【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

    • 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

    • Why Zoho Contracts Prefers Structured Approvals Over Ad-hoc Approvals

      Approvals are one of the most important stages in a contract’s lifecycle. They determine whether a contract moves forward, gets revised, or needs further discussion. The approval process also defines accountability within the organization. Zoho Contracts

    • Whatsapp Connection Status still "Pending" after migration

      Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • How to Filter timewise question to check uploaded one month or two months before in these community question ?

      i want to find the question that is asked some month or before any particular year, so how can i filter it ?

    • Proposal for Creating a Unique "Address" Entity in Zoho FSM

      The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides

    • Workflow Down/Bug

      We have a workflow that sends an email to one of our internal departments 10 minutes after a record is created in a custom module. The workflow actually works correctly. However, we have now noticed that on January 8, between 3:55 p.m. and 4:33 p.m.,

    • Service Locations: Designed for Shared Sites and Changing Customers

      Managing service addresses sounds simple—until it isn’t. Large facilities, shared sites, and frequently changing customers can quickly turn address management into an operational bottleneck. This is where Service Locations deliver clarity and control.

    • Can I re-send the Customer Satisfaction Survey after a ticket closure?

      Hello, Some customers does not answer the survey right after closure, is it possible to re-send after a few days or weeks? Best Regards!

    • Account blocked

      Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites

    • Filter contacts based on selected category in Zoho Desk ticket

      Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.

    • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

      Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

    • Assign Income to Project Without Invoice

      Hello, Fairly new user here so apologies if there is a really obvious solution here that I am just missing... I have hundreds of small deposits into a bank account that I want to assign to a project but do not want to have to create an invoice every time

    • Tracking Non-Inventory Items

      We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

    • Profile Page View Customization

      I need to change the fields, sections from the profile view of an emplyoyee.

    • Zoho Desk Android app update: Filter, Sort and Saved filters Enhancements

      Hello everyone! We are excited to introduce the below features on the Android version Zoho Desk mobile app: 1. Filter & Sort support has been introduced for the Contacts and Accounts modules. 2. Sort options is now available in Custom Modules as well.

    • Accessing shared mailboxes through Trident (Windows)

      Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

    • Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge

      I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The

    • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

      TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User

    • filtering lookup field options based on information in another module.

      In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to

    • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

      Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Does the ability exist to make tax on the customer profile mandatory?

      I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.

    • email association with CRM

      Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple

    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.

    • Credit Note for Shipped and Fatoora pushed invoices

      We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales

    • FSM - Timesheet entires for Internal Work

      Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.

    • Add a way of clearing fields values in Flow actions

      It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be

    • Role Management

      I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based

    • Highlight a candidate who is "off limits"

      Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

    • Announcing new features in Trident for Windows (v.1.37.5.0)

      Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.

    • Early Payment Discount customize Text

      Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html

    • Deprecation of SMS-based multi-factor authentication (MFA) mode

      Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

    • Call description in notes

      When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into

    • Next Page