Zoho Analytics: Create a Monitoring System with Imageshttps://joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 in earlier steps), then right-click on the image and select "Copy Image Address", and paste it into the cell alongside the status key in the data table: Done all those. Now again this is completely optional, but I want to have the URL of the image...

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

ZohoDeluge: Check Shipment Status via DHL APIhttps://joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

21 March 2023 order, an invoice, a package slip/delivery note, a shipment order; as well as record any payments, inventory adjustments, status changes; all from an eBay Order coming into the system via a webhook... I would like to mark a shipment as delivered only if...

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

Room Availability Calendar in Business Intelligence Development Studiohttps://joellipman.com/articles/microsoft/ssrs/room-availability-calendar-in-business-intelligence-development-studio.html

23 March 2011 AS ( --Create some events to place on the calendar SELECT Room='TEST1', EventStart = '15:00:00', EventFinish='16:00:00', Status = '2', Tooltip='Some more details' UNION SELECT Room='TEST2', EventDate = '11:00:00', EventFinish='12:30:00', Status = '2',...

• Type: Article
• Author: Joel Lipman
• Category: SQL Server Reporting Services
• 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 beforehand which still didn't fit the requirement: A client's first-line agents would have a lead record with the status "New Lead". The client wanted that if the status had changed to something else, the first-line agent would not be allowed to set it...

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

Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 just come back with a blank response... The reason it was blank was due to my parameters; the key item to remember is that status is a mandatory field and it can either be "closed" or "open". If you have used ZohoCRM then this is obvious; if you haven't...

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

Zoho Deluge - InvokeConnector and useful snippetshttps://joellipman.com/articles/crm/zoho/zoho-deluge-invokeconnector-and-useful-snippets.html

23 January 2020 r_Response = zoho.crm.invokeConnector("crm.getusers",m_UserType); if(!isnull(r_Response.get("status_code"))) { if(r_Response.get("status_code")==200) { l_Users = r_Response.get("response").get("users"); for each v_User in l_Users { info...

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

Zoho Analytics: Determine profits from invoices and purchase ordershttps://joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

03 November 2022 po."Purchase Order ID" WHERE poi."Item Name" NOT IN ( 'delivery' , 'Delivery' , 'Price Disrepency' ) AND po."Purchase Order Status" NOT IN ( 'Cancelled' ) The second dataset will be a grouping of the above, in addition to including the customer ID and...

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

ZohoAnalytics & ZohoBooks: Custom Related List from Analyticshttps://joellipman.com/articles/crm/zoho/zohoanalytics-zohobooks-custom-related-list-from-analytics.html

09 July 2024 l_HeaderColumns.add({"key":"po_ref","value":"Ref"}); l_HeaderColumns.add({"key":"po_status","value":"Status"}); // amount/total is a currency column we want aligned on the right l_HeaderColumns.add({"key":"po_amount","value":"PO...

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

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

06 August 2024 m_ZCrm_ZSDoc.put("zohosign__Document_Deadline",zoho.currentdate.addDay(15)); m_ZCrm_ZSDoc.put("zohosign__Document_Status","Out for Signature"); // Request_ID is a custom field added to retrieve the document later from ZohoWriter....

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

Joes Bug Tracker (JBT)https://joellipman.com/component/content/article/joes-bug-tracker-jbt.html?catid=40

07 July 2011 (as it is on disk) --- Title (friendly title of this download) --- Version (to override auto-versioning) --- Version status (stable, RC, beta, alpha, etc) --- Parent Project Name --- Specify Download URL (or auto find?) --- Author / developer / team...

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

Zoho Deluge - Get Refresh/Access Token API v2https://joellipman.com/articles/crm/zoho/zoho-deluge-get-refresh-access-token.html

17 July 2019 A code lasts between 1 to 10 minutes. {"code": "AUTHENTICATION_FAILURE","details": [],"message": "Authentication failed","status": "error"}: I have had this error with API v2 when I'm using PHP/cURL and not deluge to get a list of contact records. As...

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

SSRS Change Background Color of Imagehttps://joellipman.com/articles/microsoft/ssrs/ssrs-change-background-color-of-image.html

08 April 2014 the transparent pixels will be colored in with the page background color. Why? I want an image to display per row as a status marker for 3 different types of results: Success, Failure, Unknown. My images are circles with the background being...

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

MS-DOS: Copy folders without overwriting fileshttps://joellipman.com/articles/automation/ms-dos/ms-dos-copy-folders-without-overwriting-files.html

23 February 2014 No Progress - don't display percentage copied. /ETA :: show Estimated Time of Arrival of copied files. /LOG:file :: output status to LOG file (overwrite existing log). /LOG+:file :: output status to LOG file (append to existing log). /UNILOG:file ::...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 "id": "98498465735491156", "Created_By": { "name": "Joel Admin", "id": "123456" } }, "message": "record added", "status": "success" } ] } and if using code to capture the ID: v_ResultingQuoteID = 0; if(r_CreateCrmQuote.toMap().get("data") != null) {...

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

Zoho Deluge: Shopify API: Get all active products with GraphQL and Paginationhttps://joellipman.com/articles/crm/zoho/zoho-deluge-shopify-api-get-all-active-products-with-graphql-and-pagination.html

20 February 2023 { edges { node { id price sku barcode inventoryQuantity inventoryItem { id } product { id title handle status createdAt publishedAt updatedAt } updatedAt } cursor } pageInfo { hasNextPage } } } The Deluge Code So this is a Zoho Creator function that I'm...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 } } // // build response to Shopify m_ResponseHeader = Map(); m_ResponseHeader.put("status_code",401); // // compare our hash vs the received hash if(v_VerifyHash == v_ShopifyHash) { m_ResponseHeader.put("status_code",200); } // // respond return...

• 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 Mark the estimate as accepted r_Accept = invokeurl [ url :"https://www.zohoapis.com/books/v3/estimates/" + v_EstimateID + "/status/accepted?organization_id=" + v_OrgId type :POST connection:"my_books_connection" ]; v_OutputResponse = "Thank you for...

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

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

10 December 2020 we setup connections choosing to make use of the Zoho People API and we could update any of the fields EXCEPT for "ApprovalStatus" and would get the following response when attempting: { "response": { "message": "Error occurred", "uri":...

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

Zoho Projects: Add a Time Log to an Issue using Delugehttps://joellipman.com/articles/crm/zoho/zoho-projects-add-a-time-log-to-an-issue-using-deluge.html

30 April 2021 m_CreateTimeLog = Map(); m_CreateTimeLog.put("date",v_StartTime.toDate().toString("MM-dd-yyyy")); m_CreateTimeLog.put("bill_status",v_Billable); m_CreateTimeLog.put("hours",v_HoursHHmm); m_CreateTimeLog.put("start_time",v_StartTime.toString("hh:mm a"));...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 l_HeaderColumns.add({"key":"valid_till","value":"Valid Till"}); l_HeaderColumns.add({"key":"quote_status","value":"Quote Status"}); l_SearchResults = r_SearchResults.get("data").toJSONList(); for each r_Result in l_SearchResults { v_CreatorQuoteID =...

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