Sunday, February 7, 2016

Using searchRecordsByPDC to find custom module records with a lookup value


Was chatting with another Zoho dev and learnt from him that searchRecordsByPDC actually works with non-predefined columns in custom modules. It really shouldn't based on the docs (should really only allow you to access default fields added by Zoho) but somehow works anyway.

To elaborate: if you add an account lookup called LinkedAccount to a custom module, you can do this:

matchingRecords = zoho.crm.searchRecordsByPDC("CustomModule1", "LinkedAccount_ID", "803228000000399031");