Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 side bar to go to Home or Setup) Under "Extensions", click on "Connections" Click on "Add Connection" Click on "Zoho Oauth" Give the connection an easy name (will be lowercased) but descriptive. For this test I will call it "myconnector". Ensure that as...

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

Zoho Creator: Set Up Custom Domain for Customer Portalhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 Zoho Cares). Advise them that you have verified the domain using CNAME and that the CNAME record is setup. You will need to give the full path of the custom domain (eg. https://mysubdomain.joellipman.com), I include the app owner and app name. Then you...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 of a parameter I'm sending to the function. So in "Edit this application" > go to Workflow > Functions > New Function: give the function a name select "Deluge" as the language give it a Namespace (for this example I will leave this on "Default") and set...

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

Zoho Deluge: Sort a Map by a specific fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

29 January 2021 Amazing 1997-07-05T23:15:00+00:00 46498 Joel 1977-11-14T12:30:00+00:00 8949 Anonymouse 1923-10-16T15:00:00+00:00 How? So to give you a gist of what the following snippet of code is doing, let me give an overview: Build up a map with sample data (you...

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

Zoho Creator / Shopify: Get all Active Productshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-shopify-get-all-active-products.html

12 October 2021 ] 2 Well that produces a lot of ID numbers delimited by a comma. However, to match my use-case, I want a list to which I can give it an SKU, and it returns the Shopify Product ID (not of the variant but of the product). In which case, I need to tweak...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 afterwards when locking it down for security: Login to ZohoCRM > Setup > Developer Space > Connections > Zoho OAuth Give your connection a name, I'm calling mine "Joels Connector" Select the Scopes: ZohoWriter.documentEditor.ALL and ZohoWriter.Merge.ALL...

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

ZohoCRM: Get All eBay Active Listingshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-get-all-ebay-active-listings.html

01 March 2023 Creator: Push to eBay Listings The megafunction So I'm going to call this function "Fn - eBay - Get Active Products" and give it the internal name as "fn_GetEbayActiveProducts" without any arguments. Something to note in the below is that it asks you to...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttp://mail.joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 not related to any of this setup / configuration. Instead, we prepare the following set of instructions for the client to give to their IT administrator. If the client registered their domain with a domain registrar, then they need to sign in to their...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 a system administrator > Go to Setup > Client Script Clicking on the "New Script" button in the top right. For this demo, we give it the name "On Deal Creation" and in the description I've commented that this will select a pipeline based on the user's...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 query... Well it's for the radar chart and what it does is group all the responses per page (per survey attempt) so that given a survey reference, it will give me the sums per page. SELECT i."Attempt ID" AS "Survey Response", max(i."Survey") AS...

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

Zoho Survey: Zoho CRM Webhookhttp://mail.joellipman.com/articles/crm/zoho/zoho-survey-zoho-crm-webhook.html

01 October 2025 First, I'll go through the steps of setting up the Zoho CRM function, we'll convert it to a REST API function which will give us a URL and then we'll configure the Zoho Survey to trigger a webhook when submitted. Pre-Amble Just need a few fields on the...

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

Zoho CRM Client Script: Map Quote to Invoicehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-client-script-map-quote-to-invoice.html

09 October 2025 up the Client Script Login to ZohoCRM > Setup (cog icon next to profile photo) > Developer Hub > Client Script > New Script Give it a name, I'm calling mine Invoice TBC Give it a description. I said "Sets the subject/name of the invoice to TBC when...

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

Free Translator API using Googlehttp://mail.joellipman.com/articles/google/free-translator-api-using-google.html

08 January 2013 Sign in using your Google APIs developer's account (FREE). Copy the JavaScript they give you (eg....) and paste this into a custom HTML module in your Joomla site. Add the meta tag they give you to your index.php file (under template folder in effect...

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

GDPR Privacy Policyhttp://mail.joellipman.com/static-items/gdpr-privacy-policy.html

14 February 2019 Website Privacy Policy Template This privacy policy sets out how JoelLipman.com uses and protects any information that you give JoelLipman.com when you use this website. JoelLipman.com is committed to ensuring that your privacy is protected. Should we...

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• Author: Joel Lipman
• Category: Static Items
• Language: *

Terms & Conditionshttp://mail.joellipman.com/static-items/terms-conditions.html

30 May 2009 are not the property of, or licensed to, the operator are acknowledged on the website. Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence. From time to time this website may also include links to other...

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Privacy Policyhttp://mail.joellipman.com/static-items/privacy-policy.html

30 May 2009 This privacy policy sets out how Joel Lipman .Com uses and protects any information that you give Joel Lipman .Com when you use this website. Joel Lipman .Com is committed to ensuring that your privacy is protected. Should we ask you to provide certain...

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Forum Ruleshttp://mail.joellipman.com/static-items/forum-rules.html

31 May 2009 determine whether you knew what you were doing was wrong or whether a warning is necessary to explain it to you. If I do not give a warning, I will skip ahead to the next step in the penalty list. Muting - This is where you are not able to talk on the...

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Webdeveloper-Speakhttp://mail.joellipman.com/articles/web-development/webdeveloper-speak.html

13 July 2010 write an article on another site but I came across it and rather than just add it to my weblinks section, I thought I'd give it a little more credit. "Motive is a web design and development agency based in Wellington, New Zealand providing consultation,...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
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Accessing a MySQL Database with Business Intelligence Development Studiohttp://mail.joellipman.com/articles/database/mysql/accessing-a-mysql-database-with-business-intelligence-development-studio.html

05 January 2011 Development Studio (BIDS) Right-click on "Shared Data Sources" in the Solution Explorer > select "Add New Data Source" Give the DataSource1 a more memorable name Click on the "Edit..." button Click on the "Change..." button Select "ODBC" and click on...

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

Merge the content of two similar tables in MySQLhttp://mail.joellipman.com/articles/database/mysql/merge-the-content-of-two-similar-tables-in-mysql.html

11 January 2011 for most SQL forms). I found that to add further tables, simply start with another "UNION ALL" clause with a note to give the 3rd table a different alias to the 2nd (so "C" instead of "B"): SELECT title, intro FROM ( SELECT `title`, `introtext` intro...

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