Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from https://books.zoho.com to https://www.zohoapis.com/books and changed the Top Level Domain (or Zoho DataCenter)...

• 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 with a separate workflow that runs exactly 4 days after the lead creation time and assigns it to the specified user (full name of user was given in the brief but removed here for privacy). Finally, we delete any of these tasks when they get transferred...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 the relevant workspace and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule and then wait for it to finish building the table. If you want the Zoho SQL (Ansi-SQL?) used to link the...

• 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 connection:"my_workdrive_connection" ]; //info r_TeamFolderInfo; // // ====================== // get list of subfolders by name (creates a timestamped duplicate if exists so need to check if it exists first) //...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 word "Incoming" is the operative word as the response cannot be configured in ZohoBooks like we need to in this solution; namely the webhook response needs to have a header and a body. The 2nd caveat is a concern around security. It is difficult to...

• 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 pipeline Login as a ZohoCRM Administrator and go to Setup > Developer Hub > Functions > New Function Give it a function name, display name, description, and set category to "Standalone": I'm calling mine "fn_Deals_RetrievePipeline" Give it the following...

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

PHP Script: Make your own Thumbnail Generator via APIhttps://www.joellipman.com/articles/crm/zoho/php-script-make-your-own-thumbnail-generator-via-api.html

29 May 2025 you supply a client key in the request. You do not need to pre-create those. Secure Access via GET All calls must include: name — the output file name without the extension url — the source image URL auth — your daily MD5 API key client — your lowercase...

• 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 mechanism so you would have to refer to the output without this column before modifying the query to include the page names of your survey. GENERAL was the first page asking for lead/contact name when I have this prepopulated from a ZohoCRM integration....

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

JComments errors in PHP 7: plgContentJComments and JCommentsACLhttps://www.joellipman.com/articles/cms/joomla/jcomments-errors-in-php-7.html

13 March 2020 what needed doing to fix the errors. How? First some errors: ERROR: plgContentJComments Deprecated: Methods with the same name as their class will not be constructors in a future version of PHP; plgContentJComments has a deprecated constructor in...

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

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

30 January 2025 a few thousand records and to update the related records. I was getting the error INVALID_DATA with the details being api_name:'data'... But this is shortcode, not an invokeURL. { "code":"INVALID_DATA", "details":{ "api_name":"data" },...

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

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 go to "Client Script" Click on "New Script" button (the blue one - not the "Add Script" grey one) Give the client script a name, I'm calling mine "Extra Confidential" Keep Category=Module, set Page=Detail Page (Standard), set Module=Contacts and set the...

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

Forum Ruleshttps://www.joellipman.com/static-items/forum-rules.html

31 May 2009 There are several types of punishments: Warning - This is where a public announcement is made that mentions your name and that you have broken a rule. I will determine whether you knew what you were doing was wrong or whether a warning is necessary to...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

Returned a data type that is not validhttps://www.joellipman.com/articles/database/t-sql/returned-a-data-type-that-is-not-valid.html

06 January 2011 in mind that this is a general data type error and not just because I tried to convert a date in SQL format to a Month name. An error occurred during local report processing. An error has occurred during report processing. The Group expression used in...

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

Parameters not being used in report processinghttps://www.joellipman.com/articles/microsoft/ssrs/parameters-not-being-used-in-report-processing.html

07 January 2011 based on the given campus and the setId (based on the given date) SET @siteId = (SELECT TOP 1 SiteId FROM SITES WHERE SiteName=@specifiedCampus AND SetId=@setId) -- Get the start date for the week in question SET @baseDate = (SELECT TOP 1 StartDate FROM...

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

URL passed settings in Reporting Serviceshttps://www.joellipman.com/articles/microsoft/ssrs/url-passed-settings-in-reporting-services.html

11 February 2011 work. That's because I was using the Reporting Manager URL rather than the Reporting Server URL. Note: Change "" to the name of your Reporting Server Change "%2fMYREPORTS%2fDemos%2fRB+Report+for+Me" to the name and folder of your report. To hide all...

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

SSRS Hide results table if emptyhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-hide-results-table-if-empty.html

29 March 2011 come back as zero. MDX Expression: One final and a little confusing tweak to make it all work! Where "Equipment" is the name of the dataset. Bring up the tablix properties (or the textbox you want to hide) Select "Visibility" in the left margin Type the...

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

Developer's Checklist: Taking over a projecthttps://www.joellipman.com/articles/web-development/developers-checklist-taking-over-a-project.html

01 March 2011 files) Get new brief from the Client (agree on maintenance & development costs/time -> custom timesheets!) Check domain name is registered/transferred to the client (quite a biggy - gives the client an exit strategy) Can the developer be contacted? No!...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• 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 - Profile - JoelLipman.Com" PLG_USER_PROFILE5_SLIDER_LABEL="User Profile - JoelLipman.Com" PLG_USER_PROFILE5_FIELD_NAME_REGISTER_REQUIRE_USER="User profile fields for registration and administrator user profile - JoelLipman.Com forms"...

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

SSRS Querying on either of 2 Parametershttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-querying-on-either-of-2-parameters.html

19 July 2011 is not hugely relevant for the purposes of this article). The end-user must be able to search on EITHER the student's username or the student's ID (2 report parameters: @StudentADAccount [varchar] and @StudentReference [int] respectively). Most of the...

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

SSRS External Images don't displayhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-external-images-dont-display.html

19 September 2011 your images when you are not using one of your Intranet computers or user accounts (eg. try Local Admin Account on Computername as domain). The first two of the above worked for us, which indicated an issue with the credentials we were using to access...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *