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Assuming connection is required, the following 112 results were found.

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

    + v_BillID + "/attachment?organization_id=123456789" type: POST files: m_Attachment connection: "zbooks" ]; Open the file / Download via Browser We're going to use an openUrl() function here in the hopes that your browser will just begin downloading it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    r_Upload = invokeurl [ url :v_Endpoint type :POST files: f_CSVFile connection:"zcreator" ]; info r_Upload; Display new file name (optional) // // get updated document file (optional: integrity check) c_ExistingDocument = Document[ID ==...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Analytics & Zoho People: Monitor DataSource Sync https://www.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    header information such as the name, description, start date/time, frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. ZohoBooks: Broken UK Banking Feedhttps://www.joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

    Kinda pointless question but needs to be asked just in case this was never meant to work in the first place. When did the connection last work? Within ZohoBooks > Banking > Active Accounts > Account > Filter by "Matched Transactions" Bank Issue: Check...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Problem creating SSRS report subscriptionshttps://www.joellipman.com/articles/microsoft/ssrs/problem-creating-ssrs-report-subscriptions.html

    link is no longer valid. Why? The problem happens because of the data source used in the report. For static data source connections, this is straightforward but in our case, we have a report which points to different servers based on a report parameter....

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  6. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

    along with the instructions “please enable the host (https://127.0.0.1:5000) in a new tab and authorize the connection by clicking Advanced -> Proceed to 127.0.0.1 (unsafe)”. This message is somewhat out of date but follow the following instructions to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://www.joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    Single Line) File Ref (type: Single Line) Expiry Date Time (type: Date-Time) File Download (type: File upload) Create a connection in the Creator app with the scope: ZohoCRM.modules.ALL (potentially you could try just using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

    if(v_CreatorPhotoUrl!="") { // // download photo from your Creator (change connection and check TLD) v_Endpoint1 = "https://creatorapp.zoho.com" + v_CreatorPhotoUrl; r_CreatorPhoto = invokeUrl [ url: v_Endpoint1 type: GET connection: "joels_creator" ];...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho Inventory: Mark a package slip as delivered and shippedhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-mark-a-package-slip-as-delivered-and-shipped.html

    works for me. It is triggered when a user ticks a decision box in Zoho Creator (on iPad displays as an on/off switch). My connection here called "jl_inventory" has the minimum required scopes: ZohoInventory.salesorders.READ ZohoInventory.packages.READ...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that your connection has the scope to access both Organization details (ZohoCRM.org.READ is enough - perhaps optional) and access to Settings...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

    character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you get the above error; I'm just saying this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    4 days after creation of lead? Ensure that when this has been converted to a contact it removes this task.) - Use connection as system user rather than default crm connection - Reminder cannot be set for task creation time so create task at the same...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    workflow 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

    */ // // init v_OutputMessage = "ERROR: No Access Token or Tenant Connection specified."; v_Count_FoundInXero = 0; v_Count_Created = 0; v_Count_Updated = 0; v_AccessToken = ""; l_Pages = {1}; v_PageSize = 20; b_Debug = false; // // Xero Invoice Statuses...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

    // // get Zoho tax rates r_TaxRates = invokeurl [ url :"https://www.zohoapis.eu/crm/v8/org/taxes" type :GET connection:"ab_crm" ]; r_OrgTaxes = ifnull(r_TaxRates.get("org_taxes"),Map()); l_TaxRates = ifnull(r_OrgTaxes.get("taxes"),List()); // for each...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. GDPR Privacy Policyhttps://www.joellipman.com/static-items/gdpr-privacy-policy.html

    is protected by international copyright laws. Trade Marks JoelLipman.com's trademarks and trade dress may not be used in connection with any product or service that is not JoelLipman.com's, in any manner that is likely to cause confusion among...

    • Type: Article
    • Author: Joel Lipman
    • Category: Static Items
    • Language: *
  17. Run commands for Windowshttps://www.joellipman.com/articles/microsoft/windows-os/run-commands-for-windows.html

    mshearts Help and Support helpctr HyperTerminal hypertrm Iexpress Wizard iexpress Indexing Service ciadv.msc Internet Connection Wizard icwconn1 Internet Explorer iexplore Internet Properties inetcpl.cpl Internet Setup Wizard inetwiz IP Configuration...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: en-GB
  18. Joes DNS Correction (JDC)https://www.joellipman.com/component/content/article/joes-dns-correction2.html?catid=40

    say everything is functioning normally and it's just YOU! Script Function If you are on a network that frequently loses connection or simply forgets what intranet site you were trying to access and your usual solution is a reboot, then this tool may be...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  19. Export/Import Database using MySQL Workbenchhttps://www.joellipman.com/articles/database/mysql/export-import-database-using-mysql-workbench.html

    How? So this is the HOME tab when you open MySQL Workbench. We're going to go on the basis that you already setup a connection to your database under the SQL Development section. Export/Import happens under the Server Administration section: Let's...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
  20. SSIS Skip Rows in Excel Source filehttps://www.joellipman.com/articles/microsoft/ssis/ssis-skip-rows-in-excel-source-file.html

    file when using as the DataSource. Why? If you are simply using a text file as your data source, then the options in the connection manager will let you skip rows and specify column datatypes. You don't get that with Excel but you can still control the...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
Results 41 - 60 of 112

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