Zoho Creator: Embed Forms/Reports on a Pagehttps://joellipman.com/articles/crm/zoho/zoho-creator-embed-forms-reports-on-a-page.html

05 May 2022 // embed a published form, the parameter is "privateLink" and for me this is the publish key of the report, not the form (though I publish both form and report) p_PublishKey = "AaBbCcDdEeFfGgHhIiJjKkLlMmNnOoPpQqRrSsTtUuVvWwXxYyZz0123456789";...

• 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 remove every customer from the "all" list. That didn't happen so the above code works at time of print. Things can change though and if the function is changed to remove every instance of the "distinct" list, then I'll have to come up with a different...

• 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 create (record action) and the criteria can be where "Lead Conversion Time" is less than 4 (4 days not 4 business days?). Though I've removed this condition since go live and simply specified "All Leads". I'm calling my function...

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

Joes WebGL Experimenthttps://joellipman.com/component/content/article/joes-webgl-experiment.html?catid=40

06 April 2013 recently came across the Chrome Experiments WebGL Globe which I think is beautiful; here's a screenshot of what I envisaged though: Demo It's still in development and a somewhat stable beta version is demo'd at...

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

SSRS Subscriptions cannot be createdhttps://joellipman.com/articles/microsoft/ssrs/ssrs-subscriptions-cannot-be-created.html

22 November 2013 view. Cases where this would NOT work Reports where the connection string to the data source is held in the parameters (though, with more time, we could have tried changing the "connection string" parameter to "shared datasource" parameter where the...

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

CSV Chart Generatorhttps://joellipman.com/component/content/article/csv-chart-generator.html?catid=40

04 September 2015 a flash-based interactive chart which you can zoom in and out of, includes almost every type of chart you can think of (though this program only uses chart types: Area, Bar, Column, Line and Pie). Note that AMCharts.com is free as long as you leave the...

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

FTP on Mac: Failed to retrieve directory listinghttps://joellipman.com/articles/web-development/ftp/ftp-on-mac-failed-to-retrieve-directory-listing.html

06 October 2018 it was working on my Windows PC but not on my Mac. The error I was getting was Error: Failed to retrieve directory listing though I could access the folders if I browsed the existing folders by entering it in the remote directory field. Still no files...

• Type: Article
• Author: Joel Lipman
• Category: File Transfer Protocol
• Language: *

Zoho Deluge - Pad with leading Zeroshttps://joellipman.com/articles/crm/zoho/zoho-deluge-pad-with-leading-zeros.html

07 February 2020 to my own website, this is a doddle for me to find each time. Why? I have to do this so often that it deserves an article. Though writing a whole page for this is probably unwarranted so I may rename this article later to common things I need to do in...

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