Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 it is possible, I was just about to give up even after having spoken to Zoho Support... And then I started updating multiple fields at the same time. How? Through sweat and perseverance. The trick is to update both the sales order id and to update the...

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

AutoHotkey: App GUI Listview to Rename Fileshttps://www.joellipman.com/articles/automation/autohotkey/autohotkey-app-gui-listview-to-rename-files.html

08 July 2020 buttons: 1st to generate or populate a list of the files in the script directory, the 2nd to do the actual renaming. A text field is provided (defaults to A_ScriptDir) to specify what folder to scan for files. The 3rd button simply reloads the app (used...

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

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 on "Customer Portal" then on the "Settings" button in the top right: Under Portal URL, select "Custom Domain" and in the field below, enter the full domain (incl. subdomain) you want to use: Then click on "Save". If you have access to the DNS manager...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 only functions that can receive a list/form object are listed here) The argument name should be disabled/read-only, and for field name, select the myForm[Form Object]. (in our example Partners_Quote[FORM OBJECT]): "Save" that then click on "Done" to...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 ahead] For this process, we setup connections choosing to make use of the Zoho People API and we could update any of the fields EXCEPT for "ApprovalStatus" and would get the following response when attempting: { "response": { "message": "Error...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 to push Time Log entry to Zoho Projects: Example #1: Pushing a time log with a specified start date/time (requires end time field if using): // // init (from dropdowns you have made applicable to your Zoho Projects system) v_PortalID =...

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

Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 Line_Items=c_LineItems ]; From the documentation Additional Note that any bidirectional relation field that exists will be prepopulated using the method above. Clear subform of all its rows: input..clear(); Changing the picklist/dropdown options in a...

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

Zoho Creator: Receive JSON via a Shopify Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-json-via-a-shopify-webhook.html

15 July 2021 app Click on Plus sign to add a new form > blank Name the form, I'm going to call mine Shopify Webhook Payloads Drag some fields onto the form, this is what I did: Event Type [Drop Down: with options "Order Update", "Inventory Update", "Product Update"]...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 with a quote that works and a quote that doesn't Comparing both records JSON and finding the $converted system field is different. Checking the Zoho documentation for an example showing how you can get all results irrespective of whether they are...

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

Zoho CRM: Standard Setup for Tax Rateshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 How? Here's a quick step-by-step to follow: Login to ZohoCRM as an Administrator Go to Setup > Customization > Modules and Fields Hover the mouse cursor over the "Products" module and then over the ellipsis Click on "Customize Tax Rates" For our clients...

• 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 v_SalesOrderID = r_CreateSO.get("salesorder").get("salesorder_id"); // v_AddressIndex = 0; m_ShippingAddress = Map(); // set field api names that we will read from and write to l_CrmShippingAddress =...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 m_ScheduleCall.put("Call_Status","Scheduled"); m_ScheduleCall.put("Call_Type","Outbound"); // // optional fields m_ScheduleCall.put("Call_Purpose","Prospecting"); m_ScheduleCall.put("Call_Agenda","A scheduled call to phone " + v_CustomerName + " at...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 to:"Joel Lipman " subject :v_Subject message :v_Message Attachments :file:v_CSVFile ] } Error(s): {"errors":[{"message":"Field 'endCursor' doesn't exist on type...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 the collection into the subform using insert(). Invalid update task found corresponding properties: Trying to update a time field with a string is a no go. Set it to an atom time or nice SQL date/time (eg. "yyyy-MM-dd HH:mm:ss") and then apply the...

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

Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

04 October 2023 record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code": 2945, "description": "EXTRA_KEY_FOUND_IN_JSON" } How? So the quick answer...

• 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 Sources > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create a data table in ZohoAnalytics to hold the attachments Create an Excel spreadsheet or CSV file with...

• 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 the top right of the dashboard, I'm going to click on the "Widget" button: On the data column, I'll select any query and any field. It doesn't matter which one here, as long as I can get to the 3rd tab of the widget (it becomes enabled once you've...

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

Changing the yourdomain.com for phpBB3https://www.joellipman.com/articles/cms/joomla/changing-the-yourdomaincom-for-phpbb3.html

01 October 2009 panel (ACP). On the General tab, look under Board Configuration and click on 'Board Settings'. The Site name is the first field in the right panel.

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

Add default to a picture buttonhttps://www.joellipman.com/articles/automation/autohotkey/add-default-to-a-picture-button.html

10 November 2009 GUI: Gui, Add, Picture, x600 y70 w90 h90 vSearchButton gSearch, %A_ScriptDir%\images\program\search_button.png Add the input field where you type the text: Gui, Add, Edit, x55 y95 r1 w550 vSearchTextInput, Search... Add the submit button with a hidden...

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

SSRS Report Builder 2.0 - Error during processinghttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-report-builder-20-error-during-processing.html

06 May 2010 the reported DataSet (in my case: DataSet1) and select 'Dataset Properties' Select 'Parameters' and click on the duplicated field Click on the 'Delete' button and you should be left with just: Test and run your report :c)

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