Search - Joel Lipman .Com

1. Zoho Creator: Input Color Picker: / Zoho /; What? An article on creating a color picker from a specific palette using an input field of a radio type. Why? At the time of print, this feature is not provided out-of-the-box and getting our ...; Created on 14 October 2024
2. Zoho Creator: Prevent Endless Loops On User Input of a Field: / Zoho /; ... every time we want to tweak the code. There are also cases we don't want to use a standalone function as we want the code to read from the input fields dynamically and in real-time. To this end, I create ...; Created on 19 September 2021
3. PHP Issue: simplexml_load_string parser error : Input is not proper UTF-8, indicate encoding !: / Personal Home Page /; ... in PHP with the function simplexml_load_string(). The error I get is something similar to: PHP Warning: simplexml_load_string(): Entity: line #: parser error : Input is not proper UTF-8, indicate encoding ...; Created on 02 August 2016
4. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... void automation.fn_Quotes_OnEdit(int p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: ...; Created on 18 December 2024
5. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... = "-"; v_OrgId = "123456789"; v_Output = "Unable to process request"; // // evaluate v_Intent = ifnull(input.p_Intent,"-"); v_QuoteRef = ifnull(input.p_QuoteRef,"-"); v_CustomerID = ifnull(input.p_CxID,"-"); // // ...; Created on 04 November 2024
6. Zoho Deluge: Convert Hex to RGB: / Zoho /; ... point as an input but at the time of print, this hasn't happened yet. Here's a function in deluge that takes a 3 or 6 character hexadecimal color and returns the RGB values for you. How? Very quickly, ...; Created on 11 October 2024
7. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... off the contact record to send a credit application form for signing via ZohoSign Inputs: Contact Record ID Outputs: Attachment to the CRM record a ZohoSign Document record in CRM Date ...; Created on 06 August 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... display related POs linked by a custom Sales Order lookup field on the Purchase Order line item. Inputs: salesorder Outputs: Related List Date Created: 2024-07-09 (Joel Lipman) ...; Created on 09 July 2024
9. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... warn system managers if a sync started failing. Inputs: None Outputs: Emails system manager if any failures. Date Created: 2024-07-02 (JoelLipman.com - Joel Lipman) ...; Created on 02 July 2024
10. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... a lead is created and not converted within 1 day send an email and notification to sales person everyday for 3 days then escalate to Dan Inputs: The Lead Record ID Outputs: A task with ...; 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 /; ... - Order Update Trigger: Function executed when a webhook from Shopify is sent to ZohoCRM (Order Update) Inputs: String crmAPIRequest Outputs: String crmAPIResponse Date Created: ...; Created on 22 April 2024
13. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... you can lock it down to just the scopes you need. void ZohoBooks.fn_SendZohoBooksInvoice(int p_OrderID) { v_OrderID = ifnull(input.p_OrderID,0).toLong(); /* ******************************************************************************* Function: ...; Created on 07 March 2024
14. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... users from saving a record without changing this. This script will round up decimal fields onload. Inputs: - Outputs: - Date Created: 2023-12-13 (Joel Lipman) - ...; Created on 13 December 2023
15. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... to Zoho Analytics Inputs: - Outputs: - Scope(s): Date Created: 2023-11-29 (Joel Lipman) - Initial release Date Modified: ??? - ??? ******************************************************************************* ...; Created on 05 December 2023
16. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... an image to workdrive and returns a publicly-accessible link/URL for use in your email signatures. Inputs: Loginuser Outputs: Email Scope(s): WorkDrive.team.ALL, WorkDrive.workspace.ALL, ...; Created on 05 December 2023
17. Zoho Books: System Values Maps: / Zoho /; ... Map fn_GetSystemValues() Trigger: Snippet to be used at beginning of code to get dynamic maps of system values Purpose: Taxes, Currencies, Payment Terms, Sales Persons, and Nominal Accounts Inputs: ...; Created on 07 November 2023
18. Zoho CRM: Change System Field Length: / Zoho /; ... allowed" field and select "Inspect Element" Expand the DIV the field is in and double-click on the INPUT element (specifically the disabled="disabled" attribute), then press delete/backspace to remove ...; Created on 19 June 2023
19. ZohoBooks: Stripe Terminal Integration: / Zoho /; ... Map Take_Payment( Map invoice, Map organization, Map user) Label: Take Payment Trigger: On button click Purpose: Preps stripe terminal to take payment for balance of invoice. Inputs: ...; Created on 16 March 2023
20. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... initialize v_Response = previousParam; m_Response = Map(); m_Response.put("todo","prompt"); l_Messages = List(); // // capture latest message from user v_Message = ifnull(userInput,""); m_Thread ...; Created on 06 March 2023