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Assuming list is required, the following 206 results were found.

  1. Joes Search Module (JSM)https://www.joellipman.com/component/content/article/joes-search-module-jsm.html?catid=53&Itemid=165

    There should be several additional options to your search that will be displayed under the "Search Only:" heading and then a list of components. Find the value of the checkbox by viewing the HTML source and you should see something like the following:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  2. Zoho Deluge - Update Creator from CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-update-creator-from-crm.html

    your endpoints as appropriate. #2945 MORE_THAN_MAX_OCCURRENCE: Ensure your params are submitted as a JSON string (not a JSON list). Update Success: Not updating creator: This is a permissions issue. Ensure the owner or SuperAdmin of creator is the one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  3. Zoho Templates - Font size is inexplicably tinyhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-templates-font-size-is-inexplicably-tiny.html

    A4 sheet... Additional Notes I found that some classes are reserved words used by the Zoho built-in renderer. I am making a list here to see if that helps: Wrapping all your HTML in : Ok it's used in bootstrap and few other frameworks so this should be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. 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

    client's Zoho Books instance opened 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. 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

    the version of the Zoho Extension Toolkit (eg. 0.23.6) Create a project In the terminal, type zet init You will be given a list of Zoho services, use the arrow up/down keys to select “Zoho Creator” and press the return/enter key. Give the project a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    This is a quick article I use to list step by step on how to set up a custom domain for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    in l_Users { if(m_User.get("Job_Title").equalsIgnoreCase("CFO")) { l_ApprovalUsers.add(m_User.get("id")); } } // // check list of IDs if(l_ApprovalUsers.size() > 0) { // // reset multi-user lookup field (clear out values) v_SearchCriteria =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    values might have commas and someone may want to open this in Google Sheets or Microsoft Excel: // // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    // // return Zoho response to Shopify return {"crmAPIResponse":m_Response}; Save the function Return to the functions list and hover your mouse over the function you just created until an ellipsis/3 dot icon appears > Click on it and select REST API....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

    fields (checks mandatory fields have been entered) for example: // // check mandatory fields have been entered l_Errors = List(); if(isnull(input.Record_Name)) { l_Errors.add("- Record Name"); } if(l_Errors.size() > 0) { alert "Please enter the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    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? The quick answer is buried in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-standard-tax-rate-setup.html

    be done with "Mass Update") to give them the applicable tax rates: Browse to a CRM product record (you can do mass edit on a listview of products but for demo purposes, we'll do just one) Under Price Information, edit the field "Tax" (multi-select) and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    input.Title; The code on user input for Audit_Change field would look something like: // get given eTag l_FieldsToMonitor = List(); l_FieldsToMonitor.add(input.Title); l_FieldsToMonitor.add(input.Contact); l_FieldsToMonitor.add(input.Account);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-copy-subform-to-other-subforms.html

    "Mondays" then to click a button which copies it to the remaining working days. How? So I have a form with 6 subforms which list staff/employee shifts from Monday to Saturday. The form I have looks something like the following: and displays as something...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  15. ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-template-not-being-able-to-edit-a-text-box.html

    and check it out as well as the client to go in and confirm the change was successful...: For this strange fix, I'm going to list step by step but using the "Google Chrome" web browser: Login to ZohoCRM > Setup > Templates > Inventory Click on the name...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10%...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-meeting-using-deluge.html

    = Map(); m_Participant.put("type", "lead"); m_Participant.put("participant", 98765432109876543); l_Participants = List(); l_Participants.add(m_Participant); m_ScheduleMeeting.put("Participants", l_Participants); // // with a reminder 5 minutes before...

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

    Zoho Inventory and... eBay. Out-of-the-box, and at-time-of-print, Zoho Inventory only syncs eBay one way, in other words, listings on eBay get downloaded to Zoho Inventory but not vice-versa. Then there's an added delay of 4 hours. Then item specifics...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  19. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    A quick article on how to upload an image to the product/item listing in Zoho Inventory. Why? We're enhancing the out-of-the-box integration from eBay to Zoho Inventory bespoke for a customer. We want the photo on eBay to be downloaded and uploaded to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    HH:mm")); m_Params.put("tracking_number","N/A"); l_UrlParams = List(); l_UrlParams.add("salesorder_id=" + v_SalesOrderID); l_UrlParams.add("package_ids=" + v_PackageID); l_UrlParams.add("is_delivered=true"); l_UrlParams.add("organization_id=" +...

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