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 the system as it contains bank details. You can skip this step if you're not bothered about storing this file on the system. Note that if you use the endpoint to delete the attachment from the bill, it is still stored in the documents directory of Zoho...

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

Zoho Books: System Values Mapshttps://joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 ID to use. Some of these can be found elsewhere in my site but I'm putting all of them here just for quick reference. How? Note that for the below, I recently updated this article (2024-05-21) due to the API domain name change from...

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

ZohoCRM: Using Criteria with Module Record Counthttps://joellipman.com/articles/crm/zoho/zohocrm-using-criteria-with-module-record-count.html

14 November 2023 the one used in the Search API call. Code-wise using the same criteria variable for both calls might offer some consistency. Notes on the attribute: Criteria You can't compare a date time value to a field that is simply of datatype: date (eg....

• 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 form contains the fields: Ticket (lookup to Ticket form), Image, File, Local Image, Subform Row ID (prevents duplicates). Note: I create the form then add it as a subform on the parent form first, then add the lookup to the ticket field on the subform...

• 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 Zoho based on a parameter passed in the URL that a Zoho Creator Page can receive and pass to the JS widget. the HTML You may note that I have additional CSS and JS files. I like to keep the copies local (especially if the hosting is included) so the app...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 admin or account that will never leave the business), and permissions can be "Read". Click on the "Generate API Key" button Note the consumer_key and consumer_secret somewhere (these aren't displayed to you in future - so this is your one chance, or...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 found another function was being run when a contact record is created and I appended this snippet of code to the end of it. Note that this identifies the task by the subject so you'd need to be using the same subject as set in Step 1: //...

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

Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 the system has far more than 50 events, past or upcoming? Here's the code to get a single event record by its record ID. Note that this isn't in the official documentation but at time of print, this works: // // get event record by ID v_EndpointEvent =...

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

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 m_Actions.put("action_id",v_SendActionId); m_Actions.put("action_type","SIGN"); m_Actions.put("private_notes","Please complete the following Credit Application Form or forward to the person within your company responsible for completing this.");...

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

Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

04 November 2024 Once saved, I'll hover the mouse over it and click on the ellipsis to select REST API option. Then make a note of the URL. the ZohoBooks Estimate Template Now you need to add a couple of buttons to the estimate template in ZohoBooks Login to ZohoBooks >...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 */ Considering that neither the color code nor ID were necessary in the end, I can use shortcode for getting the tag. Note that on a fresh CRM instance where no tags have been used previously, I would use the code above to maintain tag colors. Here's...

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

MacOs: Transcribe Training Video using OpenAI Whisperhttps://joellipman.com/articles/apple/macos-transcribe-training-video-using-openai-whisper.html

23 June 2025 Just noted this down in case I need to do it again. This article documents how to take a 5.5 hour video (MP4) and have it transcribed by a locally installed AI on a MacOS (running Sequoia 15.1.1). Why? Needed for training videos as a follow-on from my...

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

Zoho Deluge: Connect to Shopifyhttps://joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 A quick article showing 2 ways of connecting to Shopify's REST API with a custom app. Note that this is not for an app embedded in the Shopify instance but for a third-party app, such as a Zoho Creator app, to connect to the data within Shopify. Why? At...

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

How to run a .RUN filehttps://joellipman.com/articles/linux/how-to-run-a-run-file.html

19 September 2009 I've been told of two ways of running a downloaded .RUN file. Note: Bear in mind that the following is all case-sensitive. Through the terminal server Download the .RUN file to your desktop Open a terminal by going to Application > Accessories >...

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

Migrate MediaWiki to another serverhttps://joellipman.com/articles/cms/mediawiki/migrate-mediawiki-to-another-server.html

23 September 2009 tar -cvf wiki.tar wiki ;this is the wiki folder on document root New Server: create database wikidb; this is inside mysql, Note that both mysql versions should be same. grant create, select, insert, update, delete, lock tables on wikidb.* to...

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

$_SERVER['http_referer'] returns blank in Internet Explorerhttps://joellipman.com/articles/microsoft/serverhttpreferer-returns-blank-in-internet-explorer.html

19 October 2009 Thought I'd put a note about this as I spent ages rewriting an entire system. The HTTP_REFERER environment variable can be changed by the user anyway but I was using it as an additional validation check. The only solution is to not use it for...

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

How to put MediaWiki into Debug modehttps://joellipman.com/articles/cms/mediawiki/how-to-put-mediawiki-into-debug-mode.html

22 October 2009 be able to log everything that WikiMedia does: $wgDebugLogFile = '/home/username/public_html/wikidir/logfile'; IMPORTANT NOTE: The path above should be the exact full path to the wiki directory under your account.

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

How to make your Joomla site use SEO friendly urlshttps://joellipman.com/articles/cms/joomla/how-to-make-your-joomla-site-use-seo-friendly-urls.html

02 April 2010 Basically so that you can set all those SEO settings in the global configuration tab to YES. Note: you need the permissions to rename the file ("htaccess.txt" to ".htaccess" in your website root folder). You'll need ftp access or a file manager with...

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

AutoHotkey Ternary Operatorhttps://joellipman.com/articles/automation/autohotkey/autohotkey-ternary-operator.html

27 April 2010 Just a quick note for the moment on how to use ternary operators in AutoHotkey. A ternary operator for those who are unfamiliar with this is an "If...Then...Else..." statement written in a small amount of code, usually on one line, and exists in most...

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

If Then Else in Report Builder 2.0 Expressionshttps://joellipman.com/articles/microsoft/ssrs/if-then-else-in-report-builder-20-expressions.html

06 May 2010 well don't laugh, I could not find this on the WWW so I was obviously not using Google properly. Anyway here's just a quick note on how to do if else statements in Report Builder 2.0 I'm looking at the following if statement: If (MyFieldName = 0) Then...

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