ZohoCRM Client Script: On Change of Dropdown: Subform Rewrite: REST Functionhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-client-script-on-change-of-dropdown-subform-rewrite-rest-function.html

01 April 2025 invoice selected var v_InvoiceType = ZDK.Page.getField('Invoice_Type').getValue(); // check source quote is specified var v_QuoteID = ZDK.Page.getField('Converted_From_ID').getValue(); // only make changes to the invoice if 1 of the 2 invoice types...

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

Zoho CRM: Updating a CRM record Custom Line Items using API v7http://mail.joellipman.com/articles/crm/zoho/zoho-crm-updating-a-crm-record-using-api-v7.html

18 December 2024 Function: void automation.fn_Quotes_OnEdit(int p_QuoteID) Label: Fn - Quotes - On Edit Trigger: Used in a workflow when a quote is modified Purpose: Actions when a quote is modified Inputs: int p_QuoteID - the ID of the CRM Quote Record Outputs: void...

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

Zoho Deluge: Adding / Removing Total Tax from a Quote Recordhttp://mail.joellipman.com/articles/crm/zoho/zoho-deluge-adding-removing-total-tax-from-a-quote-record.html

20 August 2019 all other options. Take the following code for example, this will add 20% tax to the overall Tax on this record (where p_QuoteID is the ID of the quote): // init Map m_UpdateQuote = Map(); // r_QuoteDetails = zoho.crm.getRecordById("Quotes", p_QuoteID);...

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

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

28 April 2021 and here's the code to associate 1 user in the multi-user lookup: m_AssociateMultiUserLookup = {"data":[{"id":p_QuoteID, "Requires_Approval_Users":[{"Requires_Approval_Users":{"id":m_ApprovalUser.get("id")}}]}]}; r_AssociateMultiUserLookup = invokeurl [...

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

ZohoCRM & Xero: Function to pull most recent quoteshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-xero-function-to-pull-most-recent-quotes.html

13 October 2025 { for each m_ThisQuote in r_AllXeroQuotes.get("Quotes") { if(!isnull(m_ThisQuote.get("QuoteID"))) { // // counter v_Count_FoundInXero = v_Count_FoundInXero + 1; // // Xero Quote identifier v_XeroQuoteID = m_ThisQuote.get("QuoteID"); info "From Xero:";...

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

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM templatehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-send-an-email-with-a-crm-quote-using-a-given-crm-template.html

18 August 2022 = "123456789012345678"; // // get the quote details given a record ID r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID); // // check target email is not null/blank if(!isnull(r_QuoteDetails.get("Email"))) { v_Url =...

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

ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttp://mail.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

18 September 2023 greater l_BooksLineItems = List(); r_CrmProductLineItems = invokeurl [ url :"https://www.zohoapis.eu/crm/v2.1/Quotes/" + p_QuoteID type :GET parameters:m_ApprovedConverted connection:"zcrm" ]; // should be checking here that data contains any rows but...

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

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

15 May 2020 v_AppLinkName = zoho.appname; v_ViewLinkName = "myForm_View"; // put your own report name v_CreatorRecordID = v_CreatorQuoteID; // this is the creator record id that has the attachment v_SubFormName = "mySubform"; // put here the link name of your...

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

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

21 October 2021 "My Test Document"; r_DownloadResponse.setFileName(v_Filename + ".pdf"); r_AttachResponse = zoho.crm.attachFile("Quotes",p_QuoteID,r_DownloadResponse); Use a subform (eg. Product Line Items) If I call my subform "Quoted Items" and specify this having...

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