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 In theory, you could loop through each submitted quote but I do a call at the beginning of each iteration of the loop to retrieve all the data in each record r_QuoteDetails = Partners_Quote[ID == r_Quote.ID];. In the example below, this is a merging...

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

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

10 December 2020 following screenshot: Click on "Save" to accept this Note: It is important to add these parameters rather than trying to retrieve the details with a zoho.people.getRecordByID("P_ApplyLeave",v_RequestId) in the function because on application, the record...

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

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 { // init v_DateTill= "-"; v_QuoteTotalDisp= "-"; v_Index = v_Index + 1; v_RelatedListXML = v_RelatedListXML + ""; // // retrieve v_CreatorQuoteID = r_Result.get("ID"); v_LinkUrl2 = "https://creatorapp.zoho.eu/" + v_OwnerName + "/" + v_AppLinkName +...

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

Zoho Books/Inventory: Trigger a workflow when an invoice has been paidhttp://mail.joellipman.com/articles/crm/zoho/zoho-books-inventory-trigger-a-workflow-when-an-invoice-has-been-paid.html

17 August 2022 200 results non-matching, so let's double-check if(r_Result.get("invoice_numbers").containsIgnoreCase(v_InvoiceRef)) { // retrieve payment mode, amount and date v_PaymentMode = ifnull(r_Result.get("payment_mode_formatted"),""); v_PaymentDate =...

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

Zoho CRM: ZDK Client Script: Auto-Select Pipeline based on User Departmenthttp://mail.joellipman.com/articles/crm/zoho/zoho-crm-zdk-client-script-auto-select-pipeline-based-on-user-department.html

16 October 2023 a bit of a pre-amble for setting up the fields, we'll then use a client script to automatically read the user's record, retrieve the department, and set the correct pipeline option. Setup: Department Field on User Profile Login to ZohoCRM as a system...

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

Zoho Books: System Values Mapshttp://mail.joellipman.com/articles/crm/zoho/zoho-books-system-values-maps.html

07 November 2023 = r_SoDetails.get("Owner").get("id"); v_Filter = "crm_reference_id=" + 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...

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

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

23 May 2024 the scope should be ZohoInventory.settings.READ. I have another connection called "zinventory" which is used here to retrieve the item/product record. // // initialize m_Blank = Map(); // // evaluate v_BooksOrgID = organization.get("organization_id");...

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

Zoho Workdrive: Getting Team Folder IDhttp://mail.joellipman.com/articles/crm/zoho/zoho-workdrive-getting-team-folder-id.html

11 September 2024 This is an article to document how to get your team folder ID, retrieve information about it, and upload to it via the API. Why? The documentation is there but making sense of it, is somewhat difficult, at least for me. How? So when I was trying this, I...

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

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

18 August 2025 */ // // initialize v_AccountID = ""; v_Output = "Error: Could not retrieve given CRM Account ID"; // // ****************************** GENERIC CODE BELOW ****************************** // // retrieving the parameters of the request m_RequestParams =...

• 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 form link name is P_Goals which doesn't feature under the developer space > Zoho People API... The Zoho People function to retrieve this data: /* ******************************************************************************* Function: String...

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

Collin Consulting Ltdhttp://mail.joellipman.com/component/content/article/collin-consulting-ltd.html?catid=33

29 June 2014 it. My hosting service were no help at all. Worse, I hadn't backed up my website for 18 months so even if Joe managed to retrieve it I expected most of my data to have gone. Joe not only fixed it immediately but all the data was still there too! Magic!

• Type: Article
• Author: Webmaster
• Category: Portfolio
• Language: *

SITS: XET format for Export not availablehttp://mail.joellipman.com/articles/web-development/xml/sits-xet-format-for-export-not-available.html

08 August 2014 Exchange Format first: Run the DEF from the menu Clear and create a new one based on the following: Now you can go and retrieve a student/staff (depending on what data your XET feeds off) Bring up STU File > Export... You should have something similar...

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