ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 CSV files... The only correction I had here is to specify the date/time format: On the Review screen it tells you how many fields were mapped. Amazing but not as useful as it is interesting: Then you're into the penultimate step of the migration where...

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

ZohoCRM: Get All eBay Active Listingshttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 m_Params.put("SoldList",m_Exclude); m_Params.put("UnsoldList",m_Exclude); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("ItemID"); l_OutputFields.add("Title"); l_OutputFields.add("SKU");...

• 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 m_Params.put("CreateTimeFrom",v_OrdersFrom); m_Params.put("CreateTimeTo",v_OrdersTill); // // select which fields to return l_OutputFields = List(); l_OutputFields.add("OrderID"); l_OutputFields.add("OrderStatus"); l_OutputFields.add("AmountPaid");...

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

Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 and obviously not the whole function to generate an invoice. Please refer to the Zoho Books API documentation for what fields are required to complete a request within your system. m_InvoiceDetails = Map();...

• 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 > Select Zoho Desk Do "Next" and select the Zoho Desk Portal Ensure that "Tickets" is selected (I'd tick most of the fields this contains) Create a data table in ZohoAnalytics to hold the attachments Create an Excel spreadsheet or CSV file with the...

• 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 a subform row other than making the subform link to an existing form and not a blank form. The document form contains the fields: Ticket (lookup to Ticket form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form...

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

ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 = queryParams.p_ShopifyID; } // Setup a config to find this record (use a custom report that only has the 2 searchable fields) var config = { appName : "joes_quote_builder", reportName : "Contacts_Report_SearchableByWidget", criteria : "(Primary_Email...

• 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 using ZohoCreator .content would be a good way to store data exceeding 64Kb but instead I found using additional multi-line fields performance-wise was better: // // bigger than 64kb c_Check.Cached_HTML = v_HtmlToCache; if(v_HtmlToCache.len()>65000) {...

• 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 not associate any records... not sure why this is. So we have a workaround, by sending all the data including the custom fields per line items to ZohoAnalytics; and in ZohoAnalytics importing a table based on a query which joins the sales orders and...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 */ v_Pipeline = ""; r_RecordDetails = invokeurl [ url :"https://www.zohoapis.com/crm/v8/Deals/" + p_DealID + "?fields=Pipeline" type :GET connection:"zcrm" ]; l_DealData = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealData {...

• 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 create a zip file in a dist folder Login to ZohoCRM as a system administrator go to Setup > Customization > Modules and Fields > Accounts [or whichever module the button needs to be on] > Buttons > Create New Button Give it a name, Define the action as...

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

Change Regional Settings for your Reporthttps://www.joellipman.com/articles/microsoft/ssrs/change-regional-settings-for-your-report.html

17 May 2010 that this was actually specified in the report. Here's a quick note on how to set Dates and Times used in parameter fields to UK format (dd/MM/yyyy). You can override this in the report by: Go to Design Select the View tab Check that the "Properties"...

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

Strip HTML in MySQLhttps://www.joellipman.com/articles/database/mysql/strip-html-in-mysql.html

06 December 2011 ages looking for a solution and getting it to work in my environment. What? Need to be able to omit HTML tags in certain fields of a mySQL database. Why? We are preparing to migrate old content to a new system. From a MediaWiki CMS to a SaaS called...

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

SITS: XET format for Export not availablehttps://www.joellipman.com/articles/web-development/xml/sits-xet-format-for-export-not-available.html

08 August 2014 the resulting XML will look like so that my post-staging phase can be developed as it will know what the data and label fields look like. How? I had this in my training environment but not in my development environment. I had to create a Data Exchange...

• Type: Article
• Author: Joel Lipman
• Category: Extensible Markup Language
• Language: *