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Assuming retrieve is required, the following 52 results were found.

  1. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zohodeluge-check-shipment-status-via-dhl-api.html

    = zoho.currentdate.subDay(v_Index).toString("yyyy-MM-dd"); info v_Date; // // set criteria of what shipment orders to retrieve m_Criteria = Map(); m_Criteria.put("date",v_Date); // // retrieve all shipment orders for that day from ZohoInventory...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  2. 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

    m_ZCrm_ZSDoc.put("zohosign__Document_Status","Out for Signature"); // Request_ID is a custom field added to retrieve the document later from ZohoWriter. m_ZCrm_ZSDoc.put("Request_ID",v_RequestId); r_ZCrm_ZSDoc =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  3. ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

    p_QuoteID) Label: Fn - Quotes - Get Quoted Items Trigger: Triggered by a client script to retrieve quoted items Purpose: Standard Product_Details can be returned in client script. The purpose of this function is to retrieve the crm v2.1 Quoted_Items...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  4. Zoho CRM Client Script: Map Quote to Invoicehttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-client-script-map-quote-to-invoice.html

    the quote is not blank, then let's associate that one to this invoice if (o_QuoteDetails.Deal_Name_Lookup_Id != null) { // retrieve the deal record var o_OppDetails = ZDK.Apps.CRM.Deals.fetchById(o_QuoteDetails.Deal_Name_Lookup_Id);...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  5. Zoho Deluge - Get Full Day Namehttps://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-get-full-day-name.html

    This is a very quick note with the code to retrieve the full day name from a date (eg. "Monday"). Why? If I use the toString() function to get the day, it only returns the first 3 letters of the day (eg. "Mon"). My_Date = today; Day_Name =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  6. Zoho Cliq: Integrate OpenAI ChatGPT with Conversation Threadshttps://www.joellipman.com/articles/crm/zoho/zoho-other/zoho-cliq-integrate-openai-chatgpt-with-conversation-threads.html

    parameters:m_Params.toString() headers:m_Header detailed:true ]; if(r_ChatGPTResponse.get("responseCode") == 200) { // // retrieve the answer in text l_Choices = r_ChatGPTResponse.get("responseText").get("choices"); for each m_Choice in l_Choices {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Other
    • Language: *
  7. Joe's Unduplicater (JUD)https://www.joellipman.com/component/content/article/joes-unduplicater.html?catid=53&Itemid=165

    time I wrote this program, simply because I reghost all my computers (Home & Work) each year and can't be bothered to retrieve accidentally deleted programs from my backup drives. I downloaded a load of media files (all legitimately :) and stored them...

    • Type: Article
    • Author: Joel Lipman
    • Category: Product Documentation
    • Language: *
  8. Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge/zoho-deluge-search-records-with-special-characters-coql.html

    [ 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); }...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Deluge
    • Language: *
  9. Zoho Creator: Create a Widget which uses JavaScripthttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-create-a-widget-which-uses-javascript.html

    of project in the CLI, in particular the widget JS script that is referred to in widget.html and secondly, the way you retrieve records in the Zoho JavaScript. If you do not include Zoho queries, then I have found the app can be ported between either...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  10. Zoho Creator: info/alert/modal/popup notification for any userhttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-info-alert-modal-popup-notification-for-any-user.html

    If you use this method to populate your notifications, you can send the ID of the record to show On the Creator page, retrieve the title and content of the modal dialog from the record by using the following: v_NotifyID =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  11. Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

    In theory, you could loop through each submitted quote but I do a call at the beginning of each iteration of the loop to retrieve all the data in each record r_QuoteDetails = Partners_Quote[ID == r_Quote.ID];. In the example below, this is a merging...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Creator
    • Language: *
  12. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people/zoho-people-reject-an-application-for-leave-in-deluge.html

    following screenshot: Click on "Save" to accept this Note: It is important to add these parameters rather than trying to retrieve the details with a zoho.people.getRecordByID("P_ApplyLeave",v_RequestId) in the function because on application, the record...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho People
    • Language: *
  13. Zoho CRM & Zoho Books: Custom Related Lists Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-crm-zoho-books-custom-related-lists-deluge.html

    { // init v_DateTill= "-"; v_QuoteTotalDisp= "-"; v_Index = v_Index + 1; v_RelatedListXML = v_RelatedListXML + ""; // // retrieve v_CreatorQuoteID = r_Result.get("ID"); v_LinkUrl2 = "https://creatorapp.zoho.eu/" + v_OwnerName + "/" + v_AppLinkName +...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  14. Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

    200 results non-matching, so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve payment mode, amount and date v_PaymentMode = ifnull(r_Result.get("payment_mode_formatted"),""); v_PaymentDate =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  15. Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

    a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system...

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

    = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id=" + v_OwnerID; */ // set v_Filter to blank to retrieve all sales persons v_Filter = ""; r_AllSalesPersons = zoho.books.getRecords("salespersons", v_BooksOrgID, v_Filter, "zbooks"); for...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  17. Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

    the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Books
    • Language: *
  18. Zoho Workdrive: Getting Team Folder IDhttps://www.joellipman.com/articles/crm/zoho/zoho-workdrive/zoho-workdrive-getting-team-folder-id.html

    This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho Workdrive
    • Language: *
  19. Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm/zoho-crm-updating-a-crm-record-using-api-v7.html

    Showing Off Just a note here for myself where using invokeAPI over invokeURL: // // retrieve record details r_SoDetails = invokeapi [ service :zohocrm path :"/crm/v7/Sales_Orders/" + p_SalesOrderID type :GET connection:"zcrm" ]; l_SoDetails =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho CRM
    • Language: *
  20. ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zoho-crm/zohocrm-getrelatedrecords-invalid_data.html

    */ // // initialize v_CountTotal = 0; v_CountUpdated = 0; l_Pages = {1}; v_PerPage = 1; // // map to retrieve all records (to include approved and converted records, this needs to be specified as the query value) m_IgnoreRestrictions = Map();...

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