ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 is to associate these to the invoiced items and work out the profit. The third is to group by the sales person, date, and customer so as to generate meaningful reports. The first dataset should be just the profit per item based on what was purchased....

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

Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 of code used in the client script which will manage a subform. The module we are applying this client script to is a custom module called "Deployments". The field which triggers it is called "Which_rate_card_is_this_based_off". The expected outcome is...

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

Zoho CRM: Change System Field Lengthhttps://joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 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 custom...

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

ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 Having this example for future use might save me some time. The following is the early version of a JS widget used for a customer and before I added all the layers of complexity, I want to have here an example that demonstrates a basic search on a table...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 will be added to the client's Zoho People instance which will check the datasource metadata via the Analytics API. Add a custom scheduler in Zoho People Login to ZohoPeople as a system administrator Click on the cog icon in the top right to go to the...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 article with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes,...

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

Advanced RokStories Stylinghttps://joellipman.com/articles/cms/joomla/advanced-rokstories-styling.html

01 July 2009 on your image size, so no need to manually create rounded corners on your images, RokStories will do the rest. The custom features are also available in the standalone version. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec sit amet...

• Type: Article
• Author: Webmaster
• Category: Joomla
• Language: *

About 5 seconds worth of funhttps://joellipman.com/articles/microsoft/sharepoint/about-5-seconds-worth-of-fun.html

21 November 2012 Really not work related but if you know your sharepoint site: Custom Error http:///_layouts/MySite.aspx?Error=You%20are%20a%20jerk%20and%20SharePoint%20does%20not%20share%20with%20jerks. Installer? http:///userdisp.aspx=ID=1 Paying attention to the URL...

• Type: Article
• Author: Joel Lipman
• Category: SharePoint
• Language: *

Free Translator API using Googlehttps://joellipman.com/articles/google/free-translator-api-using-google.html

08 January 2013 in using your Google APIs developer's account (FREE). Copy the JavaScript they give you (eg....) and paste this into a custom HTML module in your Joomla site. Add the meta tag they give you to your index.php file (under template folder in effect or...

• Type: Article
• Author: Joel Lipman
• Category: Google
• Language: en-GB

Convert Decimal (Person Days) to Time in Excelhttps://joellipman.com/articles/microsoft/excel/convert-decimal-person-days-to-time-in-excel.html

13 February 2013 was always going to be a convoluted formula just to convert it into minutes and then format the resulting value into a custom format of [h]:mm:ss -- Aim / Objective: ColumnA ColumnB ColumnC ---------- ---------- ----------- Task 1 0.14 1:00:00 Task 2...

• Type: Article
• Author: Joel Lipman
• Category: Excel
• Language: en-GB

SSIS: Add Reference Microsoft.SqlServer.TxScripthttps://joellipman.com/articles/microsoft/ssis/ssis-add-reference-microsoft-sqlserver-txscript.html

03 June 2014 This article is so that I don't spend so long in googling what the TxScript referenced assembly is when creating an SSIS custom component. How? This is simply the "Script Component" under "Extensions". No MSDN website said this... obvious to Microsoft...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Integration Services
• Language: en-GB