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Assuming setting is required, the following 74 results were found.

  1. Joes Search Module (JSM)https://joellipman.com/component/content/article/joes-search-module-jsm.html?catid=53&Itemid=165

    method = post role = search Issues Further searches do not include the same filters. This will be because the setting to display search areas has been switched off in the admin panel. You should keep this enabled so that the filters are carried through...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  2. Zoho Deluge - Get Refresh/Access Token API v2https://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-refresh-access-token.html

    application/x-www-form-urlencoded;charset=UTF-8"; If you are using the SDK and still get the above error, try setting the currentUserEmail to the email address of the super admin of your system just to check, then set a valid user preferably other than...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  3. Zoho Deluge - First Monday of Month or Last Tuesday of Monthhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-first-monday-of-month-or-last-tuesday-of-month.html

    An article on setting a date field to either the first Monday of the next month or to the last Tuesday of the current/next month. What I mean by the last Tuesday is if the last Tuesday of the month is before the current date, then set it to the last...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  4. Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-set-up-custom-domain-for-customer-portal.html

    and add CNAME Zoho Support: Get Zoho to setup SSL 1. Setup Custom Domain So go into your Zoho Creator app and go to the "Settings" tab, then on "Customer Portal" then on the "Settings" button in the top right: Under Portal URL, select "Custom Domain"...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  5. Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-a-custom-field-in-line-items-product-details.html

    = Map(); m_LineItem.put("Product_Name",v_CrmProductID); m_LineItem.put("Quantity",5); m_LineItem.put("List_Price",0.99); // setting a tax as an example v_LineItemTax = 0.99 * 5 * 0.2; m_LineItem.put("Tax",v_LineItemTax); l_TaxOptions = List();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho Creator: Receive JSON via a Shopify Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-json-via-a-shopify-webhook.html

    from a webhook created in Shopify. See my article: Zoho Deluge: Push Item to Shopify API if you want information on setting up an integration from Zoho Creator to Shopify API. Why? In this example, we want a webhook that whenever an order is made in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  7. Zoho Creator: Prevent Endless Loops On User Input of a Fieldhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-prevent-endless-loops-on-user-input-of-a-field.html

    auto-update preview input.Update_Preview=false; // // do stuff here... eg getting data fields, generating a title and setting the title: input.Title = " Hello World "; // // output input.Note_Preview = input.Title; // // re-enable auto-update preview...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  8. Zoho Creator: Receive eBay Order Notifications via Webhookhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-order-notifications-via-webhook.html

    preferences are setup. This one didn't tell me much first time I ran it but I can use it later on to check if my "setting the notifications" process worked. void API.fn_eBayQuery_GetNotificationPreferences() { /* Function:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  9. Zoho CRM: Schedule a Call using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    // // system/application is set to EST (America/New_York) v_SystemCallTime = '2021-11-19 11:12:34'; // // manual setting to specify system/application offset v_ApplicationTimeOffset = "-05:00"; // // customer is in (America/Los_Angeles)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho CRM & Zoho Inventory: Upload Image to Item Record using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-inventory-upload-image-to-item-record.html

    ID parameter at the end of the URL) {"code":2,"message":"The request passed is not valid."} The .setParamName() function is setting the data type to probably file or attachment when it should be image.

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-manage-a-subform-using-client-script.html

    var v_DealRate3 = r_DealDetails.Rate_Year_3_0; var v_DealRate4 = r_DealDetails.Rate_Year_4_0; // default setting for alerting user let b_ShowAlertMessage = true; // specific values based on trigger field if (v_RateCard == 'New Rate Card (Post Aug 22)'...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  12. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    however is that it is connected to the Internet unlike ChatGPT which only has information up to 2021. How? The basics of setting this up would be to setup a bot in ZohoCliq and then to edit either a message handler or participation handler. As for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  13. Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

    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 operations...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-other/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

    then they need to sign in to their domain registrar's website and need to be assisted, perhaps via a remote session, on setting these up. If they have someone or a company which manages their domain, then they can give the following instructions to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  15. Zoho Inventory: Enable Tracking using the APIhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zoho-inventory-enable-tracking-using-the-api.html

    A little longer, is do ensure you have Zoho Inventory enabled. But to flesh that out a little more along with setting the other options under "Advanced Tracking" // // get chart of accounts to use r_ChartOfAccounts = invokeurl [ url...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Inventory
    • Language: *
  16. Zoho Books: Get Invoice Payment Terms via APIhttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-get-invoice-payment-terms-via-api.html

    { v_BooksOrgID = "12345678901"; r_PaymentTerms = invokeurl [ url :"https://www.zohoapis.com/books/v3/settings/paymentterms?organization_id=" + v_BooksOrgID type :GET connection:"zbooks" ]; info r_PaymentTerms; } Deprecated pre domain change: void...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. 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

    record in CRM, the pipeline is automatically pre-selected based on the user. How? So there's a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

    Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. How? So first, this article shows you how to...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  19. Zoho Deluge: Determine your Statement Execution Limithttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-determine-your-statement-execution-limit.html

    // for each index v_Iteration in l_Loop { info v_Iteration; } // yields an incremental count from 0 to 4999 Observation #2: Setting a loop with leftpad limited to 100,000: Our trick of using the leftpad() method to build a list of any number is actually...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  20. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    // not this way: var r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_ThisRecordID); // but using a custom OAuth function: Setting this as REST API alone did not enable it. var r_DealDetails = ZDK.Apps.CRM.Functions.execute("fn_Deals_RetrievePipeline",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
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