Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 empty list []. So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if this helps anyone: Stop Workflows from executing: l_Quotes = List(); l_Quotes.add(m_CreateCrmQuote); m_Data = Map();...

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

Zoho Creator: Assign an integration field value with an integration valuehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-assign-an-integration-field-value-with-an-integration-value.html

27 July 2021 This is a quick article to help anyone encountering this gotcha: I have an integration field, if someone changes it, I want to save the value to the record immediately. Why? If you try to update an integration field via deluge with another integration...

• 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 A really quick article for anyone who got stumped by the same issue: How to send multiple invoices to Xero in one API call? Why? Our use-case is in Zoho Deluge which couldn't generate more than 5 invoices in a scheduled task because Xero only allows 5...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 This is a setting that is enabled by default in Zoho Bookings as documented in the official documentation. Not sure why anyone would want to leave this enabled without applying the fix. So the fix is a setting: Login to Zoho Bookings as the admin Click...

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

Zoho CRM: Permission Denied for Quote Conversion Mappinghttps://www.joellipman.com/articles/crm/zoho/zoho-crm-permission-denied-for-quote-conversion-mapping.html

02 September 2021 A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing street 2 and shipping street 2 from the Account module to the...

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

ZohoCRM: Template: not being able to edit a text boxhttps://www.joellipman.com/articles/crm/zoho/zohocrm-template-not-being-able-to-edit-a-text-box.html

25 January 2022 to how you like it. You will find issues with trying to undo some parts and tweaks as these will consume a lot of time (anyone remember the days of getting an MS Word document to behave?). Best thing to do if you mess it up, is just start again with a...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 v_Price = m_Node.get("price"); v_Qty = m_Node.get("inventoryQuantity"); v_Barcode = m_Node.get("barcode"); } } } } For anyone interested in the GraphQL to query using the inventoryLevel connection, try the following to get the Locations: v_GraphQl =...

• 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: *

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 authentication, you will be provided with Client ID and Client Secret. Do not share the Client ID and Client Secret with anyone. STEP 2: GENERATE A GRANT CODE On the above screen (Zoho API Console - Applications @ https://api-console.zoho.com/) Select...

• 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 file contains bank details and should not be stored anywhere. Generating a text or CSV file and then having it emailed to anyone is an easy task but here we cannot have that file sat on someone's mailbox. It must be downloaded (as in browser downloads...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 and send it off for signing, then return the Signed document attached to the initial record (where the button was). Why? If anyone has the envious task of sending a document out for signing by a customer, you will know this takes a while to do: You have...

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

SSRS Use T-SQL Like with a Parameterhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-use-t-sql-like-with-a-parameter.html

04 April 2011 BETWEEN @GivenDate AND @ToDate AND rb.[ContactName] LIKE '%'+@GivenName+'%' --WORKS! Enclose percent signs as strings. For anyone that thinks there exists stupid questions, here's a silly answer which I hope helps!

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

Mootools - How to contain a menu sidebar between header and footerhttps://www.joellipman.com/articles/web-development/mootools/mootools-how-to-contain-a-menu-sidebar-between-header-and-footer.html

10 August 2012 next to it which changes in height dynamically (a separate mootool function to this one). How? So this is my take on it, if anyone has a better idea, I'd really appreciate it. window.addEvent('scroll', function() { var menu_highest_top =...

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