Validate rule as function for the field Quote Dates
entityMap = crmAPIRequest.toMap().get("record"); date = entityMap.get("Quotes_Dates").toDate(); response = Map(); if(date <= today) { response.put('status','Failed'); response.put('message','date cannot be previous dates'); } else { response.put('status','Success');
How to convert external user to internal user
Hi, we have serval users are under external user. Now we would like to convert them to internal, however, whenever I click convert org in zoho one and click the URL. Error msg says the user is in another organization. May I ask how can I transfer an external
Way of updated a locked field in CRM module through function call?
Is there a way to update a locked field for an user through a function call? I currently have a function that is being executed through a widget, which is supposed to update a field in a CRM module. When an user cannot manually update the field, the function
Zoho Payroll: Product Updates For India - September 2023
As we enter the vibrant month of September, we are back with a focus on serving you and your employees better. Our mission over the past month has centered around providing flexibility in the way you handle unique employee payments. We're excited to share
Scheduled Lead Creation Automation
Hello, I currently have a database of clients of which we service annually. I would like to set up an automation where a lead is created for a particular client when it has been one year since we last serviced the customer. The data is in a Google Sheets
Customer Permissions
How can I restrict records access for customers? Right now, customers in the portal can see everything another customer enters. I want to set permissions so that customers only see/edit/add their data, not anyone elses. I can't do that in the permission
Zoho Creator - [Free Webinar]Learning Table Series for Agriculture
Hello everyone! For the month of September - Bringing on to your table - Zoho Creator for Agriculture 12 Months 12 Industries Agriculture Industry The agriculture industry is the backbone of our food supply. It encompasses everything from planting crops
Google Analytics 4 (GA4) data is duplicating in the imported tables of Zoho Analytics after each import
I am importing Google Analytics 4 (GA) data into Zoho Analytics and Scheduled it for daily import. But the data in each tables are duplicated after each import from GA4. How to solve this issue of duplication of data after each import. Thanks and Regards,
Custom button 1 Copy 2 Update
Hello Please tell me how to make button in CRM. 1 Copy filed data. We need some filed copy and past (Clipboard) to other document , 2 We set up automation in when create or edit. But we need to click and run this function as well. Thank you
How to add options dynamically to Dropdown fields in CRM
I have a dropdown field in CRM. OnLoad with client script, I want to dynamically fill this dropdown with some values dynamically. How would i do this? The setValue() method only sets a value that already exists, but doesnt create a new one. Could I use
Subform Data to Sheet
Can anyone tell me how to get subform data to sheets? The issue is that I want a report/sheet created for each form entry. I don't want one big sheet with all the entries. I want one sheet for each response that includes the data from that one submission.
Sub Form Data to Main form
We have data in subform. We need to this filed date into one filed in Main form This case we need to show into main filed like FFAC922490693-1.1/FFJL200200051-1.1 Like this , Please advice how to make it. Thank you
Action Restricted. Please contact your administrator.
Receiving this error message when trying to have email automatically forwarded to my gmail email that I use to login to the zoho account. What should I do?
Documents previous & next
Can we please have a previous & next by the doc number. It's a pain in the arse having to type in the full number when we only want to view the previous or next :-/ .......
We need a Bitly for Zoho Docs
We need a links management tool for Zoho Docs / Workdrive wherein we can see the list of links shared, with whom we shared what, which links expired et al. Right now, we share a link and most often forget about it, and there are so many hanging unused, expired links in our own Docs/Workdrive that we aren't keeping track of. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner 7+ Yrs | 200+ Projects | 100+ Customers
How to auto populate fields based on an entry?
I seem to run into brain fade right when I need the answer most. And when I'm about to go out of town. Thus I'm asking an easy question that I can't find through forum/help searches. I have one form that starts with a radio button with 5 possible choices (called "Team"). The following fields should be auto populated based on the response to to Team: Team_Head_Coach (5 possible values) Team_Coach_Email (ditto) Team_Coach_Phone (ditto) If a new record is being entered and the user choose "Team 1"
Tip of the Week: Embed Ask Zia
Do you know that you can analyze your data right in your environment? Yes. Ask Zia, your smart BI assistant can help you do this. Embed Ask Zia in your sites and ask anything over your data, Ask Zia can hold a meaningful conversation with you and answer
Code that insert attachment to zohobooks expense
Hello there, i already did code to insert attachment into zoho books projects, so i copied the same one and changed the values to expense and it doesn't work, so i need a help to send an image from zoho creator to zoho books expense as attachment, could
Add to Zoho CRM records using form responses of existing Customer
Hello. I have a question I hope to have answered. I am new to ZOHO, so if you could explain it, so I can follow any instructions. Thanks. Scenario - Customer buys product A, the customer is directed to a ZOHO form, instantly after the payment of sale,
Deluge Core Codes
If you share the deluge core code with us, we can develop it as open source. In this way, we have a fast development process and we can develop what we need and make Deluge a more comprehensive language.
Making Fields Mandatory
Hello, We are wanting to make the "Expiry Date" field in Estimates mandatory, is this possible? Thank you in advance for your help!
Zoho Update Notification
Why there is opo up notification on Zoho Books telling us to update because new changes have been made but then I can see no changes and no updates from Zoho?
Getting details in books api
I'm trying to understand how to get bill and vendor details via the api... I don't quite understand the syntax you give: i.e. GET /contacts/:contact_id I can get the contacts, I have a contact_id, but can you give an example of how to pass the above argument? When I get all the contacts, i pass something like this: https://books.zoho.com/api/v3/contacts?authtoken=xxxxxxxxxxxxxxxx&organization_id=xxxxxxxxxx&page=1&filter_by=Status.Active&sort_column=contact_name What is the syntax to request just
Sales IQ Tagged Links in Email Show Clicked but Dont show in SalesIQ CRM record or on salesiq live
When sending out templates or emails that have multiple links (with Sales IQ attached to each link) I will get notifications when they are opened or "clicked". However after immediately going to Live View on Sales IQ (and even days later) it does not
Dashboard emailed as inline message cuts off table
Hi I have a dashboard that consists out of a pivot and a few charts. When I email this view the pivot gets cut off and only the charts are visible. If I remove the charts from the dashboard the pivot is sent out complete. Thanks in advance!
Getting 1/3 of Emails
Hi, I've configured and validated a new domain for a shopify store. Set Up the DNS and can get around 1/3 of emails. Why is so inconsistent? No matter if its order confirmation, or regular email, not half of them get to my inbox. Hope you can guide me
Dark mode
I would appreciate to have a dark mode in Zoho, all my applications are in dark mode except Zoho.
Retrieve extra fields of an invoice on the thank you note
How can I retrieve the custom fields from an invoice for use on the thank you note?
Auto populate field when creating new record in lookup field.
I have 2 lookup fields on my form, new repair request form, one lookup field for the customer and one lookup field for equipment. I already have the customer and equipment forms connected with a bi-directional relationship and only the equipment related
Multiple Trash, Sent folders
I've just imported one users e-mails and I've noticed that they have multiple folders of the same or similar name in their inbox. For example, Deleted Items & Trash, Sent and Sent-Items etc. They also appear to have two Drafts folders. They also have
Delugeを使用し、見込み客が作成された際に項目へ情報を記入する方法
Delugeの使い方についてお教え願います。 ZohoCRM内にて、見込み客が作成された際にワークフロールールにて関数を使って詳細情報の項目へ何か文字を入れたいのですが、以下の問題にあたってしまいました。 ・詳細情報など、ある項目に対しての処理を行う際にどのような記述を行えばよいか。 ・https://deluge.zoho.com/help/builtinfunctions#all こちらのURLでDelugeの記述方法は理解できたが、実際のデータや 項目にどうすれば反映できるのか。 お手数
schedular automation for every one min run
Can you clarify for the scheduler automation when the schedule is running every one min on daily basis in Zoho CRM? Any other way to schedule every one min on the daily basis in Zoho CRM using Function? Here is the ss which performs the hour basic but
bcc calender
Hello, Can I invite attendees without them seeing each other, i.e. like in bcc?
Web Tabs Not Displaying Page Content
We are experimenting with Web Tabs. The first URL I tried was for Projectmanager.com. Not all pages on that site display properly in the Web Tab. Are there limitations as to what Web Tabs can display? Do I need to add modifiers to the URL? See the attached screen captures to compare.
Focus Group Webinar - Zoho Apptics - An Introduction
How many apps do you have installed on your smartphone? 30? 40? 80? Maybe more than 100! From amongst these 100 apps, more than half of them remain unused, and eventually get uninstalled. What does this mean? As a developer, you are left in a tight spot
Reset Password for Reports
Hello Is there away to reset password for scheduled reports in Analytics? If so, how can this be done?
Focus Group Webinar - Optimize business decisions with Zia in Zoho CRM (Part 2)
While Part - 1 revolved around the basic features of Zia in Zoho CRM, Part 2 aims to dive much deeper and discuss the advanced features that help optimize decision-making for your business. Zia's capabilities extend from finding the right time to make
zoho interface with http using esp32
i want to send data to zoho app using esp32
how to make a single line field contains date/time and string info?
In deal module, there are 'Created By' and 'Modified By' fields that can contain info + Date/Time like this how to create something like that? I mean, I assume I can only set a string in a Single Line field, not a Date/Time data. so how to make something
Question about API format
Hi, I am trying to write deluge to fix some bug that without Tax/Discount due to API V2.0. But it is strange that error will be pop up in some record(not all), could you please have a look for my coding?
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