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  1. Zoho Books: Generate Bank Text File for Downloadhttps://joellipman.com/articles/crm/zoho/zoho-books-generate-bank-text-file-for-download.html

    it to the computer immediately) and then removed from wherever it was downloaded from... All within ZohoBooks without using any other apps or software. How? Here's how to use it: Staff member clicks on button File downloads to their workstation Here's...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. 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

    and even include the function that makes it work: Business Process Customer visits website to report a faulty product; using website form or chat. Customer can upload or send to agent to upload to a Zoho Desk support ticket as an attachment. The ticket...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

    for reading the data from Analytics, we cheat by creating a table in ZohoAnalytics rather than simply writing a query and using the 'asynchronous' method to extract the query result. To create an analytics table from a query, we do the following: Login...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

    ]; info r_Portals; // // once we check the JSON, we can select a portal name and ID, this avoids the need of using up an API request to get the portal v_PortalName = "my_portal"; v_PortalID = "789456123"; // // get all projects v_EndpointProjects =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. 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

    Send the Zoho Sign Template with the pre-filled fields to the desired recipient/ recipients r_SignResponse = zoho.sign.createUsingTemplate(v_TemplateID,m_Parameters); // info r_SignResponse; // // get request and document IDs r_SignTemplate =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM: Make either Mobile or Email mandatoryhttps://joellipman.com/articles/crm/zoho/zohocrm-make-either-mobile-or-email-mandatory.html

    OR phone number is required. Both aren't required but at least one should be. How? We can do this without code and only using ZohoCRM layout rules. Let's take a contact record for demo purposes: If I enter a phone number: If I enter an email: And then...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Deluge: Convert Hex to RGBhttps://joellipman.com/articles/crm/zoho/zoho-deluge-convert-hex-to-rgb.html

    = "#00FF00"; // // transform or format the submitted value v_HexValue = v_HexGiven.replaceAll("#", "").toUpperCase(); // // using a regular expression: split into pairs of characters or if short hex given, then split into 3 characters l_HexParts =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

    invoices, purchase orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID ascending) and will attempt to delete...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    If you really need it although this is the basic CRM function to return the line items from the quote using InvokeURL so as to use CRM API v7 and get the custom fields as well: string standalone.fn_Quotes_GetQuotedItems(Int p_QuoteID) { /*...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    the record details of this deal // not this way: var r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_ThisRecordID); // but using a custom OAuth function: Setting this as REST API alone did not enable it. var r_DealDetails =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. PHP Script: Make your own Thumbnail Generator via APIhttps://joellipman.com/articles/crm/zoho/php-script-make-your-own-thumbnail-generator-via-api.html

    why not make your own? How? So you will need a webserver of your own running PHP 8. The following PHP script was only tested using PHP version 8.x so I can't say whether it will work for previous versions. I cannot take credit for this script, as I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Deluge: Connect to Shopifyhttps://joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

    + ".json"; r_GetOrder = invokeurl [ url :v_Endpoint type :GET headers:m_Header ]; info r_GetOrder; Now Continuing... Using the API Admin Access Token: r_ShopifyAPI = API_Integration[Connection_Name == "Shopify API"]; v_ClientID = r_ShopifyAPI.Client_ID;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho CRM: Make Upload File Field Mandatoryhttps://joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

    on making an "upload file" field mandatory. Why? Because for some reason, it wouldn't appear as selectable when I tried using a layout rule. Probably everyone else has figured this out and I'm just late to the party. How? Through the wonders of Zoho CRM...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Joomla: Unable to find install packagehttps://joellipman.com/articles/cms/joomla/joomla-unable-to-find-install-package.html

    was trying to upload extensions. You should find that the configuration file is unwriteable (and that you can't change it using the joomla interface). In the end to resolve this, he had to do a fresh install and double-checked the server settings for a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  15. Converting SQL date in PHP to European date format and vice-versahttps://joellipman.com/articles/web-development/php/converting-sql-date-in-php-to-european-date-format-and-vice-versa.html

    will allow the user to specify a date (so excludes hours, minutes and seconds). For demonstration purposes, I'm going to be using the European date format so DD/MM/YYYY. The Solution This is what I use to convert a given SQL date to the standard...

    • Type: Article
    • Author: Joel Lipman
    • Category: Personal Home Page
    • Language: en-GB
  16. $_SERVER['http_referer'] returns blank in Internet Explorerhttps://joellipman.com/articles/microsoft/serverhttpreferer-returns-blank-in-internet-explorer.html

    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 verification purposes as it will only work in...

    • Type: Article
    • Author: Joel Lipman
    • Category: Microsoft
    • Language: en-GB
  17. On Gui Resize Eventhttps://joellipman.com/articles/automation/autohotkey/on-gui-resize-event.html

    w%A_GuiWidth% h%A_GuiHeight% Return If I just used GuiControl, Move,... then this would be as above but if you are using images, then you will get problems with the image repeating... so use moveDraw which redraws the app. This will result in...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: en-GB
  18. Windows 7 and Google Chrome incognito mode by defaulthttps://joellipman.com/articles/google/windows-7-and-google-chrome-incognito-mode-by-default.html

    Basically if you've just started using "incognito" mode with the Google Chrome web-browser, this article is just how to switch the quick launch shortcut (next to your start button). All the articles I googled were windows vista so I thought I'd share...

    • Type: Article
    • Author: Joel Lipman
    • Category: Google
    • Language: en-GB
  19. AutoHotkey Ternary Operatorhttps://joellipman.com/articles/automation/autohotkey/autohotkey-ternary-operator.html

    to Ternary this would look like: ThisVar:=(ThisCondition = true) ? 1 : 2 I'll add as there are a whole bunch of methods using the Ternary Operator in AutoHotkey (discussed on http://www.autohotkey.com/forum/topic29752.html) which I'll put in soon. I...

    • Type: Article
    • Author: Joel Lipman
    • Category: AutoHotkey
    • Language: en-GB
  20. If Then Else in Report Builder 2.0 Expressionshttps://joellipman.com/articles/microsoft/ssrs/if-then-else-in-report-builder-20-expressions.html

    Yes, 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)...

    • Type: Article
    • Author: Joel Lipman
    • Category: SQL Server Reporting Services
    • Language: en-GB
Results 281 - 300 of 323

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