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Assuming records is required, the following 63 results were found.

  1. Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-rest-api-stop-workflow-from-triggering.html

    related to the API will get executed. Enter the trigger value as [] to not execute the workflows. Source(s): Insert Records API

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. 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

    on the record form. The "Save & Close" button would submit the form and then redirect the user to the report view of the records. Sounds simple but you can only set a form to redirect to one link and adding a HTML anchor link () to the page won't help...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. Zoho Creator / Shopify: Get all Active Productshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-get-all-active-products.html

    = "https://" + v_ClientID + ":" + v_ClientSecret + "@" + v_ShopID; v_ShopifyApiVersion = "2020-01"; // // loop through 2500 records v_LastID = 0; l_ProductIDs = List(); l_Pages = {1,2,3,4,5,6,7,8,9,10}; for each v_Page in l_Pages { v_Endpoint =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    m_CreateTask.put("Remind_At", m_ReminderAlarm); Source(s): Zoho CRM Tips: Schedule Calls to records Zoho Community: Zoho CRM: Zoho Api v2 Log a Call to Contact Error - Call_Type Invalid Direction

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    // Generate your access token to connect to Xero and query Xero records // See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html // v_TenantID = ""; v_AccessToken = ""; r_Response =...

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

    input.Creator_File; // // add it to the public URL field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New Workflow Set the Start date and time to tomorrow's date at 2:00am...

    • Type: Article
    • Author: Joel Lipman
    • Category: Ebay
    • Language: *
  7. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    = 0; v_CandidateGraduatingCount = 0; v_CandidateGraduatingNextCount = 0; l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit"); for each r_Candidate in l_CandidateSearch {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  8. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    API.fn_ShopifyQuery_UpdateAllProducts() and it will be added to a nightly schedule. It's aim is to recover all the modified records of a day and ensure that the data in Zoho is the same as on the Shopify website. Included in this is the feature to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html

    release - Queries OpenAI ChatGPT Date Modified: 2023-03-11 (Joel Lipman) - Stores conversation messages / thread in CRM records - Retrieves and builds up conversation trail to send to OpenAI ChatGPT API...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-proper-case-for-names.html

    lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some records containing people's names as duplicates, when actually they are the same entity but may have uppercased a letter in their...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. 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

    creation or modification. The function to rule-them-all This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the subform: void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    Shopify_ID == \"" + v_ShopifyID + "\")", page : 1, pageSize : 10 } // find the logged-in user record ZOHO.CREATOR.API.getAllRecords(config) .then(function(response) { // store the search results into an array var recordArr = response.data; // quick loop...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process to tidy these all up would leave the data more and more...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  14. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any records... not sure why this is. So we have a workaround, by sending all the data including the custom fields per line items to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

    help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  16. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-using-remove-key-on-a-map.html

    + "/actions/add_tags" type :POST parameters:m_Params.toString() connection:"zcrm" ]; info r_AddTags; } } Fix to historical records This snippet uses COQL to find me all the deals where the tag is empty but the contact record wasn't. There is an...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  17. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    = m_ThisInvoice.get("Contact").get("Name"); // // search CRM for this account/customer l_SearchAccounts = zoho.crm.searchRecords("Accounts","Xero_Ref_ID:equals:" + v_XeroContactID,1,2,{"approved":"both","converted":"both"}); for each m_SearchAccount in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    = m_ThisQuote.get("Contact").get("Name"); // // search CRM for this account/customer l_SearchAccounts = zoho.crm.searchRecords("Accounts","Xero_Ref_ID:equals:" + v_XeroContactID,1,2,{"approved":"both","converted":"both"}); for each m_SearchAccount in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Could not instantiate mail functionhttps://www.joellipman.com/articles/cms/joomla/could-not-instantiate-mail-function.html

    The hostname must *not* be in the /etc/virtual/domainowners file. 4) The hostname must resolve. If not, add the required A records to the dns zone such that it does. 5) The directory /etc/virtual/hostname must exist.. (eg:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Search a database with SOUNDEXhttps://www.joellipman.com/articles/else/database/search-a-database-with-soundex.html

    be why. Performance Average - Run against a database of circa 30'000 students and their details (incl. courses ~ 700'000 records) took just under 2 minutes (found over 7 million occurrences similar to "DNYA").

    • Type: Article
    • Author: Joel Lipman
    • Category: Databases
    • Language: en-GB
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