Assuming searchrecords is required, the following 17 results were found.
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This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting feature...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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} } // // retrieve crm id if(v_CrmSoRef != "") { r_SearchResults = zoho.crm.searchRecords(v_CrmSoModule,"(Name:equals:" + v_CrmSoRef + ")"); for each r_Result in r_SearchResults { v_CrmSoID = r_Result.get("id").toLong(); } } // // loop through...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Books
- Language: *
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will tend to have something like "ModuleName_X_Users". Find records relevant to this module: l_LinkedRecords = zoho.crm.searchRecords("Opportunities_X_Products","(Opportunity:equals:" + v_DealID + ")"); Find records relevant to this user:...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= m_ThisInvoice.get("Contact").get("Name"); // // search CRM for this account/customer l_SearchAccounts = zoho.crm.searchRecords("Accounts","Xero_Ref_ID:equals:" + v_XeroContactID,1,2,{"approved":"both","converted":"both"}); for each m_SearchAccount in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= m_ThisQuote.get("Contact").get("Name"); // // search CRM for this account/customer l_SearchAccounts = zoho.crm.searchRecords("Accounts","Xero_Ref_ID:equals:" + v_XeroContactID,1,2,{"approved":"both","converted":"both"}); for each m_SearchAccount in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ v_RequestID = ifnull(m_Body.get("requests").get("request_id"),"0").toLong(); l_SearchResults = zoho.crm.searchRecords("zohosign__ZohoSign_Documents","Request_ID:equals:" + v_RequestID); v_DebugMessage = v_DebugMessage + "Search Result(s): " +...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ // check if already Xero Ref ID exists in CRM Contacts v_CrmContactID = 0; l_SearchResultsByRef = zoho.crm.searchRecords("Contacts","Xero_Ref_ID:equals:" + v_Xero_ResourceID); for each r_Result1 in l_SearchResultsByRef {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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= 0; v_CandidateGraduatingCount = 0; v_CandidateGraduatingNextCount = 0; l_CandidateSearch = zoho.recruit.searchRecords("Candidates","School Name|=|" + v_SchoolName,1,200,"ALL","zrecruit"); for each r_Candidate in l_CandidateSearch {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Recruit
- Language: *
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to write a script that could search for the existing records by company name. The issue is that if you use zoho.crm.searchRecords() this will work fine for company names without special characters such as the ampersand or parentheses. But what if...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Deluge
- Language: *
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Add Fields that you want returned Done This applies to Zoho Creator 5 when using zoho.creator.getRecords(), zoho.creator.searchRecords(), zoho.creator.getRecordById(), and invokeUrl [...api v2... ] Source(s): Zoho Deluge - Get Record by ID Zoho Creator...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Creator
- Language: *
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{ v_Email = r_Contact.get("Email"); // // find all lead records matching this email l_Leads = zoho.crm.searchRecords("Leads","Email:equals:" + v_Email); for each r_Lead in l_Leads { // check this is a record with an ID if(!isnull(r_Lead.get("id"))) { //...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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{ v_DivisionID = ""; v_DivisionName = m_UserDetails.get("Division"); l_CrmDivisions = zoho.crm.searchRecords("Divisions","Name:equals:" + v_DivisionName); for each r_Division in l_CrmDivisions { if(!isnull(r_Division.get("Name"))) {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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else if(!isnull(r_LeadDetails.get("State"))) { // find a module record matching the State l_SearchResults = zoho.crm.searchRecords("States","Name:equals:" + r_LeadDetails.get("State")); for each r_Result in l_SearchResults {...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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} } // // Search ZohoCRM for the Deal with that Deal Ref v_DealID = 0; if(v_DealRef != "") { l_SearchResults = zoho.crm.searchRecords("Deals","(Reference_ID:equals:" + v_DealRef + ")",1,200,{"converted":"both","approved":"both"}); for each r_Result in...
- Type: Article
- Author: Joel Lipman
- Category: Zoho Sign
- Language: *
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when using the CRM. The cause of the problem is the same as covered in my article Joel Lipman - ZohoCRM: zoho.crm.searchRecords only returns certain records. Consider the following code: /*...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *
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m_SurveyBody = v_WebhookBodyString.toMap(); // // find contact by email v_CrmContactID = ""; l_SearchContacts = zoho.crm.searchRecords("Contacts","Email:equals:" + m_SurveyBody.get("Email")); for each m_ContactResult in l_SearchContacts { // // if found...
- Type: Article
- Author: Joel Lipman
- Category: Zoho CRM
- Language: *