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Assuming asked is required, the following 38 results were found.

  1. 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

    c_Ok = Collection(); c_Ok.insert("response":c_Response); return c_Ok; } Additional: We asked Zoho for a solution that might work and were given the following snippet of code (not tested yet!). It looks like we have to fill in the blanks and it's on the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. Zoho Creator: Download File from ZohoCRM field type "File Upload" (not attachments)https://joellipman.com/articles/crm/zoho/zoho-creator-download-file-from-zohocrm-field-type-file-upload-not-attachments.html

    ZohoCRM.modules.ALL (potentially you could try just using ZohoCRM.modules.Attachments.READ but at this point I couldn't be asked). Then publish the report of this form (eg. "Download File Report") and get the long publish key it returns you. eg....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  3. ZohoCRM: Process all records of a modulehttps://joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    process would affect. In the example above, all workflows relating to the Contacts and Leads module. Lastly, I'm usually asked to update all records and there are at least 10 thousand if not 100 thousand records. The code I use is a for loop within a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Deluge: Today, Tomorrow, Day After but Skip Sundayhttps://joellipman.com/articles/crm/zoho/zoho-deluge-today,-tomorrow,-day-after-but-skip-sunday.html

    Generate a list of working dates given a number of days So here's another scenario where you have a start date and you are asked to list the working days, 7 days after the start date. I'm aware of the method .workdaysList(): date1='2022-07-21';...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  5. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  6. ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

    disk) and File Name is the name displayed in CRM (can be same as on other records): Click on 'Save and Next' and you will be asked to check your other CSV files... The only correction I had here is to specify the date/time format: On the Review screen...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. Zoho Cliq: Integrate OpenAI and ChatGPT 3.5 Turbohttps://joellipman.com/articles/crm/zoho/zoho-cliq-integrate-openai-and-chatgpt-3-5-turbo.html

    m_Message.put("content",v_Content); l_Messages.add(m_Message); } } The one to rule them all So I've been asked here and on the forums as well for the full query that includes making ChatGPT keep the context of the conversation along with new cliqs: //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. ZohoCRM: Integrate ChatGPT to ZohoZIAhttps://joellipman.com/articles/crm/zoho/zohocrm-integrate-chatgpt-to-zohozia.html

    This action should "Answer a Question" It should be answered by "Construct Answer by Fetching Data" The question can be asked by clicking the button "Ask ChatGPT" Add the parameter: I'm calling it "banter" of type "String" with a prompt message of "What...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    false); Not done yet! Of course, it would help if when something was delivered, that was conveyed back to the system that asked, in this case Zoho Inventory. So for this, I've set up a nightly schedule which checks on all the shipments from a certain...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. 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

    an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that the address on the CRM record 'pulls through'. Sending the address in the same request however gives me the following...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    to pre-select the pipeline on deal creation within CRM based on the department specified on a user's profile. Why? A client asked that when staff create a deal/opportunity record in CRM, the pipeline is automatically pre-selected based on the user. How?...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  12. Zoho Deluge: Determine your Statement Execution Limithttps://joellipman.com/articles/crm/zoho/zoho-deluge-determine-your-statement-execution-limit.html

    Zoho Deluge code. Note that requesting an increase of the limit or an upgrade to the subscription will likely to have to be asked directly to Zoho rather than using the online subscription plan management section. Statement Execution Limit is 5000 The...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. 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

    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: *
  14. ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

    with snippets of code to hide and show certain tabs on a deal record based on the pipeline. Why? A request from a customer asked if a tab specific to the pipeline selected can be shown while others hidden. Standard tabs such as Notes, Attachments,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  15. ZohoBooks: Broken UK Banking Feedhttps://joellipman.com/articles/crm/zoho/zohobooks-broken-uk-banking-feed.html

    yes and the client would have already checked this. Did this ever work before? Kinda pointless question but needs to be asked just in case this was never meant to work in the first place. When did the connection last work? Within ZohoBooks > Banking >...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. Joomla - How to preview module positions in a given templatehttps://joellipman.com/articles/cms/joomla/joomla-how-to-preview-module-positions-in-a-given-template.html

    was asked "... how do you find out where the positions are, like USER 1 and TAB 4 etc..." To open a web-browser window or tab with this preview, type the following in the address bar after your website URL:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Joomla
    • Language: en-GB
  17. MediaWiki: MySQL to extract path to imageshttps://joellipman.com/articles/cms/mediawiki/mediawiki-mysql-to-extract-path-to-images.html

    specify images modified since the 22nd of September 2011. I've left it in there for my own benefit as it's unlikely I'm asked for an entire export. Should yield something like: img_name img_size img_user_text img_timestamp img_path img_path_with_file...

    • Type: Article
    • Author: Joel Lipman
    • Category: MediaWiki
    • Language: en-GB
  18. Zoho Deluge: Generate and Send a CSV via Emailhttps://joellipman.com/articles/crm/zoho/zoho-deluge-generate-and-send-a-csv-via-email.html

    quick article to remind me how to generate and send a CSV as an attachment to an email. Why? Because I often get casually asked "oh and can you archive the data and email it to me every month"... How? Rather than just babble on about it, here's the...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 21 - 38 of 38

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