Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...

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

Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

02 October 2023 to 'File > Save As...'): // // if successful if(r_Attachment.get("code") == 0) { l_DocumentResponse = r_Attachment.get("documents"); for each r_Doc in l_DocumentResponse { v_DocumentID = r_Doc .get("document_id"); break; } // // open/download the file...

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

Increase Recent Documents Number in Windows XPhttps://joellipman.com/articles/microsoft/windows-os/increase-recent-documents-number.html

28 July 2011 Just a quick note here. This is an article based on the REG file from Kelly's Korner (@www.kellys-korner-xp.com/xp_tweaks.htm). I'm not fond of downloading REG files and running them even if I have checked what it's doing. I'm putting a note here just...

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

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 - Applications @ https://api-console.zoho.com/) Select your "Self Client" Enter in the applicable Scope(s): eg. ZohoSign.documents.ALL,ZohoSign.templates.ALL (possibly incl. ZohoSign.account.ALL) Click on "Create" You now have about 3 minutes to do the...

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

Project Plan for Freelance Websitehttps://joellipman.com/articles/web-development/project-plan-for-freelance-website.html

25 February 2010 a task is completed - it's either done or not) Submit all marketing, promotional material (can include fonts, images, word documents, etc) We can accept most formats except for those exclusive to the Apple Mac operating systems. Webspace Setup For...

• Type: Article
• Author: Joel Lipman
• Category: Web-Development
• Language: *

Zoho CRM/Creator - Common Errors & Gotchashttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-common-errors-gotchas.html

06 February 2020 the escape character/backslash character Trying to split a string into a list by the backslash character: v_File = "C:\Documents\My_File.txt"; // want to extract My_File.txt l_FileParts = v_File.toList("\\"); info l_FileParts.get(l_FileParts.size() -...

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

Zoho Creator: Get Images in Report to be Exported to PDFhttps://joellipman.com/articles/crm/zoho/zoho-creator-get-images-in-report-to-be-exported-to-pdf.html

26 January 2024 has the ticket reference, product information, factory/supplier, the fault/description, and a subform to a form called "Documents" linked by a bi-directional ticket lookup. The document form is a subform derived from an existing form (called...

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

Checklist for the local computer repairshttps://joellipman.com/hardware/checklist-for-the-local-computer-repairs.html

28 April 2011 to an Internet Provider OS disks Document Templates: Service Agreement Template Computer Repair Invoice Template Documents: Service Agreement Electronic Newsletter Business Cards Extra RAM (to charge for) Extra Cables (again to charge for) Service:...

• Type: Article
• Author: Joel Lipman
• Category: IT Support
• Language: *

Joes Search Module (JSM)https://joellipman.com/component/content/article/joes-search-module-jsm.html?catid=40

09 March 2015 Search module but with the parameters embedded (set in the administration section). Why? A client has a repository of PDF documents that are uploaded to a folder. The client also purchased OS PDF Indexer by OS Solutions and installed this. The client...

• Type: Article
• Author: Joel Lipman
• Category: Product Documentation
• Language: *

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 should be something similar to the following: { "code": 0, "message": "Your file has been attached to the sales order.", "documents": [ { "document_id": "12345678901234567", "file_name": "dummy.pdf", "file_type": "pdf", "file_size": 13264,...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 will change every time it is updated as you will see. Also note, I have a form called "Document", a report called "All Documents", and the file upload field is called "Document File": // // now upload updated file v_Endpoint =...

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

Zoho Deluge: Nested Catch Statementshttps://joellipman.com/articles/crm/zoho/zoho-deluge-nested-catch-statements.html

04 February 2025 not possible... and to deal with a scenario which exists for a client of mine. The use-case for my Cx is that they need documents converted from HTML to PDF — as in we send it a bit of code in HTML and we want a PDF file returned. I have severaly...

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

Remove write-protect from USB pen in Windowshttps://joellipman.com/articles/microsoft/windows-os/remove-write-protect-from-pen-in-windows.html

13 April 2010 I have been trying to upgrade my 16Gb USB Integral Pen from Play.Com to a 32Gb equivalent. I use my USB pen as the "My Documents" folder on every computer I use. It was fine with my 16Gb one but my 32Gb ones have all failed at some point. I went for a...

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

Running Internet Explorer 6, 7, 8 as standaloneshttps://joellipman.com/articles/microsoft/windows-os/running-internet-explorer-6-7-8-as-standalones.html

18 May 2010 on "Settings" first Select "Hard Disk 1" and run the Virtual Disk Wizard Change it so that the file is not stored in "My Documents" (find somewhere on the C drive or other with space and real disks) It should go about creating a usable virtual hard...

• Type: Article
• Author: Joel Lipman
• Category: Windows OS
• Language: *

Improve Default Joomla Search https://joellipman.com/articles/cms/joomla/improve-default-joomla-search-heuristics.html

07 May 2013 on your version) which I have never seen in any other system. I've googled and binged but could not find anything that documents how to bring it into line with other search systems. So here we go, hope this helps you. Why? I've created search systems...

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

Android Java: Remove first two entries from Google News feed in SimpleRssReaderhttps://joellipman.com/articles/google/androidos/android-java-remove-first-two-entries-from-google-news-feed-in-simplerssreader.html

24 October 2014 I adapted this to read a google news rss feed and the first two entries are " - Google News", everytime. This article documents what I did to fix it. How? Basic to some but I'm new to the game. I'm trying to remove the first two entries from a news feed...

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

AutoHotkey - MS Windows 10 - Open Apps on Multiple Monitors and Desktopshttps://joellipman.com/articles/automation/autohotkey/autohotkey-ms-windows-10-open-apps-on-multiple-monitors-and-desktops.html

18 July 2019 and drag to the desktop (or wherever you want to store shortcuts) then run the shortcut: RunWait, "C:\Users\Joel\Documents\_shortcuts\Mail - Shortcut.lnk" Without a shortcut, the command to run is: RunWait, "C:\Windows\explorer.exe"...

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

Zoho Creator: Create a Widget which uses JavaScripthttps://joellipman.com/articles/crm/zoho/zoho-creator-create-a-widget-which-uses-javascript.html

24 October 2020 But after doing some, I realize this is actually very quick to do and much easier than first thought. The article below documents how to create your first widget in a MacOS environment. I aim to create a WindowsPC version of this document at some point...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a report of Quotes where we want to merge all the product line items of each quote into one single quote. Why? I've written...

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

Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

10 December 2020 This article documents how to stop an employee from applying for leave when already 80% of their team have already booked the same date off. My brief was: Check the department this employee belongs to Search for employees of the same department (team...

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