Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions
Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions
Hello Everyone,
A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it.
Requirement:
One of our customers would like to calculate the total time logs added by each developer at 11:59 PM and post a summary message in a specific Zoho Cliq channel along with the developer's name and email address as shown below. This was accomplished using Schedule Custom Functions.
Custom function code:
/* TODO *Replace the channel Unique Name (Line 4)
*Replace the email ids i.e user email in the criteria (Line 8)*/ portalId = "XXXXXX";
userParam.put("filter",{"criteria":{{"cfid":"4","criteria_condition":"contains","value":{"user email 1"}},{"cfid":"4","criteria_condition":"contains","value":{"user email 2"}},{"cfid":"4","criteria_condition":"contains","value":{"user email 3"}},{"cfid":"4","criteria_condition":"contains","value":{"user email 4"}},{"cfid":"4","criteria_condition":"contains","value":{"user email 5"}},{"cfid":"4","criteria_condition":"contains","value":{"user email 6"}}},"pattern":"1 OR 2 OR 3 OR 4 OR 5 OR 6"});
Make sure to replace XXXXX with your Portal Id and YYYYYY with Zoho Oauthconnection link name along with scopes: ZohoProjects.users.READ, ZohoProjects.timesheets.READ, ZohoCliq.Webhooks.CREATE.Please find the screenshot of the sample Schedule function for reference.
We hope you found this post useful. If you have any questions, feel free to share them in the comments below.
Delivery channel plays a decisive role in how quickly certain project updates translate into immediate actions. A release is ready to go live. An issue is marked critical. An approval is pending. These moments are less about tracking and more about timely
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped
In any project, different types of actions are needed at different points. Some projects require control on how tasks move, some require reacting to updates, and some require executing additional actions beyond the task. Automation in Zoho Projects is
New Update - The end of life timeline for V2 APIs has now been extended to 30th June, 2026 Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better.
Every organization has a defined way of executing projects. There are clear expectations around how tasks should move, when projects should progress, and which actions require validation. When these rules are consistently followed, projects remain structured
When I clone a View, it doesn't make a copy; it only creates a new copy with the same default fields as if I were creating a new view. What is the purpose of cloning if it doesn't bring in the same fields? Thanks Rudy
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
Hello, I’m using Zoho and I would like to update the billing information and change the payment card to our company card. Could you please let me know how I can do this? Thank you in advance for your help.
I frequently use the Escape (Esc) key while building dashboards, reports, and writing SQL queries. Since the recent updates to Zoho Analytics, the Esc key no longer behaves as expected. When writing SQL queries, pressing Esc to dismiss a suggestion now
I encountered a bug where typing the letter "A" in the drop-down filter of a table or query table causes the drop-down to close unexpectedly. For example, when typing "Today", the drop-down list closes as soon as "a" is entered. I tested this on another
I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) The
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the
Hi Zoho, Is there any appropriate API call for This URL "http://support.zoho.com/api/v1/dashboards/reopenedTickets?...." what I thought is the resulting output of this call has data for number of reopen... "https://desk.zoho.com/api/v1/tickets/" + Ticket_ID
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
Hi, I am currently customizing the Booking Form for one of my Workspaces in Zoho Bookings, and I need some help adjusting a custom text field. Right now, when I create a custom text field, the gray "placeholder text" inside the text box automatically
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated
Hey form builders! If someone opens your form, sees the wall of fields ahead, and quietly closes the tab. It may not be because the questions were hard. It could be because the experience felt like too much. Which is why we have now introduced a new form
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically
Hello Zoho team I’m looking to add related products and AI product recommendations to my Zoho Commerce webshop with custom storefront. Is this supported through the API? And if not, is this on your roadmap? Thanks in advance David
I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their
My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Import EML archives directly into Trident. You can now import EML archives into
While attempting to complete the deployment and activation sequence of a new Zia Agent within our existing Zoho Desk environment, the activation process failed on the user interface, throwing a generic error (see print). However, despite the activation
A consultant is reviewing last month's work. Client meetings? Done. Deliverables? Sent. Support requests? Resolved. Then they realize something. "I have completed the work... but I haven't billed the client yet." The work was completed. The client was
We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with a
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apis
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
Hi everyone, I’m new to the Zoho Community and I’m trying to figure out how to properly create and publish a new topic in the forum. When I visit the community page, I can’t clearly find the option like “Add Topic” or “Post Question.” Could someone guide
Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, Zoho
Ever since the new UI update, the field for Attachments for sending document for Signing in Writer has had an issue where trying to add a Fillable item in the Attachment field ends up always becoming a "Choose a File From Drive" option instead. No matter
Hello everyone, We’re excited to share a few updates and enhancements in Zoho Meeting. Here's what we've been working on lately: Improved analytics for meetings, an invite pop-up revamp, a multi-video feed interface in the iOS app, a recording feature
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select
Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every
Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to ask
I would like to suggest an improvement for Zoho Desk regarding the Auto-Height-Resizing for Description field on the “Create a Ticket” page. It would be highly beneficial if the editor supported auto-resize functionality, allowing it to adjust dynamically
Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it is
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order