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Assuming will is required, the following 359 results were found.

  1. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    eg. "fn_Validation_LeadStatusChange", a display name, eg. "Fn - Validation - Lead Status Change", and a description... You will be presented with a deluge IDE editor. I'm putting in the following code: /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://joellipman.com/articles/crm/zoho/zoho-analytics/zoho-analytics-set-up-widget-displaying-sales-person.html

    effect on loading the page that a widget has clearly defined values based on the filters I select on a dashboard. First you will need a table or query that has a bunch of columns and rows with one of the columns containing the sale person name....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  3. 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

    then to edit either a message handler or participation handler. As for the usage, simply ask the Cliq Bot a question and it will forward the query and respond with the response from the OpenAI API. Setup a Zoho Cliq bot Login to ZohoCliq Click on your...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  4. Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

    resume from a record... We need pagination. How? To resolve this, I'm building on top of my initial GraphQL query which will now retrieve 10 products per page and loop through 3 pages for use in Zoho Deluge. If this works, we can increase the number of...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  5. 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

    Add a special field of type "Add Notes" to your form. I'm going to call it CSS_Overrides. It is important that this field will never be hidden (it cannot be seen on the front-end of the application but it must not be removed by Creator). If you know the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  6. ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zoho-inventory/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

    snippet which does the whole lot. How? Using the method of "mega-functions", here is the code snippet for one function which will accept as parameter the eBay order reference and generate all the respective records in Zoho Inventory. We're using a...

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

    on the creation of an invoice but lots of my clients set their due dates differently. How? The following snippet of code will query the metadata api in Zoho Books and return a JSON of what the payment terms are. void fn_ReturnCurrentPaymentTerms() {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  8. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    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 ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  9. 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

    > Users > Click the pencil icon (top-right most) to edit any profile On the user's dialog/popup in the bottom left, there will be a link saying "Manage Fields" Add a picklist field type called "Department" with the options "Hire Team", and "Sales Team"....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. ZohoCRM: Using Criteria with Module Record Counthttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    equals. When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company fields. When you use "equals" with a single condition and search...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    article Zoho Creator: Create a Widget which uses JavaScript back from 2020 with a few adjustments now in 2024. This widget will only work within Zoho Creator. If you want a solution which sits on an external website and which talks to Zoho, then setup...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. 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

    > Advanced (tab) > REST API (link under the tabs) Click on the Add key button Give it a description, assign a user that it will run as (preferably of the admin or account that will never leave the business), and permissions can be "Read". Click on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  13. Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

    zcpage-footerhtml; but note the 3 other CSS classes zcpage-pagenumber, currentPageNumber, and totalPageNumber which will output the current page number and total count of pages respectively: Page of Copyright © My Company Ltd. All Rights Reserved....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    new tab in their web-browser displaying a plain output message. How? So there are 2 caveats to this solution: 1 is that you will need ZohoCRM. I've tried using the "Incoming Webhooks" feature of ZohoBooks but realised the word "Incoming" is the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zoho Deluge: Connect to Shopifyhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-connect-to-shopify.html

    print, we have woken up to the news that including a username and password, or a client and secret in the endpoint of a URL will no longer be supported in the Zoho Deluge invokeURL task... This article exists because I spent 2 hours going down the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  16. ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    for each v_Page in l_Pages { m_Params = Map(); m_Params.put("page",v_Page); // // keep the page size low as this function will be creating contacts and products if required m_Params.put("pageSize",v_PageSize); // // order by date descending (most recent...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. Zoho Deluge - Multi-line Variable Assignments and Expressionshttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-multi-line-statements-using-semi-colon-termination.html

    improve readability while writing or reviewing code. Do bear in mind that once the script is saved and re-opened, the code will be reformatted back onto a single line. How? Below are three examples demonstrating multi-line assignments in Zoho Deluge. 1)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  18. Anti-Spam override for all submitted datahttps://joellipman.com/articles/cms/joomla/anti-spam-override-for-all-submitted-data.html

    it displayed!!! I have written this article to be another one of those programmer's tweaks. This is quite a simple fix and I will hopefully be able to keep it simple for non-programmers. The tweak below will stop any of your pages submitting content...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: *
  19. Connect to Joomla database in standalone scripthttps://joellipman.com/articles/cms/joomla/connect-to-joomla-database-in-standalone-script.html

    password, database, etc.). For obvious reasons, these cannot be hardcoded. What? Any developer installing my component will do so on a website which uses different login details for their Joomla database. The example below demonstrates how to get these...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  20. Setup a copy of your Joomla websitehttps://joellipman.com/articles/cms/joomla/setup-a-copy-of-your-joomla-website.html

    developers, a quality assurance environment for our clients to test these, and then a live/production environment that will be released for public use. This allows for a good test bed and stable releases, error and hopefully risk-free. How? Here's one...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
Results 161 - 180 of 359