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Assuming using is required, the following 332 results were found.

  1. 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

    to modify another field and vice-versa. This can get more complex when there are a lot of fields in the mix. How? I'm using this article to go through various methods I tried to prevent this from happening: First - Off: The one workflow to rule them all...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  2. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    the ID of the created Sales Order (captured in response) Update the Shipping Address on the Sales Order in Zoho Books using the API The following is the code template I use but you will need to adapt it for your own system: // init (specify your own...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  3. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    creating a Sales Order in Zoho Books from Zoho CRM and want to map the correct currency and tax by their ID numbers. How? Using the REST API and InvokeURL in Zoho Deluge to look at Zoho Books. This uses up an extra 2 calls so you could run them once,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM: Get Unique Values of a Text Fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-get-unique-values-of-a-field.html

    ZohoCRM.coql.READ and ZohoCRM.modules.ALL Build up a SQL query, or more specifically, a COQL - CRM Object Query Language Try using distinct on a single-line text field Adapt the query for unique values in a lookup field I won't demonstrate how to set up...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    field again and delete the one highlighted in red - alternatively give it a unique name in the record). Then map the fields using the dot syntax, add these to a list, and then submit as the subform name, like in the following example (note I have...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. A for loop within a for loop in MS-DOShttps://joellipman.com/component/content/article/a-for-loop-within-a-for-loop-in-ms-dos.html?catid=51&Itemid=165

    MS-DOS batch programs is a lot easier and colleagues trust these more than my all-in-one GUI applications. How? Note: we're using the code in a DOS Batch program so our variables have to be prefixed with a double-percent rather than just the one: -- the...

    • Type: Article
    • Author: Joel Lipman
    • Category: MS-DOS
    • Language: en-GB
  7. Joes Youtube Player (JYP)https://joellipman.com/component/content/article/joes-youtube-player.html?catid=53&Itemid=165

    Install this plugin using your Joomla Admin Panel Go to Extension Manager > Search for "Joes Youtube Player". Enable and Save. Screenshots Looking forward to your feedback!

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  8. Zoho Deluge - Get Current User IDhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-current-user-id.html

    v1 was already being deprecated (end of life at the end of this year). So I'm familiar with the methods in API v2 or just using newer functions. Method #1: API v1 userResp =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  9. Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

    in l_AllowedEntries { input.myLookup:ui.add(r_EntryID); } Additional Note(s): If removing elements, even if you are using Creator v5, use removeElement() and NOT remove() which got me stuck for a while. This is for error...datatype {0} is not the same...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: en-GB
  10. Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

    } } // yields // UnPredictable exception, Invalid statement found Line:(20) The Solution/Cause So quite simply, I'm using 2 for each loops and this is one of those scenarios where you need to store the loops into different variable names: // select a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Creator: Receive eBay Notification and Create Shopify Orderhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-receive-ebay-notification-and-create-shopify-order.html

    This is an article documenting how to parse the notification from eBay and using it to create an order in Shopify. Why? Previously, we would receive an eBay notification and create an order record in Zoho Creator. We did the same for when Shopify would...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"https://joellipman.com/component/content/article/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html?catid=129&Itemid=165

    on the "Enable". Documented below is how to get this to prompt you again. How? This largely depends on whether you are using the Google Chrome web browser. In this case version 100 and is correct at time of print. Open Chrome Web Browser Click on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  13. Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    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 out-of-the-box...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  14. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    request) and comment out the other fields from the rest of the request to test. Once you have successfully created a record using only the name field (no underscores - as displayed on the record), uncomment other fields to add to the addrecord request....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  15. ZohoDeluge: Inserting a new line character in a CSVhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-inserting-a-new-line-character-in-a-csv.html

    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 worked...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. ZohoAnalytics: Pivot Campaigns vs Contactshttps://joellipman.com/articles/crm/zoho/zoho-analytics/zohoanalytics-pivot-campaigns-vs-contacts.html

    Invited The catch is that our campaign names are in data rows not individual columns. How? There may be ways of doing this using the GUI and a "Pivot View" report but I always resort to a query when I get confused with the GUI: Query 1 Due to the limit...

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

    v=spf1 mx a ip4:123.245.123.245 include:spf.mycompany.com include:spf.protection.outlook.com include:one.zoho.eu ~all Check using the toolkit: Some registrars will say this can take between 24 to 72 hours to propagate. In our cases, a working example...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  18. Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-change-system-field-length.html

    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 custom fields, then just ensure that the data type and field lengths match. In this case, they are system fields for the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

    of the production system's contacts. I needed a quick bit of code to find any duplicates, all within the Zoho Creator app using Zoho Deluge and avoiding the use of any third-party APIs. How? My team of developers actually helped me solve this one as I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  20. Zoho Deluge: Proper Case for Nameshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-proper-case-for-names.html

    Convert to Proper Case in T-SQL which I had previously used for the migration of a HR system. This is intended to work using Zoho Deluge. How? There are a number of combinations that I won't have thought of but the below code sufficed for my current...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
Results 201 - 220 of 332