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 the ones that other recipients will complete Send it for your end-user to complete and sign it This comes back to a section called "ZohoSign Documents", download the attachment Go back to the contact record, and upload the file to the attachment... Some...

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

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 from another CRM record. // freezes the GUI? ZDK.UI.freeze(true); // attempt try { // get the ID from the lookup field called "Vendor Contact" var v_VendorContactID = ZDK.Page.getField('Vendor_Contact').getValue().id; // get the record details for this...

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

Using MetaMod to hide buttons from logged in usershttps://www.joellipman.com/articles/cms/joomla/using-metamod-to-hide-buttons-from-logged-in-users.html

22 September 2009 menu in menu manager for reg users. Next, go to the module mgr and create a new menu module for the regmenu menu, mine are called - 'pubmenu' and 'regmenu'. Edit your original menu module and select everything you want your registered users to see and...

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

Quickly update all content in mySQL database replacing a stringhttps://www.joellipman.com/articles/database/mysql/quickly-update-all-content-replacing-a-string.html

03 February 2013 that would replace my HTML tags with . Not I want to switch these back. How? For demo purposes, I'm searching a column called introtext in a database table called MYTABLE_content. First let me find all the articles that need this change: SET...

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

Zoho Deluge: Get Image Uploaded in Creator Formhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-image-uploaded-in-creator-form.html

14 July 2020 version that you want. Now you can use that value in your HTML. Method #2: Using Deluge Assuming that I have a form called "MyImages" and an image upload field that has the field link name "MyImage". There is an additional single-line text field called...

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

AutoHotkey: Get Media Information and Displayhttps://www.joellipman.com/articles/automation/autohotkey/autohotkey-get-media-information-and-display.html

07 August 2020 of sound files though this is also applicable to media files in general. How? So first I'm going to list a function I use called "Filexpro()", then list some examples of usage. And in the second-to-last section, I'll quickly convert a 100 nanoseconds...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 value, select the form which is the singular of the records that you are sending (in my example here I have a form called "Partners Quote". Within your function you can use the following as a reference. In theory, you could loop through each submitted...

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

Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 but It should do enough (spacing has been added for demo purposes and to make it clearer). In the below example, my form is called "Quotes" and my subform is called "Line_Items": // initialize variables //... this is a demo so... do your own... // //...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have a field showing the user's Division. This would...

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

Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

15 December 2021 and longitude coordinates to feed a third-party API which returns a timezone. Why? Our use-case is that we have a field called "Customer's Time Zone" on the lead record in ZohoCRM. It should be auto-populated... How? As mentioned, we're going to use the...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 Here's my Creator form (well the part for the attachments): An attachments section to hold a notes field. A notes field called "Note_Attachments" (this will display a HTML table with click-to-download files) A blank subform callled "Attachments" (links...

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

Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 are selected. In this case, simply giving it the IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the...

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

ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

28 March 2023 through the map / associative array we just created and shove this onto every employee's record. My employee record form is called "Staff" and the subform is called "Usual Shift" containing the columns "Day", "Start Time", and "End Time": // // select...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 webhooks run more reliably then the ones we have found in ZohoBooks and other Zoho Apps. Prerequisites: Setup a connection called "joel_books" that has the necessary scopes to view taxes and chart of accounts Setup a connection called "joel_inventory"...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary scope(s) to create and update an estimate as well as read settings and contacts. I have a...

• 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 give the required scopes (I've cheated and gone for ZohoAnalytics.fullaccess.all) Note the connection link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select "Tickets"...

• 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 ticket form has the ticket reference, product information, factory/supplier, the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 be able to check and restore them. The Code Snippets: The Shopify Order Update notification First create a CRM function called Shopify - Webhook - Order Notification. It's a standalone function but you'll need to hover the mouse over it after creating...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 and code is sitting right now. The code snippet to get the item record from the price book Note that I'm using a connection called "zbooks" and it has every permission under the sun (the naughty ZohoBooks.fullaccess.all) but according to documentation...

• 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 of the function... done. What we're here for The following script is what I use to pass the record ID to a CRM function called fn_Accounts_CreditSafe. It was partly written by referring to documentation and using CoPilot or OpenAI ChatGPT for parsing...

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