Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 most recent appointments where this field hasn't been populated l_Appointments = Appointment[Zoho_Inventory_Package_Slips == null] sort by Added_Time desc range from 0 to 100; for each c_Appt in l_Appointments { // // get package references specified in...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url = "https://zohoapis.com/crm/v2/settings/inventory_templates/" +...

• 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 is a Sunday, subtract a day, and return the week number: c_Order = Order[ID == 123456890123456890]; if(c_Order.Order_Date != null) { v_ThisDate = c_Order.Order_Date.toString("EEEE, dd-MMM-yyyy u w"); v_ThisWeek =...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 from lead record r_LeadDetails = zoho.crm.getRecordById("Leads",p_LeadID); // // get created time (no need to check if null?) v_LeadCreatedTime = r_LeadDetails.get("Created_Time"); // // convert to time datatype v_TimeOffset =...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 r_BooksItem = zoho.inventory.getRecordsByID("items", v_BooksOrgID, m_LineItem.get("item_id"), "zinventory"); m_BooksItem = ifnull(r_BooksItem.get("item"), m_Blank); v_BooksItemRate = ifnull(m_BooksItem.get("rate"),0.00); v_ThisQuantity =...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 ******************************************************************************* */ // // initialize v_LastSyncTime = null; v_LastSyncStatus = "?"; m_DataSourceInfo = Map(); // // read the TLD (eu or com or com.in) from the URL when logged into Zoho...

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

Zoho CRM: Remove Duplicate Product Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 up to 100k) m_Params = {"select_query":"select Product_Name, COUNT(id) 'Frequency' from Products where Product_Name is not null group by Product_Name limit " + v_PerPage + " offset " + v_Offset}; r_CoqlUniqueProducts = invokeurl [ url...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 if 1 of the 2 invoice types selected if ((v_InvoiceType == "Deposit" || v_InvoiceType == "Final Balance") && v_QuoteID != null) { // prompt with a confirmation box var b_Proceed = ZDK.Client.showConfirmation('Changing Invoice Type to '+v_InvoiceType+'...

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

MacOs: Transcribe Training Video using OpenAI Whisperhttps://www.joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 -U openai-whisper Determine PATH of Whisper: find ~/.local/bin /usr/local/bin ~/Library/Python/*/bin -name whisper 2>/dev/null Add to PATH Edit your zsh file: nano ~/.zshrc Append the PATH line: export PATH="$PATH:/Users/yourname/Library/Python/3.9/bin"...

• Type: Article
• Author: Joel Lipman
• Category: Apple
• 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 > i."Response Date" OR (j."Response Date" = i."Response Date" AND j."Attempt ID" > i."Attempt ID")) WHERE j."Attempt ID" IS NULL GROUP BY i."Attempt ID", i."Page Number" Export the web chart from Analytics and attach as an image on the CRM record So the...

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

Make bootstrap carousel responsive to swipehttps://www.joellipman.com/articles/web-development/bootstrap/make-bootstrap-carousel-responsive-to-swipe.html

14 December 2016 } } function h(){ this.removeEventListener("touchmove",o),u=null,c=!1 } var u,c=!1;"ontouchstart"in document.documentElement&&this.addEventListener("touchstart",e,!1) } ),this } }(jQuery); $('.carousel').bcSwipe({ threshold: 50 }); Source(s): Stack...

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

Zoho Deluge - Get Current User IDhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-current-user-id.html

08 April 2019 users = userResp.executeXPath("/users/user"); if ((users != null) && (users != "")) { userList = users.toList("-|-"); for each user in userList { emailNode = user.executeXPath("/user/@email"); email = emailNode.executeXPath("/email/text()"); if (email...

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