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  1. GDPR Privacy Policyhttps://www.joellipman.com/component/content/article/gdpr-privacy-policy.html?catid=50&Itemid=165

    • Type: Article
    • Category: Static Items
    • Language: *
  2. Privacy Policyhttps://www.joellipman.com/component/content/article/privacy-policy.html?catid=50&Itemid=165

    placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: en-GB
  3. Client Services: Website Development Agreementhttps://www.joellipman.com/component/content/article/client-services-website-development-agreement.html?catid=50&Itemid=165

    used to needing a backup plan. My aim is always to hand over the project so that I am no longer required. Isn't that when we know we did our job best? When nobody knows you did anything at all?

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  4. Joes Quicklist Weblinks (JQW)https://www.joellipman.com/component/content/article/joes-quicklist-weblinks-jqw.html?catid=53&Itemid=165

    of install. Also note, this module will NOT generate thumbnails if you select "Public" as the authorized service group. I know it's the default option but you need to select an user group with higher privileges like "Super User". Installation: Install...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  5. Joes Network Transmission Detector (JTD)https://www.joellipman.com/component/content/article/joes-network-transmission-detector-jtd.html?catid=53&Itemid=165

    look like? It's kinda transparent with it's text as white and sits behind other windows much like a gadget or widget. If you know your AutoHotkey, the download includes the AHK file for you to modify and play with (Hooray for OpenSource) so you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  6. Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=53&Itemid=165

    > Options > set "Use Search Areas" to "Yes" Save & Close Future Developments This was created for a client and I do not know of any other use this module has. If there is a demand for it, I would add the category parameter to restrict searches as I see...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  7. 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

    below in this article on how to sync the attachments to the CRM record, however for now, check the logic of this as this is known to work on the CRM record: // assuming I have a creator form called "myForm" // that the ID of the record is the value of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. Zoho Deluge: Setup an API Connection for InvokeURLhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    in a browser. the circled part is the domain of the Zoho app we are accessing: Here is a list of the datacenters that I know of: AU = Australia (zoho.com.au) CN = China (zoho.com.cn) EU = Europe (zoho.eu) IN = India (zoho.in) US = United States...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    Visual Studio Code v1.48.2 Prerequisites Download nodejs source code from https://nodejs.org/en/download/. Don't worry about knowing anything about nodejs, as long as you know JavaScript and HTML/CSS you can use this: Execute the download and go through...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. 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

    / v_TotalDeptEmployees * 100).round(0); Return an error if overbooked, no error if not: To return an error (I know we set the function to return "Map" and are using a "Collection" but a Collection is either a list or a map): // return response as error...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  11. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    download this file. How? The trick to doing this is that actually you have to treat it as an attachment. As you may already know, when you queried CRM for that field, you received a JSON response somewhat similar to the following: // this is sample JSON...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    you get the above error, the community forums will advise you to get the ID of the Shipping Address... But let's say I don't know how to create a shipping address and retrieve its ID then here's the method I use: Create the sales order in ZohoBooks...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  13. Zoho Deluge: a HTML Entity Decoderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-a-html-entity-decoder.html

    each instance that I knew a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", but you can...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-radio-group-into-calendar-carousel.html

    depending on which way they navigate. We then need the offset so that when a user clicks on the #9 entry, the system will know this is March 9th 2022 and not June 9th 2021... To do this, we have 2 date fields which will be hidden to the user but...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method and payment date to appear on the invoice....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  16. Zoho Creator: Sendmail a list of attachmentshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-send-mail-a-list-of-attachments.html

    documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. - has to be an invokeUrl - set param name...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  17. Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-generate-bank-text-file-for-download.html

    f_BillsExport); // // this variable name is in plural, but as a custom function within ZohoBooks, we know this is just 1 bill record, still... for each r_Bill in bills { v_BillID = r_Bill.get("bill_id"); } // // send attachment request r_Attachment =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. 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

    ticket lookup. The document form is a subform derived from an existing form (called "Document"). Mainly, because I don't know how to refer to the public URL of a subform row other than making the subform link to an existing form and not a blank form....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  19. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    { v_OutputResponse = "FAILED: " + r_UpdateBooksInvoice.get("message"); } It's a cop-out I know, but it beats the accounts staff having to enter the adjustment each time. The create invoice process would be treated the same. The below are all the various...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  20. 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

    obviously I can't give you the real Zoho Deluge function here as it would use my credentials but what you need to know is that it is passed the crmAPIRequest (string) variable and that the function itself had to have API Key and OAuth enabled (hover...

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