ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 Getting to the development-side Login to ZohoCRM as a super-admin Go to Setup (cog icon in the top right) Under Zia, select "Conversational AI" Click on the link "Zia Developer Console" (yours will have the specific OrgID in the URL). Click on "Add...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module you are wanting to edit) > and select the layout (eg. "Standard") Click on the ellipsis/3 dots icon of the system field you want to hack and select "Edit...

• 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 Analytics, and choose a workspace with the relevant data (in this case Zoho Books Analytics workspace) In the left sidebar, select "Data Sources" then click on the "Add Data Sources" button Select "Zoho Analytics Workspace" as the data source type....

• 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 go to Setup > Modules > Contacts > Layout Rules > New Layout Rule Call it "If Email Blank then Mobile Required" Select the Email field as the primary field to control this rule Set the condition that the email "is empty" > click on the "Next" button Set...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 widget: Open a MacOS Terminal sudo npm install -g zoho-extension-toolkit (this also updates existing install) sudo zet init select Zoho CRM enter a unique Project Name cd to the new project name To give permissions to write sudo chmod -R 777 . open the...

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

Oracle: order by subquery missing right parenthesishttps://www.joellipman.com/articles/database/pl-sql/oracle-order-by-subquery-missing-right-parenthesis.html

05 December 2013 error when having to use an ORDER BY clause in a subquery within an Oracle 11g environment. How? Consider the following: SELECT ps.person_id, ps.person_name, ( select pa.person_reference as personid, pa.person_text as txt from Person_Academia pa where...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: *

Upgrading Joomla CMS version 3.x to Joomla CMS 5.xhttps://www.joellipman.com/articles/cms/joomla/upgrading-joomla-cms-version-3-x-to-joomla-cms-5-x.html

04 February 2025 Viewing Articles in the Administrator panel: INSERT INTO `#_workflow_associations` (`item_id`, `stage_id`, `extension`) SELECT `id`, 1, "com_content.article" FROM `#_content`; UPDATE `#_content` SET `checked_out`=NULL, `checked_out_time`=NULL; Viewing...

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

Creating a Top 10 chart with less codehttps://www.joellipman.com/articles/web-development/php/creating-a-top-10-chart-with-less-code.html

18 February 2010 top of the list print out each row with the number of times that particular data appeared in a row My old method was to: Select distinct column1.table1 FROM table1 PHP script would loop through all rows of the above mysql query Count for each row how...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: *

Report Builder 2.0 - Hide Series1https://www.joellipman.com/articles/microsoft/ssrs/report-builder-20-hide-series1.html

06 May 2010 are assigned to (Labels - series fields) Months the incident(s) were closed (X-axis - category fields) My SQL Query is: SELECT _SMDBA_.Incident.[Incident #] ,_SMDBA_.Incident.[Group Name] ,_SMDBA_.Incident.[Close Date & Time] ,_SMDBA_.Incident.[Assigned...

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

MySQL parameters in Excel 2007 PivotTableshttps://www.joellipman.com/articles/database/mysql/mysql-parameters-in-excel-2007-pivottables.html

24 August 2011 ...the one with users names... Teams...another lookup table for just the name value... The one query to rule them all SELECT CONCAT(s.LogID, ' ') AS ActivityID, t.TeamName AS Team, CONCAT(u.Firstname, ' ', u.Lastname) AS StaffName, CASE...

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

SSRS Retrieving Oracle Stored Procedure Success or ErrorLevelhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-retrieving-oracle-stored-procedure-success-or-errorlevel.html

04 November 2011 Problem The last report will execute the stored procedure without any problems. I added a second dataset on this report to select the updated data that this stored procedure commits but unfortunately SSRS process both the Stored Procedure and the SELECT...

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

Print Directory Contents to a Filehttps://www.joellipman.com/articles/microsoft/windows-os/print-directory-contents-to-a-file.html

19 July 2012 another_file_in_this_folder.doc How? For Windows XP: Open an instance of Windows Explorer and click on "Tools" Select "Folder Options..." Select the "(NONE) Folder" option Click on "Advanced" Click on "New..." Enter the New Action as per the following:...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Improve Default Joomla Search https://www.joellipman.com/articles/cms/joomla/improve-default-joomla-search-heuristics.html

07 May 2013 introtext // + 40 pts if in fulltext $sql_keyword = strtolower(trim($db->Quote($db->escape($text, true), false))); $query->select(' (1000*((LENGTH(TRIM(a.title)) - LENGTH(REPLACE(LOWER(TRIM(a.title)), '.$sql_keyword.',\'\'))) /...

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

Split a row into multiple rows based on a column valuehttps://www.joellipman.com/articles/database/t-sql/split-a-row-into-multiple-rows-based-on-a-column-value.html

23 August 2013 an employee who took 2 days off, we would want 2 rows for that date for the same employee in the new system. What we have: SELECT EmployeeNo , DaysOffSick , DateOfSickness FROM Employees_Attendance_Table -- yields EmployeeNo DaysOffSick DateOfSickness...

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

SSIS Script: convert UPPERCASE to Mixed-Case using TitleCasehttps://www.joellipman.com/articles/microsoft/ssis/ssis-script-convert-uppercase-to-mixed-case-using-titlecase.html

04 October 2013 to (note that some of the images have been censored due to this project containing sensitive data): Script Component Task: Select Type Script Component Task: Transformation: Data Viewers Script Transformation Editor: Input Columns Additional "Features"...

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

Transferring Apps (purchases) from iPhone 4s to 5s on a Windows PChttps://www.joellipman.com/articles/apple/ios/transferring-apps-purchases-from-iphone-4s-to-5s-on-a-windows-pc.html

03 November 2013 to the computer, ie via the Settings > General > Software > Update option) Right-click on your iTunes shortcut and select "Run as Administrator". Plug both phones into the computer. In iTunes, right-click on the old phone and select "Transfer...

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

Hide a Drive per User in Windows 7https://www.joellipman.com/articles/microsoft/windows-os/hide-a-drive-per-user-in-windows-7.html

28 March 2014 the same principle to a specific user account (the Guest account): Open the registry editor with administrative privileges Select HKEY_USERS Go to the menu File and select Load Hive Navigate to that user's profile folder, usually C:\users\username in...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

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 system and you should be presented with a cleared/new record Complete the form noting the name of your XET Code and then selecting the appropriate dictionary and entity; here we are using SRS as the dictionary and CAP as the entity. (If your change...

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

Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 Create a project In the terminal, type zet init You will be given a list of Zoho services, use the arrow up/down keys to select “Zoho Creator” and press the return/enter key. Give the project a name: eg. “joels_awesome_app” (without the double-quotes...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the...

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