Search - Joel Lipman .Com

1. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... records The below snippet is what I used to bring all the past records into the custom module. The client would be able to determine what jobs have started/expired based on their Candidate reference ...; Created on 08 February 2023
2. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... value in a field, a row would be added to a subform contained herein. How? Well I won't go in to detail on how to add a client script, this article is just to show the snippet of code used in the ...; Created on 09 December 2022
3. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... next step. STEP 4: THE REST A Zoho Flow would submit the request ID and document ID as part of a map to the following function: void fn_SignDataAndAttach(int v_RequestId, int v_DocumentId) { // // ...; Created on 17 October 2022
4. 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
5. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... the Payment Date. Why? This was requested by a customer and the problem happened in that the workflow would simply not trigger when the invoice was paid. The customer had added 3 custom fields: ...; Created on 17 August 2022
6. Amazon Kindle: Send PDFs to your Kindle: / Kindle /; ... as you would any other reading stuff. It’s true you need to go through an initial set-up process which essentially boils down to getting your email ID added to the approved list as well as finding out ...; Created on 29 June 2022
7. GoDaddy Apache cPanel: Install SSL Certificate: / cPanel /; ... and then click on the "Refresh Site" button in the popup. (if already installed it just lets you click on "Ok"). Initially I got a support agent from GoDaddy to do this who said it would take ...; Created on 07 April 2022
8. PC Build 2022: 5 Monitors connected to 1 PC using 1 GPU: / Articles /; ... (in PCIe 3.0 x16 Slot) from extending to multiple monitors (would only display 1 monitor or 2 mirrored monitors)... I solved this by taking the old GPU out and doing the steps listed in this article. Originally ...; Created on 12 March 2022
9. Zoho Creator: Radio group into Calendar Carousel: / Zoho /; ... displayed here for testing purposes: the starting date, and then based on the offset, the selected date. The first bit of this snippet creates a map which for this example would be . This means that ...; Created on 09 March 2022
10. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client ...; Created on 11 February 2022
11. Zoho Deluge: Regex Rounding and/or Removing Trailing Zeros: / Zoho /; ... Deluge - Some Useful Regular Expressions list but I felt this deserved its own article. Why? A client wanted the discount displayed on a template and if they gave 10% discount, it would display ...; Created on 08 February 2022
12. Zoho Deluge: a HTML Entity Decoder: / Zoho /; ... a HTML entity would be submitted. So it doesn't decode every HTML in existence, only the ones I know will happen. Here's the Zoho Deluge code I use (note that I've put this in a namespace called "DataCleansing", ...; Created on 27 January 2022
13. ZohoCRM: Template: not being able to edit a text box: / Zoho /; What? This is a bit of an odd article with not 100% certainty on what the cause/outcome would be for your case but worked for us. This documents the steps taken to edit/modify the header on a sales ...; Created on 25 January 2022
14. Zoho Creator: Receive eBay Notification and Create Shopify Order: / Zoho /; What? This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an ...; Created on 21 January 2022
15. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... If that were the case, it would have been a 5 minute job. Instead, it's turned into over an hour of figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails ...; Created on 18 November 2021
16. Zoho Deluge: Today, Tomorrow, Day After but Skip Sunday: / Zoho /; ... PDT 2022,Fri Jul 29 00:00:00 PDT 2022 But if I were to maintain the idea above and skip a selected day, I would write something like the following: // // initialize list to hold valid appointment ...; Created on 02 November 2021
17. Zoho Creator: Change Radio into Tabs: / Zoho /; What? This is an article to serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match ...; Created on 22 October 2021
18. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... to run (this would initially attach the file to the CRM record). This wasn't working really as there are issues around tweaking the function and getting it to understand basic mapping and attachments. ...; Created on 21 October 2021
19. Zoho Creator: Public URL of an Image field / Upload to Shopify API: / Zoho /; ... My use-case scenario here is that while I could upload the link from Creator to eBay's Picture Services successfully, Shopify would not accept any links I gave it. Why not use the links that eBay returns? ...; Created on 17 October 2021
20. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; ... the Zoho Deluge team... Well, they realised they would get the same results, and then suggested looping through all records and creating a distinct list variable... But what if there are 20000+ records? ...; Created on 08 October 2021