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 searchcriteria is required, the following 7 results were found.

  1. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    total number of employees, we will use zoho.people.getRecords as a search: // get total "team members" in department l_SearchCriterias = List(); m_SearchCriteria = Map(); m_SearchCriteria.put("searchField","Department");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  2. Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

    + v_DealID + ")"); Find records relevant to this user: v_SearchCriteria = "(field0:equals:" + v_UserID + ")"; l_SearchResults = zoho.crm.searchRecords("Vendors_X_Users",v_SearchCriteria); Code to Add a value to a multi-lookup (on Create Record): //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    = invoice.get("invoice_number"); v_BalanceDue = ifnull(invoice.get("balance"),0.0); // // search payments m_SearchCriteria = Map(); m_SearchCriteria.put("customer_id",v_CustomerID); m_SearchCriteria.put("sort_order","A");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  4. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    // // loop through 5 pages of 200 records = 1000 records l_Pages = [1,2,3,4,5]; // // set search criteria v_SearchCriteria = "Lead:equals:" + v_RecordID + ""; // // set results parameters m_SearchParam = Map(); m_SearchParam.put("sort_by",...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. 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

    v_CrmProductNameSafe = zoho.encryption.urlEncode(v_CrmProductName); v_SearchCriteria = "((Product_Code:equals:" + v_CrmProductCodeSafe + ")or(Product_Name:equals:" + v_CrmProductNameSafe + "))"; l_SearchProducts =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. 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

    v_CrmProductNameSafe = zoho.encryption.urlEncode(v_CrmProductName); v_SearchCriteria = "Product_Name:equals:" + v_CrmProductNameSafe; l_SearchProducts = zoho.crm.searchRecords("Products",v_SearchCriteria,1,2,{"approved":"both"}); if(b_Debug) { info...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    v_ViewLinkName = ; if(!isnull(salesorder.get("salesorder_id"))) { v_CreatorSoID = salesorder.get("salesorder_id"); } v_SearchCriteria = "Sales_Order_ID==\"" + v_CreatorSoID + "\""; r_SearchResults =...

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