Zoho Deluge: a HTML Entity Decoderhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...

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

Zoho CRM: searchRecords with sorted resultshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 type :POST parameters:m_Params.toString() connection:"zcrm" ]; l_SortedProducts = ifnull(r_CoqlSortedProducts.get("data"), List()); Source(s): Joel Lipman - ZohoCRM: Process all records of a module Zoho Deluge - Search Records in Zoho CRM Zoho Deluge -...

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

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"http://mail.joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

20 July 2022 Click on “Site Settings” If the ZohoDesk activity appears then click into this, if not then: Click on “View permissions and data stored across sites” Click on “zoho.eu” this will dropdown all Zoho apps Click on “desk.zoho.eu” Click on “Clear Data” You...

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

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

19 October 2022 and updates some number fields on the matched CRM account. Why? For reporting purposes. Although Zoho Analytics can use data imported from both ZohoCRM and ZohoRecruit, it was helpful on the CRM record to see how many candidates had been placed at this...

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 name. Something like the following: With these kind of columns available to you: Click on Widget in the top right Under "Data Column", select any field in your table/query which is not the one to display Under "Group By", select the field that has the...

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

Zoho Deluge: Get All Orders from eBayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-all-orders-from-ebay.html

29 March 2023 ZohoCRM: Get All eBay Active Listings, this is how to get all the orders from a client's eBay. Why? Our use-case is a data migration from eBay to a fresh instance of Zoho Inventory. In this task, we are simply getting a CSV with all the order IDs for a...

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

Zoho CRM: Change System Field Lengthhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the Postal Code which out-of-the-box differ in...

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

Zoho Deluge: Determine if Daylight Savings are in effecthttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-determine-if-daylight-savings-are-in-effect.html

03 July 2023 there could be 4 different timezones between customer, agent, 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...

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

Zoho Books: Get Invoice Payment Terms via APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

06 July 2023 of an invoice but lots of my clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() { v_BooksOrgID =...

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

Zoho Books: Generate Bank Text File for Downloadhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 workstation Here's what's happening in the background: File is generated FIle is attached to the last record of the source data File identifying number is returned from being attached File is opened in a new tab/window to trigger downloading. File is...

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

ZohoCRM: Using Criteria with Module Record Counthttp://mail.joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 How? Here's a couple of working examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST API v2.1: I have a...

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

Zoho Creator: Render to PDF with margins and page numbershttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 going to use a HTML table again but that's because I want to send it to the PDF renderer in ZohoCreator and want all the data to stay aligned. Using only DIV layers can cause a few unexpected layouts in ZohoCreator. The Quick Answer: the page margins...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 [ url :"https://www.zohoapis.com/crm/v8/Deals/" + p_DealID + "?fields=Pipeline" type :GET connection:"zcrm" ]; l_DealData = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealData { if(!isNull(m_DealData.get("id"))) { r_DealDetails...

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

Zoho Deluge: Connect to Shopifyhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At time of print, we have woken up to the news that including a username and password, or a client and...

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

Converting SQL date in PHP to European date format and vice-versahttp://mail.joellipman.com/articles/web-development/php/converting-sql-date-in-php-to-european-date-format-and-vice-versa.html

17 September 2009 Issue If you've ever made PHP scripts to process data within a LAMP environment (Linux, Apache, MySQL, PHP) then this happens a lot. In the following example, our HTML form will allow the user to specify a date (so excludes hours, minutes and seconds)....

• Type: Article
• Author: Joel Lipman
• Category: Personal Home Page
• Language: en-GB

How to make a HTML form post its variables to itselfhttp://mail.joellipman.com/articles/web-development/html/how-to-make-a-html-form-post-its-variables-to-itself.html

17 September 2009 You have a PHP page which generates a HTML form. When the user submits the form, you want the same PHP page to process the data. Solution I've seen a lot of people write CGI requests but if you left the action attribute blank, this would do the same...

• Type: Article
• Author: Joel Lipman
• Category: Hypertext Markup Language
• Language: en-GB

Add default to a picture buttonhttp://mail.joellipman.com/articles/automation/autohotkey/add-default-to-a-picture-button.html

10 November 2009 with a hidden attribute: Gui, Add, Button, x600 y70 w90 h90 +Default +gSearch +Hide, Search The function to receive the data can be: Search: Gui, Submit, NoHide MsgBox, Searching for "%SearchTextInput%" Return

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

Increase Recent Documents Number in Windows XPhttp://mail.joellipman.com/articles/microsoft/windows-os/increase-recent-documents-number.html

28 July 2011 Create New DWORD Value Name it "MaxRecentDocs" Double-click on the new DWORD Set value data to "19" ( equals 25 ) Leave Base as "Hexadecimal" OK Restart your computer

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: en-GB

SSRS Repeat Headers in PDF Reporthttp://mail.joellipman.com/articles/microsoft/ssrs/ssrs-repeat-headers-in-pdf-report.html

26 October 2011 icon near the "Column Groups" panel (see below screenshot). Click on the "static" row that is the header of the tablix (the data of the tablix is "details"). Set "FixedData" to "True" if you want the headers to scroll with the report when viewed on the...

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

MySQL Group_concat equivalent in T-SQL and Oraclehttp://mail.joellipman.com/articles/database/mysql-groupconcat-equivalent-in-t-sql-and-oracle.html

28 November 2011 include the nested version because I find myself needing to group concatenate more often from another table then using data from the same table. MySQL SELECT ( SELECT GROUP_CONCAT(column_to_return_as_string) FROM a_pretend_table WHERE a_condition=true )...

• Type: Article
• Author: Joel Lipman
• Category: Databases
• Language: en-GB