Assuming joel is required, the following 656 results were found.
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What? This is a quick article on what should be a simple mathematics equation: Determine the quarter from a given month. Why? Fine if you are determining the quarter by the month and your Fiscal year starts from January, simply divide by 3... How? I'm...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: en-GB
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What? A quick article on how to debug some errors in Zoho. Why? I wanted a general note to list certain errors that we get when we do certain things in Zoho but didn't want to write a separate page for each minor issue. How? So I'm going to try and list...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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What? This is an article because there was no documentation that I could find that describes how to do this. When an invoice is created, not by clicking on the "convert sales order to invoice" button, I needed a way to programmatically link the sales...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use commas to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? So this is a super quick note that I'll probably remember anyway but just in case, I'm writing this article so I don't spend time researching it later. Why? I'm synchronizing Xero Invoices with Zoho CRM Invoices and noticed that Xero stores its...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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supported in Zoho Creator and nor is List when submitted as a file attachment. sendmail [ from: zoho.adminuserid to: "info@joellipman.com" subject: "Testing an attachment" message: "This is a test" attachments: file: input.my_upload ]; // success! Send...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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What? So this is an article to document the methods I use to get an image uploaded in a form to display in a report or on another page. Why? There might be different articles out there and discussion forums that do cover this but it takes me so long to...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and sometimes it won't. Escaping the ampersand with a backslash...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? A very quick article as I couldn't find anything on the WWW to document this error. Why? During a data migration, I was using a custom function to copy all the data from one app to another. The specific form was for "Leads" which contained a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? So this is an article documenting how to create an on/off toggle switch that hides and displays between 2 div layers in a Zoho Creator Page (so not a form or report but a page). Why? This is written at a time when Javascript or interactive pages...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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services, use the arrow up/down keys to select “Zoho Creator” and press the return/enter key. Give the project a name: eg. “joels_awesome_app” (without the double-quotes and no funny characters). It will initialize a project in a folder called something...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? So I thought I'd write a quick article to remind me and to develop a simple notification system that will popup for any user on the submit of a form, or on the click of a button or on the click of a link on a page. Why? Because alert (alert task)...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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for a Zoho Creator customer portal. In this example, we are going to use a subdomain of a company which has the domain joellipman.com. Why? This took me a bit of going backwards and forwards to Zoho rather than getting my client to do this. The aim is...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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What? This is an article to demo some Deluge code on how to download a file that was uploaded in CRM in a custom module in field that was of type "File Upload". Why? Just to remind me where I went wrong, I have a client with ZohoCRM who upload a PDF...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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"key": "aaabbbbccccddddeeeeffff11112222" }, "data": { "member_id": "123456", "channel_name": "shopify", "item_name": "Joel's Awesome Life", "item_price": "priceless" } } What Zoho sends to the 3rd-party API: Sending a map request using the invokeUrl()...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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in top-left > Setup > Connections) Click on "Add Connection" and click on "Zoho OAuth" Give a lower connection name, eg. "joels_connector" Select the scope ZohoProjects.timesheets.ALL as a minimum (or CREATE/READ): 2. Code to push Time Log entry to Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Projects
- Language: *
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What? This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord. Why? We had a Creator app...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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scope: zohobookings.data.CREATE Get the workspaces: // // get workspaces r_WorkspaceResults = zoho.bookings.getWorkspaces("joels_connector"); l_Workspaces = r_WorkspaceResults.get("response").get("returnvalue").get("data"); for each r_Workspace in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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What? This is an article to document how to include a subform and rows while you are creating a record containing the subform. Why? The use case here is for a Quote Builder in Zoho Creator: Create a quote record and include a subform containing the line...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *