Advanced Search

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 equals is required, the following 26 results were found.

  1. ZohoCRM: Using Criteria with Module Record Counthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-using-criteria-with-module-record-count.html

    v_Pages = ceil(v_MaxCount / v_PerPage); info v_Pages; Call with a criteria: v_PerPage = 200; v_CountCriteria = "Quote_Stage:equals:Draft"; v_Endpoint = "https://www.zohoapis.com/crm/v5/Quotes/actions/count?criteria=" + v_CountCriteria; r_MaximumCount =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  2. Zoho Creator: isBlank and isNull: Before or After?https://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-isblank-and-isnull-before-or-after.html

    { info "isNull Succeeding is TRUE"; } else { info "isNull Succeeding is FALSE"; } if(v_Test == null) { info "Equals Null is TRUE"; } else { info "Equals Null is FALSE"; } info "---------------------- Value of TEST is NULL"; v_Test = null;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  3. ZohoCRM & Xero: Function to pull most recent invoiceshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-invoices.html

    // // 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 l_SearchAccounts {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. 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

    } } // // 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: *
  5. 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

    Find records relevant to this module: l_LinkedRecords = zoho.crm.searchRecords("Opportunities_X_Products","(Opportunity:equals:" + v_DealID + ")"); Find records relevant to this user: v_SearchCriteria = "(field0:equals:" + v_UserID + ")";...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. 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

    = 0; r_Users = zoho.crm.getRecords("users"); for each m_User in r_Users.get("users") { if(m_User.get("email").equalsIgnoreCase(zoho.loginuserid)) { v_LoggedInUserID = m_User.get("id"); } } // // create CRM zohosign document recipient m_CreateRecipient =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. ZohoCRM & Xero: Function to pull most recent quoteshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-function-to-pull-most-recent-quotes.html

    // // 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 l_SearchAccounts {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. Android Java: Remove first two entries from Google News feed in SimpleRssReaderhttps://www.joellipman.com/articles/else/app-dev/android-os/android-java-remove-first-two-entries-from-google-news-feed-in-simplerssreader.html

    { if (parser.getEventType() != XmlPullParser.START_TAG) { continue; } String name = parser.getName(); if (name.equals("title")) { title = readTitle(parser); } else if (name.equals("link")) { link = readLink(parser); } else if (name.equals("pubDate")) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: AndroidOS
    • Language: *
  9. ZohoCRM & Xero Real-Time Invoices: Receive Webhookhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-xero-real-time-invoices-receive-webhook.html

    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 { if(!isnull(r_Result1.get("id"))) { v_CrmContactID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  10. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-searchrecords-with-sorted-results.html

    to search. Keep in mind script execution limits set by Zoho. Set the search criteria string to your specific requirements (:equals:, :starts_with:, |=|). If 1 expression then you can omit the parenthesis. If multiple expressions then separate each with...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  11. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    { v_SearchEndpoint = "https://recruit.zoho.com/recruit/v2/Candidates_x_JobOpenings/search?criteria=(CustomModule6_Name:equals:" + v_CandidateZohoID + r_Data.get("id") + ")"; l_CheckExists = invokeurl [ url :v_SearchEndpoint type :GET...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Recruit
    • Language: *
  12. Zoho Creator: Retrieve record with case-insensitive queryhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-retrieve-record-with-case-insensitive.html

    Product[Product_Name.containsIgnoreCase(v_Name)];... Lastly, there is a function I find myself using more and more called equalsIgnoreCase() which could be used:... l_ProductDetails = Product[Product_Name.equalsIgnoreCase(v_Name)];... Other Functions...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho Creator: Expecting ZC_SUBFORM_250 expression found COLLECTIONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-expecting-zc-subform-250-expression-found-collection.html

    is because I am trying to assign the collection or list to the subform when I need to use "INSERT" method twice and not the equals sign: once to add the row to the collection, and the second time to add the collection to the subform. Syntax for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  14. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-generate-and-send-a-csv-via-email.html

    = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200, "Year_Month:equals:2021-06") { v_ThisEventTime = r_Event.get("Event_Time"); v_ThisEventNote = r_Event.get("Event_Details"); // // now lets add...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  15. ZohoCRM: zoho.crm.searchRecords only returns certain recordshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-search-records-only-returns-certain-records.html

    get all results irrespective of whether they are converted or approved: response = zoho.crm.searchRecords("Quotes", "(Ref:equals:QU-00001)",1,200,{"converted":"both","approved":"both"}); Done. Ta daa! Source(s): Search Records in Zoho CRM

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-process-all-records-of-a-module.html

    = 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"))) { // delete...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  17. ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-deluge-map-a-custom-field-from-user-profile.html

    = ""; 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"))) { if(r_Division.get("Name") ==...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  18. 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

    { // 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 { if(!isnull(r_Result.get("id"))) { // get the state record details...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  19. 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

    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 l_SearchResults {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  20. Zoho Recruit: Rollup Number of Recruit Candidates to CRM Accounthttps://www.joellipman.com/articles/crm/zoho/zoho-recruit/zoho-recruit-rollup-number-of-recruit-candidates-to-crm-account.html

    + 1; } } } } // m_Blank = Map(); l_SchoolSearch = zoho.crm.searchRecords("Accounts","Account_Name:equals:" + v_SchoolName,1,10,m_Blank,"zcrm"); for each r_School in l_SchoolSearch { // check no search error and valid records are returned...

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