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  1. 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

    is invalid " }, "status": 1 } } [Warning: Another red herring ahead] We tried various other options such as adding a tickbox that would be used in an approval workflow but ran into issues when trying to update the record: { "response": { "message":...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho CRM: Update a custom field in line items / product details using REST API v2.1http://mail.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    from a CRM function. The important fields I wanted were some custom fields within the line items subform. Here I'm adding the parameters to ensure we get CRM records that are also pending approval or being converted. m_Params = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Zoho CRM: Get Unique Values of a Text Fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

    of Zoho developers, is that "two heads are better than one" does apply more than we think. A colleague of mine suggested adding a group by to the query which works (tested with both the keyword 'distinct' and without it with no difference in the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Creator/Deluge: Calculating with Timezone Offsethttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-deluge-calculating-with-timezone-offset.html

    the customer at 7am in Los Angeles; and tell headquarters or the system calendar that the appointment is at 10am. How? So adding a datetime field and calling this one the "Customers Appointment Time" is the wrong first step. Reason being is that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

    based on the Zoho official forums, this used to be a daunting task. Not anymore at least from what I've seen. You could try adding a subform to Creator but have it as a blank form rather than a bidirectional form as in this example, the parent record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. 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

    I went for a slightly more expensive cable (so from £5 to £9) and the more expensive one worked on my old Acer monitors. Adding older GPU in PCIe 3.0 x4 Slot (put in a cheap GPU to run more than 4 screens they said): Stopped my RTX 3060 (in PCIe 3.0 x16...

    • Type: Article
    • Author: Joel Lipman
    • Category: Articles
    • Language: *
  7. Zoho Creator: Populate a Multi-Lookuphttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

    it the IDs should work... but it doesn't. Assuming my multi-lookup field is called "Zoho Inventory Package Slips" and I'm adding these to a Creator form called "Appointment", my code should be something like the following: // // get 100 most recent...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    v_Shopify_Updated = v_Shopify_UpdatedStr.getPrefix("Z").replaceAll("T"," "); // adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up v_ProductIDStr = "\"'" + v_ProductID + "\""; v_VariantIDStr = "\"'" + v_VariantID + "\"";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. 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

    is that we have a subform which gets autopopulated with a list of services. The client does not want their operations team adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoDeluge: Inserting a new line character in a CSVhttp://mail.joellipman.com/articles/crm/zoho/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    // // yields: // Me,Myself,I // a,b,c Additional Adding to a screen output: eg. a button response or response of info: try holding down the ALT key and pressing 255, then releasing the ALT key and save the change to your code. This will not display a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Books: Get Invoice Payment Terms via APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-get-invoice-payment-terms-via-api.html

    = Map(); m_InvoiceDetails.put("customer_id",m_BooksSO.get("customer_id")); m_InvoiceDetails.put("payment_terms",-3); // adding label because -3 often displays "Net 56" instead. m_InvoiceDetails.put("payment_terms_label","Due end of next month"); // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Deluge: Get the Week Number if Week starts on a Mondayhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-get-the-week-number-if-week-starts-on-a-monday.html

    Additional: I'm just adding a little extra based on the further feedback, if we're generating a reporting year and week, we have to look at the difference between .toString("y") and .toString("Y"). Lowercase 'y' is the year and uppercase 'Y' is the year...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttp://mail.joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    on a purchase order, and per line item, the staff can specify which Sales Order the item relates to. How? At time of print, adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    upload the file to the attachment... Some customers say this is unworkable and takes far too long, especially the part of adding the various field placeholders onto the template document; every time. What if I told you we can code a single button on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. 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

    An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

    a key from a map. In this case, the ID key and value pair. It would then tell me the list was null when I thought I was adding the map with the ID removed back into a list. The map itself was null. How? We are using an API action called "Add_Tags". I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. 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

    this took me a couple of days to simply install a JS widget hosted by Zoho and pass the record ID via a button to it, I'm adding it here in case I need to refer to it in future. Why? We have an Accounts module which holds all the companies we deal with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. Zoho People: Get Performance Records over APIhttp://mail.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

    from Zoho People to Zoho Analytics. It doesn't check to see if the data is already there, it doesn't update, it just keeps adding rows. Modify the function above (the one hosted in ZohoPeople) to account for this. It's the end of the day and I will do...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. How to put MediaWiki into Debug modehttp://mail.joellipman.com/articles/cms/mediawiki/how-to-put-mediawiki-into-debug-mode.html

    By adding the following line to your LocalSettings.php file, you will be able to log everything that WikiMedia does: $wgDebugLogFile = '/home/username/public_html/wikidir/logfile'; IMPORTANT NOTE: The path above should be the exact full path to the...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  20. UNC Paths in Sharepoint 2007 linkshttp://mail.joellipman.com/articles/microsoft/sharepoint/unc-paths-in-sharepoint-2007-links.html

    to Microsoft Office Sharepoint 2007 What? I've been tasked with adding links to files located on some network shares. I want to use UNC paths such as \\myServer\myShare\myFile.doc. I could map the UNC path to a drive letter and then link to it (eg....

    • Type: Article
    • Author: Joel Lipman
    • Category: SharePoint
    • Language: *
Results 41 - 60 of 60

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