Zoho People Analytics Regional Configurationhttps://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-analytics-regional-configuration.html

02 February 2026 how to prevent users from viewing employee or payroll data outside their area of responsibility, and how to structure workspaces, dashboards, and data imports to support this model in a controlled and repeatable way. Why? The use-case here is a globally...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

05 December 2023 is sync'ing with your ZohoAnalytics: Login to ZohoAnalytics as an Admin with access to ZohoDesk Make a note of the workspace name that your ZohoDesk will sync with. Select Data Sources in the left sidebar Add Data Sources > Select Zoho Desk Do "Next"...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zoho-books/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 = salesorder.get("salesorder_id"); // // analytics specific table to read data from (enter your own here) v_ZA_WorkspaceID = "123456000000789012"; v_ZA_ViewID = "123467000009876543"; v_ZA_OrgID = "20240709007"; // // build up request to send m_Header =...

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

Zoho Deluge: Zoho Bookings Get Available Slotshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-zoho-bookings-get-available-slots.html

23 June 2021 zoho.bookings.getAvailableSlots(, , , ); Set up your connector with the following scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults = zoho.bookings.getWorkspaces("joels_connector"); l_Workspaces =...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 app. Uploading the images to be hosted by Zoho Analytics So first steps are login to Zoho Analytics and go into the workspace you want to create the monitoring system. Preferably use the workspace that has the data to check. For demo purposes, I'm going...

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

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

06 August 2024 ZohoSign.templates.ALL, ZohoWriter.documentEditor.ALL, ZohoWriter.Merge.ALL, ZohoSign.setup.READ, WorkDrive.workspace.ALL, WorkDrive.files.ALL, ZohoCRM.modules.attachments.all...

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

Zoho People: Get Performance Records over APIhttps://joellipman.com/articles/crm/zoho/zoho-people/zoho-people-get-performance-records-over-api.html

18 September 2025 m_Columns.toString()); info m_OutputRecord; // // in analytics, browse to the target table and note the URL IDs after workspace and view v_WorkspaceID = "1234567000008912345"; v_TableID = "9876543000002198765"; v_Endpoint2 =...

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

Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

25 September 2025 // using Analytics API v1.0 (suprisingly still works in September 2025) /* v_OwnerEmail = ""; v_WorkspaceName = "Zoho CRM Reports"; v_ViewName = "ZohoSurveys - Spider Chart"; // invalid oauth is check your TLD (eg. .com or .eu or...) v_Endpoint =...

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

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

05 December 2023 link/URL for use in your email signatures. Inputs: Loginuser Outputs: Email Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL, WorkDrive.files.ALL, WorkDrive.organization.READ, WorkDrive.teamfolders.ALL, WorkDrive.links.ALL,...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 or com or com.in) from the URL when logged into Zoho Analytics v_BaseURL = "https://analyticsapi.zoho.com"; // // to get workspace ID, look at the URL in ZohoAnalytics and take the number straight after the word "workspace/" v_WorkspaceID =...

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

Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

11 September 2024 m_Attributes = Map(); m_Attributes.put("resource_id",v_WorkdriveFolderID); m_Attributes.put("shared_type","workspace"); m_Attributes.put("email_id",v_RecipientEmail); // role id 34 is view only on the file (see below for further permissions)...

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

Zoho Creator: Create a Widget which uses JavaScripthttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 see the changes: Adding custom CSS and JS files: If using MS Visual Studio Code, I’m adding the app folder to my workspace so that I can easily create a stylesheet and javascript file specific to this app: Adding third-party frameworks: I’m going to use...

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

Zoho CRM & Zoho Bookings Issue: Full Name appears in Last Name (first name first name last name)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-bookings-full-name-appears-in-last-name.html

01 September 2021 Login to Zoho Bookings as the admin Click on the settings cog icon in the top right corner Navigate to the appropriate workspace Click on Registration Form Configure the field for Guest Users Hover over "Name" and click on the pencil icon to edit this...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 and ZohoWriter.Merge.ALL For good measure, I'm going to include the scopes: WorkDrive.files.ALL, WorkDrive.workspace.ALL Click on Create and Connect > Accept Get the Template ID The following snippet is a separate function to run (standalone) and will...

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

How to change local folder for TFShttps://joellipman.com/component/content/article/how-to-change-local-folder-for-tfs.html?catid=79&Itemid=165

08 March 2012 to change this was: Connect to your Team Foundation Server (for me this was already done) Go to File > Source Control > Workspaces Edit... the workspace which is causing the problem Change the local folder All the files on TFS should copy over to your...

• Type: Article
• Author: Joel Lipman
• Category: Team Foundation Server
• Language: *