Assuming needs is required, the following 68 results were found.
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2 lookup fields to our booking form: one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to take these into account and will look more like the following: // defaults v_AppointmentType = "Initial Consultation";...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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false); // yields 12 Additional Note(s): You might ask why not use the built-in round() function? Well I admit that round() needs to be used for currencies. The issue is that round() only rounds up decimals to integers when the datatype is an integer...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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an image from Zoho Inventory to eBay. How? Again, there is a caveat in that the subscription you have or your client has, needs to be Zoho One. Because we're going to use Zoho Creator as a middleware. Just to add to the pain, I'm going to make my...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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save of the record, but the client wants the email to be prefilled in the field as soon as a contact is selected. How? This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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for ChatGPT Plus possibly exposing email addresses that belong to random users] 2023-03-20 Like my previous article, this needs to be fed contextual data to continue a conversation Done 2023-03-11 Update November 2024 Code to get this working with GPT...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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v_Type = ifnull(m_Webhook.get("type"),"-"); if(v_Type == "terminal.reader.action_succeeded") { // Get Payment Intent that needs to be Captured m_Object = m_Data.get("object"); m_Action = m_Object.get("action"); m_ProcessPaymentIntent =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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vs Campaigns Pivot" cp ON cp."Contact Id"=c."Id" Caveat(s) You may have noted a few caveats with this solution: This query needs each campaign name specified to see the results per contact person. You can only use this in another dataset which won't use...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
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steps to set this up in ZohoCRM and then how to troubleshoot issues with this. One important thing to note is that the setup needs to be done by whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
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This is a very quick article on sending an email with Deluge which needs a dynamic number of files attached to it. Why? This came up during a call with another developer and it occurred to me that perhaps this isn't clearly documented. But there are...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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under Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice. You would need to record the attachment ID and only...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Desk
- Language: *
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to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho Creator report and even...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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v_EndDate); This isn't an error but just here to remind me how to repeat the task. Unnecessary here as the staff member only needs repeatedly reminding but only to perform the task once. Incorrect Time: In my case, this was due to the CRM being set to a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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end user Additional requirements: The signed version gets attached to the custom module record a ZohoSign Document record needs to be created to track the progress of the document. I know this exists in ZohoSign already but we don't expect staff to go...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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word as the response cannot be configured in ZohoBooks like we need to in this solution; namely the webhook response needs to have a header and a body. The 2nd caveat is a concern around security. It is difficult to guess a customer's Zoho ID; some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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This is somewhere in the official documentation but here's the bits that I need: Updating a record with PUT (note that id needs passed for each row otherwise you will end up with duplicate line items): /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= 0; l_Pages = {1}; v_PerPage = 1; // // map to retrieve all records (to include approved and converted records, this needs to be specified as the query value) m_IgnoreRestrictions = Map(); m_IgnoreRestrictions.put("approved","both");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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as a system administrator go to Setup > Customization > Modules and Fields > Accounts [or whichever module the button needs to be on] > Buttons > Create New Button Give it a name, Define the action as Open a Widget, Select Page as In Record, select...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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Most likely yes and the client would have already checked this. Did this ever work before? Kinda pointless question but needs to be asked just in case this was never meant to work in the first place. When did the connection last work? Within ZohoBooks >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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will use both databases, reading from the old Joomla database and writing to the new one. To run this script, your user needs SELECT, INSERT and UPDATE privileges on the new database (only SELECT on the old database will do). Special care has been made...
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *