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 sometimes it won't. Escaping the ampersand with a backslash or url encoding to %26 wasn't working for me. I spent several hours trying 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 amongst your records you may want to find:
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Company Name: Father & Sons (Incorporated) Contact Name: O'Reilly
- Company Name: Father & Sons (Incorporated)
- Contact Name: O'Reilly
How?
Well I've tried various replace methods with regular expressions but the only method reliable enough I have found to work each time is using the CRM Object Query Language or Zoho's COQL. Similar to SQL but subject to similar issues of escaping special characters...
1. Setup a CRM Connection to Search Records via API
I won't go into detail on how to set up your own connection as I have elsewhere on my website, but to use in an invokeUrl here's a quick overview:
- ZohoCRM > Setup > Developer Space > Connections
- Click on Get Started / Add New Connection
- Click on the "Zoho OAuth" icon
- Enter a Connection name (for this example I will call it "CRM API v2")
- Select the appropriate scope(s):
- ZohoCRM.coql.READ Required!
- ZohoCRM.modules.{module_name}.{operation_type} or ZohoCRM.modules.all
- Click Create and Connect
- You will be prompted to allow permissions, so click on "Accept/Allow"
Look at the URL (website address) of the CRM you are wanting to do this on. The part after Zoho is the top level domain (TLD) and will be either .COM, .EU or as per your region. If the first part of your URL says:
- https://zoho.com/ then use the endpoint https://www.zohoapis.com/crm/v2/coql
- https://zoho.eu/ then use the endpoint https://www.zohoapis.eu/crm/v2/coql
- https://zoho.com.cn/ then use the endpoint https://www.zohoapis.com.cn/crm/v2/coql
Note that using this method, you don't have to escape parentheses characters ():
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Note that for the above, if there are no matching records, r_Coql will simply return an empty string. Hence the check for isNull on the keys info and data.// initialize
v_MatchedCount = 0;
v_MatchedAccountID = 0;
v_SearchName = "Father & Sons (Incorporated)";
//
// replace apostrophes with double apostrophe for sql
v_SearchName = v_SearchName.replaceAll("'","''",true);
//
// replace ampersand with unicode value
v_SearchName = v_SearchName.replaceAll("&","\u0026",true);
//
// build up COQL query
v_CoqlQuery = "select id from Accounts where Account_Name='" + v_SearchName + "'";
//
// build up parameters
m_Params = Map();
m_Params.put("select_query",v_CoqlQuery);
//
// invokeurl
r_Coql = invokeurl
[
url :"https://www.zohoapis.eu/crm/v2/coql"
type :POST
parameters:m_Params.toString()
connection:"crm_api_v2"
];
//
// retrieve results
if(!isNull(r_Coql.get("info")))
{
v_MatchedCount = ifnull(r_Coql.get("info").get("count"),0);
}
if(!isNull(r_Coql.get("data")))
{
v_MatchedAccountID = ifnull(r_Coql.get("data").get(0).get("id"),0);
}
- // initialize
- v_MatchedCount = 0;
- v_MatchedAccountID = 0;
- v_SearchName = "Father & Sons (Incorporated)";
- //
- // replace apostrophes with double apostrophe for sql
- v_SearchName = v_SearchName.replaceAll("'","''",true);
- //
- // replace ampersand with unicode value
- v_SearchName = v_SearchName.replaceAll("&","\u0026",true);
- //
- // build up COQL query
- v_CoqlQuery = "select id from Accounts where Account_Name='" + v_SearchName + "'";
- //
- // build up parameters
- m_Params = Map();
- m_Params.put("select_query",v_CoqlQuery);
- //
- // invokeurl
- r_Coql = invokeurl
- [
- url :"https://www.zohoapis.eu/crm/v2/coql"
- type :POST
- parameters:m_Params.toString()
- connection:"crm_api_v2"
- ];
- //
- // retrieve results
- if(!isNull(r_Coql.get("info")))
- {
- v_MatchedCount = ifnull(r_Coql.get("info").get("count"),0);
- }
- if(!isNull(r_Coql.get("data")))
- {
- v_MatchedAccountID = ifnull(r_Coql.get("data").get(0).get("id"),0);
- }
And yes, the part that took me about 8 hours and the key point above is to replace the ampersand with its unicode equivalent. I consider myself familiar with Transact-SQL, Oracle PL/SQL and MySQL all of which have various ways of escaping the ampersand (except for MySQL which doesn't need to and in my opinion is the best SQL).
Additional Note(s):
- select can specify up to 50 fields. Defaults to 200 but can return up to 10000 records (NB: use endpoint https://www.zohoapis.com/crm/v7/coql).
- where can contain up to 25 criteria. Use parenthesis for precedence.
- Pagination: LIMIT offset, limit:copyraw
v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 400,2"; // returns 2 deals after the first 400 records // OR v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 2 offset 400"; // returns 2 deals after the first 400 records // OR v_PageOffset = v_Page - 1; v_PageOffset = v_PageOffset * v_PerPage; v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit " + v_PerPage + " offset " + v_PageOffset;
- v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 400,2";
- // returns 2 deals after the first 400 records
- // OR
- v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit 2 offset 400";
- // returns 2 deals after the first 400 records
- // OR
- v_PageOffset = v_Page - 1;
- v_PageOffset = v_PageOffset * v_PerPage;
- v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) limit " + v_PerPage + " offset " + v_PageOffset;
- Sort Order: ORDER BY column_name ASC/DESC:copyraw
v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) order by id desc, Stage asc"; // returns 200 deals in most recently created order
- v_CoqlQuery = "select id, Deal_Name from Deals where ((Amount=0) and (Stage != 'Cancelled')) order by id desc, Stage asc";
- // returns 200 deals in most recently created order
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v_SearchName = v_SearchName.replaceAll("([&\'])","\\$1",false);
- v_SearchName = v_SearchName.replaceAll("([&\'])","\\$1",false);
Source(s)
Category: Zoho Deluge :: Article: 268
