ZohoCRM GetRelatedRecords INVALID_DATAhttps://www.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 Function: string standalone.fn_Deal_UpdateRelatedToCancelled() Label: Fn - Customer Deals - Cancel Related Records Trigger: Standalone Purpose: For any deal which is cancelled, cancel its related sales orders. Inputs: - Outputs: - Date Created:...

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

ZohoCRM / Client Script / Canvas: Hide Tab based on Pipelinehttps://www.joellipman.com/articles/crm/zoho/zohocrm-client-script-canvas-hide-tab-based-on-pipeline.html

06 May 2025 > New Function Give it a function name, display name, description, and set category to "Standalone": I'm calling mine "fn_Deals_RetrievePipeline" Give it the following code: string standalone.fn_Deals_RetrievePipeline(String p_DealID) { /*...

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

Zoho Deluge: Using Remove Key on a Map and Copying Record Tagshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-using-remove-key-on-a-map.html

03 March 2025 the tags of a contact and copies it over to the deal record: l_Tags = List(); // r_DealDetails = zoho.crm.getRecordById("Deals",p_DealID); if(!isNull(r_DealDetails.get("Contact_Name"))) { r_ContactDetails = invokeurl [ url...

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

Zoho Deluge: Search Records with Special Characters (COQL)https://www.joellipman.com/articles/crm/zoho/zoho-deluge-search-records-with-special-characters-coql.html

28 August 2020 up to 25 criteria. Use parenthesis for precedence. Pagination: LIMIT offset, limit: 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...

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

ZohoFlow & ZohoSign: Retrieve a Zoho Sign document request and add attachments to CRM recordhttps://www.joellipman.com/articles/crm/zoho/zohoflow-zohosign-retrieve-a-zoho-sign-document-request-and-add-attachments-to-crm-record.html

17 October 2022 Search ZohoCRM for the 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...

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

ZohoCRM: Deluge: Map a custom field from user profilehttps://www.joellipman.com/articles/crm/zoho/zohocrm-deluge-map-a-custom-field-from-user-profile.html

01 September 2021 the custom field is called "Division": // // init v_DealID = ifnull(p_DealID,0); r_DealDetails = zoho.crm.getRecordById("Deals",v_DealID); // // Map users/owners division to this deal if(!isnull(r_DealDetails.get("Owner"))) { l_Users =...

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

CSS Add Text to Breadcrumb Link with a Transitionhttps://www.joellipman.com/articles/web-development/css/css-add-text-to-breadcrumb-link-with-a-transition.html

18 May 2019 The last snippet is completely optional if you want to prefix the character » to your breadcrumbs. Unfortunately, this only deals with the opacity transition as the width transition is not a smooth one. If anyone has a tried and working solution to the...

• Type: Article
• Author: Joel Lipman
• Category: Cascading Stylesheets
• Language: *

Zoho CRM: Mapping a Multi-User or Multi-Lookup field using Delugehttps://www.joellipman.com/articles/crm/zoho/zoho-crm-mapping-a-multi-user-or-multi-lookup-field-using-deluge.html

28 April 2021 { m_Link = Map(); m_Link.put("Deal", v_DealID); m_Link.put("Product", 123456789012345678); r_Link = zoho.crm.createRecord("Deals_X_Products", m_Link); } Code to Delete a value from a multi-lookup: v_ID2Delete = 123456789012345678; v_SearchCriteria =...

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

Zoho Analytics: Set Up a Widget Displaying Sales Personhttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-set-up-widget-displaying-sales-person.html

24 October 2022 in Zoho Analytics. Why? Because I keep forgetting how to do it. How? I've done this for a query that amalgamated all the deals against a deal owner and needed to repeat this for all the invoices against a sales person. It adds to the effect on loading...

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

Zoho CRM: Manage a subform using Client Scripthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-manage-a-subform-using-client-script.html

09 December 2022 = ZDK.Page.getField('Opportunity_Name').getValue(); let v_DealID = r_DealLookup.id; let r_DealDetails = ZDK.Apps.CRM.Deals.fetchById(v_DealID); // get Deal/Opportunity fields we need to refer to var v_OppType = r_DealDetails.Type_of_Opportunity; var...

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

Zoho CRM: Change System Field Lengthhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-change-system-field-length.html

19 June 2023 it, and then testing by converting a lead to a deal. Actions Login to ZohoCRM > Setup > Modules and Fields Click on the "Deals" module (or whichever module you are wanting to edit) > and select the layout (eg. "Standard") Click on the ellipsis/3 dots...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 that this will select a pipeline based on the user's department. Category is "Module", Page is "Create Page", and Module is "Deals" Event Type is "Page Event" and Event is "onLoad". Give it the code: var r_User =...

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

Zoho Analytics: Create a Monitoring System with Imageshttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-create-a-monitoring-system-with-images.html

25 July 2024 FROM "Contacts" con ) AS t2 LEFT JOIN "Joels Image Library" img2 ON t2."Status" = img2."Status Value" UNION ALL SELECT 'CRM Deals' AS "DataSource", date(t3."ModifiedTime") AS "Date", t3."RecordID" AS "Record ID", t3."RecordName" AS "Record Name",...

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