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Assuming used is required, the following 202 results were found.

  1. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    Function: Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: - Outputs: - Date Created: 2021-09-24 (oel...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    it is recommended you do as it did work if the criteria were encoded... The criteria is in the same syntax format as the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on...

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

    Zoho Creator. Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  4. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    v_ThisTimeZone) Incorrect Created By: this is because the system manager who initially set up CRM is used by default. By creating a connection as a system user with the necessary scopes to this CRM instance, untick use credentials of logged-in user, and...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    a grain of salt), the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  6. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

    source for Zoho Analytics. Why? We're assisting a client implement Zoho People as their new HR solution. Zoho Analytics is used to generate specific spreadsheets for a feed into their third-party payroll system. If the data is incorrect in Zoho...

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

    Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to link the purchase order items with the sales order items based on the custom lookup field: SELECT po."Purchase Order ID" AS...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. 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

    to use ready for uploading into the system stored on your device. A URL (as in an image hosted on another website) can be used so you might skip the first section here where I demonstrate how to upload photos to be hosted by the Zoho Analytics app....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  9. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-isblank-and-isnull-before-or-after.html

    a check on a null before or after the variable: if(v_Test.isBlank()) {... } VS if(isBlank(v_Test)) {... } isBlank() can be used to check if the string only contains blanks or if a value is null... How? Consider the following test function: void...

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

    necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used previously, I would use the code above to maintain tag colors. Here's the shortened version where the system chooses the color...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  11. ZohoDeluge: eBay marketplace account deletion/closure notificationshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

    identifier of the eBay user notification.data.eiasToken this string is the eBay user's EIAS token; another identifier used for an eBay user ******************************************************************************* */ m_Payload =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  12. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    An article on a client script used in CRM which is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID Outputs: the value of the pipeline Date Created: 2025-05-06...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  14. Zoho Deluge: Connect to Shopifyhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-connect-to-shopify.html

    a JWT which was an absolute waste of time with regards to what I was attempting to do. How? Let me show you how we used to connect and then what the new code will be. The preamble to both of these is how to get the values to include in the invokeURL...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

    [ url: v_Endpoint2 type: POST parameters: m_Params headers: m_Header connection: "zanalytics" ]; info r_AddRow; } } // // used while debugging / remove once in production if(v_CountTotal >= 3) { break; } } return "Processed " + v_CountTotal + "...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  16. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    Then I'll write the SQL to sum up the responses per page per survey attempt. Finally, I'll see if analytics can be used to generate the radar chart. ZohoSurveys - Individual Responses Query (if using CRM to send surveys) If using the CRM integration,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • 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

    string standalone.fn_Xero_MapTaxRates() Label: Fn - Xero - Map Tax Rates Trigger: Standalone / On-Demand Purpose: Function used to map Xero tax rates to Zoho ones Inputs: - Outputs: - Date Created: 2025-10-13 (Ascent Business - Joel Lipman) - Initial...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Change default order of weblinkshttps://www.joellipman.com/articles/cms/joomla/change-default-order-of-weblinks.html

    to do this by title in ascending order without installing any 3rd-party extension as well as by any of the database values used by each link. Joomla 1.5.x I found the page to edit after going through the Joomla forums for a bit. Their solution only...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Uninstalling AEC Central and installing Community Builderhttps://www.joellipman.com/articles/cms/joomla/uninstalling-aec-central-and-installing-community-builder.html

    4. Disable Authentication - AEC Access 5. Enable Authentication - Joomla 6. Re-enable any other authentication plugin you used to use. 7. Disable System - AEC Routing 8. Disable System - AEC ErrorHandling 9. Extensions > Install/Uninstall > Plugins 10....

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  20. Anti-Spam override for all submitted datahttps://www.joellipman.com/articles/cms/joomla/anti-spam-override-for-all-submitted-data.html

    you find all your forms need extra plugins and captchas (such as JezRecaptcha), then the website security isn't amazing. I used to have Captcha on my K2 by Joomlaworks but if you did the sound version, it didn't work properly. I found that sometimes the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
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