Search - Joel Lipman .Com

1. Zoho Inventory & eBay Picture Services: UploadSiteHostedPictures: / Zoho /; ... = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,r_Creator.get("data").get("ID").toLong(),"joel_creator"); if(!isnull(r_CreatorDetails.get("data"))) { if(!isnull(r_CreatorDetails.get("data").get("Public_URL").get("url"))) { v_PublicUr ...; Created on 31 March 2022
2. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile): / Zoho /; ... = zoho.crm.getRecordById("users",v_UserID); if(!isnull(r_UserDetails.get("users"))) { for each r_User in r_UserDetails.get("users") { if(!isnull(r_User.get("profile"))) { v_UserProfile ...; Created on 11 February 2022
3. Zoho Deluge: Text (SMS) reminder using Twilio API (LocalSense): / Zoho /; ... 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 ...; Created on 16 December 2021
4. Zoho CRM/Deluge: Get TimeZone Based on GeoCoded Address (Lat/Lng): / Zoho /; ... " + r_LeadDetails.get("State")); for each r_Result in l_SearchResults { if(!isnull(r_Result.get("id"))) { // get the state record details r_StateDetails = zoho.crm.getRecordById("States",r_Result.get("id")); if(!isnull(r_StateDetails.get("TimeZone"))) { ...; Created on 15 December 2021
5. Zoho CRM: Schedule a Call using Deluge: / Zoho /; ... = zoho.crm.getRecordById("Calls",123456789012345678); info r_CallDetails; // // system/application is set to EST (America/New_York) v_SystemCallTime = '2021-11-19 11:12:34'; // // manual setting to ...; Created on 18 November 2021
6. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attach: / Zoho /; ... ""; r_ContactRecord = zoho.crm.getRecordById("Contacts", p_ContactID); // // get merge field names (for reference) v_TemplateID = "aaaa1111bbbb2222cccc3333dddd4444eeee5"; r_Fields = zoho.writer.getMergeFields(v_TemplateID, ...; Created on 21 October 2021
7. Zoho CRM: Upload a Product Photo using Deluge: / Zoho /; ... specify your Creator record ID holding the image v_CreatorQuoteID = 9876543210987654321; // // get the full details of the Creator record r_GetFullRecord = zoho.creator.getRecordById(v_AppOwner,v_AppName,v_ReportName,v_CreatorQuoteID,"joels_creator"); if(!isnull(r_GetFullRecord.get("data"))) { r_CreatorRecord ...; Created on 27 September 2021
8. Zoho CRM & Zoho Books: Get Books Currency and Tax IDs: / Zoho /; ... 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 ...; Created on 24 September 2021
9. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.: / Zoho /; ... = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks to create the Sales Order m_BooksCreateSO.put("date",zoho.currentdate); // // push to ZohoBooks r_CreateSO ...; Created on 22 September 2021
10. ZohoCRM: Deluge: Map a custom field from user profile: / Zoho /; ... and updates the Opportunity/Deal/Potential record. In this example, the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID); // // ...; Created on 01 September 2021
11. Zoho CRM & Zoho Books: Get SalesPersons: / Zoho /; ... = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check if owner and get matching salesperson ID if(!isnull(r_SoDetails.get("Owner"))) { v_OwnerID = r_SoDetails.get("Owner").get("id"); v_Filter ...; Created on 30 August 2021
12. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; ... 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 is different. Checking the Zoho documentation for ...; Created on 29 July 2021
13. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the record: / Zoho /; What? A super quick article to demonstrate how an idiot like myself can misread the documentation. This particular article shows you how to customize the search results or response from using zoho.creator.getRecordById(). ...; Created on 26 July 2021
14. Zoho Creator: Add a subform while creating a record: / Zoho /; ... form is called "Quotes" and my subform is called "Line_Items": // initialize variables // ... this is a demo so ... do your own ... // // get source data r_QuoteDetails = zoho.crm.getRecordById("Quotes", ...; Created on 14 July 2021
15. Zoho People: Reject an Application for Leave in Deluge based on Criteria: / Zoho /; ... 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 and the delay ...; Created on 10 December 2020
16. Zoho Deluge: Duplicate/Clone a Record: / Zoho /; ... 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 { if(!isNull(r_Invoice.get(v_FieldName))) { m_Clone.put(v_FieldName,r_Invoice.get(v_FieldName)); } } // ...; Created on 17 March 2020
17. Zoho Deluge - InvokeConnector and useful snippets: / Zoho /; ... 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(); m_UserType.put("type","ActiveUsers"); r_Response ...; Created on 23 January 2020
18. Zoho Deluge - Modify the product line items in an invoice module: / Zoho /; ... 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") { ...; Created on 22 August 2019
19. Zoho Deluge: Adding / Removing Total Tax from a Quote Record: / Zoho /; ... 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() * ...; Created on 20 August 2019