Forum Ruleshttps://www.joellipman.com/static-items/forum-rules.html

31 May 2009 Breaking rules result in punishments. There are several types of punishments: Warning - This is where a public announcement is made that mentions your name and that you have broken a rule. I will determine whether you knew what you were doing was wrong...

• Type: Article
• Author: Joel Lipman
• Category: Static Items
• Language: *

ZohoCRM: Make either Mobile or Email mandatoryhttps://www.joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

03 October 2024 is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then let's specify a...

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

A quick run through of setting up an export process in SITShttps://www.joellipman.com/articles/web-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

21 August 2014 Group in the remaining screens. Check/ensure the "In Use?" is ticked. Store/save your SMG Setting up the DataChange Out Rule (DOR) This is where we can link to other entities and create the rules on changes to the relevant fields Run DOR from the menu...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is "Calls" Rule Name can be whatever you want, I'm calling mine "Calls - Send SMS Reminder 1 Hr Before" When 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 fields and not really knowing which one defines the stage the lead is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example,...

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

htaccess Rewrites SEF URL and submits to PHPhttps://www.joellipman.com/articles/web-development/php/htaccess-rewrites-sef-url-and-submits-to-php.html

05 September 2013 A quick note on a htaccess rewrite rule I'm liking. What does it do? What I type: http://www.mywebsite.com/blog/videos.html Sends this to server: http://www.mywebsite.com/index.php?myFolder=blog&myFiles=videos How? Options -Indexes +FollowSymlinks...

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

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 link name (mine is called "zanalytics") Create a Ticket workflow: ZohoDesk > Setup > Automation > Workflows Click on "Create Rule" Select "Tickets" under "Module" for the Rule Name, I called mine "Tickets - On Create or Edit" Execute On: Create, Edit,...

• 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 the same function as there are references to some variables in earlier snippets of code on this page. Error(s): 2945: UPLOAD_RULE_NOT_CONFIGURED Was happening when I was trying to update the Zoho Creator record, specifically the file upload field, with...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 mechanisms within ZohoCRM that allowed me to set up a daily reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at assignment rule stage). A workflow email...

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

Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click on "My Folders" and then...

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

Zoho CRM: Make Upload File Field Mandatoryhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

18 December 2024 an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through the wonders of Zoho CRM Client...

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

SSRS Use T-SQL Like with a Parameterhttps://www.joellipman.com/articles/microsoft/ssrs/ssrs-use-t-sql-like-with-a-parameter.html

04 April 2011 users can type the name really fast for it to auto-scroll down to the desired name. Our advanced users are exceptions to the rule. Problem Consider the following query: SELECT rb.[GivenDate] , rb.[DateStart] , rb.[DateFinish] , rb.[ContactUsername] ,...

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

MySQL parameters in Excel 2007 PivotTableshttps://www.joellipman.com/articles/database/mysql/mysql-parameters-in-excel-2007-pivottables.html

24 August 2011 names... Users...the one with users names... Teams...another lookup table for just the name value... The one query to rule them all SELECT CONCAT(s.LogID, ' ') AS ActivityID, t.TeamName AS Team, CONCAT(u.Firstname, ' ', u.Lastname) AS StaffName, CASE...

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

Fun with DllCall in AutoHotkeyhttps://www.joellipman.com/articles/automation/autohotkey/fun-with-dllcall-in-autohotkey.html

27 September 2011 then this is for you. DllCall will usually run contained in the program and can be hidden from the end-user. The one to rule them all: This is a function I pulled from the Autohotkey forums submitted by SKAN which lists all the functions for a specified...

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

Joes Password Analyzer (JPA)https://www.joellipman.com/component/content/article/joes-password-analyzer-jpa.html?catid=40

03 January 2014 open another can of worms? The trick in my opinion is a memory aid. How to use Type a word in the input field and check the "Rule Abiding" variation as a strong password to use. Comments/Suggestions Please use the comment section below to suggest...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

Convert to Proper Case in T-SQLhttps://www.joellipman.com/articles/database/t-sql/convert-to-proper-case-in-t-sql.html

04 June 2014 the first part capitalizes any letter after a non-alpha letter. The remainder of it is to deal with exceptions to the rule, words that you want in a specific case. CREATE FUNCTION ufn_ProperCase(@Text AS VARCHAR(8000)) RETURNS VARCHAR(8000) AS BEGIN --...

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

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

08 November 2018 functions of Zoho deluge. Method #1: Using a list/array, I'm going to check the date against the 3 exceptions to this rule (11th, 12th and 13th of each month): // get the date (eg. 1, 2, 3,... 29, 30, 31) This_Day_Date = My_Date_Field.toString("d"); //...

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

Minimal Privileges for MySQL Database Backup Cron Jobhttps://www.joellipman.com/articles/linux/cpanel/minimal-privileges-for-mysql-database-backup-cron-job.html

20 March 2019 my_db > /path_to/backup.sql // and in your cnf file: [mysqldump] user=my_user password=my_password The one to rule them all: // everything: using external file, suffixing date and compressing: mysqldump --defaults-file=/full-path-to/.my.cnf my_db | gzip...

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

Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

19 September 2021 using this article to go through various methods I tried to prevent this from happening: First - Off: The one workflow to rule them all In the first instance, we don't want large amounts of code to be copied and pasted for each field, especially if...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 Functions: check if/when they occurred and in relation to what invoice. Source(s): Zoho Community - Zoho Books - Workflow Rule: trigger when a bill is paid, payment advice

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