Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

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

  1. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    format with 2 decimals and thousandth separator, eg. 1,000.00): l_TemplateQuotedItems = List(); v_Index = 1; if(!isnull(r_LineItems.get("data"))) { l_LineItems = r_LineItems.get("data").get(0).get("Quoted_Items"); for each r_LineItem in l_LineItems {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-add-a-subform-while-creating-a-record.html

    } // // get line items from source and populate this subform l_QuotedItems = r_QuoteDetails.get("Product_Details"); c_LineItems = Collection(); for each m_LineItem in l_QuotedItems { r_Row = Quotes.Line_Items(); r_Row.Product =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

    as an adjustment with the description "Rounding Off": v_TotalAdjustments = 0.00; for each m_ZCrm_LineItem in l_ZCrm_LineItems { v_ListPrice = ifnull(m_ZCrm_LineItem.get("List_Price"),0); if(v_ListPrice.toString().contains(".")) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

    r_Tax.get("tax_id")); } info m_Taxes; // // set Tax ID for a sales order line item l_LineItems = List(); r_SoDetails = zoho.crm.getRecordById("Sales_Orders",0123456789012345678); for each r_LineItem in r_SoDetails.get("Product_Details") { m_LineItem =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  5. Xero API: Send Multiple Invoiceshttps://www.joellipman.com/articles/else/fintech/xero/xero-send-multiple-invoices.html

    }, "Reference": "TEST Invoice (DO NOT ACTION) 1", "DueDate": "2021-09-13", "Date": "2021-08-13", "LineItems": [ { "Description": "My expensive product #1", "Quantity": 1, "UnitAmount": 240, "TaxType": "OUTPUT2", "TaxAmount": 48, "AccountCode": 3610,...

    • Type: Article
    • Author: Joel Lipman
    • Category: Xero
    • Language: *
  6. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    // // -------------------------------- Invoice Line Items -------------------------------- // // initializing l_CrmLineItems = List(); // // loop through line items on the Xero invoice for each m_XeroLineItem in m_ThisInvoice.get("LineItems") { // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    // // -------------------------------- Quote Line Items -------------------------------- // // initializing l_CrmLineItems = List(); // // loop through line items on the Xero Quote for each m_XeroLineItem in m_ThisQuote.get("LineItems") { // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
Results 1 - 7 of 7