Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming does is required, the following 119 results were found.

  1. Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

    button, I needed a way to programmatically link the sales order to the invoice. Why? The documentation around the API does not detail how to do this. I also couldn't find any search result via Google or DuckDuckGo (can't say for Bing, I never get around...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Deluge: Convert Xero Date (Unix Timestamp) to Standard Date Stringhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-convert-xero-date-unix-timestamp-to-standard-date-string.html

    timezone is not included in the Xero date/time: // REMINDER: Zoho Deluge Tryout needs backslashes to be escaped, CRM regex does not // if timezone is included (can be negative or positive): // deluge parse and convert to time v_XeroTime =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. Windows 10: Shortcut Apps to Settingshttp://mail.joellipman.com/articles/microsoft/windows-os/windows-10-shortcut-apps-to-settings.html

    or that you want to include in automation software such as AutoHotkey, opens any specific Windows OS settings page. This does not make the change to the setting itself, just displays it to the user for them to make the choice. Why? I needed a command...

    • Type: Article
    • Author: Joel Lipman
    • Category: Windows OS
    • Language: *
  4. Zoho Deluge: Setup an API Connection for InvokeURLhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-setup-an-api-connection-for-invokeurl.html

    Homepage URL: put our corporate website URL, this is for developers who need to query what this app belongs to or does. eg. "https://www.joellipman.com/" Authorized Redirect URIs: for this put in one of the following options, again, based on the clients...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho Creator: Create a Widget which uses JavaScripthttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

    frameworks as well as other JavaScript functionality. Why? Quite simply that at time of print (2020-10-24), Zoho Creator does not allow you to use JavaScript anywhere in its app. HTML and CSS are mostly allowed but JavaScript automatically gets removed...

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

    also in format "02:00 PM") - notes (the actual work notes: eg. "Twiddled thumbs and spun on chair") Input Parameter does not match the pattern specified (6832): Can happen when you are on the EU datacenter and you are trying to use European date format...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. 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

    "line_tax": [ { "percentage": 20, "name": "Sales Tax", "value": 0.99 } ] } ] } Updating with REST API v2.1 The new process doesn't just require you to add in this custom field per line item, but also requires a change to the other fields in the line...

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

    if there are 20000+ records? The advantage of working in a team 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...

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

    image directly to Shopify in 3024x3024 resolution (or the size that the client wants: iPhone res). I then found that Shopify does accept a Base64Encoded version of the image and the below is how I achieved this. How? First-off, let me list the various...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho CRM: Schedule a Call using Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-call-with-deluge.html

    // // with a reminder 10 minutes before m_ScheduleCall.put("Reminder","10 mins"); // not sure if this does anything. hopefully notifies the staff user m_ScheduleCall.put("send_notification",true); r_ScheduleCall = zoho.crm.createRecord("Calls",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Deluge: a HTML Entity Decoderhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

    Zoho may add this to their zoho.encryption namespace such as zoho.encryption.htmldecode(string). But at time of print, it doesn't exist and in the meantime, I've made a function that does this. How? Not sure how else to do this but I simply wrote a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. 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

    && l_DisallowedOptions.contains(v_LeadStatus)) { m_Output.put("message","Your user profile does not allow you to change the lead status back to \"" + v_LeadStatus + "\""); m_Output.put("status","error"); } } // // return response return m_Output; Click...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho Creator: Radio group into Calendar Carouselhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-radio-group-into-calendar-carousel.html

    span label:nth-child(3){display:block;font-size:10pt;color:#ccc;text-align:center;}"; // set width so that Wednesday does not wrap v_Css = v_Css + "div.zc-Calendar_Day_Select .choice-table-cell span label:nth-child(3){width:75px;}"; // format value...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho Creator: Embed Forms/Reports on a Pagehttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

    how to embed using an IFRAME tag which isn't great for CSS styling as you can't do cross-dom acoss child iframes; but it does let you use OpenURL(v_Url, "iframe", "iframe_name") which is good if you have multiple iframes on a page and you only want part...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned. How? The difficult part here was to figure out how to convert the CRM record into a PDF using a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. 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

    using the GUI. Why? Our use-case 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    taking the bits that I need for the various clients that request an eBay integration. This is a comprehensive snippet which does the whole lot. How? Using the method of "mega-functions", here is the code snippet for one function which will accept as...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  18. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttp://mail.joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

    attachments from going in twice. You would need to record the attachment ID and only push it to Analytics if Analytics doesn't have that attachment ID in its table already... or updates it if it does. You might want to add to the code to only push valid...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho Analytics & Zoho People: Monitor DataSource Sync http://mail.joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

    you're here, click on "Connections" at the top of the IDE (where you paste the code) and ensure you setup a Connection that does NOT use the credentials of the logged-in user and has as scope ZohoAnalytics.metadata.read. The code /*...

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

    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 records... not sure why this is. So we have a workaround, by sending all the data including the custom...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 81 - 100 of 119

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF

Please publish modules in offcanvas position.