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1. ZohoCRM Webhook: Create ZohoInventory Records from an eBay order: / Zoho /; What? This is a not-so-quick article that queries an eBay order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? ...; Created on 27 April 2023
2. Zoho CRM: searchRecords with sorted results: / Zoho /; What? 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 ...; Created on 10 February 2022
3. ZohoCRM: Process all records of a module: / Zoho /; What? A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether ...; Created on 24 August 2021
4. ZohoCRM: zoho.crm.searchRecords only returns certain records: / Zoho /; What? 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 ...; Created on 29 July 2021
5. Zoho Creator: Button on Report for Merging Multiple Selected Records: / Zoho /; What? The aim of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through ...; Created on 06 December 2020
6. Zoho Deluge: Search Records with Special Characters (COQL): / Zoho /; What? This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and ...; Created on 28 August 2020
7. Delete related records from multiple tables: / MySQL /; ... Deletes all sessions dated after February 1st 2013 -- and all related records (linked by ID) in relevant tables. Delete from specific tables but not all Simply don't refer to the table after the ...; Created on 11 January 2013
8. MySQL: Find records in one table that are not in another.: / MySQL /; The Why So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) ...; Created on 25 February 2011
9. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Template: / Zoho /; ... 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"); if(r_SearchResults.get("code") ...; Created on 04 November 2024
10. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Sign: / Zoho /; ... = "Credit application sent to " + v_RecipientEmail + " for signing."; // // create CRM zohosign document child records (recipient and event) if(!isNull(r_ZCrm_ZSDoc.get("id"))) { // // ge ...; Created on 06 August 2024
11. Zoho Analytics: Create a Monitoring System with Images: / Zoho /; ... when records were last modified and if a synchronization process starts to fail, there should be images or icons warning or advising of failures. How? The key trick to use here the ability for Zoho ...; Created on 25 July 2024
12. Zoho Projects: Get All Events: / Zoho /; ... are events in the past; status is a mandatory field // NB: range is an integer and the number of records to return (default=100; max=200) // NB: index is an integer and is the offset or starting index ...; Created on 22 July 2024
13. ZohoAnalytics & ZohoBooks: Custom Related List from Analytics: / Zoho /; ... the item relates to. How? At time of print, adding the lookup to the line item will automatically display a related list on the Sales Order but does not associate any records... not sure why this ...; Created on 09 July 2024
14. Zoho Books / Inventory: Get Item Rate from a Price Book/List: / Zoho /; ... = zoho.inventory.getRecordsByID("items", v_BooksOrgID, m_LineItem.get("item_id"), "zinventory"); m_BooksItem = ifnull(r_BooksItem.get("item"), m_Blank); v_BooksItemRate = ifnull(m_BooksItem.get("rate"),0.00); v_ThisQuantity ...; Created on 23 May 2024
15. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Lead: / Zoho /; ... tasks that were transferred from the lead record relating to reminding staff to convert the lead. // l_RelatedTasks = zoho.crm.getRelatedRecords("Tasks", "Contacts", p_ContactID); for each m_RelatedTask ...; Created on 14 May 2024
16. Zoho Creator: Render to PDF with margins and page numbers: / Zoho /; What? There are already articles out there that document this but I use this more and more and would rather just find it on my site than going through multiple bookmarks. Why? This use-case is ...; Created on 07 May 2024
17. Zoho Webhooks & Shopify API: Keep Disappearing: / Zoho /; ... that Shopify would intermittently remove our webhooks. This would make the entire synchronization of the system go out of whack and some records would slip through the net while every day, the process ...; Created on 22 April 2024
18. ZohoCreator: Basic Widget with Zoho Data: / Zoho /; ... page : 1, pageSize : 10 } // find the logged-in user record ZOHO.CREATOR.API.getAllRecords(config) .then(function(response) ...; Created on 14 March 2024
19. Zoho Books: Error 7008: There are no contact persons associated with this Invoice: / Zoho /; ... > 0) { // // get invoice details if(!c_ThisOrder.ZohoBooks_Invoice_ID.isBlank()) { v_BooksInvoiceID = c_ThisOrder.ZohoBooks_Invoice_ID; r_ZB_InvoiceDetails = zoho.books.getRecordsByID("invoices",v_BooksOrgID,v_BooksInvoiceID.toString(),"zbooks"); if(r_ZB_InvoiceDetails.get("invoice") ...; Created on 07 March 2024
20. Zoho Creator: Get Images in Report to be Exported to PDF: / Zoho /; ... function to rule-them-all This code was used for testing, then for correcting any historical records, and then when given just one ticket reference; will create or update the images associated in the ...; Created on 26 January 2024