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Assuming getrecordbyid is required, the following 37 results were found.

  1. ZohoCRM to ZohoBooks: Please ensure that the shipping_address has less than 100 characters.https://www.joellipman.com/articles/crm/zoho/zoho-books/zohocrm-to-zohobooks-please-ensure-that-the-shipping_address-has-less-than-100-characters.html

    ID for Zoho Books) v_BooksOrgID = 20210922122; m_BooksCreateSO = Map(); // get CRM record details r_SoDetails = zoho.crm.getRecordById("Sales_Orders", 012345678901234567); // build up your map to send to ZohoBooks to create the Sales Order...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  2. Zoho CRM: Upload a Product Photo using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-upload-a-product-photo-using-deluge.html

    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"))) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

    where the function arguments will be p_ContactID = Contacts.Contact_ID v_OutputMessage = ""; r_ContactRecord = zoho.crm.getRecordById("Contacts", p_ContactID); // // get merge field names (for reference) v_TemplateID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM: Schedule a Call using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-schedule-a-call-with-deluge.html

    figuring this out. So here's a working snippet of code: // test to get the JSON response format r_CallDetails = zoho.crm.getRecordById("Calls",123456789012345678); info r_CallDetails; // // system/application is set to EST (America/New_York)...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. 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

    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"))) { // set to default timezone on state record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  6. Zoho CRM: Using a function for validation rules (or restricting specific picklist options by user profile)https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-using-a-function-for-validation-rules.html

    ID was extracted sucessfully if(v_UserID != 0) { // // get user details (we need the profile) r_UserDetails = zoho.crm.getRecordById("users",v_UserID); if(!isnull(r_UserDetails.get("users"))) { for each r_User in r_UserDetails.get("users") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  7. Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

    = ""; v_TemplateID = "123456789012345678"; // // get the quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  8. 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

    } } } // // if Deal ID is not zero, then it was found! if(v_DealID != 0) { r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID,{"converted":"both","approved":"both"}); // // do stuff here such as updating the deal if required m_UpdateDeal = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Sign
    • Language: *
  9. Zoho Creator: Error Code 2945: EXTRA KEY FOUND IN JSONhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-error-code-2945-extra_key_found_in_json.html

    of using the Creator/JavaScript period/dot character... Some might suggest it's an authorization error but if you do a getRecordById and it works then the connection string is fine. What I was doing?: I'm not saying this is the solution to whenever you...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Books: System Values Mapshttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-system-values-maps.html

    // // --------------------------------- // get sales persons m_SalesPersons = Map(); /* r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); v_CRMOwnerID = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id=" + v_OwnerID; */ // set...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  11. ZohoDesk & ZohoAnalytics: Display Ticket Attachments in Analytics Reporthttps://www.joellipman.com/component/content/article/zohodesk-zohoanalytics-display-ticket-attachments-in-analytics-report.html?catid=129&Itemid=165

    org ID noted earlier v_AnalyticsOrgID = 23456789012; // // let's get the ticket details r_TicketDetails = zoho.desk.getRecordById(v_DeskOrgID,"tickets",p_TicketID); r_Attachments = invokeurl [ url :"https://desk.zoho.eu/api/v1/tickets/" + p_TicketID +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Desk
    • Language: *
  12. ZohoCreator: Basic Widget with Zoho Datahttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zohocreator-basic-widget-with-zoho-data.html

    config = { appName : "joes_quote_builder", reportName : "All_Customers", id : "123456789012345678" } ZOHO.CREATOR.API.getRecordById(config) .then(function(response) { document.getElementById('greeting-name').innerHTML = response.data.Name;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  13. Zoho Webhooks & Shopify API: Keep Disappearinghttps://www.joellipman.com/articles/else/e-commerce/shopify/zoho-webhooks-shopify-api-automatically-restore.html

    true; b_RestoreInventoryLevelWebhook = true; // // retrieve connection details record r_ShopifyConnection = zoho.creator.getRecordById("myOwnerName","myAppName","myAPIConnectionsData",,"myCreatorConnection"); // // resolve connection details...

    • Type: Article
    • Author: Joel Lipman
    • Category: Shopify
    • Language: *
  14. ZohoCRM: Daily Follow Up and Remind Record Owner to Convert Leadhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-follow-up-and-remind-record-owner-to-convert-lead.html

    savings in effect) v_ThisTimeZone = "Europe/London"; // // get details from lead record r_LeadDetails = zoho.crm.getRecordById("Leads",p_LeadID); // // get created time (no need to check if null?) v_LeadCreatedTime = r_LeadDetails.get("Created_Time");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  15. Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

    v_Output = "Info: Recognized CRM Account ID: " + v_AccountID; // r_Account = zoho.crm.getRecordById("Accounts",v_AccountID.toLong()); if(!isNull(r_Account.get("id"))) { v_Output = "Info: Retrieved Record of CRM Account ID: " + v_AccountID; } } // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  16. Zoho Survey & Zoho Analytics: Query to generate individual responses and grouped pageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics/zoho-survey-zoho-analytics-query-to-generate-individual-responses-and-grouped-pages.html

    Analytics API v2.0 (this time with criteria) // // get contact email and related surveys r_ContactDetails = zoho.crm.getRecordById("Contacts", p_ContactID); v_ContactEmail = r_ContactDetails.get("Email"); info v_ContactEmail; // // the following related...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Analytics
    • Language: *
  17. Zoho CRM: Update Opportunity Type as New or Existing Businesshttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-update-opportunity-type-as-new-or-existing-business.html

    Invoiced"); l_CompletedSOStatuses.add("Invoiced"); // // get sales order record r_SoDetails = zoho.crm.getRecordById("Sales_Orders",p_SoID); // // check status of sales order is a completed one (can be done in workflow but this is a double-check)...

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