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 Order Ref Add a decision box field to your Creator record called Attached Files in CRM Setup a workflow that when SO Ref changes, the tick box is unticked Form Workflows > New Workflow Select your form Run when Created or Edited When to trigger: User...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 A quick setup method is now to use the CRM interface to add a couple of users to the field and then save the changes. I now query all the records held so far in this linking module which I'm guessing is called Quotes_X_Users (would appear in the popup...

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

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 in the equivalent Creator record). There was also a workflow that ran when the Creator record was updated to update its changes to CRM. It was actually causing a loop which used up all the API calls. How? You might already be familiar with some of the...

• 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: *

Joel's Reference to MidJourney v4 Promptshttps://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 just starting off. Leaving these on default as you experiment and become more familiar with the tool would be better as changes to your settings may limit your discovery of the variations and styles. Type /settings then enter/return twice Storing...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if the...

• 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 This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...

• 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 If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 f_CSVFile.setParamName("file"); Get current file name (optional) To check on filename changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here...

• 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 two muddled up very often and they don't do the same thing. We want this triggered whenever the stock level of a product changes. /* ******************************************************************************* Function:...

• 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 // check source quote is specified var v_QuoteID = ZDK.Page.getField('Converted_From_ID').getValue(); // only make changes to the invoice if 1 of the 2 invoice types selected if ((v_InvoiceType == "Deposit" || v_InvoiceType == "Final Balance") &&...

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

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 I have a menu in a sidebar, I don't want it to overlap the header nor the footer.I have a content page 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,...

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

FTP on Mac: Failed to retrieve directory listinghttps://www.joellipman.com/articles/web-development/ftp/ftp-on-mac-failed-to-retrieve-directory-listing.html

06 October 2018 was to change the options on the mac firewall by going into Settings > Security & Privacy > Firewall Click the lock to make changes Firewall Options Untick "Block all incoming connections" Leave the boxes ticked EXCEPT for "Enable Stealth Mode" Settings...

• Type: Article
• Author: Joel Lipman
• Category: File Transfer Protocol
• Language: *