Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

17 October 2021 "variant_ids": [], "admin_graphql_api_id": "gid://shopify/ProductImage/23456789012345" } } This next version is a more generic form of the above function uploading the photo to Shopify: void API.fn_ShopifyQuery_UploadPhoto(int p_ProductID, int...

• 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 "status": "active" } ] } */ You need to select the id of the template that you want to use for the next step (will be an alphanumeric long string). The button function Create a button off the contacts record by going to ZohoCRM > Setup > Customization >...

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

Zoho Creator: Change Radio into Tabshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-change-radio-into-tabs.html

22 October 2021 This is only a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants. Why? The scenario is that my client has quite a long Creator form and instead of scrolling down while entering...

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

Zoho CRM: Schedule a Call using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

18 November 2021 Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we...

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

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

08 February 2022 so we don't breach a statement execution limit in the Zoho app function. How? If we're not going to use loops, then the next best thing I'm aware of is a regular expression. So the first expression I came up with worked to a certain point but didn't...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)http://mail.joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 work Choose field to validate > Select "Lead Status" Choose validation type as "Validate using function" and click on "Next" For functions, select "Write your own" Give it a function name, eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn -...

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

PC Build 2022: 5 Monitors connected to 1 PC using 1 GPUhttp://mail.joellipman.com/pc-build-2022-5-monitors-connected-to-1-pc-using-1-gpu.html

12 March 2022 2nd diagram is the working configuration I have now. Note that I've moved the bottom screens in the display settings to be next to each other as I found moving my mouse from 4 to 5 involved going up to 2, right through 3 to 1, then down to 5... Now it...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttp://mail.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 ID and client secret along with the Grant Code Click the button and you will get a refresh token which you can copy for the next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function:...

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

Zoho Deluge: Generate a loop or list of any sizehttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-generate-a-list-of-any-size.html

21 October 2022 or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and for any numbers of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the...

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

ZohoCRM: Import Attachmentshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 my Attachments.csv here is called "Attachments_001.csv"... I didn't do that, this process seems to have done that): On the next step, check your Attachments CSV has the mandatory columns and as previously mentioned, Attachment ID is the unique filename...

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

Zoho Creator: Disable/Hide the add and delete subform row buttonshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 For Deluge Script, add the following: // // CSS overrides v_CssNotes = ""; // // this line hides the delete/cross icon next to each row v_CssNotes = v_CssNotes + ".subformRow .form-group{display:none;}"; // // this line hides the "add new row" from...

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

ZohoCRM: Integrate ChatGPT to ZohoZIAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

06 March 2023 Following on from the article: Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo. This is the next step as we get it to look at data within ZohoCRM. Why? Because it is a serious improvement upon ZohoZIA and we get a lot of requests around customizing...

• 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 since time-of-print of this article, this is how to get to them Login to ZohoCRM Go to Setup (cog icon in the top right next to your profile picture) Under Channels, go to Email Click on the "Email Deliverability" tab Under Authentication, click on...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttp://mail.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 Data Sources" button Select "Zoho Analytics Workspace" as the data source type. Select the relevant workspace and click on "Next" Select "Custom Query" in step 2 and paste your Zoho SQL query in here. Give it a name, set the schedule and then wait for...

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

Zoho Analytics: Create a Monitoring System with Imageshttp://mail.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 box, and to the right of it, I click on the "ZohoAnalytics Image URL" value to copy it into the textbox: Great! Now the next step makes the value into an image. Even if this is filled with URLs for images stored on remote websites, it helps to preview...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 ]; v_OutputResponse = "Thank you for accepting your quote! We'll be in touch soon to finalize the next steps and get everything ready."; } else if(v_Intent == "Decline") { b_ValidResponse = true; // // Mark the estimate as declined r_Decline = invokeurl...

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

ZohoDeluge: eBay marketplace account deletion/closure notificationshttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-ebay-marketplace-account-deletion-closure-notifications.html

13 March 2025 Navigate to the Application Keys page: https://developer.ebay.com/my/keys Click the Notifications link next to your App ID to open the Alerts and Notifications page: https://developer.ebay.com/my/push Select the Marketplace Account Deletion option in...

• 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 number comes from it prefixing the question per page that the client did when setting up her survey (eg. 1. question 1, 2. next question, 3....). ZohoSurveys - Individual Responses Query (if using an input field for email: public Survey) If you're not...

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

Windows 7 and Google Chrome incognito mode by defaulthttp://mail.joellipman.com/articles/google/windows-7-and-google-chrome-incognito-mode-by-default.html

24 March 2010 using "incognito" mode with the Google Chrome web-browser, this article is just how to switch the quick launch shortcut (next to your start button). All the articles I googled were windows vista so I thought I'd share one for windows 7 here. I'm...

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

Set default parameter dates to start and end of monthhttp://mail.joellipman.com/articles/microsoft/ssrs/set-default-parameter-dates-to-start-and-end-of-month.html

05 April 2011 ) This idea was based on Bob Griffin's post on SQL Server Central.com forums where he subtracts 1 day from the first day of next month to get the last date/number of days in this month.

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• Language: *