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 leaves certain bits out. Just getting the syntax right and using the . setParamName is key. Let's make it even more interesting: I'm going to use a subform with the file upload field type so our record can have more than 1 file attached to it. the...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 have provided some links at the end of this article for you which we tried to use but only helped us out about half-way, the rest we guessed on our own: Our use case, is that we are developing a Zoho Creator app that will help staff log time and then...

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

Zoho CRM: Standard Setup for Tax Rateshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-standard-tax-rate-setup.html

02 September 2021 aggregate fields section), the user will get a popup saying something like "No tax associated with this product.". For CRM REST API: r_TaxRates = invokeUrl [ url: "https://www.zohoapis.com/crm/v6/org/taxes" type: GET connection: "zcrm" ]; info...

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

Zoho CRM: Upload a Product Photo using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-upload-a-product-photo-using-deluge.html

27 September 2021 (and prevent workflows from running) v_Endpoint2 = "https://www.zohoapis.com/crm/v2/Products/" + v_CrmProductID + "/photo?restrict_triggers=workflow"; r_CrmPhoto = invokeurl [ url: v_Endpoint2 type: POST files: r_CreatorPhoto connection: "joels_crm" ];...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• 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 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: void...

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

Zoho CRM: Manage a subform using Client Scripthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 var v_ConsultantLocation = ZDK.Page.getField('Location').getValue(); // only run the rest if record matches criteria if (v_CurrencyCode == "GBP" && v_ConsultantLocation == "UK") { // get value of trigger field var v_RateCard =...

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

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

08 February 2023 field. Create a sample record with just the name field (placed at top of request) and comment out the other fields from the rest of the request to test. Once you have successfully created a record using only the name field (no underscores - as displayed...

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

Zoho Deluge: Proper Case for Nameshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-proper-case-for-names.html

13 July 2023 article without any completion in mind; to set the proper case of a name, as in capitalize the first letter, lower case the rest but then with exceptions. Why? Some of the Zoho Apps are incredibly case-sensitive and consider some records containing...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 website (mysite.com/wp-admin) Expand WooCommerce in the left sidebar Go to Settings (in the menu/sidebar) > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably...

• 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 reply to eBay's challenge code. So I created a function within ZohoCRM to return the challenge and made it into a REST API function with a zapikey. I entered the URL ZohoCRM gives me as the endpoint for the eBay challenge. Here's my function in full as...

• 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 A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this 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...

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

Welcome to my website!http://mail.joellipman.com/articles/web-development/welcome-to-my-website.html

19 March 2011 and persist in the knowledge that anything is possible, I only have to believe. I tend to write about issues that the rest of the crowd so easily give up on. I am usually available for consultation and short term projects. If you think I can help you...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

UNC Paths in Sharepoint 2007 linkshttp://mail.joellipman.com/articles/microsoft/sharepoint/unc-paths-in-sharepoint-2007-links.html

08 November 2012 but I'm just trying to add a link to our Sharepoint 2007 portal. How? Add a link with the prefix File:// and complete the rest of the path as per usual. Sharepoint will correct the link when you OK it if you are trying to enter a real UNC path:...

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