Extension Pointers - JS SDK Series #8: Use the SearchRecord API in a widget to simplify business operations
Looking up relevant business information is easier when you have an internal search feature that targets certain keywords or phrases. Often times, this information will be worked with and manipulated to be useful for the current task the searcher is doing, which means that a faster internal search process will lead to better productivity.
The SearchRecord API is used to retrieve records that match your search criteria. It performs a module-level search based on either a phone number, email address, word, or other piece of criteria. It's most helpful to search for text in the fields of data type "string", "phone", or "Email".
In this post, we will look at an example that involves searching for and updating records using the searchRecord and updateRecord APIs. We'll first give the syntax followed by an example scenario.
SearchRecord API
Syntax
ZOHO.CRM.API.searchRecord(config, page, per_page) |
Here, config refers to the configuration object of the 'object' type, page refers to the page number, and per_page refers to the number of records to be generated per page.
Configuration Object
Name | Type | Description |
Entity | String | SysRefName (of the module) |
Type | String | Allowed values "email|phone|word|criteria" |
Query | String | Query string |
delay | Boolean | Query string |
UpdateRecord API
Syntax
ZOHO.CRM.API.updateRecord(config) |
Here, config refers to the configuration object of the 'object' type.
Configuration Object
Name | Type | Description |
Entity | String | SysRefName (of the module) |
Trigger | list | The trigger input can be "workflow", "approval", or "blueprint". If the trigger is not mentioned, the workflows, approvals, and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows. |
API data | String | The data to be updated is constructed as updateRecord's API Data parameter. |
Let's take a simple scenario where a Zoho CRM user is handling a customer case. They would like to check if a similar problem has already been addressed in another case and if they can use any of those solutions for their own case. In our example, we will see:
- How the SearchRecord API can help the user find solutions using keywords related to the current case
- How the Search API returns the description and the solution of cases based on the keywords we enter
- How the user can update the correct solution to the current case if the relevant solution is found
SearchAPI.js code snippet
Util={}; var EntityIds; var EntityName; var inputtext; var solutiontext; var solutiondescription; //Subscribe to the EmbeddedApp onPageLoad event before initializing the widget ZOHO.embeddedApp.on("PageLoad",function(data) { EntityIds=data.EntityId; EntityName=data.Entity; //Search for solutions using input search words Util.search=function() { inputtext=document.getElementById("inputword").value; //Searches across the cases module for the input text entered ZOHO.CRM.API.searchRecord({Entity:"Cases",Type:"word",Query:inputtext}) .then(function(data){ console.log(data); rec=data.data; $('#solutionlist').empty(); //Looping through the solutions for (i = 0; i < rec.length; i++) { /*populating the solution list list with the solutions and description of all the cases associated with the input text provided*/ solutionsid=rec[i].id; solutionname=rec[i].Solution; solutiondescription=rec[i].Description; solutionsname=rec[i].Description+"-"+rec[i].Solution; /* Add the description-solution to the list only if the description or solution field is not null for the cases searched based on the input text */ if(solutionname!=null && solutiondescription!=null) { var solutionlist = document.getElementById("solutionlist"); var option = document.createElement("OPTION"); option.innerHTML = solutionsname; option.value = solutionsid; solutionlist.appendChild(option); } } }) } //Updates the solution to the solution field of the current case and changes the case status to closed Util.update=function() { solutiontext=document.getElementById("solutiontext").value; var config={ Entity:"Cases", APIData:{ "id": EntityIds[0], "Solution":solutiontext, "Status":"Closed" }, Trigger:[] } ZOHO.CRM.API.updateRecord(config) .then(function(data){ console.log(data) }) } // Closes the widget popup Util.cancel=function() { ZOHO.CRM.UI.Popup.close() .then(function(data){ console.log(data) }) } }) |
In the above code snippet, the input text keyed in is retrieved and passed as the Query parameter to the searchRecord API. The type parameter is passed as 'word', and the Entity parameter as 'Cases'. This searches across the Cases module for the input text and returns all the cases with the word present.
From the retrieved cases, the descriptions and solutions are fetched and populated into a select list. The user can have a look at the solutions and choose one if it resolves the current case issue.
The chosen solution is populated in the 'Enter solution here' textbox. The user can choose to edit the solution further according to their needs in the textbox and then click the 'Update Solution and close Case' button.
The updateRecord API will then update the solution entered to the solution field of the current case, and will change the status of the case to "Closed".
Sample Widget:
The user handles a case about a hardware issue. In the widget, they enter the word 'hardware' in the input field because it is a relevant word associated with the current case.
When the user clicks the 'Check for solutions' button, the searchRecord API returns all the descriptions and solutions involving 'hardware'. The user chooses a solution if it is relevant and makes further edits relevant to their case in the solution textbox. The 'Update Solution and close Case' button will update the solution to the solution field of the current case and close the ticket.
This was just an example, but there are many similar ways you can use the SearchRecord API to suit your specific business needs.
We hope you found this information useful. Keep following this space for more info!
SEE ALSO
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users
Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but youfetch records from analytics table from creator
I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invokeDirectly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevantAbility to Change Custom View After Cadence Creation
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence isZoho Creator Integration with QuickBooks: A Step-by-Step Guide
Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows andNote not being pulled for other modules in email template
Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicateNo Sales Returns on SO's with Dropped Shipped items + Inventory Items
We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. ThisPre-fill TO and CC fields for Email Templates
This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.Pick list - Cannot save list "Special Characters not Allowed" error message
Bulk uploading values. All values are pretty standard - with the exception of a "-" (dash). Like: Industry - Prepared Food Is the simple dash a special character too? JanFlow with CRM
Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with theMaking the Resolution Tab Mandatory
Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference toRemove County field from Customer Address input screen (or allow input to be deleted)
We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact weNotificación de cumpleaños
Hola: Se puede enviar alguna alerta de felicitación al personal que cumple años, que se dispare solo? Si existe como se puede hacer? SaludosAutomation#25: Move Tickets to Unassigned When the Owner Is Offline
Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,Callback URLs
I need to connect to an external service through an API that requires me to provide a Callback URL so that a status update can be sent back when the API request has been processed. Is there a way to do this in Creator without having to use a middlewareEmail signature not being included if user creates ticket / sends email
When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replieZoho Notebook window ignores taskbar
When maximized to full screen, the Zoho Notebook window ignores the presence of the taskbar and overlaps it. What could be the problem? Linux Mint 22 Cinnamon. Zoho Notebook 3.2.0URL for job opening
I would like to ask you to add this feature to the product: create an unique url for each job opening on Zoho Recruit, so that I can add a link to it when I post the opportunity in a mailing list or on a forum.Document images
We used to be able to rotate the images but this has now been removed ???VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM
Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then updateInvolved account types are not applicable when create journals
{ "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":KB Templates
* It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.Zoho CRM Reports Module on Mobil App
I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.Contacts Don't Always Populate
I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the onesZoho Projects Android app update - List view enhancement
Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,Print PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not haveOn the US Data Centre rather than the UK but dont know how to migrate it
We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going roundZoho Sheet Custom function column showing Error #EVAL!
Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,How to add a Data Updated As Of: dynamically in text?
I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automaticallyCreate Your Own Issue Management System
Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho ProjectsResource utlisation
Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.Ask the experts - A live Q & A discussion on Zoho Recruit
We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also basedBug - OTP (email) and No Duplicates
Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,Personal Facebook page posting instead of Business Page
I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?Fixed asset management
I want to know if there is any individual module for fixed assets managementRecording depreciation of fixed assets as a percentage of residual value
In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amountFunction #28: Automatically calculate Customer Loyalty points
Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way toFunction #6: Calculate Commissions for paid invoices
Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates anHow to Add Product SKU in Invoice?
How to Add Product SKU in Invoice?Tracking movement between departments
I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of ticketsNext Page