JOEL LIPMAN Systems / Automation / AI

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Practical notes on CRM development, automation, APIs and everyday IT.

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275 results

  1. Zoho Books

    ZohoAnalytics & ZohoBooks: Custom Related List from Analytics

    ... article to document 2 features in deluge code: a custom related list in ZohoBooks, and a reminder on how to read a table from ZohoAnalytics. Why? My use-case here is that we have a client who uses their purchase orders and sales orders as ...

  2. Zoho Books

    Zoho Books / Inventory: Get Item Rate from a Price Book/List

    ... the item exists within it, then it takes the rate from the pricelist. Note that when I refer to pricebook, this is also referred to as the pricelist... and vice-versa. And in this use-case, my client has added an incredible number of price ...

  3. Zoho Creator

    Zoho Creator: Sendmail a list of attachments

    ... 1234]; r_Download1 = c_Form.myFieldWithFile; ***/ l_Downloads = List(); r_Download1 = invokeUrl [ url: "https://www.w3.org/WAI/ER/tests/xhtml/testfiles/resources/pdf/dummy.pdf" type: GET ]; r_Download1.setParamName("file"); l_Downloads.add ...

  4. Zoho CRM

    ZohoCRM: Get All eBay Active Listings

    ... e of these articles talking about getting all the active product listings from eBay for a specific client. Why? Our use-case scenario here is that we want to get an inventory level or stock check of all the products that are currently liste ...

  5. Zoho Deluge

    Zoho Deluge: Generate a loop or list of any size

    ... It uses leftpad to create a string of a length, converts it to a list, then lets you generate an array or list of any size. Why? My use case here is to run a schedule that will populate a list with the upcoming dates for the next week (and ...

  6. Zoho CRM

    Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)

    ... but definitely worth an article. The ability to block field picklist options from being selected based on the profile of a user. Why? There were several alternatives we considered beforehand which still didn't fit the requirement: A client ...

  1. Zoho Deluge

    Zoho Deluge: Generate List of TimeZones

    What? A quick article to take a list of options from a HTML select element and convert to a Zoho Deluge list that will eventually be used to populate a dropdown. Why? Because I find myself doing this quite a bit and wanted a quick way of ex ...

  2. Zoho Books

    Zoho CRM & Zoho Books: Custom Related Lists Deluge

    ... couple of snippets of code to display values in a custom related list as well as to display empty custom related lists. Why? Because I keep forgetting how to do this and it takes about an hour to go through the documentation and get a worki ...

  3. AutoHotkey

    AutoHotkey: App GUI Listview to Rename Files

    ... at? So this is the documentation for a snippet of code that will list files of a directory using an AutoHotkey GUI and display what it will name them. The app needs to rename files but append an incremented count if the name of a file alrea ...

  4. Zoho Deluge

    Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creator

    What? A very quick article on how to push a multi-select picklist from CRM to Creator. Why? We're trying to create a record in Creator off a button on the CRM Potential/Deal record. The CRM module has a multi-select picklist which will use ...

  5. Cascading Stylesheets

    CSS Ordered List 1, 1.1...1.10 Formatting and Alignment

    ... quick article to remind me on how create an multi-level ordered list that indents and aligns correctly. Why? I'm finding that I need to do this quite often for some clients who want to include their terms and conditions in quote/invoice te ...

  6. Zoho Deluge

    Zoho Deluge - Store and repopulate a multi lookup list in Creator

    ... eck against another table/form for valid options, repopulate the list with the selected item and filtering the options available for selection. Why? This was for a multi lookup with staff as the list entries. The lookup needed to filter aga ...

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