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 value is required, the following 196 results were found.

  1. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    been checked. Some solutions have worked in the past where you could simply add a checkbox and do a search where this value is false; but lately this hasn't been working for me. To this end, I have thought of an alternative that I now use frequently in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    code snippet will get the Opportunity/Deal/Potential record details, then get the Owner frrom the CRM users table, find the value of the custom field and search for this (if it is a lookup to a module - only returns as string), and updates the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho Deluge: Generate List of TimeZoneshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-list-of-timezones.html

    each v_TimeZoneOption in l_TimeZoneOptions { v_TimeZone = v_TimeZoneOption.replaceAll("",""); // replace any commas in the value (for list conversion later on) v_TimeZone = v_TimeZone.replaceAll(","," ", true); info v_TimeZone;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho CRM & Deluge: Adding 10 minutes to a CRM Date Time fieldhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-deluge-adding-10-minutes-to-a-crm-date-time-field.html

    I already have an article documenting Pushing a value to a datetime field in CRM but wanted another article here to remind me of the Deluge code I need to add/subtract time. Why? Just want to add 10 minutes to a date/time field in ZohoCRM and wanted a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator/Deluge: Calculating with Timezone Offsethttps://www.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    in (ZohoCreator > Settings > Date and Time Settings); so as soon as you try to insert a date time and perhaps accompany that value with a timezone, several calculations happen in real-time making it really difficult to extract and use. The key trick I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zohocrm-xero-real-time-invoices-receive-webhook.html

    URL as the REST API Function you noted above: Copy the Webhooks key on the Xero page into your CRM function replacing the value in Line 2 of my code snippet above. > Save the CRM function. Click on "Save" on the Xero page Click on "Send 'Intent to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeroshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-regex-rounding-and-or-removing-trailing-zeros.html

    "$1", false); // yields 12.3 // same expression again but with a different value v_Test2 = 12.000; info v_Test2.toString().replaceAll("(\\.\\d*?[1-9])0+$", "$1", false); // yields 12.000 So this isn't quite right, so let's get a regex that rounds...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. 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(!isnull(r_User.get("profile"))) { v_UserProfile = r_User.get("profile").get("name"); break; } } } } // // get field value that we want to check for v_LeadStatus = ""; if(!isnull(m_Webhook.get("record"))) { // // extract lead status v_LeadStatus =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCRM: Import Attachmentshttps://www.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    files associated to CRM Contact records. There's first the preparation of an "Attachments.csv" file that needs the correct values in each column and the "Attachments.zip" containing the files to attach that needs some formatting as well: Note that any...

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

    details and scope. Error(s) Encountered: {"code":"4401","message":"Unable to populate data, please check if mandatory value is entered correctly."}: Check your connection string. {"code":"9832","message":"Mandatory parameter(s) missing"}: Not sure why...

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

    of options, eg. "portrait". Now click outside of the option box at the end (in between where it says +1 more) Type the word "value" and press Now type the string of words/phrases that you want to store against this custom parameter then press So to use...

    • Type: Article
    • Author: Joel Lipman
    • Category: Graphic Design
    • Language: *
  12. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://www.joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    you go or pay as you use. Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks) text-davinci-002 text-davinci-003...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    Deluge. If this works, we can increase the number of pages as well as the number of products per page: The GraphQL The key value to retrieve is "cursor"; we're also going to use "hasNextPage" to determine if we need to keep looping: {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    + ") for more info."; } Previous Models/Versions Based on the documentation: In the above code, you would change the model value to one of the following code-davinci-002 (optimized for code-completion tasks) text-davinci-002 text-davinci-003...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoAnalytics: Pivot Campaigns vs Contactshttps://www.joellipman.com/articles/crm/zoho/zohoanalytics-pivot-campaigns-vs-contacts.html

    can only use this in another dataset which won't use a sub-query more than 2 levels deep. We're only displaying the maximum value alphabetically found in member status per contact per campaign (should be only 1?)

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoCRM: Get Organization Business Hours using Deluge/APIhttps://www.joellipman.com/articles/crm/zoho/zohocrm-get-organization-business-hours-via-deluge-api.html

    } c_Employee.Usual_Shift.insert(c_UsualShift); info "-------------"; } Yields something like: Error(s) Encountered Value is empty and '1234567000001234567' function cannot be applied: Possibly due to me trying to create and declare the subform before...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. 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

    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 = '29-Dec-2019'; info...

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

    "Edit Arguments" and give it the same function name as method name, then I click under "Name" and enter p_TicketID with the value "Ticket Id" and click on "Done" Then I give it the following code: /*...

    • 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

    = if(c_Quote.Unit_Price && c_Quote.Unit_Price > 0,v_CurrencyHtmlEntity + c_Quote.Unit_Price.round(2),"-"); v_PriceValue = if(c_Quote.Unit_Price && c_Quote.Unit_Price > 0,c_Quote.Unit_Price,0); v_PriceTotal = v_PriceValue * v_ThisQuantity; v_TotalPrice =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 161 - 180 of 196

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.