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Assuming added is required, the following 114 results were found.

  1. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    m_Delete); } } Update 2025 Having to do this again in 2025 and things seem to have changed. I've added a multi-user lookup on the quotes record called "Requires_Approval_Users". A quick setup method is now to use the CRM interface to add a couple of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM & Zoho Books: Custom Related Lists Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

    = ifnull(r_Result.get("Exchange_Rate"),1); v_ModifiedTime = ifnull(r_Result.get("Modified_Time"),r_Result.get("Added_Time")).toTime().toString("dd/MM/yyyy hh:mm a"); // // future proofs v_ExchangeRate = if(v_ExchangeRate == 0,1,v_ExchangeRate); // //...

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

    article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" (similar to team name) and wanted any Opportunity record to have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator: Change Radio into Tabshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

    Zoho Creator ones provide. First, let's add a Notes field to the Creator form, I'm calling mine Note_CSS, then I have added a radio group called Tabs [NB: If you rename it from "Tabs" to something else, all CSS references need to be changed as well to...

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

    we're not bother with Daylight Savings Time. The field is a text line field called Customers_Requested_Time and I have added a few more date time fields called GMT_Date_Time_Start, GMT_Date_Time_End, System_Date_Time_Start, System_Date_Time_End,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    a latitude and longitude, then we're going to use a free TimeZone API (one that returns a timezone given a lat/lng). The added feature is that we are going to loop through picklist options (500 timezones) in CRM to select the most relevant one. If all...

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

    another regular expression, I've been trying out to round up a number or at least to remove the trailing zeros. I could have added this to my Zoho Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Amazon Kindle: Send PDFs to your Kindlehttp://mail.joellipman.com/amazon/kindle/amazon-kindle-send-pdfs-to-your-kindle.html

    stuff. It’s true you need to go through an initial set-up process which essentially boils down to getting your email ID added to the approved list as well as finding out the email address of your Kindle. Once you are done with that, you can send as many...

    • Type: Article
    • Author: Joel Lipman
    • Category: Kindle
    • Language: *
  9. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    here was to figure out how to convert the CRM record into a PDF using a customer's template. // // initialize (this is code added to a button so should alert user if no email was specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678"; //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttp://mail.joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this particular CRM Account. We added several fields which get populated when a candidate was modified in ZohoRecruit. How? As mentioned, we're going to update...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho CRM: Manage a subform using Client Scripthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

    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. How? Well I won't go in to detail on how to add a client script, this article is just to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttp://mail.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    r_Data in r_Associated.get("data") { if(!isnull(r_Data.get("id"))) { // // search by record name to see if we've already added this record before // note the endpoint and then the field comparison here v_SearchEndpoint =...

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

    - Matt Wolfe - Install Stable Diffusion Locally. Ok it isn't MidJourney... But it's free. Defaulting some parameters to be added to every prompt /prefer suffix This defaults certain arguments to any prompt you submit. I don't really recommend this...

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

    Deluge Code So this is a Zoho Creator function that I'm going to call API.fn_ShopifyQuery_UpdateAllProducts() and it will be added to a nightly schedule. It's aim is to recover all the modified records of a day and ensure that the data in Zoho is the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoDeluge: Get All eBay Orders Given a From and Till Datehttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-get-all-ebay-orders-given-a-from-and-till-date.html

    then getting the OAuth access codes from the client. How? I'm going to split this into 2 code snippets that were in practice added to the same function and that worked at time of print. Note that this uses the old Trading API as the new API is only...

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

    a booking system in ZohoCreator, I want to enter the default working shift for an employee either existing or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho Deluge: Get All Orders from eBayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

    for a specified year Date Created: 2023-03-29 (Joel Lipman) - Initial release Date Modified: 2023-03-29 (Joel Lipman) - Added in ability to list errors and query order line item IDs (ErrCode: 21917182) - Modified to check that there are some orders....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-error-code-2945-extra_key_found_in_json.html

    "my_creator_connection"); // // SUCCEEDS: with r_Create = {"code":3000,"data":{"ID":"1234567000012345678"},"message":"Data Added Successfully"} Source(s): Zoho Creator / API Status Codes Zoho Community / Zoho One / Using Zoho One Zoho Community / Zoho...

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

    key here is that there were no contact persons on the customer record. Instead, when building the invoice, this had to be added (don't ever remember having to do this) as contact_ids (array/list). Instead the below script will show you how to use this...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 81 - 100 of 114

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