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 this record is the same school if(r_School.get("Account_Name").equalsIgnoreCase(v_SchoolName)) { // update the CRM record m_Trigger = Map(); m_Update = Map(); m_Update.put("Total_Number_of_Candidates",v_CandidatePlacedCount);...

• 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 manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is the appending of a row to the subform based on...

• 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 Function: void fn_AB_AssociateVacancy2Candidate(int p_CandidateID) Workflow: AB001: Associate Job Openings with Candidate Trigger: Workflow run whenever a candidate record is modified Purpose: Associates Job Openings with a Candidate when their record...

• 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 m_Thread.put("content",v_Message); l_Messages.add(m_Thread); // // if the message is not blank nor the trigger, send to OpenAI ChatGPT API if(!isBlank(v_Message) && v_Message!="Ask ChatGPT") { // // Need to add your own OpenAI token here v_Token =...

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

ZohoBooks: Stripe Terminal Integrationhttp://mail.joellipman.com/articles/crm/zoho/zohobooks-stripe-terminal-integration.html

16 March 2023 Function: Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: invoice Outputs: - Date Created: 2023-02-24 - Initial...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 String fn_Workdrive_HostImage(string p_DownloadImageUrl, string p_WorkdriveFolder) Label: Fn - Workdrive - Host Image Trigger: Off a button / Standalone Purpose: This uploads an image to workdrive and returns a publicly-accessible link/URL for use in...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 Function: void fn_Tickets_OnCreateEdit(int p_Ticket) Label: Fn - Tickets - On Create or Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 on the subform so that I get the popup to enable bi-directional rather than via the tickbox. The below code is added to a trigger whenever the ticket form is submitted either on creation or modification. The function to rule-them-all This code was used...

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

ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 Function: csfn_Invoice_OnEdit_Type Label: csfn_Invoice_OnEdit_Type Trigger: Triggered on an invoice type change Purpose: Prepares the invoice as a deposit invoice or final balance invoice Inputs: string value Outputs: - Date Created: 2025-03-31 (Joel...

• 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 Function: string standalone.fn_Deals_RetrievePipeline(String p_DealID) Label: Fn - Deals - Retrieve Pipeline Trigger: Standalone / REST API Purpose: Function used by a client script to retrieve the pipeline given a deal record id Inputs: Deal Record ID...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 details view) var v_EntityID = r_Data.EntityId, v_EntityModule = r_Data.Entity; // get id and module on page (depending on trigger) // var v_EntityID = r_Data.EntityId[0], v_EntityModule = r_Data.Entity; // Define the function name to be called (don't...

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

Drop If Object Existshttp://mail.joellipman.com/articles/database/t-sql/drop-if-object-exists.html

03 August 2012 RF = Replication-filter-procedure S = System base table SN = Synonym SQ = Service queue TA = Assembly (CLR) DML trigger TF = SQL table-valued-function TR = SQL DML trigger TT = Table type U = Table (user-defined) UQ = UNIQUE constraint V = View X =...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *

Zoho CRM: Client Script Confirmation Box and Popup Mailerhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-client-script-prompt-and-popup-mailer.html

06 February 2024 a play around to see what can be achieved and how much this can be customized. The task I've set for myself is as follows: Trigger if the contact record has a tickbox called "Extra Confidential" ticked/checked=true Popup a confirmation box to proceed or...

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

Inline Labels in Form Fields using Javascripthttp://mail.joellipman.com/articles/web-development/js/inline-labels-in-form-fields-using-javascript.html

21 August 2012 this is my recommended solution. How? We're going to use the onBlur and onFocus attributes which do, as the name indicates, trigger events when the cursor is either in the field or not. The above field was created with the following code: Explanation...

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

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 SO Ref changes, the tick box is unticked Form Workflows > New Workflow Select your form Run when Created or Edited When to trigger: User input of a field Choose Field: ZohoBooks Sales Order Ref Name it whatever: eg. OnUserInput_ZBSoRef Put the following...

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

Zoho Creator: info/alert/modal/popup notification for any userhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

06 November 2020 !important;} .fa.fa-close::before,.fa.fa-close::after{background:#999 !important;} 2. Trigger the notification There are several ways to display this as a popup, the first use example is on report workflow (click of a button in a report row) but I've...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttp://mail.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 is what we use: /* ******************************************************************************* Function: OnValidate Trigger: Function executed on the application of a leave Inputs: string p_RequestID,string p_Dept,string p_LeaveFrom,string...

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

Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirectshttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-two-submit-buttons-on-a-non-stateless-form.html

27 July 2021 } In Workflow > Form workflows > Click on "New Workflow" Choose your form Run when a record is "Created or Edited" When to trigger workflow is "User input of a field" Choose Field "Save & Close" Name the workflow "OnSubmit_SaveClose" Add your deluge...

• 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 not a call: v_ReminderDate = v_SystemAppointmentDateTime.subMinutes(15); v_ReminderStr = "FREQ=NONE;ACTION=EMAILANDPOPUP;TRIGGER=DATE-TIME:" + v_ReminderDate.toString("yyyy-MM-dd'T'HH:mm:ss") + "-05:00"; m_ReminderAlarm = Map();...

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

Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense)http://mail.joellipman.com/articles/crm/zoho/zoho-deluge-text-sms-using-twilio-api-localsense.html

16 December 2021 type :POST parameters:m_Data ]; // // display to user/developer the response return r_TwilioResponse; Adapting it to trigger off a scheduled workflow of a call/meeting Login to ZohoCRM > Setup > Automation > Workflow Rules > Create Rule Module is...

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