Search - Joel Lipman .Com

1. Quotes: / Category /; Created on 13 March 2020
2. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; What? An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for ...; Created on 04 November 2024
3. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template: / Zoho /; What? A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking ...; Created on 18 August 2022
4. Zoho CRM: Permission Denied for Quote Conversion Mapping: / Zoho /; What? A really quick article for anyone experiencing the same issue: As a super admin in CRM, I am denied permission to access the Quote Conversion Mapping page... Why? I wanted to map a billing ...; Created on 02 September 2021
5. Zoho Deluge: Handle Commas between Quotes in a CSV (and New Lines): / Zoho /; What? This is an article to demonstrate how to handle commas in a CSV file that were enclosed between two double-quotes. I've added to this the handling of new lines or carriage returns in between a ...; Created on 26 August 2021
6. Zoho Deluge: Adding / Removing Total Tax from a Quote Record: / Zoho /; What? A quick reminder on when I want to apply overall Tax or remove Tax from a quotes product line items. Why? I would apply the standard update function and although the response would say it ...; Created on 20 August 2019
7. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... l("T"," ").getPrefix("+").toString(v_TimeFormat),"-"); // // generate XML related list response // don't forget to escape quote name with CDATA in case of XML banned characters v_RelatedListXML = v_Related ...; Created on 06 August 2024
8. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... = Map(); m_Params.put("responseFormat","json"); // note how criteria column is denoted by double-quotes and a value is by single-quotes. m_Params.put("criteria","\"SO ID\"='" + v_SalesOrderID + "'"); m_Config ...; Created on 09 July 2024
9. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; ... for a customer who simply wanted a quote template to be rendered for PDF or print format. I have another article for a different client who wants a pretty advanced HTML template (well it's a HTML table ...; Created on 07 May 2024
10. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; ... HTML entity equivalent and enclosing the ID in double-quotes in case I open it in MS Excel or another system that likes rounding 64-bit signed integers (long numbers): // // Generate a CSV of a ...; Created on 25 March 2024
11. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... here an example that demonstrates a basic search on a table of data and returns one record as a result. The use-case here is that we are enhancing a quote builder form in Zoho Creator. The JS widget ...; Created on 14 March 2024
12. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... API v2.1: I have a connection in ZohoCRM with the required scopes: ZohoSearch.securesearch.READ AND ZohoCRM.modules.quotes.READ, Include ZohoCRM.settings.layouts.READ or ZohoCRM.settings.ALL as well; ...; Created on 14 November 2023
13. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSON: / Zoho /; ... it when I ran into this error: // initialize m_QuoteRecord = Map(); // // build quote request m_QuoteRecord.put("Name.first_name",v_SellerName_Firstname); m_QuoteRecord.put("Name.last_name",v_SellerName_Lastname); m_QuoteRecord.put("Email",v_SellerEmail); // // ...; Created on 04 October 2023
14. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 characters: / Zoho /; ... will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request ...; Created on 18 September 2023
15. Zoho Deluge: Shopify API: Get all active products with GraphQL and Pagination: / Zoho /; ... " "); // adding an apostrophe/single-quote to ID values so MS Excel doesn't round them up v_ProductIDStr = "\"'" + v_ProductID + "\""; v_VariantIDStr = "\"'" + v_VariantID + "\""; v_InventoryIDS ...; Created on 20 February 2023
16. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbo: / Zoho /; ... = ; } } return m_Response; Error(s) Encountered: Exceeded Quote Limit: Try generating a new API key (aka Secret). If you need a paid plan, then you can access this by logging into OpenAI and ...; Created on 13 February 2023
17. Joel's Reference to MidJourney v4 Prompt: / Graphic Design /; ... /imagine and then a space and then type your idea (eg. "fire mage, steampunk victorian, detailed, full body hyperrealistic female" without the quotes to get the left image here). Type /help for other ...; Created on 11 February 2023
18. Zoho Creator: Shopify API Integration Oauth 2.0 - Update 2022 (Search by SKU GraphQL): / Zoho /; ... My use-case scenario here is that we have a Zoho Creator app which comprises of a custom quote builder that staff use to store details about a product, and then to push that product out to their Shopify ...; Created on 14 February 2022
19. Zoho Deluge: a HTML Entity Decoder: / Zoho /; ... = v_HtmlEntityNames.toList(); l_HtmlEntityChars = v_HtmlEntityChars.toList(); // // add these exceptions (quotes) which wouldn't convert to a list l_HtmlEntityNames.add("quo"); l_HtmlEntityNames.add("apos"); l_HtmlEntityChars.add("\""); l_HtmlEntityChars.add("'"); // // ...; Created on 27 January 2022
20. Zoho Creator: Change Radio into Tabs: / Zoho /; ... = ""; // align radio options horizontally v_Css = v_Css + ".zc-Tabs-group .choice-table-row"; // fix internal padding ("Quote" was higher then other radio options) v_Css = v_Css + ".zc-Tabs-group .choice-table-cell"; // ...; Created on 22 October 2021