Zoho Deluge: Push a value to a datetime field in CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-push-a-value-to-a-datetime-field-in-crm.html

10 September 2021 // yields 2021-09-10T12:49:31-07:00 and vice-versa CRM to Creator Depends on the format of the datetime in your Creator field but standard would be: v_CrmTime = "2021-01-01T01:23:45+01:00"; v_CreatorTime = v_CrmTime.getPrefix("T") + " " +...

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

Excel PivotTable Filter List Orderinghttps://www.joellipman.com/articles/microsoft/excel/excel-pivottable-filter-list-ordering.html

05 September 2011 has year 2012, then the dropdown list will be in the following order: 2010, 2011, 2013, 2012. The Solution Bring up the field list of the report (so you see the fields panel) Untick the filter that is not in alphabetical order Click on the Refresh...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• 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 with other methods. Method #1: Display and access without login So the quickest is to have a form that has an image upload field. Create an entry with one image. Then... Go to Settings Publish Publish Component > Select your report Copy the embed code...

• 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 latitude 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...

• 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 similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed document attached to...

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

Returning Oracle Stored Procedure Resultset in SSRShttps://www.joellipman.com/articles/microsoft/ssrs/returning-oracle-stored-procedure-resultset-in-ssrs.html

19 January 2012 user) Add a data source to your SSRS report Add an SSRS input parameter Add a dataset Query type: Stored Procedure Refresh fields button Parameter name (oracle input sp variable) and Parameter value (ssrs input parameter) Fields (field name=ssrs...

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

Zoho Deluge: Loop through 30 Minute Slotshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-loop-through-list.html

30 November 2018 enable adding to the picklist when the starting hour is found and stop adding when the closing hour is found. The picklist field is called "Time_Field". The following reads from a form (creator data table) where thisServiceRecord.Opening_Time is...

• 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 So this is a pretty cool feature in Zoho CRM that I hadn't used much but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered...

• 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 This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 (defaulting to zero) alongside each serviceable item. How? So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the "Add new row" link. In Design mode: Add a special field of...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 the data shared can be controlled/monitored. Create a CRM Module called "GPT Chats" (singular: GPT Chat) Modify the name field to be an Auto-Number (I'm prefixing mine with CHAT- Add a pick list called "Role" with the options: "user", "assistant",...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct...

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

Increment a column in MySQL using the UPDATE queryhttps://www.joellipman.com/articles/database/mysql/increment-a-column-in-mysql-using-the-update-query.html

18 February 2010 eg. times an article has been displayed). Basically what I used to do is something similar to the following: SELECT counter_field_value FROM table1 WHERE column1='this_article' Add 1 to counter_field_value UPDATE table1 SET counter_field_value= WHERE...

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

Zoho Deluge - Get English Ordinalhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-english-ordinal.html

08 November 2018 an improvement. This is how I was doing it previously. // get the date (eg. 1, 2, 3,... 29, 30, 31) This_Day_Date = My_Date_Field.toString("d"); // determine English ordinal English_Ordinal = "th "; if(This_Day_Date == "1" || This_Day_Date == "21" ||...

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

Zoho Deluge: Duplicate/Clone a Recordhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-duplicate-clone-a-record.html

17 March 2020 the invoices for the month before, and duplicates each one for the new month. How? First you have to get all the applicable fields from the settings API. In API v2, you have to do it this way apparently. So setup a Zoho Oauth connector (see the end of...

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

ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 nutshell: [Optional]: Deactivate any workflows that this process would affect Go to the Module Layout and drag a "Checkbox" field on to the module We'll call ours "Processed" but it really doesn't matter as long as it's a field to update In your code,...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 A quick article to explain why the full name might appear in the last name field in Zoho CRM. Why? We had a customer report the issue that sometimes the full name of a contact was appearing in the last name field and creating a contact called "Firstname...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 are purchased from a supplier, sent to another supplier for grading, and then sent on to the end user/customer. A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and...

• 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 is a working example of rewriting a subform (line items of an invoice) and calls a REST API fuction to return the custom fields of the line items. Pretty much a function which took me a day to write. Why? As mentioned, it took me a while to write and I...

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

MySQL Group_concat equivalent in T-SQL and Oraclehttps://www.joellipman.com/articles/database/mysql-groupconcat-equivalent-in-t-sql-and-oracle.html

28 November 2011 RowID column_to_return_as_string --------- -------------------------- 1 Me 2 Myself 3 I -- to be returned as RowID my_field_name --------- -------------------------- 1 Me,Myself,I Note that the following queries include the nested version because I find...

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