Assuming getrecordbyid is required, the following 37 results were found.
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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 [ url...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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on this record (where p_QuoteID is the ID of the quote): // init Map m_UpdateQuote = Map(); // r_QuoteDetails = zoho.crm.getRecordById("Quotes", p_QuoteID); v_SubTotal = r_QuoteDetails.get("Sub_Total").toDecimal() * 0.2; v_GrandTotal =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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(ActiveUsers) Note that this is somewhat superseded by: l_Users = zoho.crm.getRecords("users") or r_User = zoho.crm.getRecordById("users", v_UserID) but here's the old way of doing this: l_Users= List(); m_UserType = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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// initialize variables //... this is a demo so... do your own... // // get source data r_QuoteDetails = zoho.crm.getRecordById("Quotes", 123456789012345678); // // transform variables for main record v_QuoteName =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). Why? My use case scenario is that I was trying to build a related list in Zoho CRM with a view on to related...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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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"))) { l_Users =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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} info m_Currencies; // // get Books ID for a currency from an CRM account record r_AccountDetails = zoho.crm.getRecordByID("Accounts", 9012345678901234567); v_BooksCurrencyID = m_Currencies.get(ifnull(r_AccountDetails.get("Currency"),"GBP")); info...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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Action is the function below with the parameter "p_CallID" being the Calls - Call ID value. // r_CallDetails = zoho.crm.getRecordById("Calls",p_CallID); // // using the account SID you obtained in the steps above v_Account_SID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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if(!isnull(r_Creator.get("data"))) { if(!isnull(r_Creator.get("data").get("ID"))) { r_CreatorDetails = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,r_Creator.get("data").get("ID").toLong(),"joel_creator");...
- Type: Article
- Author: Joel Lipman
- Category: Ebay
- Language: *
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Number of Candidates I'll flesh this out some other time but here's the code I used: r_CandidateDetails = zoho.recruit.getRecordById("Candidates",p_CandidateID,"zrecruit"); //info r_CandidateDetails; if(!isNull(r_CandidateDetails.get("Which School do...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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"" + r_Data.get("id"); // // retrieve client's own candidate ref from candidate record r_CandidateDetails = zoho.recruit.getRecordById("Candidates",v_CandidateZohoID); v_CandidateRef = if(!isnull(r_CandidateDetails.get("Candidate...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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l_BooksAddress = {"address","street2","city","state","zip","country"}; // // evaluate r_QuoteDetails = zoho.crm.getRecordById("Quotes",123456789012345678); // // push to ZohoBooks estimate if(true) { // // ---------------------- GET ZOHO BOOKS TAX IDs...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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appropriate action. If this continues please contact support."; } // // get contact record details r_Contact = zoho.crm.getRecordById("Contacts",p_ContactID); // info r_Contact; // // if email exists then create the ZohoSign Document record for tracking...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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ID of your integrations record (Xero Integration API) v_TokenCrmID = 123456000000789012; r_TokenDetails = zoho.crm.getRecordById("Integrations",v_TokenCrmID); v_DataEndpoint = ifnull(r_TokenDetails.get("Data_Endpoint"),""); v_TenantID =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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l_ZohoCrmTaxRatesList = List(); v_XeroIntegrationRecordID = "123456000000789012"; // r_IntegrationRecord = zoho.crm.getRecordById("Integrations",v_XeroIntegrationRecordID); v_TenantID = r_IntegrationRecord.get("Tenant_ID"); v_AccessToken =...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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record: v_Index = 0; m_Update = Map(); l_ProductItems = List(); r_InvoiceDetails = Map(); r_InvoiceDetails = zoho.crm.getRecordById("Invoices",p_InvoiceID); for each r_ProductLineItem in r_InvoiceDetails.get("Product_Details") { m_NewProduct = Map();...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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{ l_FieldApiNames.add(r_Field.get("api_name")); } } // get details of original invoice r_Invoice = zoho.crm.getRecordById("Invoices", p_InvoiceID); // start map m_Clone = Map(); // loop through field names for each v_FieldName in l_FieldApiNames {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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accept this Note: It is important to add these parameters rather than trying to retrieve the details with a zoho.people.getRecordByID("P_ApplyLeave",v_RequestId) in the function because on application, the record doesn't properly exist in the system yet...
- Type: Article
- Author: Joel Lipman
- Category: Zoho People
- Language: *
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=zoho.crm.searchRecords(,,,,,); The solution: The long answer/investigation is getting a JSON response with a zoho.crm.getRecordByID() with a quote that works and a quote that doesn't Comparing both records JSON and finding the $converted system field...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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it out: // init m_CreateSO = Map(); v_SalesPersonID = ""; // // eval v_BooksOrgID = 12345678901; r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check if owner and get matching salesperson ID if(!isnull(r_SoDetails.get("Owner"))) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *