Assuming document is required, the following 65 results were found.
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I think I have a similar article on this website but the article below documents the full process to create a button that will map the values/fields from the record into a CRM Mail Merge template and send it off for signing, then return the Signed...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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you feel comfortable writing and executing AHK scripts. We will be covering the following three topics: The HTML DOM - (Document Object Model) A basic understanding of the HTML DOM is essential for controlling webpages. This is because it's a "map" or...
- Type: Article
- Author: Joel Lipman
- Category: AutoHotkey
- Language: *
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This is an article describing a custom function built into Zoho Flow that will accept as parameter the document_id and request_id. It then retrieves the Deal Reference (entered by an office signee) on the ZohoSign document and searches for the relevant...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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will display a HTML table with click-to-download files) A blank subform callled "Attachments" (links to a form called "Documents") Here's the Creator form to hold the Attachments: Parent Record (a single line that will be a unique ref to prevent...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to document how to produce a report which when exported to PDF will display images without a user wall. Why? Our client needs to send a report to suppliers that include photos of the faulty products. These display fine in a Zoho...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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This is an article to document how I downloaded an image held in a Zoho Creator form, and sent it to an API wanting the publicly accessible link or URL of the image. Why? I've got some other articles on handling images in Zoho Creator (see "Sources"...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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To check on filename changes, I run this bit of code to get the internal and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument = Document[ID...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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XML Schema Referencehttps://joellipman.com/articles/web-development/xml/xml-schema-reference.html
occur 0 or 1 time annotation Specifies the top-level element for schema comments any Enables the author to extend the XML document with elements not specified by the schema anyAttribute Enables the author to extend the XML document with attributes not...
- Type: Article
- Author: Joel Lipman
- Category: Extensible Markup Language
- Language: en-GB
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What? An article on how to quickly adapt an array code and sort by its values. Surprising how many examples are on the web and everyone saying you're doing it wrong... Which is true but quite unhelpful. The original code is not my own either but that's...
- Type: Article
- Author: Joel Lipman
- Category: JavaScript
- Language: *
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in the right section and category Check that they have been approved and published This is a screenshot of two uploaded documents:
- Type: Article
- Author: Joel Lipman
- Category: Joomla
- Language: *
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An article to save time where a customer wants to click a button to generate a merged document in Writer and attach it to the CRM record. Why? Our use-case is that we have a client who has to go to the CRM record, click on Mail Merge, which opens...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Licence GNU/GPLhttps://joellipman.com/static-items/licence-gnugpl.html
© 2007 Free Software Foundation, Inc. Everyone is permitted to copy and distribute verbatim copies of this license document, but changing it is not allowed. Preamble The GNU General Public License is a free, copyleft license for software and other kinds...
- Type: Article
- Author: Joel Lipman
- Category: Static Items
- Language: *
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titled Fix PHP cURL: parser error: Document labelled UTF-16 but has UTF-8 content What? This is an article with notes for me on how to convert some received XML encoded in UTF-16 to some JSON in UTF-8. If it were entirely in UTF-8, I would simply load...
- Type: Article
- Author: Joel Lipman
- Category: Personal Home Page
- Language: en-GB
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= d.createElement(s); js.id = id; js.src = "//connect.facebook.net/en_US/sdk.js"; fjs.parentNode.insertBefore(js, fjs); }(document, 'script', 'facebook-jssdk')); (function(d, s, id) { var js, fjs = d.getElementsByTagName(s)[0]; if (d.getElementById(id))...
- Type: Article
- Author: Joel Lipman
- Category: Web-Development
- Language: *
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This is an article to document how to use Zoho Deluge to download a file that was uploaded into a Zoho Creator form and then to attach it to a Sales Order in Zoho Books. Why? Because it took me so long to find out how to do this even after reading the...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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reads/writes information to your Zoho instance via API. No need for the Zoho Widget SDK. Why? At time of print, I felt the documentation was a little sparse on how to connect a JS widget to the data held in Zoho Creator. Having this example for future...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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; setInterval('showTime()', 1000); function showTime(){ seconds_remaining--; seconds_elapsed++; if(seconds_remaining>=0){ document.getElementById("time_remaining").innerHTML = returnTime( seconds_remaining );...
- Type: Article
- Author: Joel Lipman
- Category: JavaScript
- Language: *
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This is an article to document how to schedule a call with a reminder in Zoho CRM using Zoho Deluge. Why? Because I find a need to document anything that takes longer than 30 minutes to figure out so I don't spend so long the next time I have to do it....
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *
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Kindle email address. However, click on Preferences this time, instead of Devices. Scroll down and select the Personal Document Settings Scroll down again and select the Approved Personal Document E-mail List. This is the list containing the email...
- Type: Article
- Author: Joel Lipman
- Category: Kindle
- Language: *
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ZohoCRM: Import Attachmentshttps://joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html
An article for myself really as I couldn't find much online to address the errors I encountered below but also to document the import process of a bunch of files into a ZohoCRM system. Why? Our use-case here is a data migration for a client from a...
- Type: Article
- Author: Joel Lipman
- Category: Zoho
- Language: *