Search - Joel Lipman .Com

1. Zoho CRM: searchRecords with sorted results: / Zoho /; What? This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system ...; Created on 10 February 2022
2. ZohoCRM: Process all records of a module: / Zoho /; What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether ...; Created on 24 August 2021
3. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; What? This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating ...; Created on 29 July 2021
4. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
5. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; What? This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and ...; Created on 28 August 2020
6. Delete related records from multiple tables: / MySQL /; ... Deletes all sessions dated after February 1st 2013 -- and all related records (linked by ID) in relevant tables. Delete from specific tables but not all Simply don't refer to the table after the ...; Created on 11 January 2013
7. MySQL: Find records in one table that are not in another.: / MySQL /; The Why So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) ...; Created on 25 February 2011
8. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openings: / Zoho /; ... Another single line text field Candidate x JobOpening Name: Mandatory name field that we will use so as to create unique records The connection Within any syntax editor of ZohoRecruit (where you ...; Created on 08 February 2023
9. ZohoCRM: Import Attachments: / Zoho /; ... Our use-case here is a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation ...; Created on 16 January 2023
10. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Account: / Zoho /; ... = 0; l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit"); for each r_Candidate in l_CandidateSearch { if(!isnull(r_Candidate.get("CANDIDATEID"))) { v_CandidatePlacedCount ...; Created on 19 October 2022
11. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM record: / Zoho /; ... = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("id"))) { v_DealID = r_Result.get("id").toLong(); } } } // // ...; Created on 17 October 2022
12. Zoho Books/Inventory: Trigger a workflow when an invoice has been paid: / Zoho /; ... fetch all payments against this customer in order of payment reference (oldest to most recent) r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks"); if(!isnull(r_SearchResults.get("customerpayments"))) { l_SearchResults ...; Created on 17 August 2022
13. Zoho Inventory: Mark a package slip as delivered and shipped: / Zoho /; ... check the form was ticked and there is a package ID specified if(input.Mark_as_Complete && input.Zoho_Package_ID != "") { v_PackageID = input.Zoho_Package_ID; r_PackageSlip = zoho.inventory.getRecordsByID("packages",v_BooksOrgID.toString(),v_PackageID,"ab_inventory"); if(r_PackageSlip.get("package") ...; Created on 14 July 2022
14. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... + input.Creator_File; // // add it to the public URL field input.Public_URL = v_PublicUrl; } Create a workflow to tidy up the records daily in Zoho Creator Go to Workflow > Schedules > New ...; Created on 31 March 2022
15. Zoho CRM & Creator: Download attachment and upload to Creator file field: / Zoho /; ... = zoho.crm.getRelatedRecords("Attachments","Contacts",v_CrmContactID,1,200,m_SortCriteria); for each r_Attachment in l_Attachments { if(r_Attachment.get("id") != null) { v_AttachmentEndpoint = "https://www.zohoapis.com/crm/v2/Contacts/" ...; Created on 11 March 2022
16. ZohoCRM & Xero Real-Time Invoices: Receive Webhook: / Zoho /; ... ******************************************************************************* // Generate your access token to connect to Xero and query Xero records // See my article: https://www.joellipman.com/articles/crm/zoho/zoho-deluge-sync-to-xero-api.html // v_TenantID ...; Created on 10 January 2022
17. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; ... if not found, let's see if state is specified else if(!isnull(r_LeadDetails.get("State"))) { // find a module record matching the State l_SearchResults = zoho.crm.searchRecords("States","Name:equals:" ...; Created on 15 December 2021
18. Zoho CRM: Schedule a Task: Timesheet Reminder: / Zoho /; ... 32; // // set to the Account record of our organization v_OrgAccountRecord = 123456789012345678; // // loop through all users r_Users = zoho.crm.getRecords("users"); if(!isnull(r_Users.get("users"))) { for ...; Created on 02 December 2021
19. Zoho CRM: Schedule a Call using Deluge: / Zoho /; What? 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 ...; Created on 18 November 2021
20. Zoho Creator/Deluge: UnPredictable exception, Invalid statement found: / Zoho /; ... if I encounter any. This is simply how I fixed this error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // ...; Created on 17 November 2021