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Assuming quotedetails is required, the following 8 results were found.

  1. Zoho CRM Client Script: Map Quote to Invoicehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    on the plus next to 'invoice') if (o_InvoicedQuote != null) { // check on the quote associated to this invoice var o_QuoteDetails = ZDK.Apps.CRM.Quotes.fetchById(o_InvoicedQuote.id); console.log(o_QuoteDetails); // consider map over deal from quote to...

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

  2. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    l_BooksAddress = {"address","street2","city","state","zip","country"}; // // evaluate r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678); // // push to ZohoBooks estimate if(true) { // // ---------------------- GET ZOHO BOOKS TAX IDs...

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

  3. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    submitted quote but I do a call at the beginning of each iteration of the loop to retrieve all the data in each record r_QuoteDetails = Partners_Quote[ID == r_Quote.ID];. In the example below, this is a merging process of each quote which only contains...

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

  4. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    m_UpdateQuote = Map(); // // get quote details v_Endpoint = "https://www.zohoapis.com/crm/v7/Quotes/" + p_QuoteID; r_QuoteDetails = invokeurl [ url :v_Endpoint type :GET connection:"zcrm" ]; l_RecordData = ifnull(r_QuoteDetails.get("data"),List()); for...

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

  5. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    specified) v_OutputMessage = ""; v_TemplateID = "123456789012345678"; // // get the quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank...

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

  6. Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttps://joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

    tax to the overall Tax on this record (where p_QuoteID is the ID of the quote): // init Map m_UpdateQuote = Map(); // r_QuoteDetails = zoho.crm.getRecordById("Quotes", p_QuoteID); v_SubTotal = r_QuoteDetails.get("Sub_Total").toDecimal() * 0.2;...

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

  7. Zoho Creator: Add a subform while creating a recordhttps://joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html

    is called "Line_Items": // initialize variables //... this is a demo so... do your own... // // get source data r_QuoteDetails = zoho.crm.getRecordById("Quotes", 123456789012345678); // // transform variables for main record v_QuoteName =...

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

  8. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    get grand total (note that formula for grand total excludes line items which were optional) v_QuoteGrandTotal = 0.00; r_QuoteDetails = ZDK.Apps.CRM.Quotes.fetchById(v_QuoteID); if (r_QuoteDetails.Grand_Total != undefined) { v_QuoteGrandTotal =...

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