Assuming wanted is required, the following 78 results were found.
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needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method and payment date to appear on the invoice. How? This sounds rather straightforward, write a function that...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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is an article with a snippet of code demonstrating how to manage a subform using a Zoho CRM Client Script. Why? A client wanted an automation on-the-fly that when selecting a specific value in a field, a row would be added to a subform contained herein....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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but at least a working example of an ANSI-SQL (ZohoSQL) query pivoting campaign results vs contacts. Why? Simply the client wanted a report on customers on each row and then the campaigns as columns. What we want: Contact Name Lead Source Campaign 1...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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don't often do this to create a Creator record but I'm going to use the shortcode function zoho.creator.createRecord() and wanted to update the first name of a name field but I was getting the following error: { "code": 2945, "description":...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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send it and mark it as sent. As the function I use before this to generate the invoice, also updates an invoice, I wanted to keep the action of sending separate so that staff can control that without the worry of updating an invoice and re-sending it.
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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would rather just find it on my site than going through multiple bookmarks. Why? This use-case is for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Creator was hitting statement execution limits and rather than 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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article on. In this case, I had a function querying tags on a contact record which needed to be copied to a deal record. I wanted to copy over the tag but apparently, the ID of the tag is not allowed to be copied over. The official documentation says to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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the ZohoCRM... or both are just not matching... either way, your client will likely only accept the previous solution. I wanted to use a regex rather than treat the number as a string and truncate it that way. Given the possible options of numbers...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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create our own map... // in this case, my table exactly matches the keys so this isn't really necessary but just in case I wanted to filter some fields out... for each v_Field in m_ThisGoal.keys() {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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message :"See attached" Attachments :file:f_ChartExport ] */ // return "The function executed. Doesn't mean it did what we wanted to do. Just that it executed."; } Additional: The exported image will have a Zoho Analytics Logo on it. This is a setting....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Survey & Zoho Analytics: Query to generate individual responses and grouped pages which may have grown a little but just wanted to record how to receive a Zoho Survey response in a Zoho CRM REST API function. Why? As above, didn't want to overload a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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to pull some invoices but this one documents a pull and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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scenario is that I wanted a PHP/MySQL extension created which needs to launch a query to find all columns across the tables of the local database which had valid content to extract keywords from. The following is a MYSQL query that displays the...
- Type: Article
- Author: Joel Lipman
- Category: MySQL
- Language: en-GB
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silly to some but I've written a note because I spent time googling and still didn't find an answer. My situation is that I wanted to put an expression to format the border (empty cells have a border and non-empty don't). This was so that a grid would...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB
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Drop If Object Existshttps://www.joellipman.com/articles/database/t-sql/drop-if-object-exists.html
like this and refuses to understand what I'm trying to do. Why? As this data seemed to be across various websites, I wanted a page which has all of them in one place. So here you go, I hope it's of some use. If it's wrong then just post a comment at the...
- Type: Article
- Author: Joel Lipman
- Category: Transact-SQL
- Language: *
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Just wanted a note to get in my head the logic if checking a requested time slot isn't a double-booking (as in, the time slot doesn't overlap a previous booking. How? Given a date/time and a duration, we will work out the requested start and end time:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: en-GB
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