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 searchresults is required, the following 10 results were found.

  1. 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_FormLinkName = ; v_ViewLinkName = ; v_Condition = "(Opportunities==\"" + v_DealID + "\")&&(UpdateClick==\"Yes\")"; r_SearchResults = zoho.creator.getRecords(v_OwnerName,v_AppLinkName,v_ViewLinkName,v_Condition,1,100,"joels_connection");...

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

  2. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    == "CreditApplication") { 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...

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

  3. Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

    { v_CrmSoRef = r_SoBooks.get("salesorder_number").toString(); } } // // 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 =...

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

  4. 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: *

  5. 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

    // // fetch all payments against this customer in order of payment reference (oldest to most recent) r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks"); if(!isnull(r_SearchResults.get("customerpayments")))...

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

  6. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    // // Search ZohoBooks estimates for the quote reference and validate by the contact Zoho ID if(v_QuoteRef != "-") { r_SearchResults = zoho.books.getRecords("estimates",v_OrgId,"estimate_number=" + v_QuoteRef,"my_books_connection");...

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

  7. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    "Modified_Time"); m_SearchParam.put("sort_order", "asc"); // // loop through each page for each v_Page in l_Pages { l_SearchResults = zoho.crm.searchRecords("ModuleToSearch", v_SearchCriteria, v_Page, 200, m_SearchParam); // // loop through search...

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

  8. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zoho-books/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    if(!isnull(r_QuoteDetails.get("Account_Name"))) { v_AccountID = r_QuoteDetails.get("Account_Name").get("id"); r_SearchResults = zoho.books.getRecords("Contacts",v_BooksOrgID,"zcrm_account_id=" + v_AccountID,"zbooks");...

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

  9. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-deluge-get-timezone-based-on-geocoded-address-lat-lng.html

    see if state is specified 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: *

  10. 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

    } } } } } } // // 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...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
Results 1 - 10 of 10