ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://www.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 String fn_Workdrive_HostImage(string p_DownloadImageUrl, string p_WorkdriveFolder) Label: Fn - Workdrive - Host Image Trigger: Off a button / Standalone Purpose: This uploads an image to workdrive and returns a publicly-accessible link/URL for use in...

• 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 Function: void fn_Tickets_OnCreateEdit(int p_Ticket) Label: Fn - Tickets - On Create or Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 on the subform so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The function to rule-them-all This code was used...

• 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 Function: csfn_Invoice_OnEdit_Type Label: csfn_Invoice_OnEdit_Type Trigger: Triggered on an invoice type change Purpose: Prepares the invoice as a deposit invoice or final balance invoice Inputs: string value Outputs: - Date Created: 2025-03-31 (Joel...

• 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 Function: string standalone.fn_Deals_RetrievePipeline(String p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID...

• 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 details view) var v_EntityID = r_Data.EntityId, v_EntityModule = r_Data.Entity; // get id and module on page (depending on trigger) // var v_EntityID = r_Data.EntityId[0], v_EntityModule = r_Data.Entity; // Define the function name to be called (don't...

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

Drop If Object Existshttps://www.joellipman.com/articles/database/t-sql/drop-if-object-exists.html

03 August 2012 RF = Replication-filter-procedure S = System base table SN = Synonym SQ = Service queue TA = Assembly (CLR) DML trigger TF = SQL table-valued-function TR = SQL DML trigger TT = Table type U = Table (user-defined) UQ = UNIQUE constraint V = View X =...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• 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 a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or...

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

Inline Labels in Form Fields using Javascripthttps://www.joellipman.com/articles/web-development/js/inline-labels-in-form-fields-using-javascript.html

21 August 2012 this is my recommended solution. How? We're going to use the onBlur and onFocus attributes which do, as the name indicates, trigger events when the cursor is either in the field or not. The above field was created with the following code: Explanation...

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

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 SO Ref changes, the tick box is unticked Form Workflows > New Workflow Select your form Run when Created or Edited When to trigger: User input of a field Choose Field: ZohoBooks Sales Order Ref Name it whatever: eg. OnUserInput_ZBSoRef Put the following...

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

Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 !important;} .fa.fa-close::before,.fa.fa-close::after{background:#999 !important;} 2. Trigger the notification There are several ways to display this as a popup, the first use example is on report workflow (click of a button in a report row) but I've...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 is what we use: /* ******************************************************************************* Function: OnValidate Trigger: Function executed on the application of a leave Inputs: string p_RequestID,string p_Dept,string p_LeaveFrom,string...

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

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 } In Workflow > Form workflows > Click on "New Workflow" Choose your form Run when a record is "Created or Edited" When to trigger workflow is "User input of a field" Choose Field "Save & Close" Name the workflow "OnSubmit_SaveClose" Add your deluge...

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

Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 not a call: v_ReminderDate = v_SystemAppointmentDateTime.subMinutes(15); v_ReminderStr = "FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:" + v_ReminderDate.toString("yyyy-MM-dd'T'HH:mm:ss") + "-05:00"; m_ReminderAlarm = Map();...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 type :POST parameters:m_Data ]; // // display to user/developer the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is...

• 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 /* ******************************************************************************* Function: fn_Validate_LeadStatusChange Trigger: Function executed when a record is changed Inputs: String crmAPIRequest Outputs: output message to user Date Created:...

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

Zoho Creator: Radio group into Calendar Carouselhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

09 March 2022 } input.Calendar_Day_Select:ui.add(">"); // // default selected to current date (triggers the next code snippet / workflow on user input of "calendar day select") v_PreselectedValue = zoho.currentdate.toString("EEEE") + "" +...

• 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 clever bit in Zoho Creator: Go to Workflow > Form Workflows > New Workflow Choose the form > Run when Created or Edited > Trigger on Successful form submission > and name it OnSubmit > click on Create Workflow Select you want to run some Deluge Script...

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

Zoho Books: Generate Bank Text File for Downloadhttps://www.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 record of the source data File identifying number is returned from being attached File is opened in a new tab/window to trigger downloading. File is deleted from attachments based on its identifying number (allows other attachments to remain intact)...

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

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

07 November 2023 ID. /* ******************************************************************************* Function: Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms,...

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