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 stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team members) who have booked the...

• 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 ]; info "Response from associating user " + _ApprovalUser.get("id"); info r_AssociateMultiUserLookup; Another method to check for API names is to query the metadata in the linking module: // // used for checking api names and the linking module (not...

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

Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

02 November 2021 but that excludes Saturdays which my client still works on. How? We're going to get today's date, then use the .addDay(), check none of these are a Sunday, and move the next few days along: thisDate = '2021-10-30'; v_Today = thisDate; v_Tomorrow =...

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

Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

11 November 2021 is something similar to the following: { "code": "INVALID_DATA", "details": { "expected_data_type": "datetime", "api_name": "Check_Date_Time" }, "message": "invalid data", "status": "error" } How? We're going to parse the created date and time parts as...

• 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 is a strange issue and an even stranger fix, but I've tested this solution by getting a colleague to refresh the page and check it out as well as the client to go in and confirm the change was successful...: For this strange fix, I'm going to list step...

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

Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

08 February 2022 and display 12.5% instead of 12.50%. Well there might be a longer solution without using a regular expression (regex), as in check for the decimal point, check each digit thereafter to see if there are zeros... But I'm keen on avoiding using loops where...

• 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 crmAPIRequest Outputs: output message to user Date Created: 2022-02-11 (JoelLipman.com - Joel Lipman) - Initial release - Checks the user profile of the logged-in user and allows the change or not...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 and payment date to appear on the invoice. How? This sounds rather straightforward, write a function that given an invoice, checks the customer payments and updates the custom fields. Executing the function this worked as expected. Now put it on a...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 + v_SchoolName,1,10,m_Blank,"zcrm"); for each r_School in l_SchoolSearch { // check no search error and valid records are returned if(!isnull(r_School.get("id"))) { // check this record is the same school...

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

ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 r_CustomerDetails = zoho.books.getRecordsByID("contacts",v_BooksOrgID,v_BooksCustomerID,"zbooks"); v_CustomerCheckCode = r_CustomerDetails.get("code"); if(v_CustomerCheckCode == 0) { m_ContactDetails = r_CustomerDetails.get("contact");...

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

Zoho Deluge: Get All Orders from eBayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 2023-03-29 (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders. More Info: - API Explorer Test Tool:...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the email...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 // get details from lead record r_LeadDetails = zoho.crm.getRecordById("Leads",p_LeadID); // // get created time (no need to check if null?) v_LeadCreatedTime = r_LeadDetails.get("Created_Time"); // // convert to time datatype v_TimeOffset =...

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

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click on "My Folders" and then checking the URL https://workdrive.zoho.com/home/{dunno_id}/privatespace/folders/{folder_id} Getting the teamfolder ID: Access...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 the most acceptable solution is to deduct the 10th of a cent/penny and as per the documentation for adjustments, we'll run a check after the invoice is created/updated and check that the total matches the CRM grand total and then add the difference as...

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

Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 record(s)"; Important Note: The above has a caveat in that it pushes the data from Zoho People to Zoho Analytics. It doesn't check to see if the data is already there, it doesn't update, it just keeps adding rows. Modify the function above (the one...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 this template is that it includes creating contacts, accounts, and products on-the-fly as well as recording payments and checks as to which record is more up to date between ZohoCRM and Xero. How? The access token is generated by a function documented...

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

Making a CD copy with only one drivehttps://www.joellipman.com/articles/microsoft/windows-os/making-a-cd-copy-with-only-one-drive.html

23 September 2009 OK Select the SOURCE AND DESTINATION tab Verify that both COPY FROM and RECORD are the same drives Select the ADVANCED tab Check that COPY SOURCE CD TO HARD DRIVE FIRST is selected Click on COPY and wait for the CHECK MEDIA dialog box to appear Insert...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Functions to convert Hex 2 RGB and vice-versahttps://www.joellipman.com/articles/automation/autohotkey/functions-to-convert-hex-2-rgb-and-vice-versa.html

27 September 2011 are for autohotkey and in AHK code. Taken from Autohotkey forums topic 1878: From Hexadecimal to RGB From RGB to Hexadecimal Check for a valid hexadecimal value From Hexadecimal to RGB: HEX2RGB(HEXString,Delimiter="") { If Delimiter= Delimiter=,...

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

MySQL Transactions in PHPhttps://www.joellipman.com/articles/database/mysql/mysql-transactions-in-php.html

14 December 2016 expected result before committing any changes to the data. This where transactions are useful. We can run the queries, then check if some conditions are met before committing the changes in the data: $mysqli->begin_transaction(); $mysqli->query ("UPDATE...

• Type: Article
• Author: Ike Francis
• Category: MySQL
• Language: en-GB