ZohoCRM: Integrate ChatGPT to ZohoZIA https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-integrate-chatgpt-to-zohozia.html
06 March 2023
{ // // store user input to a CRM record m_Create = Map(); v_Title = if(v_UserMessage.length()>40, v_UserMessage.subString(0,40) + "...", v_UserMessage); m_Create.put("Title", v_Title); m_Create.put("Content", v_UserMessage.trim()); m_Create.put("Role",...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html
14 May 2024
v_LeadCreatedTime = r_LeadDetails.get("Created_Time"); // // convert to time datatype v_TimeOffset = (v_LeadCreatedTime.subString(0,10) + " " + v_LeadCreatedTime.subString(11,25)).toString("yyyy-MM-dd HH:mm:ss", v_ThisTimeZone); // // set reminder time...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Migrate JComments from Joomla 1.5.x to Joomla 2.5.x https://www.joellipman.com/articles/cms/joomla/migrate-jcomments-from-joomla-15x-to-joomla-25x.html
07 June 2012
ispoor, published, subscribe, source, source_id, checked_out, checked_out_time, editor ) SELECT id, parent, CASE WHEN SUBSTRING(path, LOCATE(',', path)+1, LOCATE(',', path, 2))='' THEN 0 ELSE SUBSTRING(path, LOCATE(',', path)+1, LOCATE(',', path, 2))...
Type: Article
Author: Joel Lipman
Category: Joomla
Language: *
MySQL parameters in Excel 2007 PivotTables https://www.joellipman.com/articles/else/database/mysql/mysql-parameters-in-excel-2007-pivottables.html
24 August 2011
CONCAT(r.CapexCode, ' - ', r.ResourceName) AS Resource, s.StaffActivity AS Activity, s.AdditionalNotes AS Notes, CONCAT(SUBSTRING(YEARWEEK(s.DateTimeCreated,1) FROM 5), '/', SUBSTRING(YEARWEEK(s.DateTimeCreated,1), 1, 4)) AS ActivityWeek, CASE COUNT(*)...
Type: Article
Author: Joel Lipman
Category: MySQL
Language: en-GB
MySQL: Count occurrences of words in a column https://www.joellipman.com/articles/else/database/mysql/mysql-count-occurrences-of-words-in-a-column.html
12 March 2020
( SELECT count(*) AS `total_count`, REPLACE(REPLACE(REPLACE(x.`value`,'?',''),'.',''),'!','') as `value` FROM ( SELECT SUBSTRING_INDEX(SUBSTRING_INDEX(ExtractValue(t.`introtext`, '//text()'), ' ', n.n), ' ', -1) `value` FROM `mydbprefix_content` t CROSS...
Type: Article
Author: Joel Lipman
Category: MySQL
Language: *
Zoho Deluge - Get English Ordinal https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-english-ordinal.html
08 November 2018
determine English Ordinal Ordinals = "th,st,nd,rd".toList(); English_Ordinal = Ordinals.get(0); EO_Index = This_Day_Date.substring(This_Day_Date.length() - 1).toLong(); if((EO_Index == 1 || EO_Index == 2 || EO_Index == 3) && (This_Day_Date != "11" &&...
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
Zoho Creator / eBay: Get all Active Products https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-all-active-products.html
13 October 2021
{ // // init l_JSONItems = List(); // // parse the data v_MainNode = "ActiveList"; x_MainNode = r_ResponseXML.subString(r_ResponseXML.indexOf("
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time field https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html
11 November 2021
add 10 minutes, re-assemble it in a format that CRM likes, and update the field: // // parse date into yyyy-MM-dd (using subString - reliable) v_LeadCreatedDate = r_LeadDetails.get("Created_Time").subString(0,4) + "-" +...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Creator: Receive eBay Notification and Create Shopify Order https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-notification-and-create-shopify-order.html
21 January 2022
= input.Payload.getJSON("body"); v_MainNodeName = "GetItemTransactionsResponse"; x_MainNode = x_ResponseBody.subString(x_ResponseBody.indexOf("
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho Creator: eBay: Get Item Transaction https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-ebay-get-item-transaction.html
22 January 2022
the response if(r_ResponseXML.contains("Success")) { // // parse the data v_MainNode = "Item"; x_MainNode = r_ResponseXML.subString(r_ResponseXML.indexOf("
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho CRM & Creator: Download attachment and upload to Creator file field https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html
11 March 2022
display later: if(!isnull(row.Document_File)) { v_FileDetected = row.Document_File; if(v_FileDetected.contains("_")) { v_SubstringStart = v_FileDetected.indexOf("_"); v_FilenameDetected = v_FileDetected.subString(v_SubstringStart + 1);...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho CRM: Manage a subform using Client Script https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html
09 December 2022
// other fields to fill in for this subform row v_RateCardDisp = v_RateCard.indexOf(" (")>0 ? v_RateCard.substring(0, v_RateCard.indexOf(" (")) : v_RateCard; json_Arg.Rate_Change_Notes = v_RateCardDisp; // get existing subform with only the displayed...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoDeluge: Get All eBay Orders Given a From and Till Date https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html
28 February 2023
orders in response v_OrderNodePart = "Order"; v_OrderNodeName = v_OrderNodePart + "Array"; x_OrderNode = x_ResponseBody.subString(x_ResponseBody.indexOf("
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
ZohoCRM: Get All eBay Active Listings https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html
01 March 2023
:POST parameters:x_Params headers:m_Headers ]; if(v_Page==1) { // // get page results x_PaginationResult = x_ResponseBody.subString(x_ResponseBody.indexOf("
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Deluge: Get All Orders from eBay https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-all-orders-from-ebay.html
29 March 2023
results from the first iteration/page if(v_Page == 1) { // // get page results x_PaginationResult = x_ResponseBody.subString(x_ResponseBody.indexOf("
Type: Article
Author: Joel Lipman
Category: Zoho Deluge
Language: *
ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html
05 December 2023
= ifnull(p_DownloadImageUrl,"https://joellipman.com/tmp/icon_linkedin.jpg"); v_FileName = v_ImageToDownload.subString(v_ImageToDownload.lastIndexOf("/") + 1); // // get file object f_File = invokeurl [ url :v_ImageToDownload type :GET ]; // // upload...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
Zoho Creator: Get Images in Report to be Exported to PDF https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html
26 January 2024
// // used for blocking certain file extensions (not used in this function) v_DocExtension = v_DocFileName.subString(v_DocFileName.lastIndexOf(".") + 1).toLowerCase(); // // All_Documents is the report, File_field is the field. v_ThisDocSrc =...
Type: Article
Author: Joel Lipman
Category: Zoho Creator
Language: *
Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html
06 August 2024
Specify template ID // check URL for mail merge template: https://writer.zoho.eu/writer/open/ 0) { v_Filename = v_Filename.subString(0,v_Filename.lastIndexOf(".")); } r_ZS_Download.setFileName(v_Filename + "_SIGNED.pdf"); // // attach file to record of...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM & Xero: Function to pull most recent invoices https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html
09 October 2025
= zoho.encryption.urlEncode(v_CrmProductCode); v_CrmProductName = if(v_CrmProductName.length() >= 200,v_CrmProductName.subString(0,199),v_CrmProductName); v_CrmProductNameSafe = zoho.encryption.urlEncode(v_CrmProductName); v_SearchCriteria =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *
ZohoCRM & Xero: Function to pull most recent quotes https://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html
13 October 2025
(eg. if no code or name, then use description) v_CrmProductName = if(v_CrmProductName.length() >= 200,v_CrmProductName.subString(0,199),v_CrmProductName); v_CrmProductNameSafe = zoho.encryption.urlEncode(v_CrmProductName); v_SearchCriteria =...
Type: Article
Author: Joel Lipman
Category: Zoho CRM
Language: *