Search - Joel Lipman .Com

1. 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
2. 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
3. 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
4. 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
5. 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
6. 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
7. Zoho Creator / Shopify: Get all Active Products: / Zoho /; ... = "2020-01"; // // loop through 2500 records v_LastID = 0; l_ProductIDs = List(); l_Pages = ; for each v_Page in l_Pages { v_Endpoint = v_ShopifyURL + "/admin/api/" + v_ShopifyApiVersion.toString() ...; Created on 12 October 2021
8. Zoho CRM: Get Unique Values of a Text Field: / Zoho /; What? This article demonstrates how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in ...; Created on 08 October 2021
9. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... = r_UserDetails.toMap(); if(!isnull(m_UserDetails.get("Division"))) { v_DivisionID = ""; v_DivisionName = m_UserDetails.get("Division"); l_CrmDivisions = zoho.crm.searchRecords("Divisions","Name:equals:" ...; Created on 01 September 2021
10. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; ... to assign the sales person. How? So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next ...; Created on 30 August 2021
11. Zoho CRM & Zoho Books: Custom Related Lists Deluge: / Zoho /; ... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified and will ...; Created on 30 July 2021
12. Zoho Creator: Two submit buttons on a non-stateless form with 2 different redirects: / Zoho /; ... would submit the form and then redirect the user to the report view of the records. Sounds simple but you can only set a form to redirect to one link and adding a HTML anchor link () to the page ...; Created on 27 July 2021
13. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the record: / Zoho /; ... Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related records in Zoho Creator. For some reason, only some random fields were being returned, ...; Created on 26 July 2021
14. Zoho Deluge: Zoho Bookings Get Available Slots: / Zoho /; ... = r_Workspace.get("name"); } } Get the services: // // get services r_ServiceResults = zoho.bookings.getRelatedRecords("Services","Workspaces",v_WorkspaceID,"joels_connector"); l_Services = ...; Created on 23 June 2021
15. Zoho Deluge: Generate and Send a CSV via Email: / Zoho /; ... someone may want to open this in Google Sheets or Microsoft Excel: // // init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", ...; Created on 16 June 2021
16. Zoho CRM REST API: Stop Workflow from Triggering: / Zoho /; What? This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord ...; Created on 16 June 2021
17. Zoho CRM: Update a custom field in line items / product details using REST API v2.1: / Zoho /; ... send to CRM l_RecordsToSend = List(); l_RecordsToSend.add(m_CreateQuote); m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is REST API so by default all triggers run. Use an empt ...; Created on 17 May 2021
18. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Deluge: / Zoho /; ... a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING SCREENSHOT ...; Created on 28 April 2021
19. Zoho Deluge: Sort a Map by a specific field: / Zoho /; ... a list of records by their date in descending order. Yes this functionality exists in reports but I want to do it in code so as to display it in a HTML table. What I have: id name date --------------------------------------------- 46498 ...; Created on 29 January 2021
20. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... in this department/team: To determine the total number of employees, we will use zoho.people.getRecords as a search: // get total "team members" in department l_SearchCriterias = List(); m_SearchCriteria ...; Created on 10 December 2020