Assuming note is required, the following 297 results were found.
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hack and most likely not recommended... but it is a workaround I have used and that worked when converting a lead to a deal. Note that this hack doesn't work on the system field label name (I tried) just on the length field. Use the translations file to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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// // usage v_SendToCRM_DateTime = zoho.currenttime.toString("yyyy-MM-dd'T'HH:mm:ss","Europe/London") + v_TimeZoneOffset; Note(s): This was done in ZohoCreator which was showing a timezone of -0700 or PDT irrespective of the settings in the app being...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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} else { r_InvoiceSO = zoho.books.createRecord("invoices",v_BooksOrgID,m_InvoiceDetails,"abzohobooks"); } Note(s): There are 2 other payment terms which is by setting payment terms to 0 which will result in a "Due on Receipt"....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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attention/phone number goes along as my client didn't include these in her estimate template... But I'm sending them anyway. Note(s) The following code accesses APIs on the EU datacenter. I have a connection called "zbooks" which has the necessary...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is still stored in the documents directory of Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is simply of datatype: date (eg....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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form contains the fields: Ticket (lookup to Ticket form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Zoho based on a parameter passed in the URL that a Zoho Creator Page can receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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admin or account that will never leave the business), and permissions can be "Read". Click on the "Generate API Key" button Note the consumer_key and consumer_secret somewhere (these aren't displayed to you in future - so this is your one chance, or...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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found another function was being run when a contact record is created and I appended this snippet of code to the end of it. Note that this identifies the task by the subject so you'd need to be using the same subject as set in Step 1: //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ID. Note that this isn't in the official documentation but at time of print, this works: // // get event record by ID v_EndpointEvent =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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m_Actions.put("action_id",v_SendActionId); m_Actions.put("action_type","SIGN"); m_Actions.put("private_notes","Please complete the following Credit Application Form or forward to the person within your company responsible for completing this.");...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate Template Now you need to add a couple of buttons to the estimate template in ZohoBooks Login to ZohoBooks >...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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*/ Considering that neither the color code nor ID were necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used previously, I would use the code above to maintain tag colors. Here's...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Just noted this down in case I need to do it again. This article documents how to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1). Why? Needed for training videos as a follow-on from my...
- Type: Article
- Author: Joel Lipman
- Category: Apple
- Language: *
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A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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{ info "Update CRM Product"; info m_CrmProduct; info r_UpdateCrmProduct; } } // // let's do the rest of the line item (note that we are going to upsert using CRM API v8) m_CrmLineItem = Map(); m_CrmLineItem.put("Product_Name",v_CrmProductID);...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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How to run a .RUN filehttps://www.joellipman.com/articles/linux/how-to-run-a-run-file.html
I've been told of two ways of running a downloaded .RUN file. Note: Bear in mind that the following is all case-sensitive. Through the terminal server Download the .RUN file to your desktop Open a terminal by going to Application > Accessories >...
- Type: Article
- Author: Joel Lipman
- Category: Linux
- Language: *
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tar -cvf wiki.tar wiki ;this is the wiki folder on document root New Server: create database wikidb; this is inside mysql, Note that both mysql versions should be same. grant create, select, insert, update, delete, lock tables on wikidb.* to...
- Type: Article
- Author: Joel Lipman
- Category: MediaWiki
- Language: en-GB
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