Search - Joel Lipman .Com

1. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Department: / Zoho /; What? A super quick article on how to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity ...; Created on 16 October 2023
2. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; What? An article with a quick snippet of code which builds up the address from a Lead record to geocode into latitude and longitude coordinates to feed a third-party API which returns a timezone. ...; Created on 15 December 2021
3. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... the process would be: allow a user to apply for leave, then on save/submit, auto approve/reject the application based on a custom function that could calculate the percentage of staff who already booked ...; Created on 10 December 2020
4. Split a row into multiple rows based on a column value: / Transact-SQL /; Applies to Transact-SQL (T-SQL) What? This is a quick article on how to split a single row into multipe rows based on the value of a column in the same table. Why? I have a table that ...; Created on 23 August 2013
5. Performance Report - Background colors based on dataset values: / SQL Server Reporting Services /; ... of results (comparing various reports) in a table and then to color the backgrounds based on whether they are the fastest or slowest in the set. Something like: The DataSet This should ...; Created on 02 December 2011
6. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... button in their email (at least in a web-based email client such as outlook or Gmail), they should get something like the following: Your staff will, of course, see the estimate status as accepted ...; Created on 04 November 2024
7. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... Analytics to display different images based on a criteria or a value within a data table. As documented in an earlier article, put the URL of the image, then change it's format to show the image and not ...; Created on 25 July 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... is. So we have a workaround, by sending all the data including the custom fields per line items to ZohoAnalytics; and in ZohoAnalytics importing a table based on a query which joins the sales orders and ...; Created on 09 July 2024
9. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... do some further calculations based on a surcharge rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code ...; Created on 23 May 2024
10. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... TRIGGER=TIME (hh:mm): 24-hour time format at which the system must trigger the reminder. Example: 23:45 Triggers can be given based on due date. For instance, if you want the reminder to be triggered ...; Created on 14 May 2024
11. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
12. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... = zoho.creator.createRecord("myOwnerName","myAppName","myFormName",m_CreateRecord,m_Blank,"myCreatorConnection"); // // build the hash based on the payload body v_Data = ifnull(m_Payload.get("body"),""); v_VerifyHash ...; Created on 22 April 2024
13. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... but the revised instructions here should also help. Then lastly, I'll post the snippet of code using in the widget to connect to Zoho based on a parameter passed in the URL that a Zoho Creator Page can ...; Created on 14 March 2024
14. Zoho Books: Generate Bank Text File for Download: / Zoho /; ... based on its identifying number (allows other attachments to remain intact) Generate the file The code here is a cut down version just to demonstrate generating a text file and storing this into ...; Created on 02 October 2023
15. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... == c_Order.Order_Date,c_Order.Order_Date.toStartOfWeek().subDay(1),c_Order.Order_Date.toStartOfWeek()).toString("w"); Additional: I'm just adding a little extra based on the further feedback, if ...; Created on 06 July 2023
16. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; What? If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait ...; Created on 03 July 2023
17. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... Only generate invoice if payment received - Distinguish whether composite based on ebay item specific - Add stock in order to authorize payment creation Date Modified: 2023-02-02 (Joel Lipman) - ...; Created on 27 April 2023
18. ZohoCRM: Get Organization Business Hours using Deluge/API: / Zoho /; ... or that has been added to the system based on the business hours set at the organization level in ZohoCRM. How? Using an invokeURL, the key here is you'll find them in the settings; so check that ...; Created on 28 March 2023
19. ZohoDeluge: Check Shipment Status via DHL API: / Zoho /; ... and then I'll include the code to query the shipment status based on a tracking number. Becoming a DHL Developer Browse to https://developer.dhl.com/user/register to Signup Complete the form with ...; Created on 21 March 2023
20. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... cal consultant working with Ascent Business Solutions, the top Zoho Reseller based in the United Kingdom."); l_Messages.add(m_MessageTraining1); // // this message m_ThisMessage = Map(); m_ThisMessage.put("ro ...; Created on 06 March 2023