Search - Joel Lipman .Com

1. Zoho CRM: Manage a subform using Client Script: / Zoho /; ... let v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; ...; Created on 09 December 2022
2. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... == "Deal_Ref") { v_DealRef = r_Field.get("field_value"); } } } } } } // // Search ZohoCRM for the Deal with that Deal Ref v_DealID = 0; if(v_DealRef != "") { l_SearchResult ...; Created on 17 October 2022
3. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID); // // ...; Created on 01 September 2021
4. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... + v_DealID + "\")&&(UpdateClick==\"Yes\")"; r_SearchResults = zoho.creator.getRecords(v_OwnerName,v_AppLinkName,v_ViewLinkName,v_Condition,1,100,"joels_connection"); v_ResponseCode = ifnull(r_SearchResults.get("code"),500).toLong(); // // ...; Created on 30 July 2021
5. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... relevant to this module: l_LinkedRecords = zoho.crm.searchRecords("Opportunities_X_Products","(Opportunity:equals:" + v_DealID + ")"); Find records relevant to this user: v_SearchCriteria ...; Created on 28 April 2021