Assuming product is required, and product is required, the following 77 results were found.
-
What? This is an article to apply an automation that when creating an invoice in CRM from a related quote, it maps in the fields. Why? The process should be that you go to the CRM quote record and click on "Convert" > then select "Invoice", and it...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
What? A quick article to remind me on how to upload a photo using CRM API v2. Yes it's documented and yes it still confuses me now and again. So I'm writing this to remind me and to keep reminding me of how to do this. Why? My use-case is that I have a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
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: *
-
What? This is a quick bit of code for my reference so that I don't have to keep finding a function that gives me the syntax of how to either create or update a record using invokeUrl. Why? Because my designers keep including custom fields in their...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
- Type: Portfolio Item
- Language: *
-
- Type: Portfolio Item
- Language: *
-
- Type: Category
- Language: en-GB
-
- Type: Article
- Category: Static Items
- Language: *
-
What? This is an article for training purposes. I'm pretty sure there is official documentation on how to do this but I thought I'd write this article to make it simpler for new developers to follow and learn as a quick point of reference. Why? Some...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
What? An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
What? Another article on something I learned today despite never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
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: *
-
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 by going through forum posts from 7 years to 2 years...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
-
What? So this is an article for me to store prompts for the MidJourney AI text-2-image discord tool. Why? The results from the MidJourney bot are beyond unpredictable however with the correct prompts you can direct it to focus on the elements you want...
- Type: Article
- Author: Joel Lipman
- Category: Graphic Design
- Language: *
-
TESTED ON: - Windows XP, Windows Server 2003, Windows 7 SCREENSHOTS: LICENSE: These scripts are offered freely and in good faith. Please do not pass this off as your own work or try to sell it without due credit. Check back with us at joellipman.com...
- Type: Article
- Author: Joel Lipman
- Category: Product Documentation
- Language: *
-
What? This is an article to serve as a guide in terms of styling a radio group into a group of Tabs. This is only a guide or reference which was applied for one client but would need adapting to match the colors or style the next client wants. Why? The...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
-
What? This is an article to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
-
Calculating Percentagehttps://joellipman.com/articles/else/e-commerce/calculating-percentage.html
I need to often be reminded of how to calculate a percentage. The context here is that I want a progress bar in one of my programs. To determine what percent a number is of a total number: (Progress So Far / Total Progress Units) * 100 = % or (Net...
- Type: Article
- Author: Joel Lipman
- Category: eCommerce Systems
- Language: *
-
What? So I've spent a fun time googling and binging but still haven't found a simple and complete example of getting a resultset from an Oracle stored procedure and displaying this in SQL Server Reporting Services (SSRS). Well "non-productive" more than...
- Type: Article
- Author: Joel Lipman
- Category: SQL Server Reporting Services
- Language: en-GB