Fetch records from CRM connection for specific use, date range and status field

Fetch records from CRM connection for specific use, date range and status field

Hi folks,

I have got a deluge script (in a Zoho Cliq widget" that is pulling records from the Cases module in Zoho CRM. 

The script is working fine - BUT

I wan to limit the records being pulled to a very narrow condition as follows:

1. the logged in user is the Case Owner AND
2. the Case Status is not one of the following ("closed", "rejected") AND

The deluge current call to the CRM is as follows:

inquirylist = zoho.crm.getRecords("Cases",1,20,{"":""},"zohocrmauth");

Problem 1:

I am unclear how to structure the critera statement to reach the above, since there does not seem to be a way to do a nested called (eg. Status:equals:closed OR Status:equals:rejected).

It is possible for me to fetch all records and manually filter them, but the problem is that there may be 100's of records for an owner and paging through them may not give the latest open records.

Problem 2:

The other problem is that is does not appear to be possible to fetch the userid from the CRM, since the getuser API call (API v1) does not support an explicit connection.   This also means any efforts to perform user-specific activities from any Cliq function back into the CRM does not appear to be possible - or have I missed something?

Any help is very much appreciated.

Regards,
Joe



    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation
                                              • Sticky Posts

                                              • Convert a message on Cliq into a task on Zoho Connect

                                                Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created
                                              • Cliq Bots - Post message to a bot using the command line!

                                                If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
                                              • Cliq Bots - How to make a bot respond to your messages?

                                                Bots are just like your buddies with whom you can interact. They carry out your tasks, keep you notified about your to-dos and come in handy when you need constant updates from a third party application.  So, how can you make your bot respond to a message? The bot message handler is a piece of code triggered when a message is sent to the bot. Message handlers help you customise your bot responses to make it look conversational. The message input from the user can be either a string or an option selected
                                              • Cliq Bots - Get notifications about any action on an application with the incoming webhook handler!

                                                Webhooks can be used to get notified about events happening in other applications inside Cliq. All bots in Cliq have their own incoming webhook endpoint. This makes it simple to post messages to the bot from external applications. Unlike the send message
                                              • The Slash Command Series - Types of Command Suggestions

                                                Hi Everybody! I hope you guys tried the /zdocs command and now have an idea of how command suggestions with click to execute work. If you have no clue of what command suggestion is, I recommend you to take a look at all the Slash Command Series posts, especially the one on Command Suggestions ! This post is all about the different types of command suggestions.  Customise your command suggestions  Did you know you could customise your command suggestion list with a title, description, image? Well,


                                              Manage your brands on social media



                                                    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

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now