Assuming joel is required, the following 656 results were found.
-
What? An article on one of my first client scripts for ZohoCRM. This retrieves and populates an email field based on when a contact is selected in a lookup field. Why? I could do a normal automation/workflow on save of the record, but the client wants...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
an email as evidence that the workflow was triggered and ran this function sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"Client Test: ZB: Payment Received for Invoice " + v_InvoiceRef message :"Workflow was executed and function...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
What? This is a very quick article with a code snippet on how I added to a multi-lookup field. Why? Using a multi-line or text is possibly a quicker solution and when using a desktop interface, you can parse the multi-line into a nice HTML table. But on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
What? A noteworthy article in my opinion on how to send a CRM 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...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
info r_Attach; // // to send this as an email as well sendmail [ from :zoho.adminuserid to :"info@joellipman.com" subject :"ZohoSign Test - Request: " + v_RequestId + " - Document: " + v_DocumentId message :"Please find attached your requested...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
-
What? This is a quick article to note down some code used in Zoho Recruit. This particular bit of code will run on a workflow when a Candidate is modified, and it tallies all the candidates belonging to the same school and updates some number fields on...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
-
What? This is an article on a trick I picked up from one of our interviewees as well as apparently in one of the Zoho documentation manuals. It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
What? A quick article to display a value in a column in a widget in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
What? An article on the reasoning and steps to generate a dataset using Zoho's ANSI-SQL queries to generate the margins of each invoice in ZohoBooks. Why? We need to create a profits/losses dashboard in Zoho Analytics as we can't control the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Analytics
- Language: *
-
v_Message.containsIgnoreCase("Hey")) { // store in response text v_Answer = "Hi " + user.get("first_name") + "!\nMy name is JoelBot and I am currently connected to the OpenAI API. I can try and answer any question you end with a question mark. Try me...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
-
What? A really quick article on how to hide these using CSS... at least until Zoho have this as a setting using the GUI. Why? Our use-case is that we have a subform which gets autopopulated with a list of services. The client does not want their...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
What? A super quick article on something that almost deserves its own article: using new lines in ZohoDeluge. Why? My use-case here is that I was generating a comma separated values (CSV) file given some lists and strings and although the same code...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
the Zoho order, but that of the normal week (in other words, not alphabetical, numerical, or completely random order): void JoelLipman.fn_SetStaffUsualShift() { // // build a standard usual shift subform from CRM r_OrgDetails = invokeUrl [ url:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
What? A quick article on the SPF & DKIM setup to improve email deliverability from a ZohoApp and methods to check. Why? Not sure how I came across it as most of our customers don't use ZohoMail, but there is a Zoho Toolkit to run some checks on the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Other
- Language: *
-
What? One of these articles because I spent so long trying different snippets of code to enable tracking when using Deluge code to create an item in Zoho Inventory: Why? Who uses ZohoInventory for anything else than tracking stock...? How? So the quick...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Inventory
- Language: *
-
What? This is an article documenting how to remove the block on changes to a system field in ZohoCRM. Why? Our use-case today is that a customer wanted to map the Postal Code or Zip from a Lead record to an opportunity (or Deal) record. If you are using...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
What? If you're lucky enough to build an application for a client based in a country that changes its clocks twice a year, then I'm opening this article without a 100% certain solution as I need to wait about 4 months until I can confirm this works....
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
What? A quick article on getting the payment terms in Zoho Books along with their IDs. Why? I often need to send through an automatic payment term on the creation of an invoice but lots of my clients set their due dates differently. How? The following...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
What? A quick article on determining the week number of the year if your week starts on a Monday and not a Sunday. Why? I think it's the US system which generally says that a week starts on a Sunday but in the United Kingdom, the week generally starts...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
-
What? There are other sources on the web which show you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *