Zoho Creator: Copy Subform to other Subformshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-copy-subform-to-other-subforms.html

17 November 2021 Creator/Deluge: Insert rows in Subform Quick refresher: // declaring the row = .(); // assigning values for various subform fields in the row . = ; . = ; // declaring another row (declare as many rows as required) = .(); // assigning values for various...

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

Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://www.joellipman.com/articles/crm/zoho/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

14 February 2022 have to do this, but I store all the keys in a Zoho Creator form (I call mine "API Integration") ready with the following fields: Connection Name (Single Line) Dev ID (Single Line) Client ID (Single Line) Shop ID (Single Line) Client Secret (Single...

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

Zoho Inventory & eBay Picture Services: UploadSiteHostedPictureshttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-ebay-picture-services-uploadsitehostedpictures.html

31 March 2022 not vice-versa. Then there's an added delay of 4 hours. Then item specifics in eBay's listings don't get parsed into custom fields in Zoho Inventory... and the list goes on. So in my job, we tend to create a few custom functions which will download any...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 { l_Actions = r_RequestDetails.get("requests").get("actions"); for each r_Action in l_Actions { if(!isnull(r_Action.get("fields"))) { for each r_Field in r_Action.get("fields") { if(r_Field.get("field_name") == "Deal_Ref") { v_DealRef =...

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

ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

08 February 2023 was the name field. Create a sample record with just the name field (placed at top of request) and comment out the other fields from the rest of the request to test. Once you have successfully created a record using only the name field (no underscores -...

• 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 due on this Invoice v_AmountToPay = ifnull(invoice.get("balance"),0); // // Get custom Amount to Pay from Invoice l_CustomFields = invoice.get("custom_fields"); if(l_CustomFields.size() > 0) { for each m_CustomField in l_CustomFields {...

• 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: *

Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 = "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"; // // store the record in ZohoCreator // I have a custom form in ZC with the fields "Event_Type" (single-line) and "JSON_Payload" (multi-line) m_CreateRecord = Map(); m_CreateRecord.put("Event_Type","Order...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 is a concern around security. It is difficult to guess a customer's Zoho ID; some might say almost impossible. To use other fields that could be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I...

• 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 = Map(); m_UpsertCrmInvoice.put("Subject",m_ThisInvoice.get("InvoiceNumber")); // // some standard CRM invoice fields we can populate v_CrmInvoiceStatus = m_TranslateStatuses.get(m_ThisInvoice.get("Status")); if(m_ThisInvoice.get("Status") == "PAID") {...

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

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

13 October 2025 m_UpsertCrmQuote.put("Terms_and_Conditions",m_ThisQuote.get("Terms")); // // some standard CRM Quote fields we can populate v_CrmQuoteStatus = m_TranslateStatuses.get(m_ThisQuote.get("Status")); m_UpsertCrmQuote.put("Quote_Stage",v_CrmQuoteStatus);...

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

If Then Else in Report Builder 2.0 Expressionshttps://www.joellipman.com/articles/microsoft/ssrs/if-then-else-in-report-builder-20-expressions.html

06 May 2010 looking at the following if statement: If (MyFieldName = 0) Then Return 1 Else Return MyFieldName Can be expressed as: IIf(Fields!MyFieldName.Value = 0, 1, Fields!MyFieldName.Value)

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

SSRS Change Background Color of Imagehttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-change-background-color-of-image.html

08 April 2014 The image can be an expression as well (I embed these and then refer to them in the expression by name). For example: =IIF(Fields!SummaryStatus.Value="Success", "status_ok", IIF(Fields!SummaryStatus.Value="Unknown", "status_unknown", "status_fail"))

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their transactional modules line items (quotes, sales orders, invoices, purchase orders). The only way to update these...

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

SQL Calendar in Business Intelligence Development Studiohttps://www.joellipman.com/articles/database/t-sql/sql-calendar-in-business-intelligence-development-studio.html

14 January 2011 to set the font color of days that are in the given month (where "Gainsboro" is a type of light grey): =IIf(Month(First(Fields!Date.Value))=Month(Parameters!GivenDate.Value), "Black", "Gainsboro") Right-click on the Date textbox and select Font then for...

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

Sort order a dropdown list in MS InfoPath without programminghttps://www.joellipman.com/articles/microsoft/infopath/sort-order-a-dropdown-list-in-ms-infopath-without-programming.html

21 July 2011 Select the name of your list (I know I thought we already did this but hey ho) Select the fields of this list you want to use (only really need ID and Name or just the one if your dropdown values will be the same as the display labels) Next > Next >...

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

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

05 September 2011 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 button Re-Tick the filter to add it back to...

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

SSRS AlphaNumeric Parameter Validationhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-alphanumeric-validation.html

07 November 2011 and if you use color change FONT. Note for MySQL solution change 0 to 1. */ =IIF( Parameters!ParameterToCheck.Value"" AND Fields!NOTALPHANUMERIC.Value=0, "Valid", "Not Valid" ) Additional If like us, you've made a report containing a link dependent on...

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

No rows returned in Oracle causes SP to failhttps://www.joellipman.com/articles/database/pl-sql/no-rows-returned-in-oracle-causes-sp-to-fail.html

24 January 2012 most suggest using NVL() but this only replaces a NULL value with a string of your choice; and even if you NVL all returned fields, no rows are returned, and not a row of NULL/blank/empty values. Sounds confusing? That's just me, the answer was using...

• Type: Article
• Author: Joel Lipman
• Category: Oracle PL/SQL
• Language: en-GB

Connect to Joomla database in standalone scripthttps://www.joellipman.com/articles/cms/joomla/connect-to-joomla-database-in-standalone-script.html

17 August 2012 } } } echo $content_count; mysqli_free_result( $db_connect ); Clear as mud? Feel free to use the comment fields at the bottom of this page to ask a question. Additional I'm pretty sure you don't need all the require files and my solution may be crude,...

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