Zoho Creator: Set Up Custom Domain for Customer Portalhttps://joellipman.com/articles/crm/zoho/zoho-creator-set-up-custom-domain-for-customer-portal.html

17 November 2020 CNAME as I find it easier and it is a step we need for Zoho on their side. Important: You should now have at least 2 CNAME records against this domain/subdomain. I usually have 3: .joellipman.com (used in verification), .joellipman.com and...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 "pdf", r_ContactRecord.get("Email"), m_MergedData, "joels_connector"); if(!isNull(r_SendResponse.get("records"))) { v_Grammar = if(r_SendResponse.get("records").size()==1,"","s"); v_OutputMessage = v_OutputMessage + "Generated and sent " +...

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

Zoho Creator: Find Duplicates by Customer Name for Large Datasetshttps://joellipman.com/articles/crm/zoho/zoho-creator-find-duplicates-by-customer-name-for-large-datasets.html

12 July 2023 you how to deduplicate a contact but usually involve entering a customer name or other key to check if there are already records in the system with that key. I can't sit there entering one customer at a time. Even a loop would hit a statement execution...

• 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 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 for a field...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7https://joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 iteration m_UpdateQuote.put("Subject",m_RecordData.get("Subject")); m_UpdateQuote.put("Quoted_Items",l_NewLineItems); l_RecordsToSend = List(); l_RecordsToSend.add(m_UpdateQuote); m_Data = Map(); m_Data.put("data",l_RecordsToSend); // // this is REST...

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

SQL Calendar in Business Intelligence Development Studiohttps://joellipman.com/articles/database/t-sql/sql-calendar-in-business-intelligence-development-studio.html

14 January 2011 = CONVERT(VARCHAR(2),DATEADD(MONTH, 1,GETDATE()),101) + '/01/2009 01:30:00 PM', Note = 'Event 6' ) SELECT -- Number the records based on the date, if multiple records have -- the same date then they will be numbered the same. Used in -- calculation to...

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

T-SQL concatenate an incremental row numberhttps://joellipman.com/articles/database/t-sql/t-sql-concatenate-an-incremental-row-number.html

24 May 2013 sequence -- number (padded with zeros) How? So how do we do it? In the above example, Joel Lipman has two qualification records. So let's start with a simple query: SELECT RIGHT('000' + CAST(e.ID AS VARCHAR), 3) AS EmployeeNo, RIGHT('000' +...

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

SSRS: Performance Improvements: SELECT TOPhttps://joellipman.com/articles/microsoft/ssrs/ssrs-performance-improvements-select-top.html

07 March 2014 the header which was an expression detailing what the report was displaying, so for example: -- If setting the limit to 100 records =IIf( Sum(Fields!myCount.Value, "DataSet2")>100, "» Displaying the first " & CountRows("DataSet1") & " of " &...

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

T-SQL: Parse an XML valuehttps://joellipman.com/articles/database/t-sql/t-sql-parse-an-xml-value.html

27 March 2014 FROM [dbo].[XML_EVENTS] -- Returns attribute "financialyear" of CURRENT_EMPLOYEE (eg. "2014") In a WHERE clause To select records matching a value for the XML field: SELECT * FROM [dbo].[XML_EVENTS] WHERE CAST(Event_XML AS...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• 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 in the CLI, in particular the widget JS script that is referred to in widget.html and secondly, the way you retrieve records in the Zoho JavaScript. If you do not include Zoho queries, then I have found the app can be ported between either Creator or...

• 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 total number of employees in this department/team: To determine the total number of employees, we will use zoho.people.getRecords as a search: // get total "team members" in department l_SearchCriterias = List(); m_SearchCriteria = Map();...

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

Zoho Deluge: Sort a Map by a specific fieldhttps://joellipman.com/articles/crm/zoho/zoho-deluge-sort-a-map-by-a-specific-field.html

29 January 2021 in Zoho Deluge, specifically Zoho Creator. Why? I do this a lot but in the following example, I want to sort a list of records by their date in descending order. Yes this functionality exists in reports but I want to do it in code so as to display it in...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 to setup > Developer Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING...

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

Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

26 July 2021 Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, all pretty much useless to me. Well the "for some reason"...

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

Zoho: Email Deliverability / SPF / DKIM / DMARC / Toolkithttps://joellipman.com/articles/crm/zoho/zoho-email-deliverability-spf-dkim-dmarc-toolkit.html

04 May 2023 whoever manages the domain for the client. Who owns the domain (eg. mycompany.com) So this setup involves creating the TXT records on the DNS. Ideally, we would not want access to the DNS as Zoho Support as we could be blamed for any website / mail...

• 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 events; status=closed are events in the past; status is a mandatory field // NB: range is an integer and the number of records to return (default=100; max=200) // NB: index is an integer and is the offset or starting index (not the ID of the record)...

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

MySQL: Find all non-alphanumeric rowshttps://joellipman.com/articles/database/mysql/mysql-find-all-non-alphanumeric-rows.html

09 September 2013 by replacing all special alphabets (ë to e) and non-alphanumeric symbols with URL friendly characters. How? -- return all records that contain non-alphanumeric characters SELECT * FROM myTable WHERE myColumn NOT REGEXP '^[A-Za-z0-9]+$'; -- return all...

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

Could not instantiate mail functionhttps://joellipman.com/articles/cms/joomla/could-not-instantiate-mail-function.html

09 May 2011 The hostname must *not* be in the /etc/virtual/domainowners file. 4) The hostname must resolve. If not, add the required A records to the dns zone such that it does. 5) The directory /etc/virtual/hostname must exist.. (eg:...

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

Search a database with SOUNDEXhttps://joellipman.com/articles/database/search-a-database-with-soundex.html

11 October 2012 be why. Performance Average - Run against a database of circa 30'000 students and their details (incl. courses ~ 700'000 records) took just under 2 minutes (found over 7 million occurrences similar to "DNYA").

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

DataTumble - Randomize Data Rowshttps://joellipman.com/articles/database/t-sql/datatumble-randomize-data-rows.html

07 December 2012 This is a stored procedure I've nabbed from some consultants from my day job. It shuffles the records and matching data values: Before: ID Name DateOfBirth --------- ------------ ----------- 1 John Smith 1988-06-24 2 Fred Bloggs 1972-11-17 3 Another...

• Type: Article
• Author: Joel Lipman
• Category: Transact-SQL
• Language: *