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

28 February 2023 A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their operations...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://www.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 then they need to sign in to their domain registrar's website and need to be assisted, perhaps via a remote session, on setting these up. If they have someone or a company which manages their domain, then they can give the following instructions to...

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

Zoho Inventory: Enable Tracking using the APIhttps://www.joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url...

• 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 { v_BooksOrgID = "12345678901"; r_PaymentTerms = invokeurl [ url :"https://www.zohoapis.com/books/v3/settings/paymentterms?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } Deprecated pre domain change: void...

• 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 record in 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...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. How? So first, this article shows you how to...

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

Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

31 July 2024 // for each index v_Iteration in l_Loop { info v_Iteration; } // yields an incremental count from 0 to 4999 Observation #2: Setting a loop with leftpad limited to 100,000: Our trick of using the leftpad() method to build a list of any number is actually...

• 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 // not this way: var r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_ThisRecordID); // but using a custom OAuth function: Setting this as REST API alone did not enable it. var r_DealDetails = ZDK.Apps.CRM.Functions.execute("fn_Deals_RetrievePipeline",...

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

Border settings not saving in SSRShttps://www.joellipman.com/articles/microsoft/ssrs/border-settings-not-saving-in-ssrs.html

24 March 2011 I wasn't getting very far because I'd even ask the border to be grey and save the project but when I come back to the setting, it's still black. I found that you have to select a color or expression first, then define which border (top, right, bottom,...

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