ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 code: /* ******************************************************************************* Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 A quick article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are...

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

Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 can contain up to 25 criteria. Use parenthesis for precedence. Pagination: LIMIT offset, limit: v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 400,2"; // returns 2 deals after the first 400 records //...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 A quick article on how to use remove() on a map variable as well as a snippet of code to copy tags from a contact to a deal record. Why? Anything that stumps me for 30 minutes is worth writing a quick article on. In this case, I had a function querying...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 user's Division. This would help in reporting later down the line. How? The following code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the custom field and search for...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 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 record in CRM, the pipeline is automatically...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 A module called "Opportunities_X_Products" is likely to be a linking module which has a multi-select lookup on both the deal/opportunity and products module. A multi-user lookup will tend to have something like "ModuleName_X_Users". Find records...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 field var v_RateCard = ZDK.Page.getField('Which_rate_card_is_this_based_off').getValue(); // get opportunity lookup (related deal) of this record let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue(); let v_DealID = r_DealLookup.id; let...

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

Zoho Deluge: Proper Case for Nameshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 first and last name v_FirstName = "BILLIE-JO"; v_LastName = "MCDONALD-O'LEARY ii OF CAMBRIDGE-worcester-OXFORD"; // // let's deal with double or triple barrelled first names v_FirstName = v_FirstName.replaceAll("-", " :|JOEL|: ", true).proper();...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 } // // ---------------------- QUOTE LINKED POTENTIAL/OPPORTUNITY ---------------------- if(!isnull(r_QuoteDetails.get("Deal_Name"))) { m_CreateEstimate.put("zcrm_potential_id",r_QuoteDetails.get("Deal_Name").get("id").toLong()); } // //...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 FROM "Contacts" con ) AS t2 LEFT JOIN "Joels Image Library" img2 ON t2."Status" = img2."Status Value" UNION ALL SELECT 'CRM Deals' AS "DataSource", date(t3."ModifiedTime") AS "Date", t3."RecordID" AS "Record ID", t3."RecordName" AS "Record Name",...

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

Zoho Deluge: Nested Catch Statementshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

04 February 2025 try...catch()... statement working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to...

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

Is it a scam? Gumtree.com's warning signshttps://www.joellipman.com/hardware/is-it-a-scam-gumtreecoms-warning-signs.html

12 October 2010 likely never get the product and will lose any money you paid. Always remember, «CompanyName» is designed for meeting up to deal with people in your neighbourhood face to face. Work from home. Some work from home opportunities are fronts for money...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

SQL Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/articles/database/t-sql/sql-calendar-in-business-intelligence-development-studio.html

14 January 2011 is "Reinventing" because we used to use MS Outlook to store these kind of things until the company implemented a software to deal with room bookings and said we shouldn't use Outlook for this... The DataSet The script I used to generate the dates comes...

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

Migrate Joomla Users to WordPresshttps://www.joellipman.com/articles/cms/wordpress/migrate-joomla-users-to-wordpress.html

03 October 2011 are doing. The script to transfer users This is a free solution to at least get your user accounts all migrated. How you deal with the passwords can then be up to you. To use the following script, you need to change the my_wordpress_db to the name of...

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

MySQL: Display Users and Duration in Matrix Timesheethttps://www.joellipman.com/articles/database/mysql/mysql-display-users-and-duration-in-matrix-timesheet.html

27 April 2012 matches the brief as we've converted the seconds to time. -- Using MySQL to convert rather than PHP so as not to have to deal with hour changes and the magical 23:00 hour. -- 2nd Note: We use "WEEKDAY" instead of "DAYOFWEEK" as our working week starts...

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

Generate a Timesheet in MySQL https://www.joellipman.com/articles/database/mysql/generate-a-timesheet-in-mysql.html

05 December 2013 expect it to reconcile with the requirement example. Note that we have two events on the Thursday. A few things we have to deal with still: We have lost the rows with days that have no events. We need to group by days so that each day only outputs one...

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

Convert to Proper Case in T-SQLhttps://www.joellipman.com/articles/database/t-sql/convert-to-proper-case-in-t-sql.html

04 June 2014 web. This one has two sections, the first part capitalizes any letter after a non-alpha letter. The remainder of it is to deal with exceptions to the rule, words that you want in a specific case. CREATE FUNCTION ufn_ProperCase(@Text AS VARCHAR(8000))...

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