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 me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these...

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

Blank columns issue when exporting to Excel (Data Only) from Crystal Reportshttps://www.joellipman.com/articles/microsoft/excel/blank-columns-issue-when-exporting-to-excel-data-only-from-crystal-reports.html

15 June 2010 appear when exporting to Excel. There are four main causes for extra blank columns to appear in a worksheet. Cause 1: Fields in the same column are not aligned with guidelines or snap-togrid To prevent fields from appearing in different rows,...

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

Creating a Profile Plugin for Joomla 1.6https://www.joellipman.com/articles/cms/joomla/creating-a-profile-plugin-for-joomla-16.html

27 April 2011 and I want to use an example that worked for me. Important: This is for Joomla version 1.6.x+. Aim / Objective Add a field with a dropdown list. Add a button to upload an avatar (and sync with 3rd party avatar). Not riveting stuff but something that all...

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

A quick run through of setting up an export process in SITShttps://www.joellipman.com/articles/web-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

21 August 2014 setting up all the pre-requisites in SITS first: What changes will trigger the event? Find the screen you know contains the field to monitor, in this example, it will be the Application Clearance and Decision Entry (ACD) screen. Put the cursor in the...

• Type: Article
• Author: Joel Lipman
• Category: Extensible Markup Language
• Language: *

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 after submitting the form. How? Well as always, I'm going to cheat. My solution here was to simply repurpose a decision box field in Creator; then re-style it to look like a button; then add a workflow on click of this field. Set the form to reload the...

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

Zoho Creator: Change Radio into Tabshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 and overriding certain CSS elements that the vanilla or out-of-the-box Zoho Creator ones provide. First, let's add a Notes field to the Creator form, I'm calling mine Note_CSS, then I have added a radio group called Tabs [NB: If you rename it from...

• 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 using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this...

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

SELECT COUNT(DISTINCT name) FROM tablehttps://www.joellipman.com/articles/cms/joomla/select-count-distinct-name-from-table.html

24 September 2015 but I get what you mean and it's sometimes difficult to explain why you want to use it. How? Method #1: Add an alias to the field: -- Note the alias for the field SELECT COUNT( DISTINCT `my_field`) AS myCount FROM my_table; Method #2: Count from results...

• Type: Article
• Author: Joel Lipman
• Category: Joomla
• 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 This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module to another, sometimes you need to manage existing...

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

Zoho CRM: Make Upload File Field Mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

18 December 2024 What? A quick article on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through...

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

Joomla field types clear my htmlhttps://www.joellipman.com/articles/cms/joomla/joomla-field-types-clear-my-html.html

09 August 2012 (CMS - phew what a mouthful) Joomla! version 1.6.x to 2.5.x; no wonder customers have difficulty following. How? So it's the field on the XML file /models/forms/whatever.xml which needs the filter=raw attribute, for example: Other searches: Stripping...

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

ZCRM Client Script: Correct Decimal Fields OnLoadhttps://www.joellipman.com/articles/crm/zoho/zcrm-client-script-correct-decimal-fields-onload.html

13 December 2023 This is an article detailing the client script to fix any fields which exceed their decimal places limit in ZohoCRM. Why? So we have a customer that has some decimal fields on the products module that are calculated and will sometimes return numbers...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho Inventory... and the list goes on. So in my job, we tend to create a few custom functions which will download any...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and the Payment Date. Why? This was requested by a customer and the problem happened in that the...

• 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 office signee) on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document to the Deal record. How? The following is...

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

ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 A really quick article on a pretty cool requirement, making 2 fields mandatory but if one is completed then making the other optional. Why? My use-case is that the mobile or email field on a Zoho CRM contact record is used to authenticate the contact on...

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

Zoho Deluge: Sort a Map by a specific fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

29 January 2021 // // init l_SortingKeys = List(); m_UnsortedRecords = Map(); // for each r_Record in l_MyListUnsorted { // field we want to sort by v_SortingKey = ifnull(r_Record.get("date"),""); if(!isNull(v_SortingKey)) { // as this is a date from CRM (atomic date...

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

Zoho Deluge: Push a value to a datetime field in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-push-a-value-to-a-datetime-field-in-crm.html

10 September 2021 // yields 2021-09-10T12:49:31-07:00 and vice-versa CRM to Creator Depends on the format of the datetime in your Creator field but standard would be: v_CrmTime = "2021-01-01T01:23:45+01:00"; v_CreatorTime = v_CrmTime.getPrefix("T") + " " +...

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

Excel PivotTable Filter List Orderinghttps://www.joellipman.com/articles/microsoft/excel/excel-pivottable-filter-list-ordering.html

05 September 2011 has year 2012, then the dropdown list will be in the following order: 2010, 2011, 2013, 2012. The Solution Bring up the field list of the report (so you see the fields panel) Untick the filter that is not in alphabetical order Click on the Refresh...

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

Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

14 July 2020 with other methods. Method #1: Display and access without login So the quickest is to have a form that has an image upload field. Create an entry with one image. Then... Go to Settings Publish Publish Component > Select your report Copy the embed code...

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