ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 == "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_SearchResults = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef +...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 calling mine "fn_Deals_RetrievePipeline" Give it the following code: string standalone.fn_Deals_RetrievePipeline(String p_DealID) { /* ******************************************************************************* Function: string...

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

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 relevant to this module: l_LinkedRecords = zoho.crm.searchRecords("Opportunities_X_Products","(Opportunity:equals:" + v_DealID + ")"); Find records relevant to this user: v_SearchCriteria = "(field0:equals:" + v_UserID + ")"; l_SearchResults =...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 of a contact and copies it over to the deal record: l_Tags = List(); // r_DealDetails = zoho.crm.getRecordById("Deals",p_DealID); if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 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); // // Map users/owners division to this deal...

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

Zoho CRM: Manage a subform using Client Scripthttps://joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 opportunity lookup (related deal) of this record let r_DealLookup = ZDK.Page.getField('Opportunity_Name').getValue(); let v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 in Creator v_OwnerName = ; v_AppLinkName = ; v_FormLinkName = ; v_ViewLinkName = ; v_Condition = "(Opportunities==\"" + v_DealID + "\")&&(UpdateClick==\"Yes\")"; r_SearchResults =...

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