Articles - Joel Lipman .Com

Zoho Deluge: Adding / Removing Total Tax from a Quote Record

: Joel Lipman; Zoho; 20 August 2019; Hits: 5375

What?
A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items.

Why?
I would apply the standard update function and although the response would say it modified the record, the tax wouldn't apply both visually and programmatically.

How?
A little undocumented this "feature" but the gist is if you want to add tax, it has to be built up in the tax options, if you want this to be zero, you need to pass the option of tax as zero and remove all other options.

: Joel Lipman; Excel; 23 July 2019; Hits: 3161

What?
This is a quick reminder for myself on opening a CSV in MS Excel but without converting long numbers into exponential notations (which are incorrectly rounded anyway).

My Data:

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Account ID,Name,Phone,Record ID
1457102000000135533,Joel,00441234567890,1457102000000165989
1457102000000135566,Stanley,01709123456,1457102000000167543
1457102000000135608,David,00331234567890,1457102000000166795

Account ID,Name,Phone,Record ID
1457102000000135533,Joel,00441234567890,1457102000000165989
1457102000000135566,Stanley,01709123456,1457102000000167543
1457102000000135608,David,00331234567890,1457102000000166795

My Excel:

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Account ID	Name	Phone	Record ID
1.4571E+18	Joel	4.41235E+11	1.4571E+18
1.4571E+18	Stanley	1709123456	1.4571E+18
1.4571E+18	David	3.31235E+11	1.4571E+18

Account ID Name Phone Record ID
1.4571E+18 Joel 4.41235E+11 1.4571E+18
1.4571E+18 Stanley 1709123456 1.4571E+18
1.4571E+18 David 3.31235E+11 1.4571E+18

How?
Firstly, save the CSV file as text file (*.TXT).

Category: Excel :: Article: 689

: Joel Lipman; AutoHotkey; 18 July 2019; Hits: 5122

Applies to:

Microsoft Windows 10
AutoHotkey 1.1.30

What?
Yay for Microsoft Windows 10 in joining the rest of the Operating Systems in implementing multiple desktops. So if you have a Mac or Linux system, you will know of a feature where you can have another virtual desktop on your device.

For those that don't know it, the feature is similar to mobile phones where you swipe left/right to reveal another screen of app icons. The same can be done to the desktop versions with open applications instead of just their icons.

Why?
MS Windows 10 has made a major step but when you close down your PC and log back in, all the applications are grouped into the one desktop. If you have a multiple monitor setup (ie. more than 1 monitor), then MS Windows will almost remember which apps were open on which screen but always on Desktop 1.

In addition, there are some developments on AutoHotkey forums where people are having difficulties opening an app on their second monitor. So I thought I'd jot down some notes here on how I've achieved this across multiple monitors... and now multiple desktops.

How?
The following example is assuming you have 3 monitors and 3 desktops. I'm going to cover the basic code to: 1) get all monitors, 2) open an app on a specified monitor, 3) switch to another desktop.

: Joel Lipman; Zoho; 17 July 2019; Hits: 9902

What?
A sorta quick article to note how I can generate refresh tokens and access tokens using Zoho Deluge code (so within Zoho Creator, CRM or Books) without XML calls.

Why?
I find myself using this more and more now that API v1 is on the way out and Zoho Deluge by itself is limited somewhat with regards to functionality and record editing when compared to API v2.

How?
Note that this is using Zoho Deluge and not another server-side script such as PHP to send the requests via API.

: Joel Lipman; Cascading Stylesheets; 10 July 2019; Hits: 2766

What?
A quick article to remind me on how create an multi-level ordered list that indents and aligns correctly.

Why?
I'm finding that I need to do this quite often for some clients who want to include their terms and conditions in quote/invoice templates and want the HTML to be indented neatly.

Other examples out there will work, but I found that once the list count increased the number of digits (eg. 1.10) the text would be more indented (relative) to 1.1. I need all list elements to be all perfectly aligned.

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// What I Have

1.   Item 1
     1.1   Item 1a
     1.2   Item 1b
     ... 
     1.9   Item 1c
     1.10   Item 1d
2.   Item 2

// What I Have
1. Item 1
1.1 Item 1a
1.2 Item 1b
...
1.9 Item 1c
1.10 Item 1d
2. Item 2

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// What I Want

1.   Item 1
     1.1   Item 1a
     1.2   Item 1b
     ... 
     1.9   Item 1c
     1.10  Item 1d
2.   Item 2

// What I Want
1. Item 1
1.1 Item 1a
1.2 Item 1b
...
1.9 Item 1c
1.10 Item 1d
2. Item 2

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// What I DON'T Want  (happens if you use list-style-position: outside)

1.   Item 1
      1.1  Item 1a
      1.2  Item 1b
      ... 
      1.9  Item 1c
     1.10  Item 1d
2.   Item 2

// What I DON'T Want (happens if you use list-style-position: outside)
1. Item 1
1.1 Item 1a
1.2 Item 1b
...
1.9 Item 1c
1.10 Item 1d
2. Item 2

How?
I've been refining this based on several examples and the following solution seems to be the most stable:

Category: Cascading Stylesheets :: Article: 686

: Joel Lipman; Zoho; 28 June 2019; Hits: 3703

What?
A quick reminder on how I got a working snippet of code to store the entries in the lookup already selected, check against another table/form for valid options, repopulate the list with the selected item and filtering the options available for selection.

Why?
This was for a multi lookup with staff as the list entries. The lookup needed to filter against various forms such as Staff Rotas, Leave Requests, Qualifications and some others.

How?
The aim/objective is the following:

Store what was already selected in the lookups
Clear the lookups list
Restore what was originally selected as selected.
Repopulate with a filter list of options (not selected but available)

: Joel Lipman; Zoho; 11 June 2019; Hits: 4306

What?
A quick article to document how to calculate the distance "as the crow files" between two coordinates given the latitude and longitude of each.

Why?
Well, you can pay for a good Google solution that will distance following roads and the such but.. the following is free albeit as-the-crow flies.

This makes use of an undocumented function in Zoho which is acos or inverse cosine. Just lifted from the JavaScript library figuring if it supports cos() then try this standard function. Note this has only been tested in Zoho Creator rather than Zoho CRM.

How?
This function returns the distance as the crow flies.

: Joel Lipman; PayPal; 09 June 2019; Hits: 1451

Applies to:

PayPal OAuth2.0 API v1
PayPal Checkout API v2

What?
This is an article on how to build a shopping cart and get your website to accept payments via PayPal. The below isn't a final or perfect option, it's an article to help me document and refine a process.

Why?
It appears that gone are the days when sending a payment via PayPal used to be a basic HTML form. There are probably a ton of other articles out there that document PayPal Checkout REST API v2 as well, I just want to build my own that I can understand and update.

I've chosen the API method because according to PayPal's instructions you don't have to install any additional software/framework. Ideal in my opinion.

How?
This code has been built to work alongside jQuery but it could be adapted to a pure JS solution.

High Level Recap

JavaScript » Cookie » PHP

1. Client Side JS to create Cart
2. Validate Cart with PHP on Checkout
3. Confirm Transaction with PHP and JS

Zoho Deluge - Get User Timezone, Country and Location

: Joel Lipman; Zoho; 03 June 2019; Hits: 5460

What?
A quick article just as a note to get the users country information from a third-party API based on the given IP address.

How?
Well this is just a list of free 3rd-party APIs and the below code is dependent on these being online and working...

: Joel Lipman; Zoho; 31 May 2019; Hits: 17645

What
A more comprehensive post on some other regex (regular expressions) to format values in Zoho.

How?

: Joel Lipman; Cascading Stylesheets; 18 May 2019; Hits: 2884

What?
This is an article I hope to refine one day where given a set of breadcrumb hyperlinks, when I hover the mouse over the links, the text changes and the transition between the two is controlled smoothly.

Why?
At time of print, I couldn't find any clear example demonstrating this so here's my take on it:

What I have

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» Home / Products / Lanterns

» Home / Products / Lanterns

What I want (on mouseover)

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// if I hover the mouse over the "Home" link:
» Return to Home / Products / Lanterns        

// if I hover the mouse over the "Products" link:
» Home / More Products / Lanterns        

// if I hover the mouse over the "Lanterns" link:
» Home / Products / More Lanterns

// if I hover the mouse over the "Home" link:
» Return to Home / Products / Lanterns
// if I hover the mouse over the "Products" link:
» Home / More Products / Lanterns
// if I hover the mouse over the "Lanterns" link:
» Home / Products / More Lanterns

How?

Category: Cascading Stylesheets :: Article: 680

: Joel Lipman; Personal Home Page; 16 May 2019; Hits: 3110

What?
Just a quick note to refine a function that will take a date in the past and return the number of years, months, weeks, days, hours, minutes and seconds.

Why?
Here are some examples of what we want to achieve:

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1 year 2 months 3 weeks 4 days 5 hours 6 minutes 7 seconds  // full string
1 year 3 weeks 5 hours 7 seconds                            // where shown values are not zero

1 year 2 months 3 weeks 4 days 5 hours 6 minutes 7 seconds // full string
1 year 3 weeks 5 hours 7 seconds // where shown values are not zero

Actually we just want the first two words of those strings:

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3 days ago          // where event is 3 days ago or just over but less than 4 days ago
1 week ago          // where event is just over 1 week ago but less than 2 weeks ago