【10/28(金)15:00〜】カスタム関数についてユーザー同士で学び合う勉強会

【10/28(金)15:00〜】カスタム関数についてユーザー同士で学び合う勉強会

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。

━━━━━━━━━━━━━━━━━━━━━━━━
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。
━━━━━━━━━━━━━━━━━━━━━━━━
◎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
・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・
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)
・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・

◎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……

・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・
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)
・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・


───────────────────────────────────
◎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)
───────────────────────────────────
◎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。
━━━━━━━━━━━━━━━━━━━━━━━━

以上、ご確認、ご検討のほどよろしくお願いいたします。

ゾーホージャパン株式会社
コミュニティチーム

    • Recent Topics

    • Books & Desk. Client mapping

      Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
    • String handling

      If I cut a currency string from a quote and try and paste it into the Deal "Amount", it will fail unless I manually delete any commas. Dollar signs are no problem, but comma's seem to fail. Please correct this Input Validation error.
    • Feature Request - Allow Customers To Pick Meeting Duration

      Hi Bookings Team, It would be great if there was an option to allow customers to pick a duration based on a max and minimum amount of time defined by me and in increments defined by me. For example, I have some slots which are available for customers
    • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

      YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
    • Feature Request - A Way To Search Item Groups

      Hi Inventory Team, I can't find any way to filter or search by fields of Item Groups. It would be great to see that functionality added. I have a use case where a single product might come from 5 or more suppliers and each supplier's item is an Item in
    • Feature Reqeust - Include MPN In Selectable FIelds

      I have noticed that the MPN is not available to show in the list view of Items. Please consider adding it as EAN, UPC and ISBN are all available, so it doesn't make much sense to exclude this similar option. Thanks for considering my feedback.
    • Feature Request - Option To Hide Default System Fields on Items

      Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could
    • Making an email campaign into a Template

      I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?
    • Campaigns does not work!

      I am running into so many problems trying to use Zoho Campaigns, that I am seriously considering dropping the app from my (shrinking) list of Zoho applications I actually use. Apart from having to fight the software trying to create a design and email,
    • Feature Request - Make Available "Alias Name" Field In Item List View

      Hi Zoho Inventory Team, I have noticed that the "Alias Name" field does not appear on the list of selectable columns in the Customise Columns feature in the Items module. This would be very useful to see for businesses who are using the Alias Name field
    • Marketing Automation

      L.S. Marketing Automation is and has always been part of the Zoho One bundle - according to the information provided on the Zoho Website. Why when I open Marketing Automation do I get the following message?: "Your trial has expired. We hope you enjoyed
    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
    • project name field issue- n8n

      Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape
    • How to filter Packages in zoho inventory api

      Hi Team, I want to perform some tasks in a schedular on the packages which are in "Shipped" state. I tried to use filter_by in my api call but in return I get response as {"code":-1,"message":"Given filter is not configured"} My Api request is as follows
    • CRM

      Is anyone else experiencing this issue? Our company is not moving out of using Gmail's web app. It just has more features and is a better email program than Zoho Mail. Gmail has an extension (Zoho CRM for Gmail) that we're using but we've found some serious
    • ZOHO add-in issue

      I cannot connect ZOHO from my Outlook. I am getting this error.
    • Syncing with Google calendar, Tasks and Events

      Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
    • How can i view "Child" Accounts?

      It can be very useful in our field of business to know the parent-child account relationship. However, there seems to be a shortcoming in the parent account view: no child account list. How can we view the child accounts per each account?
    • Ability to assign Invoice Ownership through Deluge in FSM

      Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
    • Easily perform calculations using dates with the new DATEDIF function

      Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
    • Adding Comments Using Workflows - How to Change User Attributed

      We have worklflows in Desk where a comment is added to a ticket based on certain criteria. It seems that the comment added is always attributed to the user who last edited the workflow. This does not make sense for us because: - It's misleading to other
    • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

      Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
    • Conect chat of salesiq with zoho cliq

      Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?
    • Les dernières avancées en saisie de données et collaboration

      Après une année dédiée à la recherche et au développement, notre équipe est prête à dévoiler des améliorations majeures pour Zoho Sheet. Ces nouveautés seront lancées par étapes afin d’en assurer une prise en main optimale. Nous commençons avec des fonctionnalités
    • Deluge Learning Series – Client functions in Deluge | January 2026

      We’re excited to kick-start the first session of the 2026 Deluge Learning Series (DLS) with Client functions in Deluge. For those who are new to DLS, here’s a quick overview of what the series is all about: The Deluge Learning Series takes place on the
    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
    • Implement Meeting Polls in Zoho Bookings

      Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment scheduling within Zoho Bookings. Current Functionality: Zoho Bookings excels at streamlining individual appointment scheduling. Users can set availability
    • Zoho Bookings and Survey Integration through Flow

      I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be
    • Service Account Admin for API Calls and System Actions

      Hello, I would like to request the addition of a Service Account Admin option in Zoho product. This feature would allow API calls and system actions to be performed on behalf of the system, rather than an active user. Current Issue: At present, API calls
    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has
    • Please can the open tasks be shown in each customer account at the top.

      Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature
    • How to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?

      Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.
    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number
    • Configurable Zoho Cliq Notifications for Zoho People Alerts

      Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to request an enhancement to Zoho People notifications, enabling a native delivery via Zoho Cliq with admin-level control, similar to the notification settings available
    • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

      Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same
    • Keep Zoho People Feature Requests in the Zoho People Forum

      Hello Zoho People Product Team, Greetings. We would like to submit a feature request regarding the handling of feature requests themselves, specifically for Zoho People. Issue: Feature Requests Being Moved to Zoho One Zoho People feature requests are
    • ZO25: The refreshed, more unified, and intelligent OS for business

      Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve
    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
    • [Product Update] Locations module migration in Zoho Books integration with Zoho Analytics

      Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
    • Introducing Schedules for smarter availability management

      Greetings from the Zoho Bookings team! We’re excited to introduce Schedules, a powerful enhancement to manage availability across your workspace. Schedules are reusable working-hour templates that help you define and maintain consistent availability across
    • Next Page