Search - Joel Lipman .Com

21. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; What? A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want ...; Created on 14 March 2024
22. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... Zoho Creator record ID of the order Outputs: - Date Created: 2023-03-06 (Joel Lipman) - Initial release Date Modified: ??? - ??? More Info: Error 7008: ...; Created on 07 March 2024
23. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform ...; Created on 26 January 2024
24. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... users from saving a record without changing this. This script will round up decimal fields onload. Inputs: - Outputs: - Date Created: 2023-12-13 (Joel Lipman) - ...; Created on 13 December 2023
25. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... from ZohoDesk to ZohoAnalytics using the integration. Other tables will sync but we couldn't find attachments, so our solution here is to create a data table and then to push the attachment from ZohoDesk ...; Created on 05 December 2023
26. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... or Access You should be in "My Folders" (left sidebar) Create a folder, I'm calling mine "Email Signature Images" Within that folder, create another folder called "_Global". At the same level, create ...; Created on 05 December 2023
27. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... You can't compare a date time value to a field that is simply of datatype: date v_PerPage = 200; v_CountCriteria = "((Quote_Stage:equals:" + encodeUrl("Draft") + ")AND(Created_Time:less_than:" + encodeUrl("2023-11-01T01:00:00+01:00") ...; Created on 14 November 2023
28. Zoho Books: System Values Maps: / Zoho /; ... - Outputs: - Date Created: 2021-09-24 (oel Lipman) - Initial release Date Modified: 2024-05-21 (Joel Lipman) - Change of API domain from https://books.zoho.com to https://www.zohoapis.com/books ******************************************************************************* ...; Created on 07 November 2023
29. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity ...; Created on 16 October 2023
30. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; What? A quick article on how I resolved this error and how the online forums and documentation did not. Why? I don't often do this to create a Creator record but I'm going to use the shortcode function ...; Created on 04 October 2023
31. Zoho Books: Generate Bank Text File for Download: / Zoho /; What? This is an article to document how we created a button off a Bill record in ZohoBooks which generates a text file to be sent to a bank and downloads it to the staff member's workstation. Why? ...; Created on 02 October 2023
32. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks ...; Created on 18 September 2023
33. Zoho Books: Get Invoice Payment Terms via API: / Zoho /; ... l_InvoiceLineItems.add(m_NewLineItem); } m_InvoiceDetails.put("line_items",l_InvoiceLineItems); // // create or update if(v_BooksInvoiceID != 0) { r_InvoiceSO = zoho.books.updateRecord("invoices",v_BooksOrgID,v_BooksInvoiceID.toString(),m_InvoiceDetails,"abzohobooks"); } el ...; Created on 06 July 2023
34. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; ... agent, HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom. ...; Created on 03 July 2023
35. Zoho Inventory: Enable Tracking using the API: / Zoho /; What? One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory ...; Created on 04 May 2023
36. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... to manage your DNS: Create a TXT record Specify the Host as 1522905495316._domainkey.mycompany.com // Important: if hosted by GoDaddy, Ionos, FastHosts, and similar domain providers, you do not include ...; Created on 04 May 2023
37. Zoho Deluge: Get All Orders from eBay: / Zoho /; ... Date Created: 2023-03-29 (Joel Lipman) - Initial release Date Modified: 2023-03-29 (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: ...; Created on 29 March 2023
38. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every employee's record. My employee recor ...; Created on 28 March 2023
39. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... your details > Confirm via Email Create an app as described under Get Access section Click My Apps on the portal website Click on the App you created Note the API Key by clicking on "Show Key" ...; Created on 21 March 2023
40. ZohoAnalytics: Pivot Campaigns vs Contacts: / Zoho /; ... t1 PIVOT ( MAX(t1."Member Status") FOR t1."Campaign Name" IN ( "Campaign 1","Campaign 2","Campaign 3" ) ) t2 The bigger query: Now create another query (better to refresh the page so ...; Created on 20 March 2023