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

16 October 2023 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? So there's a...

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

ZohoCRM & ZohoWriter: Generate Rich-Text / HTML Email Signatures in CRMhttps://joellipman.com/articles/crm/zoho/zohocrm-zohowriter-generate-rich-email-signatures-in-crm.html

05 December 2023 To simplify the on-boarding process. A client of ours has a rather rich HTML email signature with a profile photo included. When sending an email from CRM, they want CRM to include this rich signature (different per user) at the bottom of the email...

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

ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://joellipman.com/articles/crm/zoho/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html

05 December 2023 Function: void fn_Tickets_OnCreateEdit(int p_Ticket) Label: Fn - Tickets - On Create or Edit Trigger: Off a workflow when a ticket is created or modified Purpose: Pushes the tickets attachments to Zoho Analytics Inputs: - Outputs: - Scope(s): Date...

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

ZohoCreator: Basic Widget with Zoho Datahttps://joellipman.com/articles/crm/zoho/zohocreator-basic-widget-with-zoho-data.html

14 March 2024 JS files. I like to keep the copies local (especially if the hosting is included) so the app doesn't suddenly stop working when a third-party CDN / API gets upgraded. Add these to the widget as you see fit but I'm including jQuery and Bootstrap: Company...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 to some variables in earlier snippets of code on this page. Error(s): 2945: UPLOAD_RULE_NOT_CONFIGURED Was happening when I was trying to update the Zoho Creator record, specifically the file upload field, with the file object directly, eg. .=. 2945:...

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

Zoho Deluge and Wordpress/WooCommerce API: Get All Productshttps://joellipman.com/articles/crm/zoho/zoho-deluge-and-wordpress-woocommerce-api-get-all-products.html

15 April 2024 as in enter the products in Zoho Inventory and this feeds the website. More than often, however, this request comes in when the customer has already been setting their Zoho environment up and the Wordpress site has the more information. How? So first,...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 = null; v_LastSyncStatus = "?"; m_DataSourceInfo = Map(); // // read the TLD (eu or com or com.in) from the URL when logged into Zoho Analytics v_BaseURL = "https://analyticsapi.zoho.com"; // // to get workspace ID, look at the URL in ZohoAnalytics and...

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

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 images help visualize the health of the system. Why? The use-case here is to build a system which monitors a Zoho App for when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or...

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

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

28 August 2024 The 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: *

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 to use remove() to remove a key from a map. In this case, the ID key and value pair. It would then tell me the list was null when I thought I was adding the map with the ID removed back into a list. The map itself was null. How? We are using an API...

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

Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 on removing duplicate products within ZohoCRM. Why? Product duplicates are a common issue during development, especially when we have products imported via a feed or API or simply by staff and their spreadsheets. There is a deduplication feature for...

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

Zoho Deluge: Connect to Shopifyhttps://joellipman.com/articles/crm/zoho/zoho-deluge-connect-to-shopify.html

15 July 2025 // m_Header = Map(); m_Header.put("Content-Type","application/json"); // The access token is the Admin API token received when installing the custom app for the first time m_Header.put("X-Shopify-Access-Token",r_ShopifyAPI.Access_Token.trim()); //...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 sudo chmod -R 777 . open the newly created widget.html file in your code editor add the code as per the below generic script when done, save 'widget.html' then return to terminal and type zet validate and then type zet pack this will create a zip file...

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

ZohoCRM & Xero: Function to pull most recent invoiceshttps://joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-invoices.html

09 October 2025 and mapping into CRM invoices. Why? This took me a whole afternoon so I wanted a template function I could use in future when I get this request again. The additional benefit of having this template is that it includes creating contacts, accounts, and...

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

ZohoCRM & Xero: Function to pull most recent quoteshttps://joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 function used to take a Xero TaxType name and return a Zoho Tax ID (64-bit unsigned 19 digit integer) but that's more use when writing to Zoho Books. Within ZohoCRM, we only need the name and in this case the percentage rate: string...

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

Zoho CRM: Make Upload File Field Mandatoryhttps://joellipman.com/articles/crm/zoho/zoho-crm-make-upload-file-field-mandatory.html

18 December 2024 A quick article 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...

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

Hide Menu Item from Registered and Special https://joellipman.com/articles/cms/joomla/hide-menu-item-from-registered-and-special.html

06 September 2009 administration but can be done by template code, you can have a module position in the template that is set to only show when the visitor is not logged in e.g. Code: Joomla extension disable menu link for registered users but not for public More...

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

How to make a HTML form post its variables to itselfhttps://joellipman.com/articles/web-development/html/how-to-make-a-html-form-post-its-variables-to-itself.html

17 September 2009 The Issue You have a PHP page which generates a HTML form. When the user submits the form, you want the same PHP page to process the data. Solution I've seen a lot of people write CGI requests but if you left the action attribute blank, this would do...

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

Splatter Logohttps://joellipman.com/graphic-design/splatter-logo.html

30 September 2009 It was written for Photoshop but I use Paint Shop Pro and felt I could do the same. It's just so complicated in Photoshop when web-developers need to be able to run several programs at the same time and simplicity is king. In PaintShop Pro you would...

• Type: Article
• Author: Joel Lipman
• Category: Graphic Design
• Language: *

SSRS Expand specific drilldown by defaulthttps://joellipman.com/articles/microsoft/ssrs/ssrs-expand-specific-drilldown-by-default.html

23 February 2011 Studio (BIDS) or MS Report Builder. Scenario I have a report that specifies some room bookings for a particular week. When I open the report, each drilldown row is collapsed (as opposed to expanded). The user can specify the date as it's a report...

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