Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

18 September 2025 Function: String fn_PushPerformanceToAnalytics(int p_RecordID) Label: Fn - Push Performance Data to Analytics Trigger: Workflow when an objective is created or edited. Purpose: Pushes the data and columns we need to Zoho Analytics to produce an...

• 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 for my widgets), I have to write it as such: SELECT 'CRM Accounts' AS "DataSource", date(t1."ModifiedTime") AS "Date", t1."RecordID" AS "Record ID", t1."RecordName" AS "Record Name", t1."RecordOwner" AS "Record Owner", img."ZohoAnalytics Image URL" AS...

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

Zoho Creator: Download uploaded file and attach to Sales Order in Zoho Bookshttps://www.joellipman.com/articles/crm/zoho/zoho-creator-download-uploaded-file-and-attach-to-sales-order-in-zoho-books.html

15 May 2020 CRM record: // assuming I have a creator form called "myForm" // that the ID of the record is the value of the variable "myRecordID" // that a subform exists in the form called "Attachments" // that a field exists in the subform called "myUpload" //...

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

ZohoCreator: Using .toFile and Uploading to a Creator fieldhttps://www.joellipman.com/articles/crm/zoho/zohocreator-using-tofile-and-uploading-to-a-creator-field.html

25 March 2024 and current file name: // // get original document file (optional) - you need your own record ID here v_ZC_DocumentRecordID = 1234567890123456789; c_ExistingDocument = Document[ID == v_ZC_DocumentRecordID]; info c_ExistingDocument.Document_File; Upload...

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

Zoho Deluge - Update Creator from CRMhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-update-creator-from-crm.html

18 February 2019 dataMap is the map() to post. connectionLinkName is the connection link obtained previously (as a string). For example: v_RecordID = "1234567890123456789".toLong(); m_Params = Map(); m_Params.put("FieldToUpdate", "ValueToUpdateWith"); m_response =...

• Type: Article
• Author: Joel Lipman
• Category: Zoho
• Language: en-GB

ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

24 August 2021 for each r_Record in l_Records { if(!isnull(r_Record.get("id"))) { // re-init m_Update = Map(); v_RecordID = r_Record.get("id"); v_CountFound = v_CountFound + 1; // // other field update if(!isnull(r_Record.get("Account_Name"))) { // do other stuff...

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

Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

10 February 2022 a search API or a COQL query (see below). // ****************** CODE USING SEARCHRECORDS **************** // // init v_RecordID = 1234567890123456789; // // loop through 5 pages of 200 records = 1000 records l_Pages = [1,2,3,4,5]; // // set search...

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

Zoho CRM REST API: Stop Workflow from Triggeringhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-rest-api-stop-workflow-from-triggering.html

16 June 2021 ]; or (untested) m_Trigger = Map(); m_Trigger.put("trigger",[]); r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger); From the documentation: The trigger input can be workflow, approval, or blueprint. If trigger is not...

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

Zoho CRM: JS Widget: Generic Script to pass the Record ID to a CRM functionhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-js-widget-generic-script-to-pass-the-record-id-to-a-crm-function.html

18 August 2025 v_EntityModule = r_Data.Entity; // get the record details ZOHO.CRM.API.getRecord({ Entity: v_EntityModule, RecordID: v_EntityID }) .then(function(response) { console.log("Record data:"); console.log(response); }).catch(function(error) {...

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