Advanced Search

Here are a few examples of how you can use the search feature:

Entering this and that into the search form will return results containing both "this" and "that".

Entering this not that into the search form will return results containing "this" and not "that".

Entering this or that into the search form will return results containing either "this" or "that".

Search results can also be filtered using a variety of criteria. Select one or more filters below to get started.

Assuming getrecords is required, the following 20 results were found.

  1. Zoho People: Reject an Application for Leave in Deluge based on Criteriahttps://www.joellipman.com/articles/crm/zoho/zoho-people-reject-an-application-for-leave-in-deluge.html

    total number of employees in this department/team: To determine the total number of employees, we will use zoho.people.getRecords as a search: // get total "team members" in department l_SearchCriterias = List(); m_SearchCriteria = Map();...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  2. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    { v_AccountID = r_QuoteDetails.get("Account_Name").get("id"); r_SearchResults = zoho.books.getRecords("Contacts",v_BooksOrgID,"zcrm_account_id=" + v_AccountID,"zbooks"); if(!isnull(r_SearchResults.get("contacts"))) { // tried sync contacts from Account...

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

    v_CountTotal = 0; v_CountUpdated = 0; l_Pages = {1}; v_PerPage = 1; // for each v_Page in l_Pages { l_Deals = zoho.crm.getRecords("Deals", v_Page, v_PerPage, {"cvid":123456000012345678}); for each m_Deal in l_Deals { if(!isNull(m_Deal.get("id"))) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  4. Zoho Deluge - InvokeConnector and useful snippetshttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-invokeconnector-and-useful-snippets.html

    we can't do in shortcode. List CRM Users (ActiveUsers) Note that this is somewhat superseded by: l_Users = zoho.crm.getRecords("users") or r_User = zoho.crm.getRecordById("users", v_UserID) but here's the old way of doing this: l_Users= List();...

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

    to setup > Developer Space > functions. Create a standalone function called "Test". Type in line 1: r_Record = zoho.crm.getRecords then press Enter (DO NOT START TYPING FOR A MODULE NAME - LET THE SYSTEM POPUP YOUR OPTIONS AS PER THE FOLLOWING...

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

    = ; v_Condition = "(Opportunities==\"" + v_DealID + "\")&&(UpdateClick==\"Yes\")"; r_SearchResults = zoho.creator.getRecords(v_OwnerName,v_AppLinkName,v_ViewLinkName,v_Condition,1,100,"joels_connection"); v_ResponseCode =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  7. ZohoCRM: Process all records of a modulehttps://www.joellipman.com/articles/crm/zoho/zohocrm-process-all-records-of-a-module.html

    m_Criteria.put("sort_by","Modified_Time"); // // get 100 records l_Contacts = zoho.crm.getRecords("Contacts", 1, 100, m_Criteria); // // loop through each contact record for each r_Contact in l_Contacts { v_Count = v_Count + 1;...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  8. Zoho CRM & Zoho Books: Get SalesPersonshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-get-salespersons.html

    based on one in ZohoCRM and wanted to assign the sales person. How? So after an hour or so trying to get the Zoho.books.getRecords() function to filter the sales persons, I gave up and used a for each loop instead. In the next snippet of code, I am...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  9. Zoho CRM: searchRecords with sorted resultshttps://www.joellipman.com/articles/crm/zoho/zoho-crm-searchrecords-with-sorted-results.html

    solutions. It is working again as of 2022-02-10. How? Two methods listed here, the standard searchRecords() and then the getRecords() functions: Set the record ID to your own record ID. Set the list of pages to the number of pages you want to search....

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  10. Zoho People: Get Performance Records over APIhttps://www.joellipman.com/articles/crm/zoho/zoho-people-get-performance-records-over-api.html

    */ v_CountTotal = 0; m_OutputAll = Map(); v_Endpoint_Goals = "https://people.zoho.com/api/forms/P_Goals/getRecords"; r_GoalsData = invokeurl [ url :v_Endpoint_Goals type :GET connection:"people_cf" ]; m_GoalsResponse =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  11. Zoho Deluge - Get Current User IDhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-get-current-user-id.html

    { if(r_User.get("email")==zoho.loginuserid) { v_CurrentUserID = r_User.get("id"); } } info v_CurrentUserID; Method #3: getRecords("users") // get current user id m_UserTypes = Map(); r_Response = zoho.crm.getRecords("users"); l_Users =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: en-GB
  12. Zoho Deluge: Generate and Send a CSV via Emailhttps://www.joellipman.com/articles/crm/zoho/zoho-deluge-generate-and-send-a-csv-via-email.html

    init l_NewCSVrows = List(); v_ThisEventTime = zoho.currenttime; // // loop through dataset for each r_Event in zoho.crm.getRecords("Events", 1, 200, "Year_Month:equals:2021-06") { v_ThisEventTime = r_Event.get("Event_Time"); v_ThisEventNote =...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  13. Zoho CRM & Zoho Creator: Query returns some fields missing other data on the recordhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-creator-query-returns-some-fields-missing-other-data-on-the-record.html

    "Configure fields for Web" Add Fields that you want returned Done This applies to Zoho Creator 5 when using zoho.creator.getRecords(), zoho.creator.searchRecords(), zoho.creator.getRecordById(), and invokeUrl [...api v2... ] Source(s): Zoho Deluge -...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  14. Zoho CRM: Schedule a Task: Timesheet Reminderhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-schedule-a-task-timesheet-reminder.html

    record of our organization v_OrgAccountRecord = 123456789012345678; // // loop through all users r_Users = zoho.crm.getRecords("users"); if(!isnull(r_Users.get("users"))) { for each r_User in r_Users.get("users") { // loop through active users...

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

    all payments against this customer in order of payment reference (oldest to most recent) r_SearchResults = zoho.books.getRecords("customerpayments",v_BooksOrgID,m_SearchCriteria,"zbooks"); if(!isnull(r_SearchResults.get("customerpayments"))) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  16. ZohoRecruit: Create Linking Table for Candidates and Associated Job Openingshttps://www.joellipman.com/articles/crm/zoho/zohorecruit-create-linking-table-for-candidates-and-associated-job-openings.html

    to do nothing... it's in an order, not sure what order. Let's loop through every page anyway. l_Candidates = zoho.recruit.getRecords("Candidates",v_FromIndex,v_ToIndex,"Modified_Time","CANDIDATEID","asc","my_connection"); //info l_Candidates; // //...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  17. ZohoDeluge: Check Shipment Status via DHL APIhttps://www.joellipman.com/articles/crm/zoho/zohodeluge-check-shipment-status-via-dhl-api.html

    // // retrieve all shipment orders for that day from ZohoInventory r_YesterdaysShipments = zoho.inventory.getRecords("shipmentorders",v_BooksOrgID,m_Criteria,"ab_inventory"); if(!isnull(r_YesterdaysShipments.get("shipmentorders"))) {...

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

    + 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 each m_SalesPerson in r_AllSalesPersons.get("data") {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  19. Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttps://www.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

    { // // get logged in user (who clicked the button) v_LoggedInUserID = 0; r_Users = zoho.crm.getRecords("users"); for each m_User in r_Users.get("users") { if(m_User.get("email").equalsIgnoreCase(zoho.loginuserid)) { v_LoggedInUserID = m_User.get("id");...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
  20. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    for the quote reference and validate by the contact Zoho ID if(v_QuoteRef != "-") { r_SearchResults = zoho.books.getRecords("estimates",v_OrgId,"estimate_number=" + v_QuoteRef,"my_books_connection"); if(r_SearchResults.get("code") == 0) {...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 20 of 20

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