Search - Joel Lipman .Com

1. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... reminder to the lead record owner but to no avail. An assignment rule wouldn't work in this case as it had to be the lead owner (there is no owner at assignment rule stage). A workflow email notification ...; Created on 14 May 2024
2. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; What? An example of code using the new API call "Module Record Count" with some criteria. Why? At time of print, I couldn't find an example of how to use this API call with search filters or criteria. ...; Created on 14 November 2023
3. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
4. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... on the ZohoSign document and searches for the relevant Deal record in CRM. Why? A client wants that when this field is entered and the document signed and returned, it attached the signed document ...; Created on 17 October 2022
5. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Deluge: / Zoho /; ... We want the photo on eBay to be downloaded and uploaded to the Zoho Inventory record for the respective record. As Zoho Books and Zoho Subscriptions uses the same database tables as Zoho Inventory, and ...; Created on 21 June 2022
6. Zoho CRM: searchRecords with sorted results: / Zoho /; What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system ...; Created on 10 February 2022
7. ZohoCRM: Process all records of a module: / Zoho /; What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether ...; Created on 24 August 2021
8. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; What? This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating ...; Created on 29 July 2021
9. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the record: / Zoho /; What? A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). ...; Created on 26 July 2021
10. Zoho Creator: Add a subform while creating a record: / Zoho /; What? This is an article to document how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create ...; Created on 14 July 2021
11. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
12. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; What? This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and ...; Created on 28 August 2020
13. Zoho Deluge: Duplicate/Clone a Record: / Zoho /; What? This is an article with the snippet of code required to duplicate or clone a record in Zoho CRM using Zoho Deluge. Why? The aim here is to have a scheduled task that on the 1st of every ...; Created on 17 March 2020
14. Zoho Creator: Retrieve record with case-insensitive query: / Zoho /; What? Thought I'd put an article here to remind me how to make the retrieval of a record case-insensitive. Why? Consider that I have the following creator table: Product_Name Product_SKU ...; Created on 21 November 2019
15. Zoho Deluge: Adding / Removing Total Tax from a Quote Record: / Zoho /; ... modified the record, the tax wouldn't apply both visually and programmatically. How? A little undocumented this "feature" but the gist is if you want to add tax, it has to be built up in the tax options, ...; Created on 20 August 2019
16. Delete related records from multiple tables: / MySQL /; ... Deletes all sessions dated after February 1st 2013 -- and all related records (linked by ID) in relevant tables. Delete from specific tables but not all Simply don't refer to the table after the ...; Created on 11 January 2013
17. T-SQL Record Separator: / Transact-SQL /; ... and me replying "why would you want to do that?". Anyway, I was looking for something like the record separator in Oracle SQL*Plus where a row of data (blank or made of symbols) separates two sets ...; Created on 11 October 2011
18. MySQL: Find records in one table that are not in another.: / MySQL /; The Why So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) ...; Created on 25 February 2011
19. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... on a Zoho CRM contact record is used to authenticate the contact on a Wordpress portal. OTP or 2FA or MFA or OTC is in effect however; so a contact email OR phone number is required. Both aren't required ...; Created on 03 October 2024
20. 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