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 // // send to CRM l_RecordsToSend = List(); l_RecordsToSend.add(m_CreateQuote); m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empty list to stop or prevent these from triggering....

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

Zoho Deluge - Get Refresh/Access Token API v2https://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

17 July 2019 window"); This will open a page for you with a Zoho Consent form where you confirm whether your app is allowed to access the data within the specified scope(s). If you run this as a standalone, then this will simply tell you what the link is to go to....

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

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 "zworkdrive" which has the scopes as specified in the function header. Also note, that this Zoho instance is in the EU datacenter (zoho.eu) rather than the US datacenter. The most important tweak in order for the below to work, is to add a file upload...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 based on the results from a survey. Apparently this will be done in Zoho Analytics. The Brief: We would like the survey data to be generated as a chart and embedded in a PDF brochure we send out to our customers... How? Well fulfilling the brief...

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

DataTumble - Randomize Data Rowshttps://www.joellipman.com/articles/database/t-sql/datatumble-randomize-data-rows.html

07 December 2012 This is a stored procedure I've nabbed from some consultants from my day job. It shuffles the records and matching data values: Before: ID Name DateOfBirth --------- ------------ ----------- 1 John Smith 1988-06-24 2 Fred Bloggs 1972-11-17 3 Another...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 Review and Placement Tech Survey having been disabled)... How? So this might seem obvious but after trying to scan the meta data (snippets at the bottom of this article), the simplest way was right in front of us. We're going to use the interface to...

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

Quadcopter App with Flight Restrictions (JQA)https://www.joellipman.com/component/content/article/quadcopter-app.html?catid=40

24 October 2014 only covered the USA, this one I wrote covers the world and can be added to really easily. It works by reading the weather data from api.openweathermap.org and the flight restriction details from api.joellipman.com (my own personal website). This allows...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 Recruit. Why? We're creating a custom module where our client wants to query Zoho Recruit via the API but couldn't find a database table to determine who has been associated to what job. In Zoho Recruit reports (Analytics), you can include the...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 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 to ZohoAnalytics using the API. The use-case here is that a client wants...

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

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 type :GET headers:m_Header connection:"my_workdrive_connection" ]; if(!isNull(r_Subfolders.get("data"))) { for each m_Subfolder in r_Subfolders.get("data") { if(!isNull(m_Subfolder.get("attributes"))) {...

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

T-SQL Record Separatorhttps://www.joellipman.com/articles/database/t-sql/t-sql-record-separator.html

11 October 2011 would you want to do that?". Anyway, I was looking for something like the record separator in Oracle SQL*Plus where a row of data (blank or made of symbols) separates two sets of data from within the same select query based on a column that's different....

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

Zoho Deluge: Convert Map to HTML Table without a FOR loophttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-convert-map-to-html-table-without-a-for-loop.html

11 January 2021 a for loop. I have a map with 3 columns: first_name, last_name, and ID. What I want is a HTML table now with the headers and data but without using a for loop. What I have:...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing ZohoZIA......

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

Copy a table with structure and data into a temporary tablehttps://www.joellipman.com/articles/database/t-sql/copy-a-table-with-structure-and-data-into-a-temporary-table.html

03 August 2012 Hmm... I was writing a stored procedure that will scramble data given a table as a parameter. Because I only want to update a temporary table and not the original (source) table, I needed the following stored procedure (or part of). What? This will copy...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *

ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 " + v_StripeCustomerKey); // // capture response webhook m_Webhook = Map(); m_Webhook.put("data",body.get("data")); m_Webhook.put("type",body.get("type")); // // Check Type m_Data = ifnull(m_Webhook.get("data"),m_Blank); v_Type =...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 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 unreliable. So Shopify want your webhooks to respond within 1 second. This is about enough time to store the...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 + p_QuoteID; r_QuoteDetails = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_RecordData = ifnull(r_QuoteDetails.get("data"),List()); for each m_RecordData in l_RecordData { // // apply changes to any of the line items l_NewLineItems =...

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

Accessing a MySQL Database with Business Intelligence Development Studiohttps://www.joellipman.com/articles/database/mysql/accessing-a-mysql-database-with-business-intelligence-development-studio.html

05 January 2011 I tried the SQL Server Management Studio solution to connect to a MySQL database then lost my way wondering what was I trying to achieve? I've written this article because this is how I connected to a MySQL database from within the Business Intelligence...

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

Performance Report - Background colors based on dataset valueshttps://www.joellipman.com/articles/microsoft/ssrs/green-red-background-colors-based-on-dataset-values.html

02 December 2011 time taken for each one. The breakdown or what I was able to measure with the default installation are the times taken for "data retrieval", "processing", "rendering", and then the totals of these. I haven't Googled this at the time of print so there...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: en-GB

SSIS Skip Blank Rows in Flat File Sourcehttps://www.joellipman.com/articles/microsoft/ssis/ssis-skip-blank-rows-in-flat-file-source.html

23 April 2013 This is a quick article to remind me on how to skip blank rows when using a Flat file as a data source. I would receive another Microsoft error as clear as mud: Error: The conditional operation failed. Error: SSIS Error Code...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Integration Services
• Language: en-GB