Zoho Deluge: a HTML Entity Decoderhttps://joellipman.com/articles/crm/zoho/zoho-deluge-a-html-entity-decoder.html

27 January 2022 A very quick article to document a HTML Entity decoder in Zoho Creator. Why? Sometimes when receiving data from a third-party, we may receive some strings containing "&" or " " and obviously want to display these as decoded HTML entities. (Zoho if...

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

Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 "Lead:equals:" + v_RecordID + ""; // // set results parameters m_SearchParam = Map(); m_SearchParam.put("sort_by", "Modified_Time"); m_SearchParam.put("sort_order", "asc"); // // loop through each page for each v_Page in l_Pages { l_SearchResults =...

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

Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://joellipman.com/articles/crm/zoho/zoho-crm-using-a-function-for-validation-rules.html

11 February 2022 is at. How? Well this can be done through a validation rule. After working in Zoho CRM for over 3 years, this is the first time I'm using it so I'm documenting it. For this example, we're going to use my use-case scenario mentioned earlier: first-line...

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

Zoho Desk: Re-enable Desktop Notifications after clicking on "Not Now"https://joellipman.com/articles/crm/zoho/zoho-desk-re-enable-desktop-notifications-after-clicking-on-not-now.html

20 July 2022 How? This largely depends on whether you are using the Google Chrome web browser. In this case version 100 and is correct at time of print. Open Chrome Web Browser Click on the vertical ellipsis/3 dots icon int the top right Click on “Settings” Click on...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 The customer had added 3 custom fields: Payment Method, Payment Date, and Last Four Digits. They needed these because sometimes their customers needed to know what card they had paid with (if paid by card). The customer wanted payment method and payment...

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

Zoho Creator: Populate a Multi-Lookuphttps://joellipman.com/articles/crm/zoho/zoho-creator-populate-a-multi-lookup.html

18 August 2022 where this field hasn't been populated l_Appointments = Appointment[Zoho_Inventory_Package_Slips == null] sort by Added_Time desc range from 0 to 100; for each c_Appt in l_Appointments { // // get package references specified in a previous multi-line...

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

Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://joellipman.com/articles/crm/zoho/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

19 October 2022 Graduated in the Past Candidates Graduating in the Future Total Number of Candidates I'll flesh this out some other time but here's the code I used: r_CandidateDetails = zoho.recruit.getRecordById("Candidates",p_CandidateID,"zrecruit"); //info...

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

Joel's Reference to MidJourney v4 Promptshttps://joellipman.com/graphic-design/joel-s-guide-to-midjourney-prompts.html

11 February 2023 suffixes you can add which represent a whole string of words that you may use often but don't feel like typing every time. (follow these to the letter or it will simply reset your custom option): type /prefer option set then a In the "option" box, type...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

Zoho Creator: Disable/Hide the add and delete subform row buttonshttps://joellipman.com/articles/crm/zoho/zoho-creator-disable-hide-the-add-and-delete-subform-row-options.html

28 February 2023 adding/deleting rows and instead simply specifying quantity (defaulting to zero) alongside each serviceable item. How? So at time of print, this is the only way I know: add a note field to inject some CSS into it and hide the delete icon as well as the...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttps://joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 tracking number and carrier to shipment record on either creation or modification. - Only creates shipment order if shipped time is specified. - Only marks shipment as delivered if DHL API checked and status returned is delivered Date Modified:...

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

Zoho Creator: Sendmail a list of attachmentshttps://joellipman.com/articles/crm/zoho/zoho-creator-send-mail-a-list-of-attachments.html

20 July 2023 no user wall. The key here which the official documentation is missing is the .setParamName() but for those who have spent time to find this function, they'll already know this. void fn_Joel_Test() { /*** - tried with getUrl() but this doesn't work. -...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 } // // ---------------------- QUOTE DATES ---------------------- m_CreateEstimate.put("date",r_QuoteDetails.get("Created_Time").subString(0,10)); if(!isnull(r_QuoteDetails.get("Valid_Till"))) {...

• 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 and associated file. We have no intention of creating a new record per file... Saying that, the file name 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...

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

Zoho Creator: Render to PDF with margins and page numbershttps://joellipman.com/articles/crm/zoho/zoho-creator-render-to-pdf-with-margins-and-page-numbers.html

07 May 2024 v_Lastname = c_Quote.Name.last_name; } if(c_Quote.Email != null) { v_Email = c_Quote.Email; } v_QuoteDate = c_Quote.Modified_Time.toString("dd-MMM-yyyy"); c_AddedBy = Staff[Zoho_Creator_User == zoho.loginuser]; if(c_AddedBy.count() > 0) { v_AddedBy =...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 calculations based on a surcharge rate held in a custom module. The custom module could only be created in Zoho Books at time of print but Zoho Inventory is where our workflow and code is sitting right now. The code snippet to get the item record from...

• 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 Click on the "Add Scheduler" button Complete the "Scheduler" header information such as the name, description, start date/time, frequency, and timezone. While you're here, click on "Connections" at the top of the IDE (where you paste the code) and...

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

What can MAGA’s do to stop Biden from cheating again?https://joellipman.com/articles/_other-misc/jokes/what-can-maga’s-do-to-stop-biden-from-cheating-again.html

28 August 2024 The robot proceeds to chat about NASCAR, Budweiser, and John Deere tractors. The guy comes back a third night and this time when asked says, "About 50." The robot leans in real close and says, "Isn't it terrible the way Biden stole the election?" Source:

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

Zoho Deluge: Convert Hex to RGBhttps://joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

11 October 2024 a Red Green Blue value (RGB). Why? It's likely that Zoho will avail their color picker at some point as an input but at the time of print, this hasn't happened yet. Here's a function in deluge that takes a 3 or 6 character hexadecimal color and returns...

• 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 be sent via the URL as a verification to be checked at the webhook endpoint would be good as well; but I couldn't spend time finding fields that can be 'placeheld', other than what the interface offers, into the template. the CRM webhook API function So...

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

Google Event Ilustrations aka Flairshttps://joellipman.com/articles/google/google-event-ilustrations-aka-flairs.html

05 December 2024 clean the house, clean the apartment, clean house, tidy up, vacuum clean, vacuum cleaning code: learn to code, coding time, hackathon, Rails Girls, Railsgirls, Hour of Code, Codecademy, Computer Science, Programming in Python, Web Programming,...

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