Populate drop down field from another form's subform

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• Rakesh Kumar

• Zoho Experts @ CubeYogi | 12+Yrs 200+ Projects

  

• Recent Topics

• email configuration - email is rejected - what is best way forward

  We started getting rejection/bounce back on email sent out of zohodesk. typically we have SMTP from our domain into zohodesk eg support@example.com our mail respones go back out as example : support@example.zohodesk.com These email bounce with error:

• Customer Success Pipeline

  Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active clients into ambassadors, or cross- or upsell active clients. I can't wrap my head

• We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

  It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

• Zoho Analytics - Values gets Duplicated

  In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the two

• Marking a Desk ticket as Unread after merge

  We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the

• Partial Return of Delivery Challan Items

  As per the rules set by zoho for partial return of an item given on delivery challan, atleast one item must be invoiced. what if i have given 3 items to my client on Delivery challan. They will evaluate the items and it will be returned it or will be

• Unused credits - improper value

  When i try to get the balance statement, it gives it by reducing the unused credits. But I did not unused credits as per bills, even though it is showing like I have. Is there any way to reset the unused credits to zero.

• Zoho CRM Contacts Not Syncing to Zoho Thrive Loyalty Program

  Hello Zoho Support Team, I am currently facing an issue regarding the integration between Zoho CRM and Zoho Thrive in the Loyalty Program. Specifically, the Customers section in Zoho Thrive remains empty, even though I have multiple contacts available

• 【Zoho CRM】各タブ内の一覧表示画面のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から各タブ内の一覧表示画面のアップデートをご紹介します。 各タブの一覧表示では、設定条件に基づきデータを行や列で表示し、関連する詳細情報を一目で確認することが可能です。 今回のアップデートでは、タブの一覧表示で利用できる機能が増えました。 【目次】 各行の活動ラベル(ステータス)表示 「フィルター基準」オプション 項目列の非表示 URLのコピー 1.各行の活動ラベル(ステータス)表示 一覧表示内の各データの横に各業務のステータスのラベルが表示されるようになりました。

• Proceed with SSL certification for your domain

  Hi Team For white labelling of Zoho Survey, we have done the following things Domain Mapping Go to your domain provider's Admin Console Create a CNAME entry under your domain Edit the CNAME to survey.cs.zohohost.in Kindly proceed for the SSL Certification

• Expand Zia's Language Support and AI Capabilities

  Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

• Automated Messages in Zoho Desk - WhatsApp

  Hi, We set-up an automated message reply to our whatsapp channel for our support that was connected to the zoho desk. I need to change these automated messages but am unable to find the place where I can make these changes. Anyone able to assist?

• Issues with GC Integration and Ticket Retrieval in Instant Messaging

  I am using Guided Conversations (GC) within Instant Messaging (IM) channels. When a user sends a message, a ticket is created in Desk, but GC cannot identify which ticket it corresponds to. To address this, I have implemented a workflow rule to rename

• Localhost works fine, but issue come Zoha mailer on live server

  package.json "proxy": { "/auth/google": { "target": "http://localhost:8000/" } }, ContactForm.jsx import React, { useState, useEffect } from 'react' const ContactForm = () => { const [fname, setFname] = useState(""); const [lname, setLname] = useState("");

• Set Mandatory Lookup Fields in Ticket Layout

  I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?

• Email content strategy

  This is basically a couple of questions about the best practices when it comes to the use of colors as part of the message sent through the email campaign. 1 - Is there a guide or recommendation as to what are the best colors for text/background associated

• Bill Of Material

  Can anyone tell me how to generate Bill of  Material (BOM) in zoho. _Thanks and regards, Dinesh A.

• No puedo enviar correos, outgoing blocked

  No puedo enviar correos, me sale un mensaje de error outgoing blocked. Pueden revisar y desbloquear la cuenta. Gracias

• Cannot create alias, getting AS101

  The error AS101 is shown while I try to add the alias. How can I fix that?

• BOLETO PARA PAGAMENTO

  Gostaria de saber como faço para pagar o boleto de licença anual do o email do zoho

• CAIXA DE E-MAIL BLOQUEADA

  Obrigado, bom dia! O e-mail financeiro@grupoa7.com.br está com a caixa de e-mail bloqueada e já apagamos alguns e-mails e agora estamos tentando fazer backup dos mais antigos e não estamos conseguindo. Poderiam nos ajudar?

• Email sent from Automated system on Oracle Netsuite of my customer not being received in my zoho mail

  My customer is using Oracle Netsuite to send us enquiries and PO's. It is strange that these are not being received in my Zoho Mail account. It is not even bouncing back. I am not sure why is it is not being shown. I wrote to support@zoho.com but the

• Cant connect my Zoho Email to Apollo.io account

  Im trying to add my Zoho email to my Apollo account in order to be able to send emails through Apollo but I keep getting time out error. In order to set the email account there is a small form in Apollo I have to fill. For email and password I use the

• I am having issues with my Zoho Mail account;

  I am having issues with my Zoho Mail account; I am unable to send or receive emails and need to reactivate my account. I am receiving the following message: "This message was created automatically by the mail delivery system. THIS IS A WARNING MESSAGE

• Does anyone know what is the time frame for our Tickets to be attended to?

  4 Days ago I sent a ticket to check if our vendor's email address/domain is listed as spam because for some reason, their emails kept being bounced back and we did not receive any notification. As of yet, I have not received any indication that my query

• zoho people 5 report

  How do I customize my report in Zoho People Report? I understand that I can get the results of multi-table queries through SQL join statements, but I don't know the relationship between each table. I tried to create a report using Attendance User Report

• How do you arrange order in which the speakers are listed in a session once they have been selected?

  Probably another simple thing I've missed but I can't find how to arrange the order in which the speakers are listed in a session once they have been selected. We usually want the speakers listed alphabetically by last name, but sometimes not. Once the

• How do I connect a Google Cloud Project as a Custom Service

  How can I connect a Google Cloud project as a custom service to ZohoCRM? I need to pull YouTube Analytics data into CRM, but I cannot use the included YouTube service as it does not have the scopes I need. Therefore, I need to create a custom service.

• Passing Information from ZohoCRM to ZohoCreator

  I've got a use case where I'm attempting to use a button within ZohoCRM to pull a list of options into buttons on creator when page is loaded. I'm pretty well versed in Deluge, but I'm having a difficult time trying to understand how to dynamically place

• Zoho mail down?

  I try to log in my Zoho mail and I get a file named "0.json", attached, downloaded instead. What is happening?

• Main Company Email Blocked - Error 5545 5.1.8, Urgent Help Needed!

  We've been using Zoho Email for two years and all our email activity is hosted on this platform. Yesterday, our account was blocked with error code 5545 5.1.8 without any explanation provided. How can we get our account unblocked? We have all our emails

• Housing Leads and Existing Customers

  We are a Software as a Service (SaaS) company offering subscription-based services. Our customers include individuals, businesses, and resellers who market our software to their clients. Currently, we use Zoho CRM solely for leads/deals, but we would

• Import for Apple Notes

  Hi, thanks to GDPR we can now retrieve a full download of Apple Notes via https://appleid.apple.com/ It would be great if we could migrate to Zoho this way, especially because attachments in the notes could be safely included in the import. Thanks and

• Simple Deluge Script

  Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name

• Create Pop up notification on Contacts that there's an "Open Deal".

  I am trying to create Pop up notification on Contacts whenever there's an "Open Deal" on that contact. I am new to Zoho but figured out that this can be done with a Client Script. I got the code below and created the script however its not working. What

• Scroll to Bottom

  When scrolling a long list of notes within a Notebook, a "Scroll to Top" link appears. It would be very helpful to me if a "Scroll to Bottom" link was also provided. The same links would also be much appreciated if shown when scrolling within a long

• All time fullscreen start -_-

  in new version ''Notebook'' progam start at full screen,it make my eyes bleeding when i use it. Becouse it start at full white bright screen ,even at night or dark mode. Can you fix this? make option to not start at fullscrn, or make program remember

• Accessibility in Zoho CRM: Not just a feature—a way to empower

  For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

• Solution for setting up header and footer in a template

  Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;}  body {margin: 0;}  div # printhead { display: block;  position:

• How to separate Vendor custom fields from Customer custome fields

  Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors

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