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 which will be specific to your business requirements. Why? If you're developing in SITS, and you use the client, the first time(s) you do this, the task is rather daunting. Having done it a few times and run through a few, I thought I'd note this down...

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

Accessing Apimo WebService APIhttps://www.joellipman.com/articles/automation/api-misc/accessing-apimo-webservice-api.html

29 March 2016 as the error messages were somewhat vague. I thought I'd quickly write this article so I don't have to spend so much time on it again. Note that the below examples, demonstrate a script on a Non-SSL-Enabled host. How? Previously, I would have used cURL...

• Type: Article
• Author: Joel Lipman
• Category: API Miscellaneous
• Language: *

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 Setup a scheduled task in Creator Schedules > New Workflow Choose a Date Field Start Date: select form and choose Modified_Time Run this process on condition "Attached Files in CRM equals false" Execute Workflow "After 2 Minutes" Repeat Interval = Once...

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

Zoho Creator: Set Up Custom Domain for Customer Portalhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 me a bit of going backwards and forwards to Zoho rather than getting my client to do this. The aim is to take up as little time as possible of the third-parties involved, plus the documentation online was in parts and requires going to several pages...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 = ifnull(r_Result.get("Total_Amount"),0.0).toDecimal(); v_ExchangeRate = ifnull(r_Result.get("Exchange_Rate"),1); v_ModifiedTime = ifnull(r_Result.get("Modified_Time"),r_Result.get("Added_Time")).toTime().toString("dd/MM/yyyy hh:mm a"); // // future...

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

Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/crm/xero/xero-send-multiple-invoices.html

15 August 2021 which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5 concurrent connections at one time... And Zoho was trying to send about 7 at a time (as in schedule created 7 Zoho invoices but only 5 Xero invoices). Our...

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

Zoho Deluge: Calculate Days, Hours, Minutes, Seconds between two Timestampshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-calculate-days,-hours,-minutes,-seconds-between-two-timestamps.html

21 September 2021 A very quick article to calculate the time between two timestamps and break it down into days, hours, minutes and seconds. Why? I've done this in lots of other systems but here's one in Zoho Deluge. How? We're going to make use of the .toLong() function...

• 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 My use-case here is that I have built an eBay integration between Zoho Inventory and... eBay. Out-of-the-box, and at-time-of-print, Zoho Inventory only syncs eBay one way, in other words, listings on eBay get downloaded to Zoho Inventory but not...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 */ // // list of pages to loop through (note: issues with multiple pages, do 1 at a time) l_Pages = {1}; v_PerPage = 200; for each v_Page in l_Pages { v_CountTotal = 0; v_CountProcessed = 0; v_FromIndex = (v_Page - 1) * v_PerPage; v_ToIndex =...

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

Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

13 February 2023 to Siri or Ask Google where it includes the keywords in a "Search the web..." task. ChatGPT by OpenAI is viral at the time of print and although the solution below only connects to the OpenAI API, it is not currently connected to ChatGPT. The plus side...

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

ZohoDeluge: Get All eBay Orders Given a From and Till Datehttps://www.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

28 February 2023 How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only available in Sandbox??? I won't go into how to generate...

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

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

06 March 2023 executed in ZIA chat when "Ask ChatGPT" button is clicked Purpose: This will query the OpenAI ChatGPT API but at the same time retain the context of ZohoCRM Inputs: string userInput Outputs: map m_Response Date Created: 2023-02-08 (Joel Lipman) -...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 I've covered this before in a fair few articles on this website but for clients in the US, where there could be 4 different timezones between customer, agent, HQ, server; we would create a separate table to manage this data. I can't do this for every...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 hold the attachments Create an Excel spreadsheet or CSV file with the headers: Ticket ID, Attachment ID, Image URL, Created Time, Modified Time Add a dummy row with data that is expected to be in the rows (ZohoAnalytics may have issues loading a file...

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

Zoho Projects: Get All Eventshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 = ifnull(r_PastEvents.get("events"),List()); for each m_PastEvent in l_PastEvents { // // convert a Zoho Project DateTime to a DateTime datatype (given 12/12/2023 12:00:00 PM... remove ambiguity: mm/dd or dd/mm?)...

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

Zoho Creator: Input Color Pickerhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-input-color-picker.html

14 October 2024 An article on creating a color picker from a specific palette using an input field of a radio type. Why? At the time of print, this feature is not provided out-of-the-box and getting our users to learn about hexadecimal color references and Red Green...

• 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 more are loaded. This still gets buggy on certain mobile devices as some images are over 1Mb. So I needed a tool that every time a new product is added, a thumbnail gets generated and stored in the same application. Trawling through the first few pages...

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

SSRS No Delay for First Report of the Dayhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-no-delay-for-first-report-of-the-day.html

11 April 2014 This article describes a solution our reporting server administrators found to cut the loading time of the first report of the day. Why? Take any SSRS report, if one of us was the first to run it on that day, it would take an additional 60 seconds to...

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

ZohoCRM: ZDK Client Script to retrieve Contact Emailhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zdk-client-script-to-retrieve-contact-email.html

20 July 2022 contact is selected. How? This needs to behave like a formula field which changes and displays before saving the record. At time of print however, I can't get a formula field to retrieve a field from another CRM record. // freezes the GUI?...

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