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Assuming need is required, the following 275 results were found.

  1. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    which forwards it to Zoho Creator, which in turn generates an order in Shopify. This article is primarily for myself as I need to do this for some other clients and I just want to continuously refine and improve my code below. How? I'm going to show you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: eBay: Get Item Transactionhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-ebay-get-item-transaction.html

    Mostly for debugging but here's the code that will quickly get the XML of a GetItemTransactions request to eBay. How? You'll need an access token for eBay which I documented on how you can generate one in my article: Zoho Creator: Push to eBay Listings....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. 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

    } // // if user ID was extracted sucessfully if(v_UserID != 0) { // // get user details (we need the profile) r_UserDetails = zoho.crm.getRecordById("users",v_UserID); if(!isnull(r_UserDetails.get("users"))) { for each r_User in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    + " "; input.Note_Attachments = v_NoteAttachments; Here's the code at the end of the parent form to hide the columns I don't need the user to see (I'll populate these by code): hide Attachments.Parent_Record; hide Attachments.Document_Name; hide...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    HTTP method POST is not allowed for the requested resource"} The endpoint is wrong (for example you don't need the organization ID parameter at the end of the URL) {"code":2,"message":"The request passed is not valid."} The .setParamName() function is...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    token > access token) and then the code to attach the document to the CRM record. STEP 1: REGISTER A NEW CLIENT First, you need to register your application with Zoho’s developer console to get your Client ID and Client Secret. (Login as the client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

    I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading the page that a widget has...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Joel's Reference to MidJourney v4 Promptshttps://www.joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

    certain arguments to any prompt you submit. I don't really recommend this unless you're doing a batch of images which need to match the same style and dimensions. To start, type /prefer suffix Type Type the parameters you want as default Press /settings...

    • Type: Article
    • Author: Joel Lipman
    • Category: Graphic Design
    • Language: *
  9. 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

    input.CSS_Overrides = v_CssNotes; Additional If you don't want to apply this to the every subform on that form, you will need to brush up a little on your CSS with regard to referring to elements by ID, so for example, if my subform is called "Item...

    • 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

    "18:00" }, "Saturday": { "open": "09:00", "close": "15:00" } } Inserting as a subform on the employee record So now we just need to append the following code which loops through the map / associative array we just created and shove this onto every...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://www.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

    page. In the Leads module, the Zip field is 30 characters; in the deal module, the Zip field is 20 characters... but we need these to match if we want to map them in the "Lead Conversion Mapping" page. How? This is a bit of a hack and most likely not...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Deluge: Determine if Daylight Savings are in effecthttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

    based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works. Why? I've covered this before in a fair few articles on this website...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Books: Get Invoice Payment Terms via APIhttps://www.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

    A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    Lowercase 'y' is the year and uppercase 'Y' is the year the week is in. Weeks which overlap at the end/start of the year need to be observed. As per the documentation: dateValue = '29-Dec-2019'; info dateValue.toString("yyyy"); // returns 2019 dateValue...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    sit there entering one customer at a time. Even a loop would hit a statement execution limit. Why? My use-case is that I need this done over a dataset of 20k+ contact records and that's only half of the production system's contacts. I needed a quick bit...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

    the ID of the instance in ZohoBooks; so for multiple instances of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    under Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice. You would need to record the attachment ID and only...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. 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

    changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument = Document[ID ==...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Creator: Render to PDF with margins and page numbershttps://www.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    for a different client who wants a pretty advanced HTML template (well it's a HTML table with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its PDF rendering options. What's wrong with just using CSS?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 221 - 240 of 275

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