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

24 August 2021 A quick article to document a method of looping through all the records of a module and processing these with the ability auto-resume without processing the same record twice. Why? Whether you have a few hundred records, or a few hundred thousand...

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

Sort an associative array by values in Javascripthttp://mail.joellipman.com/articles/web-development/js/sort-an-associative-array-by-values-in-javascript.html

29 September 2015 I'd write a full example here. No jQuery and using the Google Chrome browser. I wanted to: Sort the array by its values my_records.sort(); Iterate through and output these in HTML for(i=0;i y ? 1 : 0; }); // use built-in JSON stringify function...

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

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

28 August 2020 This is an article to remind me how to search for CRM records by a value that may contain an ampersand or parenthesis. Why? I wrote this article because some searches will work for me and sometimes it won't. Escaping the ampersand with a backslash or...

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

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

06 December 2020 of this article is to document how you can display a Creator report to the user, that they can select (tickbox) multiple records in that report, and then have a button that loops through all the selected (ticked) records. The example below documents a...

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

ZohoCRM: zoho.crm.searchRecords only returns certain recordshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-search-records-only-returns-certain-records.html

29 July 2021 This is an article to hopefully resolve for you quicker than it took me, why a zoho.crm.searchRecords() returns some of the records but omits others. Why? The use-case was that we were creating a custom related list on a Zoho Finance > Sales Orders...

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

ZohoCRM GetRelatedRecords INVALID_DATAhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-getrelatedrecords-invalid_data.html

30 January 2025 What? A ridiculously quick article on resolving a zoho.crm.getRelatedRecords() combined with a zoho.crm.bulkUpdate issue. Why? Trying to be clever and reducing the API calls to go through a few thousand records and to update the related records. I was...

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

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

18 September 2025 Took us a while to find this and perhaps others would have a quicker way but here's the instructions on getting the records from the performance module in Zoho People API. Why? Cos it took us a while. The online forums seem to go back over a decade and...

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

Delete related records from multiple tableshttp://mail.joellipman.com/articles/database/mysql/delete-related-records-from-multiple-tables.html

11 January 2013 WHERE s.dateTime >= '2013-02-01 00:00:00' -- Deletes all sessions dated after February 1st 2013 -- and all related records (linked by ID) in relevant tables. Delete from specific tables but not all Simply don't refer to the table after the DELETE...

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

Zoho CRM: Remove Duplicate Product Recordshttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-remove-duplicate-product-records.html

07 March 2025 orders), then it will delete the older one (referred to as keep ID). Another point is that this is using COQL to sort the records and tries to keep the first version of the record (sorted by ID ascending) and will attempt to delete the other records...

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

ZohoCRM: Import Attachmentshttp://mail.joellipman.com/articles/crm/zoho/zohocrm-import-attachments.html

16 January 2023 a data migration for a client from a legacy CRM to ZohoCRM. They have a lot of files they want attached to their respective records in CRM. This took me a while as our own documentation is scatty and the online forums weren't too helpful either. How? In...

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

ZohoCRM Webhook: Create ZohoInventory Records from an eBay orderhttp://mail.joellipman.com/articles/crm/zoho/zohocrm-webhook-create-zohoinventory-records-from-an-ebay-order.html

27 April 2023 order and creates the relevant ZohoInventory item, contact, sales order, package slip, shipment order, invoice, payment records... Why? I'm storing this here as a reference and taking the bits that I need for the various clients that request an eBay...

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

Zoho CRM: Get Unique Values of a Text Fieldhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-get-unique-values-of-a-field.html

08 October 2021 how to return a list of unique values in a particular field in a CRM module. Why? My use-case is a data-migration where the records exist in a staging module in CRM but I want to transform/translate one of the column values into the target How? So this...

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

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

10 February 2022 This is an article to document how to use the searchRecords function in CRM and to sort the results response. Why? This is unclear and not always working as coded below since each system (CRM, Creator, Books) seems to interpret this sorting feature...

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

MySQL: Find records in one table that are not in another.http://mail.joellipman.com/articles/database/mysql/mysql-find-records-in-one-table-that-are-not-in-another.html

25 February 2011 The Why So I find myself writing increasingly complex SQL scripts and it's at the stage where we need to optimize the queries because some scripts are noticeably slow (as observed by the customer...) and then others not. The What I'm going to run these...

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

Zoho CRM & Zoho Books: Custom Related Lists Delugehttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-books-custom-related-lists-deluge.html

30 July 2021 shows how to do this Zoho CRM and how to do it in Zoho Books... The example below is that we are going to search for some records in Zoho Creator and display these in either Zoho Books or Zoho CRM. For demonstration purposes, these have been simplified...

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

Zoho CRM & Zoho Sign: Send CRM Merged Template for Zoho Signhttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zoho-sign-send-crm-merged-template-for-zoho-sign.html

06 August 2024 = "Credit application sent to " + v_RecipientEmail + " for signing."; // // create CRM zohosign document child records (recipient and event) if(!isNull(r_ZCrm_ZSDoc.get("id"))) { // // get logged in user (who clicked the button) v_LoggedInUserID = 0;...

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

A quick run through of setting up an export process in SITShttp://mail.joellipman.com/articles/web-development/xml/a-quick-run-through-of-setting-up-an-export-process-in-sits.html

21 August 2014 signs or a single tilda with the keys enclosed by double chevrons. Add the DataChange-out-tray Rule Element (DRE) records by clicking on the "Add" button Use brackets/parenthesis if you need to Enter the field to monitor under "Old field/Value" enclosed...

• Type: Article
• Author: Joel Lipman
• Category: Extensible Markup Language
• 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 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: *

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

17 May 2021 Map(); m_CreateQuote.put("Subject","My Test Quote"); m_CreateQuote.put("Quoted_Items",l_CrmLineItems); // // send to CRM l_RecordsToSend = List(); l_RecordsToSend.add(m_CreateQuote); m_Data = Map(); m_Data.put("data", l_RecordsToSend); // // this is...

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

Zoho Creator/Deluge: UnPredictable exception, Invalid statement foundhttp://mail.joellipman.com/articles/crm/zoho/zoho-creator-deluge-unpredictable-exception,-invalid-statement-found.html

17 November 2021 any. This is simply how I fixed this error on this occasion. Consider the following code which loops through some Creator records, then loops through one of the subforms in each record: // select a bunch of creator records (ok all of them) l_AllRecords...

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