding to a screen output: eg. a button response or response of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  10. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net 56" instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    Additional: I'm just adding a little extra based on the further feedback, if we're generating a reporting year and week, we have to look at the difference between .toString("y") and .toString("Y"). Lowercase 'y' is the year and uppercase 'Y' is the year...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    on a purchase order, and per line item, the staff can specify which Sales Order the item relates to. How? At time of print, adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    upload the file to the attachment... Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders onto the template document; every time. What if I told you we can code a single button on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    a key from a map. In this case, the ID key and value pair. It would then tell me the list was null when I thought I was adding the map with the ID removed back into a list. The map itself was null. How? We are using an API action called "Add_Tags". I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    from Zoho People to Zoho Analytics. It doesn't check to see if the data is already there, it doesn't update, it just keeps adding rows. Modify the function above (the one hosted in ZohoPeople) to account for this. It's the end of the day and I will do...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  18. View your available module positionshttps://www.joellipman.com/articles/cms/joomla/view-your-available-module-positions.html

    you've ever installed a template for Joomla and spent hours working out where or how you are going to put what where, try adding ?tp=1 after your index.php url (ie. http://www.yourdomain.com/?tp=1) If this doesn't work for you try this: Log in to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Using K2 with jezReCaptcha plugin causing errorshttps://www.joellipman.com/articles/cms/joomla/using-k2-with-jezrecaptcha-plugin-causing-errors.html

    to protect your forms ("type two words" captcha) and then installed K2 Comments to use it's own ReCaptcha. If you try adding a comment, you may get something like the following: Fatal error: Cannot redeclare_recaptcha_qsencode() ( previously declared in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Lazy stats: Yootheme / Gavick Pro / Rocket Theme Comparisonhttps://www.joellipman.com/articles/cms/joomla/lazy-stats-yootheme-and-gavick-pro.html

    chart (at least in my opinion) of 3 major joomla template/extension providers. When I'm less caught up in work I'll try adding to this article. But here's some lazy stats: Package Comparison Table Personal Business Developer YooTheme 3 months 1 license...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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