Zoho CRM: Schedule a Task: Timesheet Reminderhttps://joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

02 December 2021 v_OrgAccountRecord = 123456789012345678; // // loop through all users r_Users = zoho.crm.getRecords("users"); if(!isnull(r_Users.get("users"))) { for each r_User in r_Users.get("users") { // loop through active users if(r_User.get("status") == "active")...

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

Zoho CRM: searchRecords with sorted resultshttps://joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 each r_Result in l_SearchResults { // check that there is an ID on this record to avoid looping through error messages if(!isNull(r_Result.get("id"))) { // do stuff to each record... info r_Result.get("id"); } } // // stop looping if less than 200...

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

Zoho CRM & Creator: Download attachment and upload to Creator file fieldhttps://joellipman.com/articles/crm/zoho/zoho-crm-creator-download-attachment-and-upload-to-creator-file-field.html

11 March 2022 uploading a file to the newly added row in that subform (on user input). This sets the document name for display later: if(!isnull(row.Document_File)) { v_FileDetected = row.Document_File; if(v_FileDetected.contains("_")) { v_SubstringStart =...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url = "https://zohoapis.com/crm/v2/settings/inventory_templates/" + v_TemplateID +...

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

Zoho Inventory: Enable Tracking using the APIhttps://joellipman.com/articles/crm/zoho/zoho-inventory-enable-tracking-using-the-api.html

04 May 2023 + v_BooksOrgID type :GET connection:"zinventory" ]; m_Accounts = Map(); if(!isnull(r_ChartOfAccounts.get("chartofaccounts"))) { for each r_Account in r_ChartOfAccounts.get("chartofaccounts") {...

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

Zoho Webhooks & Shopify API: Keep Disappearinghttps://joellipman.com/articles/crm/zoho/zoho-webhooks-shopify-api-automatically-restore.html

22 April 2024 // // resolve connection details if(!isNull(r_ShopifyConnection.get("data"))) { m_Data = r_ShopifyConnection.get("data"); v_ShopifyID = ifnull(m_Data.get("Shop_ID"),""); v_APIVersion = ifnull(m_Data.get("API_Version"),""); v_AccessToken =...

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

ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://joellipman.com/articles/crm/zoho/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

14 May 2024 = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask in l_RelatedTasks { if(!isNull(m_RelatedTask.get("Subject"))) { if(m_RelatedTask.get("Subject")=="Follow Up Non Converted Lead") { m_Delete = map();...

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

Zoho Analytics & Zoho People: Monitor DataSource Sync https://joellipman.com/articles/crm/zoho/zoho-analytics-zoho-people-monitor-datasource-sync.html

02 July 2024 between your Zoho People and Zoho Analytics instances failed. The last synchronization data we have is as follows: "; if(!isNull(m_DataSourceInfo.get("datasourceName"))) { for each v_DataSourceKey in m_DataSourceInfo.keys() { v_Message = v_Message + ""...

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

Zoho Projects: Get All Eventshttps://joellipman.com/articles/crm/zoho/zoho-projects-get-all-events.html

22 July 2024 a Zoho Project DateTime to a DateTime datatype (given 12/12/2023 12:00:00 PM... remove ambiguity: mm/dd or dd/mm?) if(!isNull(m_PastEvent.get("scheduled_on"))) { if(m_PastEvent.get("scheduled_on").contains(" ")) { l_ThisDateTimeEventParts =...

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

Zoho CRM: Remove Duplicate Product Recordshttps://joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 for each m_Result in l_MatchedProducts { // ensure we are looping through results and not a search error if(!isNull(m_Result.get("id"))) { v_CountTotal = v_CountTotal + 1; // // keep the first one in results if(v_KeepID == 0) { v_KeepID =...

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

Zoho Deluge - Store and repopulate a multi lookup list in Creatorhttps://joellipman.com/articles/crm/zoho/zoho-deluge-store-and-repopulate-a-multi-lookup-list-in-creator.html

28 June 2019 but available) // ************************************************************* // store already selected entries // if(!isnull(input.myLookup)) { // remember remember the 5th of november l_RememberLookup = List(); if(input.myLookup.size()>0) { for each...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB