お世話になっております。Zoho コミュニティチームです。
Zoho ユーザーさまより発案いただいた「カスタム関数マスター講座」の開催についてお知らせします。
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カスタム関数マスター講座とは?
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
スクリプト言語「Deluge」を用いたカスタム関数の事例やコードを、Zoho のエキスパートユーザーの皆さまから共有いただく催しです。
今回は事例を聞くだけでなく、スクリプトをコピー&ペーストしていただき、実際に参加者の皆さまの環境でカスタム関数の挙動を確認していただく参加型の勉強会となります。 カスタム関数についての情報共有が行えるフリートークや質疑応答の時間もありますので、 Zoho ユーザーの皆さまと交流しながら知識を深められます。
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◎開催概要
名称:「カスタム関数マスター講座 vol.1」
日程:10月28日(金) 15:00 - 17:00 ※全6回開催予定
配信方法: Zoom ※ミーティング形式(お申し込み後の確認メールにて、当日の参加URLをお知らせします)
対象サービス:Zoho CRM
定員:10名
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詳細はこちら:※定員に達したため、お申し込みを締め切りました。(※2022年10月21日(金) 11:55AM 現在)
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◎タイムテーブル
15:00〜15:05 カスタム関数マスター講座 vol.1とは?
15:05〜15:10 発案者 自己紹介
15:10〜15:35 関数共有①「カスタムボタンを作成して、連絡先住所を取引先住所にコピーする」(有限会社西尾システムコンサルタント 西尾 真言さま)
15:35〜15:50 質疑応答①
15:50〜16:15 関数共有②「外部サービスを利用して翌営業日を取得しよう」(株式会社トーチライト 松井 邦夫さま)
16:15〜16:30 質疑応答②
16:30〜16:50 情報交換会(フリートークの時間)
16:50〜17:00 記念撮影・連絡事項
◎今回取り扱うカスタム関数の例
対象サービス:Zoho CRM
テーマ:内部のデータ変更と外部URLからの情報取得
- カスタムボタンを作成して、連絡先住所を取引先住所にコピーする
- 外部URLにアクセスして翌営業日を取得する
など……
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参加申し込みはこちら:※定員に達したため、お申し込みを締め切りました。(※2022年10月21日(金) 11:55AM 現在)
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◎開催回について
今回のカスタム関数マスター講座は、開催回によってアジェンダが変わります。なお、2022年10月から2023年3月まで、毎月1回開催予定です。
第1回、第3回、第5回(奇数回)
- Zoho ユーザーが活用している関数例の紹介
- 参加者の皆さまと一緒にカスタム関数の作成
- 情報交換会(フリートークの時間)
第2回、第4回、第6回(偶数回)
- 参加者からの質問回答
- 情報交換会(フリートークの時間)
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◎注意事項
- カスタム関数マスター講座では、参加者の皆さまにも実際の関数をコピー&ペーストして動きを見ていただきます。そのため、あらかじめZoho サービス を操作しながらご参加いただけますと理解が深まります。
※10/28(金)は、Zoho CRM で使用できるカスタム関数を紹介します。 - 今回紹介するカスタム関数はワークフロー内での「関数」の処理を使用して動作するものとなります。こちらはエンタープライズプラン以上で利用できます。
- 本番環境とは別の独立したテスト用の環境が利用できる「サンドボックス」も同様のプラン以上で利用可能です。
- 今回のカスタム関数マスター講座では質疑応答の時間を設けますが、カスタム関数マスター講座の内容に関する質問をお願いします。個別のご質問がある場合は、毎月開催している、課題解決型のワークショップイベント「Zoho ワークアウト」への参加をご検討ください。
※次回のZoho ワークアウト開催日程:11月9日(水)14:00 - 17:00
次回開催のご案内は当フォーラム上に追って告知します。 - 今回のカスタム関数マスター講座について、録画の共有は行いません。
- カスタム関数マスター講座にて共有されたスクリプトによる本番環境への影響、データ消失、その他の問題につきましては責任を負いかねます。
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以上、ご確認、ご検討のほどよろしくお願いいたします。
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コミュニティチーム
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