Zoho CRM: Updating a CRM record Custom Line Items using API v7https://www.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 for each m_RecordData in l_RecordData { // // apply changes to any of the line items l_NewLineItems = List(); if(!isNull(m_RecordData.get("id"))) { for each m_LineItem in m_RecordData.get("Quoted_Items") { m_NewLineItem = Map();...

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

Zoho CRM: Update a custom field in line items / product details using REST API v2.1https://www.joellipman.com/articles/crm/zoho/zoho-crm-update-a-custom-field-in-line-items-product-details.html

17 May 2021 The standard code you used to use even for REST API v2.0 would have been something like the following: // // init l_CrmLineItems = List(); // // some sample values v_CrmProductID = "123456789012345678"; // // build up product details JSON to send...

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

Zoho Creator: Button on Report for Merging Multiple Selected Recordshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-button-on-report-for-merging-multiple-selected-records.html

06 December 2020 v_ContactFname = r_QuoteDetails.Contact_Name.first_name; v_ContactSname = r_QuoteDetails.Contact_Name.last_name; v_LineItem_Name = r_QuoteDetails.Product_Name; v_LineItem_Desc = r_QuoteDetails.Product_Description; v_LineItem_Price =...

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

Zoho Creator: Add a subform while creating a recordhttps://www.joellipman.com/articles/crm/zoho/zoho-creator-add-a-subform-while-creating-a-record.html

14 July 2021 } // // get line items from source and populate this subform l_QuotedItems = r_QuoteDetails.get("Product_Details"); c_LineItems = Collection(); for each m_LineItem in l_QuotedItems { r_Row = Quotes.Line_Items(); r_Row.Product =...

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

Zoho CRM & Zoho Books: Get Books Currency and Tax IDshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-books-currency-and-tax-ids.html

24 September 2021 r_Tax.get("tax_id")); } info m_Taxes; // // set Tax ID for a sales order line item l_LineItems = List(); r_SoDetails = zoho.crm.getRecordById("Sales_Orders",0123456789012345678); for each r_LineItem in r_SoDetails.get("Product_Details") { m_LineItem =...

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

Zoho Books / Inventory: Get Item Rate from a Price Book/Listhttps://www.joellipman.com/articles/crm/zoho/zoho-books-inventory-get-item-rate-from-a-price-book-list.html

23 May 2024 = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id"); // // loop through line items for each m_LineItem in salesorder.get("line_items") { r_BooksItem = zoho.inventory.getRecordsByID("items", v_BooksOrgID, m_LineItem.get("item_id"),...

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

Zoho Deluge: Associate/Link an Invoice to a Sales Orderhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-associate-link-an-invoice-to-a-sales-order.html

10 March 2020 // // build up a reference map from the line items of the newly created sales order m_NewLineItems = Map(); for each r_NewLineItem in r_NewSoDetails.get("line_items") { v_NewSoItemID = r_NewLineItem.get("item_id"); v_NewSoLineItemQuantity =...

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

ZohoCRM to ZohoBooks API: Rounding the cents or pennies when creating an invoicehttps://www.joellipman.com/articles/crm/zoho/zohocrm-to-zohobooks-api-half-a-cent-or-penny-off-when-creating-an-invoice.html

20 March 2025 went with the Regex to truncate, we would need to get rid of the excess escaping backslashes: v_ListPrice = ifnull(m_ZCrm_LineItem.get("List_Price"),0); m_ZBooks_LineItem.put("rate",v_ListPrice.toString().replaceAll("^(\d+\.\d{2})\d*$", "$1", false));...

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

Zoho CRM & Zoho Writer: Button to Merge Template, Send, and Attachhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-writer-button-to-merge-template,-send,-and-attach.html

21 October 2021 format with 2 decimals and thousandth separator, eg. 1,000.00): l_TemplateQuotedItems = List(); v_Index = 1; if(!isnull(r_LineItems.get("data"))) { l_LineItems = r_LineItems.get("data").get(0).get("Quoted_Items"); for each r_LineItem in l_LineItems {...

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