Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. Zoho CRM: Make Upload File Field Mandatory: / Zoho /; ... this out and I'm just late to the party. How? Through the wonders of Zoho CRM Client Script. So we're going to check on page onload, onchange for the Create Page (Standard), Edit Page (Standard), ...; Created on 18 December 2024
3. Zoho CRM: Updating a CRM record Custom Line Items using API v7: / Zoho /; ... invokeURL rather than the usual shortcode of zoho.crm.updateRecord() or zoho.crm.createRecord(). How? This is somewhere in the official documentation but here's the bits that I need: Updating ...; Created on 18 December 2024
4. 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
5. Zoho Creator: Input Color Picker: / Zoho /; ... but important to some staff... How? In an earlier article, I've shown how to change a radio type field in ZohoCreator into a Carousel type of interface. This time, we're going to repurpose and restyle ...; Created on 14 October 2024
6. Zoho Deluge: Convert Hex to RGB: / Zoho /; What? A quick article to document a Zoho Deluge function converting a hexadecimal color reference to a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some ...; Created on 11 October 2024
7. 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
8. Zoho Workdrive: Getting Team Folder ID: / Zoho /; ... on "My Folders" and then checking the URL https://workdrive.zoho.com/home//privatespace/folders/ Getting the teamfolder ID: Access the folder in workdrive and check the URL: https://workdrive.zoho.com/home//teams//ws//folders/files or https://workdrive.zoho.com/home//teams//ws//folders/ ...; Created on 11 September 2024
9. 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
10. Zoho Deluge: Determine your Statement Execution Limit: / Zoho /; What? A very quick article on how to check what the statement execution limit is on the Zoho application you are working in. Why? Our use-case is that an application we built in Zoho Creator was ...; Created on 31 July 2024
11. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; What? This is an article to remind me how I did this for a customer and images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for ...; Created on 25 July 2024
12. Zoho Projects: Get All Events: / Zoho /; What? A quick article because I couldn't find anything that documented this with a working example. Why? The use-case here is that we want to make a ZohoCreator page display events for this month ...; Created on 22 July 2024
13. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; What? A quick article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have ...; Created on 09 July 2024
14. Zoho Analytics & Zoho People: Monitor DataSource Sync: / Zoho /; What? A quick article on how to setup an automation that checks if a datasource synchronization between Zoho People and Zoho Analytics failed. This can be adapted to any data source for Zoho Analytics. ...; Created on 02 July 2024
15. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; What? A quick article on how to get the pricebook entry using Zoho Deluge for a specific product in your ZohoBooks or ZohoInventory instance. Why? This took me the best part of an hour to determine ...; Created on 23 May 2024
16. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... everyday for 3 days then escalate to a specified user". Why? Sorry Zoho! I tried using the interface to set up a workflow or any other mechanisms within ZohoCRM that allowed me to set up a daily ...; Created on 14 May 2024
17. 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
18. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... as these might answer your question to begin with and then we'll do the easy bit on how you set this up in the CRM. I'm using ZohoCRM here despite storing the record in ZohoCreator as the app and data processing ...; Created on 22 April 2024
19. Zoho Deluge and Wordpress/WooCommerce API: Get All Products: / Zoho /; ... to display on their estimates in Zoho Books; such as product image, product name, product description. Granted that in some cases, the design should go in the other direction, as in enter the products ...; Created on 15 April 2024
20. ZohoCreator: Using .toFile and Uploading to a Creator field: / Zoho /; What? This is a quick article on generating a file with the Zoho Deluge function .toFile() and uploading it to a file upload field within Zoho Creator. Why? The use-case here is that we want a ...; Created on 25 March 2024