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 scenario is required, the following 19 results were found.

  1. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    and when they complete it, the PDF version gets attached to their contact record... all from one click of a button: Scenario 1: Credit Application: Template exists in ZohoSign Very quickly, let's go over the implementation plan for this scenario (where...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Deluge - Counting in a Map dataTypehttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-counting-in-a-map.html

    the count will be with a series if then else statements. See the results/yield section to determine which best fits your scenario: Counting total products: // // count total products for availability m_ProductCount = Map(); for each r_StockRecord in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  3. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    there is a problem here, you asked for Books and this next bit shows how to attach it to a CRM record. This works in the scenario where you have disabled the transaction modules in CRM (so Sales Orders, Invoices, Purchase Orders) and integrated your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

    shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho Creator: Public URL of an Image field / Upload to Shopify APIhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-public-url-of-an-image-field-upload-to-shopify-api.html

    my article Zoho Deluge: Get Image Uploaded in Creator Form which has one method of getting a public link. My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. Zoho Creator: Change Radio into Tabshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-change-radio-into-tabs.html

    which was applied for one client but would need adapting to match the colors or style the next client wants. Why? The scenario is that my client has quite a long Creator form and instead of scrolling down while entering data, they would prefer if they...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    + " " + v_NextDay.toString("MMMM") + " "; Generate a list of working dates given a number of days So here's another scenario where you have a start date and you are asked to list the working days, 7 days after the start date. I'm aware of the method...

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

    that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it. The use-case scenario here is that when an appointment is made for a Lead in a booking system, we want a task or call in CRM to popup and remind us...

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

    how to calculate various times for an appointment booking system based on the timezones of each party. Why? The use-case scenario is that our Creator server uses the US datacenter but has it's server timezone set to "US/Eastern" or "America/New_York"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario mentioned earlier: first-line agents can't select a specific option in the Lead Status picklist: Login to ZohoCRM > Setup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL)https://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-shopify-api-integration-oauth-2-0-update-2022.html

    to Shopify API for 2022 using the new policy that Shopify have implemented when creating a custom app. Why? My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. ZohoCRM: Get All eBay Active Listingshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-get-all-ebay-active-listings.html

    of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently listed in a client's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  13. Zoho Deluge: Nested Catch Statementshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-nested-catch-statements.html

    statement working in Zoho CRM. Why? To prove a point to ChatGPT who said this was not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  14. T-SQL Conversion failed when converting the varchar to data type inthttps://joellipman.com/articles/else/database/t-sql/t-sql-conversion-failed-when-converting-the-varchar-to-data-type-int.html

    e1 LEFT JOIN DMExtractReferenceTable r1 ON e1.CodeType=r1.MapIn So simply change the "=" to a "LIKE". Scenario #2 So when the above has been addressed or we've tried casting as varchars all over the place, check the value that gets outputted is also a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Transact-SQL
    • Language: en-GB
  15. Accessing a MySQL Database with Business Intelligence Development Studiohttps://joellipman.com/articles/else/database/mysql/accessing-a-mysql-database-with-business-intelligence-development-studio.html

    to (server and username + password). Admin Access to the reporting server if you plan on deploying the report to it. Scenario: We want to report on a MySQL database MySQL login information is a user who exists as a MySQL user and a server user....

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
  16. Merge the content of two similar tables in MySQLhttps://joellipman.com/articles/else/database/mysql/merge-the-content-of-two-similar-tables-in-mysql.html

    again unlike the rest of the solutions I found on the web). In MySQL, I only know how to do this with a UNION ALL clause. Scenario: I have a Joomla module which should take the keywords from a specified number of different but similar tables. I'm...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
  17. UTF8 Unicode PHP MySQL for International Charactershttps://joellipman.com/articles/cms/website-development/php/utf8-unicode-php-mysql-for-international-characters.html

    also to anyone out there who's spent as long as I did looking for a solution to this. Maybe it's just me but this is the scenario: Joomla works fine with international characters A Module Extension I wrote for Joomla! displayed funny characters. The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
  18. SSRS Expand specific drilldown by defaulthttps://joellipman.com/component/content/article/ssrs-expand-specific-drilldown-by-default.html?catid=75&Itemid=165

    to do it in SQL Server 2008 and creating a report in Business Intelligence Development Studio (BIDS) or MS Report Builder. Scenario I have a report that specifies some room bookings for a particular week. When I open the report, each drilldown row is...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  19. MySQL Commands to display all columnshttps://joellipman.com/articles/else/database/mysql/mysql-commands-to-display-all-columns.html

    scenario is that I wanted a PHP/MySQL extension created which needs to launch a query to find all columns across the tables of the local database which had valid content to extract keywords from. The following is a MYSQL query that displays the...

    • Type: Article
    • Author: Joel Lipman
    • Category: MySQL
    • Language: en-GB
Results 1 - 19 of 19