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 ...
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 ...
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 ...
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 ...
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 ...
... 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 ...
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...) ...
... 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 ...
...
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 ...
... 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 ...
... 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") ...
... + 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 ...
... *******************************************************************************
// 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 ...
... 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:" ...
... 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 ...
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 ...
... 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:
// ...
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