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Assuming dealdetails is required, the following 7 results were found.

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

    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 refer to var v_OppType =...

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

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

    use-case This is a snippet that gets the tags 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...

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

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

    = ifnull(r_RecordDetails.get("data"),List()); for each m_DealData in l_DealData { if(!isNull(m_DealData.get("id"))) { r_DealDetails = m_DealData; if(!isNull(r_DealDetails.get("Pipeline"))) { v_Pipeline = r_DealDetails.get("Pipeline"); } } } return...

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

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

    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 if(!isnull(r_DealDetails.get("Owner"))) {...

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

  5. Zoho Deluge - InvokeConnector and useful snippetshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-invokeconnector-and-useful-snippets.html

    shortcode: l_Users = zoho.crm.getRecords("users"); or a specific user: r_ZohoResponse = zoho.crm.getRecordById("users",r_DealDetails.get("Owner").get("id")); l_MatchingUsers = ifnull(r_ZohoResponse.get("users"),{}); for each r_UserDetails in...

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

  6. Zoho Deluge: Push Multi-Select Picklist containing Commas from CRM to Creatorhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-push-multi-select-picklist-containing-commas-from-crm-to-creator.html

    , then in your CRM code to create the record in Creator: l_MyMultiPicklist = List(); for each r_PicklistOption in r_DealDetails.get("My_MultiPicklist") { v_PicklistOption = r_PicklistOption.trim().replaceAll(",", ",",true);...

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

  7. ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/component/content/article/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html?catid=138&Itemid=165

    { v_DealID = r_Result.get("id").toLong(); } } } // // if Deal ID is not zero, then it was found! if(v_DealID != 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,{"converted":"both","approved":"both"}); // // do stuff here such as updating...

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