Search - Joel Lipman .Com

1. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... a timestamped duplicate if exists so need to check if it exists first) // https://workdrive.zoho.com/home//teams//ws//folders/files m_SubfolderNames = Map(); r_Subfolders = invokeurl [ url :"https://www.zohoapis.com/workdrive/api/v1/teamfolders//folders?page%5Blimit%5D=50&page%5Boffset%5D=0" type ...; Created on 11 September 2024
2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... onto the template document; every time. What if I told you we can code a single button on the record which does all of that for you; with only you needing to approve the document before it gets sent ...; Created on 06 August 2024
3. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... the URL text. In this example, we are using images uploaded in the Zoho Analytics image library but you would need images either uploaded in Analytics or a publicly accessible image without a user wall. ...; Created on 25 July 2024
4. Zoho Projects: Get All Events: / Zoho /; ... we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName = "my_portal"; v_PortalID = "789456123"; // // get all projects v_EndpointProjects ...; Created on 22 July 2024
5. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... = Map(); // sometimes parameters need to be a string... but this is working m_Config.put("CONFIG",m_Params); v_Endpoint = "https://analyticsapi.zoho.eu/restapi/v2/workspaces/" + v_ZA_WorkspaceID + "/views/" ...; Created on 09 July 2024
6. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... and the system managers need to be notified in advance of any errors with the intention to be able to correct any inconsistencies themselves. How? We're going to add a scheduled workflow on a daily ...; Created on 02 July 2024
7. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... and vice-versa. And in this use-case, my client has added an incredible number of price books/ price lists and then has in excess of 20k items. Previously, the function that would need to get the ...; Created on 23 May 2024
8. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... lead record r_LeadDetails = zoho.crm.getRecordById("Leads",p_LeadID); // // get created time (no need to check if null?) v_LeadCreatedTime = r_LeadDetails.get("Created_Time"); // // convert to time ...; Created on 14 May 2024
9. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... with rowspans and the borders need to merge cells). But here we're simply going to use ZohoCreator and its PDF rendering options. What's wrong with just using CSS? It looks beautiful on ZohoCreator ...; Created on 07 May 2024
10. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... and restore them. The Code Snippets: The Shopify Order Update notification First create a CRM function called Shopify - Webhook - Order Notification. It's a standalone function but you'll need to ...; Created on 22 April 2024
11. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... pages to retrieve every product from the WooCommerce system. API connection in WooCommerce So we need to get an API connection to ensure we get all the products. This involves getting a consumer_key ...; Created on 15 April 2024
12. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... on filename changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument ...; Created on 25 March 2024
13. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... information to your Zoho instance via API. No need for the Zoho Widget SDK. Why? At time of print, I felt the documentation was a little sparse on how to connect a JS widget to the data held in Zoho ...; Created on 14 March 2024
14. 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
15. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; What? This is an article to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include ...; Created on 26 January 2024
16. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... both of the methods below, you will need to setup a client script which runs when the product page is being modified: Login to ZohoCRM as a system administrator Give it a name, I'm calling mine "Products ...; Created on 13 December 2023
17. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; ... Display As: "Image" You can now specify the size of the image as well (16x16 is a tad small). Caveat(s): A bit work needs to be done to the code above to prevent attachments from going in twice ...; Created on 05 December 2023
18. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... identifying per user. So this function uploads the image to the client's workdrive and you will need the long hash ID of the folder: Login as the client to ZohoWorkdrive (www.zoho.com/workdrive) Signin ...; Created on 05 December 2023
19. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... Not sure about the rest of you, but I've been using this for pagination purposes and for the system to work out how many pages or loops in total it would need to do. How? Here's a couple of working ...; Created on 14 November 2023
20. Zoho Books: System Values Maps: / Zoho /; ... of ZohoBooks for the same organization, a separate call would need to be made with a different variable org ID. /* ******************************************************************************* Function: ...; Created on 07 November 2023