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  1. Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

    instances, the photos don't display. This is because the photos were just links in the Zoho Creator image field, links to another Zoho app that is behind a user wall (ie. login and password as a Zoho User). How? So I'll go over what happens in the real...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

    am replacing commas with the HTML entity equivalent and enclosing the ID in double-quotes in case I open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers): // // Generate a CSV of a Report in ZohoCreator...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    For the REST API to detect what webhooks exist, it can only detect what webhooks it initialized. If you added webhooks via another app or via the Shopify Admin interface, then the following code won't be able to check and restore them. The Code...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  4. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    for my client, but I'm awaiting feedback (UAT = User Acceptance Testing) to ensure this behaves as expected. So I found another function was being run when a contact record is created and I appended this snippet of code to the end of it. Note that this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    but according to documentation (to be taken with a grain of salt), the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map();...

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

    their purchase orders and sales orders as part of a logistics solution where items are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer. A custom field against the item record has been added...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    all the images you want to use ready for uploading into the system stored on your device. A URL (as in an image hosted on another website) can be used so you might skip the first section here where I demonstrate how to upload photos to be hosted by the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  9. 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

    be created to track the progress of the document. I know this exists in ZohoSign already but we don't expect staff to go to another app to check on this and would rather see it directly in ZohoCRM on the relevant record. So the more observant among you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-make-either-mobile-or-email-mandatory.html

    that the email "is empty" > click on the "Next" button Set Mandatory FIelds > and select "Mobile" Repeat these steps to add another rule: Call it "If Mobile Blank then Email Required" Select the Mobile/Phone field as the primary field to control this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    it "Hexadecimal" [Key field that will be used by the application later - so perhaps rename this to 'Staff Color'] Add another single line field, I'm calling it "RGB Value" [Optional: not required for the functionality of this demo but used in later...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    I'm Nesting..."; info v_Test3.toLong(); } catch(e) { info "Couldn't convert 'Everyday...' to an integer"; try { v_Test4 = "Another for the road..."; info v_Test4.toLong(); } catch(e) { info "Couldn't convert 'Another...' to an integer"; } } } } //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-remove-duplicate-product-records.html

    record (eg. quotes, sales orders, invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    string is the immutable identifier of the eBay user notification.data.eiasToken this string is the eBay user's EIAS token; another identifier used for an eBay user ******************************************************************************* */...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    and I'll document further if I remember. Note that the pre-amble is to generate a Xero access token which I documented in another article - it's behind a userwall because I usually charge for my Xero integration to Zoho CRM but user registration is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. How to redirect the visitor after the contact pagehttps://www.joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

    they complete the contact form: If you were wondering how to get the default contact form in Joomla 1.5 to redirect you to another page after you submit it, or if you wanted to change the default text that is displayed "Thank you for your e-mail" to...

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

    Module Positions -> Disabled or Enabled You will still need to suffix the frontend URL with ?tp=1 Joomla 1.5.x This is another feature which took me a few years to notice in Joomla. If you've ever installed a template for Joomla and spent hours working...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  18. Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

    ORDER BY '. $filter_order .' '. $filter_order_dir .', ordering':' ORDER BY title ASC'; To sort by another value on page load To do this, change the word 'title' in the above code to one of the following values: id => sort by ID catid => sort by Category...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Anti-Spam override for all submitted datahttps://www.joellipman.com/articles/cms/joomla/anti-spam-override-for-all-submitted-data.html

    that sometimes the captcha wouldn't even match what you typed and what it displayed!!! I have written this article to be another one of those programmer's tweaks. This is quite a simple fix and I will hopefully be able to keep it simple for...

    • 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

    working as it should. It's templates are ok but it's its extensions for which I signed up for. As well as helping another subscriber. There were issues with some modules but the forum is frequently administered and the response was quick. Though the...

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