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Assuming first is required, the following 215 results were found.

  1. Zoho Templates - Font size is inexplicably tinyhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-templates-font-size-is-inexplicably-tiny.html

    should be obvious, but for some reason the header and footer of my code set with CSS {position:fixed} won't display on the first/cover page if I wrap the code in a DIV with ID = container and have an image which covers them both... Which is an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Deluge - Some Useful Regular Expressionshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-some-useful-regular-expressions.html

    a string of characters to a list: v_MyString = "12345"; l_StringValues = v_MyString.replaceAll("(?)",",",false).removeFirstOccurence(",").removeLastOccurence(",").toList(); // yields list of [1,2,3,4,5] // NB:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  3. Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    = Map(); m_CreateContactPerson.put("contact_id", "1234567890123456"); // the account ID in books m_CreateContactPerson.put("first_name", "Joel"); m_CreateContactPerson.put("last_name", "Lipman"); m_CreateContactPerson.put("email",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  4. Zoho CRM/Creator - Common Errors & Gotchashttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-common-errors-gotchas.html

    info l_FileParts.get(l_FileParts.size() - 1); // yields C:\Documents\My_File.txt Solution: Replace the backslash first with another character: v_File = "C:\Documents\My_File.txt"; v_FileString = v_File.toString().replaceAll("\\", "|"); // yields...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-duplicate-clone-a-record.html

    that on the 1st of every month, takes the invoices for the month before, and duplicates each one for the new month. How? First you have to get all the applicable fields from the settings API. In API v2, you have to do it this way apparently. So setup a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    with the file upload field type so our record can have more than 1 file attached to it. the CRM.attachFile command Okay as a first example, there is a problem here, you asked for Books and this next bit shows how to attach it to a CRM record. This works...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  7. Zoho Creator Page: Toggle On/Off Switch: Hide/Display a Divhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-page-toggle-on-off-switch-hide-display-a-div.html

    without loading another framework considering that Zoho Creator has their own version of Bootstrap and jQuery. This is the first example I have where you would want dynamic content in a Zoho Creator page without the use of JavaScript or 'Widgets JS'....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

    is: Create a duplicate of the report with the records you want Click on "Detail View" Click on "Layout" Select the first list layout Click on "Configure fields for Web" Add Fields that you want returned Done This applies to Zoho Creator 5 when using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    res). I then found that Shopify does accept a Base64Encoded version of the image and the below is how I achieved this. How? First-off, let me list the various formats that Zoho Creator says that public link exists. Let's say I have a field called...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Deluge: Generate List of TimeZoneshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-list-of-timezones.html

    with a end of list suffix; loop through removing HTML tags and while we're at it, storing it in a list for Zoho Deluge: First of all, here's the HTML SELECT dropdown I just nabbed from their form: (GMT-10:00) Hawaii Time (GMT-8:00) Alaska Time...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    = '2022-07-21'; // // setup list to loop through (= number of days) l_NumberOfDays = {1,2,3,4,5,6,7}; // // start with first date to add (check if it is a working day) v_NextWorkingDay = v_GivenDate; // // loop through each day to set an appointment for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you the code first of how to parse the eBay Transaction data and then the code to create a Shopify Order: Parse an eBay Transaction...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/else/e-commerce/ebay/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

    Standalone Click on Create Give it the parameter/argument p_InventoryitemID as an Integer/Long/Number datatype As the first part of your code, enter the following as code (you'll need to speify your own App Owner and App Name): // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  15. ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zdk-client-script-to-retrieve-contact-email.html

    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 on save of the record, but the client wants the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    > refresh token > access token) and then the code to attach the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  17. Zoho Deluge: Generate a loop or list of any sizehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-a-list-of-any-size.html

    checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters, the first is the string to start with, the second is the number of spaces to pad with. // // set number of times to iterate through...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    to the effect on loading the page that a widget has clearly defined values based on the filters 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....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  19. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    || v_Message.containsIgnoreCase("Hey")) { // store in response text v_Answer = "Hi " + user.get("first_name") + "!\nMy name is JoelBot and I am currently connected to the OpenAI API. I can try and answer any question you end with a question mark. Try me...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  20. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    to the limit of sub-query levels we can go down, I want to join this to the contacts data table. So I'm going to make this first query and save it as "Contacts vs Campaigns Pivot": SELECT * FROM ( SELECT "Contact Id", "Contact Name", "Campaign Name",...

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