Search - Joel Lipman .Com

1. Android: Function to let user take photo or choose existing: / AndroidOS /; What? A quick article on a function to allow the user to take a photo using their built-in camera or to choose an existing photo from their gallery. Why? I wanted both options to be available ...; Created on 04 November 2014
2. ZohoCRM: Make either Mobile or Email mandatory: / Zoho /; ... but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an ...; Created on 03 October 2024
3. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... customer, you will know this takes a while to do: You have to find the contact record in CRM for example Click on "Send for Zoho Sign" Select the template document or upload one Add the fields that ...; Created on 06 August 2024
4. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... les order ID" = soi."Sales order ID" Initially we thought we could take the purchase order by simply going through the comments but this only shows Purchase Orders raised from a Sales Order w ...; Created on 09 July 2024
5. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; ... to get workspace ID, look at the URL in ZohoAnalytics and take the number straight after the word "workspace/" v_WorkspaceID = "12345000001234567"; // // to get the Analytics Org ID, login to Zoho Analytics, ...; Created on 02 July 2024
6. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... by going through forum posts from 7 years to 2 years ago. The following will work in May 2024 following the API domain change. The use-case is that the customer wants the item/product rate taken ...; Created on 23 May 2024
7. ZCRM Client Script: Correct Decimal Fields OnLoad: / Zoho /; ... */ // freezes the GUI? ZDK.UI.freeze(true); // attempt try { // taken from stackoverflow: https://stackoverflow.com/questions/17369098/simplest-way-of-getting-the-number-of-decimals-in-a-number-in-javascript ...; Created on 13 December 2023
8. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; ... */ // // Go create a folder in workdrive, take the last hash string after the word /folders/ in the URL: v_TargetFolder = ifnull(p_WorkdriveFolder,"abcdefghijklmnopqrstuvwxyz12345678901"); v_ImageToDownload ...; Created on 05 December 2023
9. Zoho Deluge: Get the Week Number if Week starts on a Monday: / Zoho /; ... starts at 7, followed by 1 for Monday, 2 for Tuesday, and so on... How? The logic behind this would be to take the date of the order, check if the order date is a Sunday, subtract a day, and return ...; Created on 06 July 2023
10. Zoho Deluge: Determine if Daylight Savings are in effect: / Zoho /; ... checking if daylight savings is in effect in the UK, we should be able to take Greenwich Mean Time and compare to UTC. b_IsDSTInEffect = if(zoho.currenttime.toString("HH:mm", "UTC") != zoho.currenttime.toString("HH:mm", ...; Created on 03 July 2023
11. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkit: / Zoho /; ... include:spf.mycompany.com include:spf.protection.outlook.com include:one.zoho.eu ~all Check using the toolkit: Some registrars will say this can take between 24 to 72 hours to propagate. In our ...; Created on 04 May 2023
12. ZohoBooks: Stripe Terminal Integration: / Zoho /; What? A quick article on some code added to a button in ZohoBooks off the invoice module to initiate your Stripe terminal to take a payment. Why? Just to make it easy on the staff at a counter ...; Created on 16 March 2023
13. ZohoCRM: Integrate ChatGPT to ZohoZIA: / Zoho /; ... if you train OpenAI on a dataset, that dataset and the resulting model will not be accessible by external sources unless you choose to make it publicly available. OpenAI takes data privacy and security ...; Created on 06 March 2023
14. ZohoCRM: Import Attachments: / Zoho /; ... that will be attached to Contact records and Sales Orders, you will need to include at this step the "Contacts_001.csv" and "Sales Orders_001.csv" (preferably taken from a backup): Watch the spinning ...; Created on 16 January 2023
15. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... a rate without any preset values. Rates will be taken from the Opportunity record. If these are blank then enter the rates manually below: Rate Year 1.0, Rate Year 1.5, ..."); } // updat ...; Created on 09 December 2022
16. Zoho Analytics: Determine profits from invoices and purchase orders: / Zoho /; ... get the account manager against the customer and if that isn't populated then the first estimate, sales order, invoice created by someone in relation to that customer; else take the sales person against ...; Created on 03 November 2022
17. Zoho Deluge: Generate a loop or list of any size: / Zoho /; ... of weeks thereafter). This needs to be dynamic as it is a schedule run daily checking the availability of a staff member for the upcoming week. How? As mentioned, using leftpad takes 2 parameters, ...; Created on 21 October 2022
18. Zoho Creator: Populate a Multi-Lookup: / Zoho /; ... the line items from a package slip taken from Zoho Inventory. I'd prefer if it was included in the list view or a Zoho Creator report. How? We would think it similar to a picklist/dropdown where ...; Created on 18 August 2022
19. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; What? An article on something that has taken me several days to get working: Get Zoho Books or Zoho Inventory that when an invoice is marked as paid, update 2 custom fields with the Payment Method, and ...; Created on 17 August 2022
20. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; What? A quick article on a code snippet to mark a package as shipped and delivered in Zoho Inventory. Why? As usual, any task like this that takes me longer than an hour, I'd like to document ...; Created on 14 July 2022