Allowing access to just one task within a project
Hi, we need to give access to one of our employees to ONLY a specific task with a general project. We do not want to give him the permission to see others tasks with confidential information . Is there any option to do that?
Email text background
I am trying to set the text background to "transparent" (the gray/white checker pattern) but it is not holding. When I look at the email it is always a white background.
Edit Text in Email Subject before posting on Cliq
I am using Zoho Flow to fetch email from my Zoho Mail ID Once this email is fetched, I print the subject of this email on a particular channel in Cliq I want to remove a text "Fwd:" that is appearing when I summon ${trigger.subject} So lets say if the
Extension pointers - JS SDK Series #1: Learn how to invoke a REST API function from a widget using the execute method
Software development kits (SDK) are sets of tools that are useful when building applications on a platform. They wrap up APIs in the form of libraries, and include sample code, utilities, and documentation that guides you in building your applications.
How can I update the value inside a custom function from another custom function?
Hello there, I have two custom functions right now, one of them has a variable called 'token' inside of it, and then I have another function (custom function) that I want to use to update the 'token' variable I have in custom function 1, is this possible
Using chosen user filter as a parameter
Hi I have a report that is used to calculate profit over a period. One of the custom fields I have in "Accounts" is "Monthly rate". In the report I have a user filter that allows to choose the period of the records (work log) to show. However, if for
Maintenance Agreements?
Does anyone know how to set up a maintenance agreement? We sell and support high end line printers and sell annual maintenance agreements along with each printer based on serial numbers. Some of our customers have 100's of these printers.
How do I fetch and input data from parent and child form?
I want to transfer data from a parent and it's child form to another form. I drafted this code but it throws an error once it gets to the child form fields. What am I doing wrong? if(Master_Database[ID == input. Number].count() > 0) {
Tip of the week #3 - Prioritize threads using the snooze option
Emails can be overwhelming when not prioritized properly. Put them in the order in which they should be dealt with using Zoho TeamInbox' snooze option. This will also let you achieve Inbox Zero without hassle. Here's how snoozing threads can help you
ModifiedTime missing from Zoho Desk Rest API ticket response
I am attempting to create an integration to Zoho Desk via the API to make ticket information available in our system. I am using the Zoho Desk Rest API documented here: https://desk.zoho.com/DeskAPIDocument#Introduction. In the section describing the
Custom Button
Is it possible to hide a button until a certain field is updated?
Drill down on Request ID in Reports
Hi there, Just wondering if there are any plans to extend the drill-down functionality within the Reports module. I have Request ID in my Report, but it doesn't link to the individual Request. Easy enough to just search for the ID in the search bar, but I think the drill-down would certainly add value. Since there is already drill-down functionality from Dashboard to Report, and Account name to Account view from within the Reports, I'm guessing it would not be too difficult? Is it in the Road Map?
【Zoho CRM】請求書タブに関するアップデート：商談タブのルックアップ項目の追加
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回の機能アップデートにより、Zoho CRM の請求書タブに商談タブのルックアップ項目（商談名項目）が標準項目として追加されました。 これまでの請求書タブは、初期設定の段階では取引先タブと連絡先タブのルックアップ項目が設置されていましたが、商談タブのルックアップ項目はありませんでした。そのため、商談のデータを請求書に関連づけたい場合は、請求書タブに商談タブのカスタムルックアップ項目を追加する必要がありました。
Zoho Campaign vs Zoho CRM for a monthly newsletter
I have both CRM and Campaigns and am not sure which is most appropriate to send a monthly newsletter to our existing clients?
Creator JS SDK - How to use any "array" field??
Hi team, I've tried every single way to addRecord where I want to parse an array, just ANY array. I don't know why there is no single field that would allow me to use this dynamically. I tried multi select, which when I fetch the record, it returns an
Zapier intergration error - Workflow trigger
Can't trigger a workflow automation in ZohoCRM, it's not loading them in the drop down options in the Trigger field. Image attached. Currently on a Zoho One Subscription which should enable the enterprise features, as mentioned in your help doc for this
Returned to Supplier stock affecting COGS
Hey everyone, Within my operation we use a number of products as sample stock. I often use this stock (at my suppliers cost, not mine) as samples and do an 'Inventory Adjustment' to update my stock levels. Every time I put this through it adds onto my
Deluge script to create new record in custom module not working
The below results in an error message when using the API name of a custom module voidCreate_building_from_name(string Address1,int lead_id) building_map = map(); building_map.put("Buildings_Name", input.Address1); building_map.put("Address_1", input.Address1); create_building = zoho.crm.create("Buildings", building_map); info create_building; info building_map; Results in: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"Name"},"message":"required field not found","status":"error"}{"Buildings_Name":"test","Address_1":"test"}
Is there an option to edit a ticket to remove credentials?
My client sometimes sends me login credentials over emails. However, I wish not to keep their login information on Zoho Desk database permanently. While I was using WHMCS, it was easy to edit and delete a part of messages I received from clients, but
Issue with iframe form for making booking in mobile view
Hello, I have an issue with an iframe form I have embedded to make appointment. On mobile it covers the full width and im not able to scroll up and down when navigating inside the iframe. Do you have any solution for this? Url to site: https://bm-health.consulting/kontakt/ ->
STATUS OF CONVERTED INVOICE FROM SALES ORDERS
Hello, I have an issue. I need to be able to choose the status of the invoice after has been converted from sales orders. How can this be set up? When I convert a sales orders into invoice, the status of the sales orders changes to "paid", but I do not want to change the status of the sales orders automatically, but manually, as sometimes the invoice is issued but has not been paid. Thank you.
Zoho Desk email forwarding not working
Hi, my organization is about to purchase Zoho Desk. I have created a free account to test the settings before we purchase. I have created an email forwarding rule from an outlook email but they are not appearing in Zoho Desk. They are not in spam tickets
Can't get Google analytics to trigger an event with submit form (Zoho forms)
I've gone through the setup process and followed the instructions per the video - to track the 'Submit Form' events, but I'm not seeing the Zoho Submit Form tag trigger when a form is submitted. I'm not seeing it in the preview of google tag manager,
Auto Close - Blank Tickets
How can we implement this? We want to set up a workflow which closes the tickets where the email body is blank. Selecting Criteria as - Description is 'Empty' is not working.
Tags for Manually-Entered Transactions - UI Behavior on Pressing 'Enter'
This morning I noticed an update to the interface, which makes it possible or easier (not sure which) to apply tags to many transactions entered at the account level. That's a great improvement, and I think many people will benefit. What isn't so great
Invoke URL With Zoho Creator and Multi Part Form Data
Hi, I have been trying to get an external API working with Zoho creator, I have managed to get loads of different API's working fine over the past few months but I have a problem getting the syntax right for this specific API. I think this is the first
Remove a text from email subject
I am using Zoho Flow to fetch email from my Zoho Mail ID Once this email is fetched, I print the subject of this email on a particular channel in Cliq I want to remove a text "Fwd:" that is appearing when I summon ${trigger.subject} So lets say if the
HTTP 400 Error when using API
I got http 400 error since 9/1, I double confirmed that getRecordById and getRecords work well , but insertRecords and updateRecords not. I know API 1.0 will be sunset at the end of 2018, but API 1.0 should works well now as I didn't get any update information about API protocol change. It has a huge impact to our daily operation. When will the hot fix be done ? Response : {StatusCode: 400, ReasonPhrase: 'Bad Request', Version: 1.1, Content: System.Net.Http.StreamContent, Headers: { Transfer-Encoding:
Two Way Integration between Salesforce with Zoho Creator is Possible Using Zoho Flow ?
Both way synchronized Integration is required. For Example, 1. Create/Update - Data has to be pushed from Zoho Creator to Salesforce. 2. Create/Update - Data has to be pushed from Salesforce to Zoho Creator. Is that possible to achieve this using Zoho
Estimate Replies
Am I missing something? How do I get replies to estimates and such to go back to the Sales Person who sent it? Every estimate reply, acceptance, etc.. goes to our general email which goes to me(owner) and the Office Manager, which we then have to forward
Reloading the page while redirecting to internal link using openUrl
I am changing the portal user role from deluge as shown in https://help.zoho.com/portal/en/community/topic/tip-28-how-to-auto-assign-profiles-to-portal-users on submission of a form and redirecting the user to another page in same tab. With new role,
Zoho Creator API v2 Sort Order
Hello, What are the correct query string parameters to change the sort order of my GET records request? I can't find this documented anywhere. I have tried the following, but get a 401 error: https://<base_url>/api/v2/<account_owner_name>/<app_link_name>/report/<report_link_name>?from=1&limit=1&sort_order=<field_name>&sort_by=desc
Filter Reports based on Company Region
I am working on an application for a mortgage lending company. This company will have regions servicing homes in different areas in the United States. Borrowers will be the ones creating records in the user portal, and those records will be assigned to
Print multiple pages with page parameters at once
Hi all, I have a dynamic page based on the parameter passed through the URL. I can print it to PDF using a default setting in creator, but is there a way to print all the pages created from all the parameter values at once if I have a list of all the
Is that possible to give different application access in the workspace to the customer portal users ?
Dear Team, Please refer to the below requirement. Is that possible to give different application access to the customer portal users ? For example, Once I logged into the customer portal credential I want to access the different application in the workspace.
Is that possible to delete the customer portal users automatically using Custom Function ?
Dear Team, The requirement is, We have one registration form for the customer portal users to auto assign the portal permission. If the same user is requesting to change the portal permission. I have to change the old permission to current requested permissions. How
Property folder in payload has a value that does not match schema
the graph API request to create a folder in one drive is POST /me/drive/root/children Content-Type: application/json My code: callMap = Map(); callMap.putAll({"name":"New Folder","folder":"{}","@microsoft.graph.conflictBehavior":"rename"}); headerMap
How to record yearly subscriptions (software, eg Adobe Creative Suite)
Hi there, I'm looking to record subscriptions that renew annually. Things such as software etc like Adobe Creative Cloud or similar. Currently, I chose the annual subscription option rather than monthly as often there is a discount available. To keep
Adding a row to subform at a specific position
Using the "insert into" function adds a new row to a subform field at the end of the subform. Is it possible to insert the new row at a specified position in the subform field rather that appending at the end?
Zoho Creator - Development
Dear all, I'm new to Zoho. This is in regard to Zoho Creator and Extension development. 1) In the Zoho Marketplace, there are many Extensions (and custom apps) available for sale. I'm wondering what programming language is used in Extension development?
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