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Assuming click is required, the following 157 results were found.

  1. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    > Execute the function against a paid invoice - check the fields updated. Go to Sales > Invoices > Select an invoice > Click on "Comments & History" Go into Settings > Automations > Workflow Logs > Custom Functions: check if/when they occurred and in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    quote record using a template the customer created from a button. Why? Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-import-attachments.html

    ID is the unique filename (as it is on disk) and File Name is the name displayed in CRM (can be same as on other records): Click on 'Save and Next' and you will be asked to check your other CSV files... The only correction I had here is to specify the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system administrator > Go to Setup > Users > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. ZCRM Client Script: Correct Decimal Fields OnLoadhttps://joellipman.com/articles/crm/zoho/zoho-crm/zcrm-client-script-correct-decimal-fields-onload.html

    Page is "Edit Page (Standard)" Module is "Products" Layout is "Standard" Event Type is "Page Event" Event is "onLoad" Click "Next" Method 1 This includes a function which counts the number of decimals. I didn't need to use this method for my client;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Workdrive: Getting Team Folder IDhttps://joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

    I would get either "URL rule not configured" or an unhelpful blank response. Getting the folder ID This applies to if you click on "My Folders" and then checking the URL https://workdrive.zoho.com/home/{dunno_id}/privatespace/folders/{folder_id} Getting...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Workdrive
    • Language: *
  7. Zoho Creator: Input Color Pickerhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-input-color-picker.html

    (RGB) values is somewhat difficult. What would be nice-to-have is if they could be presented with a bunch of colors and they click on one to select it. When are colors used? Well in this use-case, we are using it to color events in a calendar associated...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    behind a userwall because I usually charge for my Xero integration to Zoho CRM but user registration is free; you need to click on "Account" at the top of my website then login, then search for Xero. fn_Xero_MapTaxRates This function used to take a Xero...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  9. How to redirect the visitor after the contact pagehttps://joellipman.com/articles/cms/joomla/how-to-redirect-the-visitor-after-the-contact-page.html

    make sure it is published. Now when you visit your page in the frontend you will see the menu item for the page you created. Click on that link to view your page. We are doing this because you need to find out the exact URL of the page you created. Make...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  10. Joomla Component: Set default params on installationhttps://joellipman.com/articles/cms/joomla/joomla-component-set-default-params-on-installation.html

    because the parameters haven't been set. I need to go into the Joomla Admin panel, view the Options of the component, and click on "Save"... despite the fact that I don't change anything. How? Add the following line to the XML installation file:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  11. ReCaptcha alternative: Integrate PlayThru in JComments 2.3 for Joomla 2.5https://joellipman.com/articles/cms/joomla/recaptcha-alternative-integrate-playthru-in-jcomments-for-joomla.html

    Download the latest files from https://portal.areyouahuman.com/installation/php (If you want my cached download - v1.1.8: click here) Extract the ZIP file to a folder (should be about 4 php files) Modify the file ayah_config.php to match the publisher...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  12. Upgrading Joomla CMS version 3.x to Joomla CMS 5.xhttps://joellipman.com/articles/cms/joomla/upgrading-joomla-cms-version-3-x-to-joomla-cms-5-x.html

    in the smart search but I could see them in the category blogs. Login to Administrator > Components > Smart Search > Index Click on the "Index" button in the toolbar and this will popup a progress bar through all your content

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  13. Google Drive API v3 - OAuth2 using Service Account in PHP/JWThttps://joellipman.com/component/content/article/google-drive-oauth-using-service-account-in-php.html?catid=61&Itemid=165

    1000389324798977991) Enter the scope URL in the field One or More API Scopes (eg. https://www.googleapis.com/auth/drive) Click Authorize $api['gdrive']['impersonator'] = ""; 3. Google Endpoints Only change these if you need a different scope or if the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  14. Mediawiki Extension for Camtasia Studio SWF videoshttps://joellipman.com/articles/cms/mediawiki/mediawiki-extension-for-camtasia-studio-swf-videos.html

    Video Info (complete optional settings) > Make sure "Embed Video into HTML" is checked > Next Specify production name and click on 'FINISH' This will produce a HTML, SWF, XML and JS file in the output directory. We only want the SWF and JS file. Add our...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  15. Change the login link in MediaWikihttps://joellipman.com/articles/cms/mediawiki/change-the-login-link-in-mediawiki.html

    version 1.14. Some articles are available for public, some are restricted to staff and different localgroups. When users click on the 'Login' link, we want the system to automatically prompt them for their username/password. (Kerberos authenticated, as...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  16. Basic Android App using Google Maps and Current Locationhttps://joellipman.com/articles/else/app-dev/android-os/basic-android-app-using-google-maps-and-current-location.html

    activity to Mobile: select Google Maps Activity: Change the Title to what you want (don't change the activity or layout) and click on Finish: Get yourself a developers' Google Android Maps API Key (not necessarily the same as Google API Key) and enter...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  17. SSIS Skip Rows in Excel Source filehttps://joellipman.com/component/content/article/ssis-skip-rows-in-excel-source-file.html?catid=74&Itemid=165

    sheet where the first 10 rows are descriptions to the column, and then I have 38 columns ("A" to "AL"): In the data flow, click on the Excel datasource component so that it's selected. View the Properties panel for this. Under Custom Properties »...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
  18. SSIS: How to loop through multiple flat files as data sourceshttps://joellipman.com/component/content/article/ssis-how-to-loop-through-multiple-flat-files-as-data-sources.html?catid=74&Itemid=165

    "C:\Temp\SourceFiles\File00001.txt" - although I used a network share without any issues) Add a Connection Manager Right-click in "Connection Managers" Select "New Flat File Connection..." Browse to the first file in the folder to loop through and...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Integration Services
    • Language: en-GB
  19. URL passed settings in Reporting Serviceshttps://joellipman.com/component/content/article/url-passed-settings-in-reporting-services.html?catid=75&Itemid=165

    view the report properties, the first field in Report Builder or Business Intelligence Development Studio (BIDS) is "Code". Click on the browse button next to it to edit. Visit http://odetocode.com/code/128.aspx Issues encountered Note there appears to...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
  20. SSRS Parameters in Oracle Stored Procedurehttps://joellipman.com/component/content/article/ssrs-parameters-in-oracle-stored-procedure.html?catid=75&Itemid=165

    or you can do this in the next screenshot. Note how all our variables are hidden and cannot be NULL. If you're unsure, right-click on your dataset and bring up its properties... Specify the query type as "Stored Procedure" and then browse the dropdown...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 121 - 140 of 157