Assuming custom is required, the following 78 results were found.
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idea of inserting a NULL entry to select sounded good. Aim / Objective The plan will be to replace the default "" with a custom null entry and the end-user will be none the wiser. OLD: Dataset to populate the dropdown SELECT Name, ItemID FROM Catalog...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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sources used in SSRS so I'm going to try and cover the ones I have used previously and what we needed to get them working. Custom DataSource Upload the report to the ReportServer. Hover the mouse cursor over it and click on the dropdown arrow to its...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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Startup Meeting For you to discuss: Aims / Objectives Deadlines / Milestones Target Audience (Internally Centered? / Customer Focused?) Outsources? (Is JoelLipman.Com Project Manager? other 3rd-parties?) Contacts within Client company? Budget (see Rates...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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with Joomla v3.x - Parameters: Flash option removed - Date Uploaded: Thu, 15th Jan 2015 1.4 - Added Module Parameter: Custom Background Color - Added Module Parameter: CSS3 Rounded Corners - Added Module Parameter: Revolvermaps URL (rc.* or jc.*) -...
- Type: Article
- Author: Joel Lipman
- Category: Downloads
- Language: *
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Date created or date modified - Parameter: Parameter "More Links" prefix text (moved from language file) - Critical: Fixed Custom Order by Weblink ID - Date Uploaded: Thu, 2nd May 2013 2.1.2 - Moved "More Links" text to Joomla language file...
- Type: Article
- Author: Joel Lipman
- Category: Downloads
- Language: *
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update the invoice line items with their respective sales order item id value. For our client's purpose, we are running a custom function off the invoice module which: creates a sales order checks the returning sales order line items cycles through the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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border: 1px solid #CCC; height: 200px; padding:20px; } .main-content1{ display:block; } .main-content2{ display:none; } /* Custom CSS */ .content-image img{ width:100px; height:100px; } div.sub-content div.content-row{ padding: 10px 0 0 0; height: 30px;...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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and multi-user lookup fields are held in temporary CRM modules called a "LinkingModule" (as opposed to standard modules and custom modules). Quick way to determine the API name of the linking module: Go to setup > Developer Space > functions. Create a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders module but it wasn't finding all the Quotes related to this Sales Order. How?...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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as the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change. How? The key is a setting you need to change by going to Settings > Preferences >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login to ZohoCRM > Setup > Customization > Modules and Fields > Leads Select "Validation Rules" and cick on "New Validation Rule" Choose the layout, this...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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of code used in the client script which will manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Why? The use-case here is non-existent. It's more of a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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a while. The online forums seem to go back over a decade and the documentation seems to have gaps; or simply modules are so custom/bespoke the documentation has started to genericize. My client has seen the Goals or Objectives report under "Organization...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief (whether it's the right tool for the job is a different issue), let us synchronize Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *