Search - Joel Lipman .Com

1. Zoho: / Category /; Created on 05 March 2020
2. 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
3. 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
4. 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
5. 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
6. 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
7. 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
8. 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
9. 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
10. 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
11. 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
12. 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
13. 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
14. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; What? A follow on from my article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want ...; Created on 14 March 2024
15. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... was a primary contact on the customer record. This is from within ZohoCreator, requesting for an invoice in ZohoBooks to be sent. How? So the key here is that there were no contact persons on ...; Created on 07 March 2024
16. Zoho CRM: Client Script Confirmation Box and Popup Mailer: / Zoho /; What? This is an article just repeating a script from the Zoho Kaizen series allowing a confirmation box (something lacking in Zoho Creator - but that every app outside of Zoho has) as well as a popup ...; Created on 06 February 2024
17. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... photos of the faulty products. These display fine in a Zoho Creator report and even show up on the preview when exporting to PDF. But when you download the PDF and view this outside of the Zoho instances, ...; Created on 26 January 2024
18. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Report: / Zoho /; What? A quick article with the code to download image attachments from a Zoho Ticket and then to upload the attachment to Zoho Analytics. Why? First of all, we couldn't find how to sync attachments ...; Created on 05 December 2023
19. ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRM: / Zoho /; What? This is an article to show you how to, using Deluge code, generate all the email signatures in the user profile in ZohoCRM. Why? To simplify the on-boarding process. A client of ours has ...; Created on 05 December 2023
20. ZohoCRM: Using Criteria with Module Record Count: / Zoho /; ... examples I use in production systems: Pre-amble: I'm applying to a Zoho Instance on the US Datacenter (.COM) These examples are using CRM REST API v5 but you can use these as far back as CRM REST ...; Created on 14 November 2023