Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 might have tested using the trusty sendmail function and then got an error when adding the "attachments" parameter. As a reminder, content-type in the sendmail is not supported in Zoho Creator and nor is List when submitted as a file attachment....

• 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 != 'Cancelled')) order by id desc, Stage asc"; // returns 200 deals in most recently created order Regular expression reminder (do not use): v_SearchName = v_SearchName.replaceAll("([&\'])","\\$1",false); Source(s) Zoho CRM - Get Records through a COQL...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 Following the API names in this example, the Deluge code to send would be something like the following instead (reminder: instead of Product_Details, post to the API name in this case "Quoted_Items"): // // init l_CrmLineItems = List(); // // some...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 This article serves as a best practice and reminder to myself on how to stop endless loops from happening in Creator and crashing the application. This is more for complex Creator forms which have workflows triggered from many deltas/changes. Why? Some...

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

Zoho CRM: Schedule a Meeting using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-meeting-using-deluge.html

02 March 2022 = List(); l_Participants.add(m_Participant); m_ScheduleMeeting.put("Participants", l_Participants); // // with a reminder 5 minutes before (eg. "10 mins", "1 hrs") m_ScheduleMeeting.put("Remind_At","5 Mins"); // // the meeting status...

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

Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 Well known by most but this serves as a quick reminder to myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the...

• 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 A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as part...

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

Disable User Registration in Joomla 1.5 - Configuration Filehttps://www.joellipman.com/articles/cms/joomla/disable-user-registration-in-joomla-1-5-configuration-file.html

08 October 2013 A quick reminder on how to disable user registration in Joomla! CMS version 1.5.x without using the Joomla! CMS back-end panel. Why? Because we're having some corruption issues and simply using the Joomla! administrator panel to navigate to global...

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

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

14 December 2016 A quick reminder on how to make the carousel in bootstrap compatible with touch devices like smartphones and tablets. Why? Feed back was that the user was unimpressed with the image slideshow. You have to tap on the left and right symbols... How? Some...

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

Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

28 June 2019 A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for...

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

MS Excel - Open CSV with Long Numbershttps://www.joellipman.com/articles/microsoft/excel/ms-excel-open-csv-with-long-numbers.html

23 July 2019 This is a quick reminder for myself on opening a CSV in MS Excel but without converting long numbers into exponential notations (which are incorrectly rounded anyway). My Data: Account ID,Name,Phone,Record ID...

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