Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming snippet is required, the following 59 results were found.

  1. Zoho Creator: Embed Forms/Reports on a Pagehttps://www.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

    myself and anyone else on how to embed a form or a report into a Zoho Creator page. Why? Cos How? The below is a template snippet for a Zoho Creator page. We set the parameters of the form/report. Then this shows how to embed using a DIV layer which...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    item record. Well I don't want to research this often so here's the quick parsing instruction to get the eBay photos; this snippet stores the URL of each picture in a list variable: l_Pictures =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Creator: Populate a Multi-Lookuphttps://www.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. 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

    //info r_Create; } } } } For historical records The below snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference and Vacancy...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. ZohoBooks: Stripe Terminal Integrationhttps://www.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

    create a button in ZohoBooks but you simply add it to the invoice and then when it prompts for some code, you give it the snippet below. The Magic You would create a button for each terminal /*...

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

    HQ, server; we would create a separate table to manage this data. I can't do this for every client, so here's a quick snippet to just check if Daylight Savings are in effect for the United Kingdom. How? Based on the fact that the United Kingdom is on...

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

    A collection of code snippets I seem to be regularly using to generate a dynamic map of system values held in a ZohoBooks instance. Why? Rather than hard-coding and having a ton of if..then statements, I can feed these maps a textual value and it...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Books: Error 7008: There are no contact persons associated with this Invoicehttps://www.joellipman.com/articles/crm/zoho/zohobooks-error-7008-there-are-no-contact-persons-associated-with-this-invoice.html

    Instead the below script will show you how to use this API having a few email addresses as the recipients: A sample code snippet: For the below, I have a connection to ZohoBooks from ZohoCreator called "zbooks". It has fullaccess as a scope but I'm sure...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

    should refer to my previous linked article but the revised instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the URL that a Zoho Creator Page can receive...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    parts but otherwise it is intended to be all in 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. 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

    on ZohoCreator pages but then you hit the PDF button and it pretty much vomits your output back to the 90s. The code snippet below is just for a standard template with a modern design. How? Ok, admittedly, when first designing the template, there could...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    this behaves as expected. So I 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code is sitting right now. The code snippet to get the item record from the price book Note that I'm using a connection called "zbooks" and it has every permission...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    the comments but this only shows Purchase Orders raised from a Sales Order which was not accurate enough... but here's the snippet: r_CommentsHistory = Map(); l_Comments = ifnull(r_CommentsHistory.get("comments"),List()); for each m_Comment in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho Deluge: Determine your Statement Execution Limithttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

    proposing an upgrade or add-on to the subscription plan; we wanted some proof using code. How? We're going to use a quick snippet of some code. So create a function in the Zoho App you are checking, or somewhere you can write some Zoho Deluge code. Note...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    ID to the field "Converted From ID". Furthermore, fn_quotes_getquoteditems is a custom function (referred to in the code snippet below) in CRM that uses invokeURL to get the line items from the quote as well as the custom fields. /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. Oracle SQL - Convert given list (CSV) into Rowshttps://www.joellipman.com/articles/database/pl-sql/oracle-sql-convert-given-list-csv-into-rows.html

    to display this as a rows in a table. This is for Oracle PL/SQL. My List: 1, 2, 3, 4, 5, 6 Yields: 1,2,3,4,5,6 Using this snippet SELECT EXTRACT (VALUE (d), '//row/text()').getstringval () AS AppNo FROM (SELECT XMLTYPE ( '' || REPLACE ( '1, 2, 3, 4, 5,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Oracle PL/SQL
    • Language: en-GB
  18. Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

    A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  19. Zoho Projects: Deluge to Submit Custom Fieldshttps://www.joellipman.com/articles/crm/zoho/zoho-projects-deluge-to-submit-custom-fields.html

    as identifiers UDF_CHAR8 (which is a Zoho ID) and UDF_CHAR7 (which is a text/string name field). Note that in the below snippet, I've put m_Params into separate lines for display purposes but actually it should be all on one line: m_Custom =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 41 - 59 of 59

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF

Please publish modules in offcanvas position.