Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 Application" and click on the "Help" link in the top right then click on the "Support" link: A sidebar on the right should change to "Reach Us" with an emailing form, we don't want to do that, just click on the "Edit Access" tab at the top next to...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 with REST API v2.1 The new process doesn't just require you to add in this custom field per line item, but also requires a change to the other fields in the line item. There is an additional note that when using v2.1, you no longer post to the...

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

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

16 June 2021 Why? We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator record). There was also a workflow that ran when the...

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

ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

22 September 2021 m_ShippingAddress.put("is_update_customer",false); // send the request via API (change connection name to your own) r_UpdateSO = invokeurl [ url: v_Endpoint type: PUT parameters: m_ShippingAddress.toString() connection: "joels_connector" ]; info...

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

Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 = ifnull(r_CreatorRecord.get("Display_Photo"),""); if(v_CreatorPhotoUrl!="") { // // download photo from your Creator (change connection and check TLD) v_Endpoint1 = "https://creatorapp.zoho.com" + v_CreatorPhotoUrl; r_CreatorPhoto = invokeUrl [ url:...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 v_Grammar + " to " + r_ContactRecord.get("Email") +". "; } // // return response to user return v_OutputMessage; Additional Change Name of file // // to generate and attach r_DownloadResponse =...

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

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 has to skip Sundays. Why? Wanting to create a schedule for availability over the next few days which needs to dynamically change. I am aware of the function .addBusinessDay() but that excludes Saturdays which my client still works on. How? We're going...

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

Zoho Analytics: Setup DataSource via FTP Connectionhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-setup-datasource-via-ftp-connection.html

12 January 2022 Schedule to repeat: Every X Hours, Every Day, Weekly, Monthly: Schedule with Timezone specified (click on the "(Change)" link next to timezone: Error(s) Unable to import file from the FTP server: Unable to connect to the FTP server:

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

Zoho CRM: Template: Empty Space between Header and Line Itemshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-template-empty-space-between-header-and-line-items.html

03 February 2022 template with this issue Click on the "Edit HTML" icon in the top right of the editor: Find the code "page-break-inside" Change this from "avoid" to "auto": And optionally, add to the "" tag under "OrderedItems" class the code:...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 \"sku:" + v_SearchSKU + "\") { edges { node { id price sku title barcode inventoryItem { id } product { id } } } } }" Change from \"sku:" + v_SearchSKU + "\" to \"sku:'" + v_SearchSKU + "'\" So instead of: query: "sku:ABC 123" send query: "sku:'ABC...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 user to select the next or previous week. This is a follow on from my other articles on restyling Creator: Zoho Creator: Change Radio into Tabs and Zoho Creator: Decision Box into a Button. Why? We can't include JavaScript in a ZohoCreator app without...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 is just one way that we used that worked for 90% of the invoices. There are invoices that may be associated to sales orders changed after being confirmed or missing associated purchase orders altogether. I had to break this down into several queries to...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 is a pay as you go or pay as you use. Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks) text-davinci-002...

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

ZohoDeluge: Inserting a new line character in a CSVhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

01 March 2023 button response or response of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a character but is a new line... Used in certain cases v_NewLineChar =...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 instead. ZohoCRM: Get Details as Zoho User The values are the same for the CRM app for all organizations, but in case these change since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } Deprecated pre domain change: void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID = "12345678901"; r_PaymentTerms = invokeurl [ url...

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

Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

06 July 2023 but unnecessarily moved the pointer to the start of the week. It could also error eventually if Zoho made it possible to change the start of the week (this is in ZohoCreator; I'm aware that some of Zoho Apps do allow this) in the app which would...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 Signature as in the following screenshot: This function generates all email signatures (no criteria). You will need to change the HTML signature and use the Image Source URLs returned from the above function to generate a HTML signature, then use...

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

MediaWiki: MySQL to extract path to imageshttps://www.joellipman.com/articles/cms/mediawiki/mediawiki-mysql-to-extract-path-to-images.html

06 December 2011 to extract details on images stored in the MediaWiki CMS system (v1.14). Why? Prior to a migration and just after another change freeze, I had sent all Wiki articles modified since the last export but then needed to send all images that had also been...

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

About 5 seconds worth of funhttps://www.joellipman.com/articles/microsoft/sharepoint/about-5-seconds-worth-of-fun.html

21 November 2012 (change all instances of MYDOMAIN, myusername and MY_SHAREPOINT_SITE accordingly). The moon to play with /_layouts/people.aspx?MembershipGroupId=# where # is the ID number of the group (will error on invalid IDs).

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