Search - Joel Lipman .Com

1. Zoho Creator: Populate a Multi-Lookup: / Zoho /; What? This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, ...; Created on 18 August 2022
2. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; What? This is a very quick article with examples of managing a multi-user or multi-lookup field in CRM using Zoho Deluge. Why? Sometimes you might need this when data mapping fields from one module ...; Created on 28 April 2021
3. Zoho Deluge - Store and repopulate a multi lookup list in Creator: / Zoho /; 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 ...; Created on 28 June 2019
4. SSIS Multiple Lookups in one: / SQL Server Integration Services /; What? A quick article on an alternative to multiple lookups in SSIS. For any SSIS developer trying to create packages that need to decode a number of values into their full name/description (eg. "M" ...; Created on 05 August 2014
5. Country Lookup by IP address CSV: / MySQL /; ... Advanced Web Statistics (awstats) but this was so that you could have your own country lookup script. The Download Should contain the following: create_countriesipranges_table.sql: SQL to create ...; Created on 17 March 2013
6. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; What? I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template ...; Created on 06 August 2024
7. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... A custom field against the item record has been added which is a lookup to the Sales Order module. This means that on a purchase order, and per line item, the staff can specify which Sales Order ...; Created on 09 July 2024
8. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called "Document"). Mainly, because ...; Created on 26 January 2024
9. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... in, not_equal, greater_equal, greater_than, less_equal, less_than and between. The supported data types are picklist, id, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, ...; Created on 14 November 2023
10. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; ... void the invoice, delete the package and shipment. - Added chart of accounts lookup to set purchase account for an item: now ticks purchase information and track inventory. - Issue on create ...; Created on 27 April 2023
11. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... CustomModule6: Candidate: Lookup to the Candidates module Job Opening: Lookup to the Job Opening module (called "Vacancies" in client's system) Candidate Ref: A single line text field Vacancy Ref: ...; Created on 08 February 2023
12. ZohoCRM: Import Attachments: / Zoho /; ... for this lookup field. - Parent Id: Ensure that CRM Record ID exists and that you are uploading the associated module CSV at the same time as the attachments (eg. if Parent Id is a CRM contact record, ...; Created on 16 January 2023
13. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... v_RateCard = ZDK.Page.getField('Which_rate_card_is_this_based_off').getValue(); // get opportunity lookup (related deal) of this record let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue(); ...; Created on 09 December 2022
14. ZohoCRM: ZDK Client Script to retrieve Contact Email: / Zoho /; What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow ...; Created on 20 July 2022
15. Zoho Creator/Deluge: Calculating with Timezone Offset: / Zoho /; ... (single-line) DST In Effect (boolean) With the addition of 2 lookup fields to our booking form: one called "Customer's TimeZone" and the other called "Agent TimeZone", then our code needs to ...; Created on 07 December 2021
16. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... up a SQL query, or more specifically, a COQL - CRM Object Query Language Try using distinct on a single-line text field Adapt the query for unique values in a lookup field I won't demonstrate ...; Created on 08 October 2021
17. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; What? A quick article to remind me how to quickly get a field from a user's settings based on the owner of a record. Why? A client had added a custom lookup field to the users settings called "Division" ...; Created on 01 September 2021
18. Zoho Deluge - Get User Timezone, Country and Location: / Zoho /; ... "proxy": false } List of Free APIs with GeoLocation services: Just append the IP address to the end of these to test. https://extreme-ip-lookup.com/json/ http://ip-api.com/json/ http://ipinfo.io/js ...; Created on 03 June 2019
19. A quick run through of setting up an export process in SITS: / Extensible Markup Language /; ... Under "Export format", specify any code lookups (eg. for CAP_STAC, we want the code and the lookup value/name and then something to display if the lookup fails: &G[STA.SRS:·|·]&ABLANK="*InvalidCode*|*InvalidCode*", ...; Created on 21 August 2014
20. SITS: Export field code and name: / Extensible Markup Language /; ... code and the lookup value in our XML to our Staging environment. Why? Let's take the country of birth of a person as an example as it is expected to be a long list and where just using the parameter ...; Created on 12 August 2014