Custom function for Inventory
Hello, Anyone know how i can create a custom function inside Z Inventory in order to delete both the package and shipment (Mark as undelivered) ? A lot of the time we get customers ordering and picking up products straight away, before they even leave
Filter Table by Values which don't appear in Join table
I am trying to filter a table to the values which are not in a joined table. I have tried many versions but none seem to work, not sure what I am missing. SELECT "Site Details with Display Unit"."Account_ID" as 'Site Account ID', "Site Details with Display
Why if the booking chooses to Pay Later does the status not show as 'Payment Pending' rather than 'Upcoming?
If I make a booking for an event that has a fee but the payment option is set to be optional thus letting the person placing the booking to 'Pay Later' does the booking status not show as 'Payment Pending'? Instead, it shows as 'Upcoming'. I am unsure
2 fields are not updating while creating project from crm into projects
Hi, I am trying to get api names of custom fields in zoho projects as i have added 2 custom fields. one is lookup field and other is single line field. so, from crm using invoke url i get the api names of zoho projects api names of that fields ; but still
Follow-up Zoho Recruit Queries
Hi Zoho Recruit Team, I have sent an email to support@zohorecruit.com Re: Queries - Zoho Recruit Requirements. It would be nice to get a response from you. Thank you.
Increase size of sidebar
I want to be able to increase size of sidebar which shows my docs. I'm unable to see the full title of my files and either have to hove over them to check the title or actually click (sometimes its the document I need...sometimes, its not)
Can't create an email account because Zoho thinks it already exists
Hi! I'm trying to create the e-mail "guilherme@rabeloeribeiro.com.br" but it keep saying this account already exists. Well, it does not... What happened is that when i first entered Zoho, i typed this email at the Sign Up screen (i messed it up, i know)... Then i guess it got registered at Zoho databank and it tryed to send me an email there. Please, help! My client already made his business card.
subquery not working
Hi! I'm trying to make a subquery and the system will not let me, I've tried several ways with no result, Annex consultation to see if I can help SELECT DISTINCT "A"."Semanas", (SELECT SUM(CASE WHEN "Código"='SI' THEN "Saldo inicial del banco" ELSE 0 END ) FROM "Juan sql" WHERE "Semana anterior"= "A"."Semana anterior") AS "Saldo inicial del banco", "A"."Semana anterior" FROM "Juan sql" as 'A' GROUP BY "A"."Semanas","A"."Semana anterior" tells me that does not identify the alias thanks....
Problems Accessing Shared Sheet
I have a workbook containing around 30 sheets which are each shared with a different user. On a number of occasions, these users are having a problem connecting to their sheet. The only way we seem to be able to resolve this is to drop the sharing and reinstate. HAs anyone else experienced this issue?
the body of the email message that creates a request should become the description of the request
Since the search engine does not consider the content of the emails, if the body of the email message were to be copied into the description, that would facilitate the location of a request. Also, since most requests are created by email, it seems odd that the description box is usually empty...
Subtask level access permissions
For example, 50 people are working on the same task. There are 100 subtasks of that task. The admin wants that : 25 users should be just able to view & edit subtasks owned by them. 10 users should be able to just view all subtasks and edit nothing.
Clear Dates on Tasks No Longer Available
Since the UI recently changed, I no longer can clear dates on tasks in projects that need to remain open-ended. Am I missing something, or is that now gone?
Community Digest - August 2022
Hello, Folks! This month's digest features a brand new space! Checkout Dev's Corner that highlights intriguing subjects based on developer-centric posts. Announcements > We are glad to announce that we have enhanced our Subform support by adding user
How to copy workspace from one account to another?
I want to copy a workspace from one account to another account. It is written in the description of Copy Workspace API - "The Copy Workspace API is used to copy the workspace from one Zoho Analytics Account to another Zoho Analytics Account". But the
Date and Time Selection
I would like the users to select the date and time +2 hours from the current input. Giving us a turnaround time of 2 + hours from the request initiated.
Use Zoho Analyitcs instead of Data Studio (Google)
I use DATA STUDIO to GENERATE DASHBOARDS for my DIGITAL MARKETING clients (Google tool), but I would like to know IF I CAN USE ZOHO ANALYTICS instead: - I need to send my customers a LINK for them to ACCESS THEIR DASHBOARD (no need to login), LIKE I DO
Settings are not getting duplicated with forms
Hello there, I've just built a form with a lot of fields and painstakingly created accurate translations for each of them. I will need to send a new form with the same questions every month. When I tried to duplicate the form, it only brought over everything,
Issue with adding people to email distribution list
I have restrictions setup so that only accounts with specific email domains may be added to exports for emails, etc. As you can see in the image below, two domains have been added I am having problems adding a colleague to an email distributions list,
[Webinar Alert] Nurturing data-driven decision-making with augmented analytics
Hi there! With the current explosion of data and data sources, BI and analytics has become an integral part of business workflows for gaining contextual insights. Businesses are steadily moving away from merely recognizing the need for BI and analytics
New Style Reports require manual update/refresh
Hi, Since moving across to the new reports within the CRM, we have noticed that we have to manually update and refresh the records - previously this wasnt required, how can this be re-enabled? Thanks
What is a Blueprint Type Widget?
Hello, what is a blueprint type widget? I can't find this info in the documentation. Thank you
What's New—August 2022
Hello everyone, We're always working to improve the Backstage experience for you. This time around, we've enhanced features to make your event planning a little more effortless. Here's everything that's happened in the last month in a nutshell. Expo management—which
Related lists mobile device
Hello, We are using Creator Application to make reports on Accounts from our Zoho CRM. On the computer it's possible to see those reports on the Accounts in related lists although this is not possible to see this on the accounts on mobile devices. It's
Automatically attaching Account attachments to email notification
We have several accounts with different attachments and I hope to create an email template on the Automation (workflow rules) which will automatically attach any account attachments to that email template before automatically sending it out.
Custom Mail URL Not Using HTTPS
Hi, I recently found that the custom mail URL is not supported using https certificate, and i would be glad if that option can be enabled wheather we can purchase ssl cert(bring our own cert) or we can upgrade to paid customer to use this feature.. That's really kind of annoyed for not https custom mail URL.. Also, can you guys add an option for us to pay and get a custom domain ed pop / smtp server address ? My mail don't really autodiscover smtp.zoho.com Thanks.
The template for the Arabic version is not responsive when viewed in PDF, saved or printed,
Hello, I'm subscribed to the zoho books premium plan. We created an invoice template for the Arabic and English version. The English template is responsive, consistent and coordinated, and there are no problems. The template for the Arabic version is
Multi-line field display issue
Hi all, we have a custom module which has a sub-section with a number of fields, one of which is a multi-line field. The issue we have now is that not all text in the field is shown when viewed. There is the "Show More" option and this does increase the
Zoho projects notifications on created tasks by someone
hello, I have closed all notifications (email and other), i am not follower or owner of one task and i keep recieving updates. I have created the task but i am not following it, neither i can remove me from follower. I am not there! This is very annoying
Analytics Bulk API - Export Data (Asynchronous) JSON_PARSE_ERROR only on first try
Hello, inside a custom function in Zoho Flow I want to create an export job, but I get an error when I send the request. However, this error only occurs the first time, if I call the same custom function again in the flow I don't get an error message
Unified Task App
Just saw the new unified task interface. Is there a mobile App for this? If not available is one coming soon?
Août - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Nous continuons de partager avec vous de nombreuses actualités. Voici un résumé des différents thèmes abordés. Zoho CRM Gérer et fusionner les doublons La validation des données Standardiser et personnaliser les champs Sales
Function to update a date field copying another date field
Hello, I need to create a workflow that updates a date field. To this update, I can get the date in a two different ways: 1. copying the same date calculated in another custom formula field. 2. adding the number of days from one number field to a date
KPI Widget
For comparing current and previous year sales reports, I am creating a KPI widget. In previous years, I would like to add a timeline or date filter for analyzing monthly sales. Let's say I want to compare my current month sale with my same month sale
Analytics-Update row; criteria
Hello Trying to update row in Analytics from Desk: headersMap = Map(); headersMap.put("ZANALYTICS-ORGID",orgId); config = Map(); config.put("columns",columnsMap); criteria = "(\"salesorder_id\"=" + creteria_salesorder_id + " and \"package_id\"=" + creteria_package_id
Help joining tables with a query.
Hello, I just can't seem to wrap my head around this issue... I am fairly new to Z analytics so sorry if this has already been solved before. Table 1 called "Campaign" with thousands of rows Campaign IDI Campaign Name ID 1 First ID 2 Second I have another
How can I use SQL to break comma-separated values into new rows
I have the following dataset: I need to use SQL to turn this dataset into the following: i tried to used like this: but it didn't worked.
Putting a count on a field in Forms
Hi, I'm trying to put a count on a Form so that when that choice has been selected a certain number of times it is no longer available. For example, let's say I have a volunteer day sign up form but there are specific roles people choose and only need
Desk TimeEntry to Analytics
Hi, How do we get the booked TimeEntry's from Desk visible in Analytics? We want to create a dashboard where we can see how much time is spend on tickets of each customer. We now have a dirty workaround to get the time from the "Invoice Items.Quantity"
Vendor Portal / Vendor Invoice upload for direct payment
Hi, i have a question about using the Vendor Portal for direct Vendor Invoice payment. In our case our Vendors ( Trainers ) invoicing us direct for there Traininghours. What i thought i the Vendors( Trainer ) can upload ther Actuly Invoixe in the Portal.
connection not working
Default connection services not working the message is " connectors fetch failed "
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