How to update custom fields in project details for Zoho Projects through deluge
Hi, I found this resource Project Manager System | Projects API :Zoho Projects but I can't figure out how to update my dashboard details. I have a custom field called "Actual Invoiced" that I would like to update with a custom value through a workflow
Manual edit of Conditional Formatting Range does not save
See screen recording. https://workdrive.zohoexternal.com/external/0e3e940caff0e33e2d0b7f559a4dad92a0cb0a78e23aed149baeec4eb3671289
Control de versiones de API Zoho Integration Office
Ya hemos integrador correctamente la funcionalidad del API a nuestro sistema, en la cual tenemos como uso el edit y preview de documento. En la parte colaborativa hemos detectado que no se muestra el control de versiones de cambios en el documento. Hemos
Old lead data after being converted
Hi, I was wondering what happens to the old data when you convert a lead to a different module that isn't mapped? Is it still there somewhere? Thanks.
auto populate city & state with zip code
So this request will look different for countries outside of the US... Is there a way you can add a "zip code" database? The goal would be to enter a "zip code" for a US based address and have that field access database that would bring in the city and
Zoho disables live flow after custom function failes for few times
Hey, I encountered strange event in during zoho flow testing. I created a webhook zoho flow and turned it on after testing. But it got disabled automatically after flow's custom function failed 4-5 times. Does Zoho Flow disables any zoho flow automatically
Custom function - to fetch loginuser ID -
Use case : I want to auto convert an 'accepted' Estimate with two conditions into 'Invoice' and send it automatically to the buyer. The function is given below and working fine. But if some user generates an estimate' with the two conditions, it is executing
How can I build a cash plan
As my business grows and more orders are coming in I need to build a cash plan. I can "see" what future payment will be due in the future once a cleint order is received, but I need to take in consideration other kind of future payment that are not directly
How to remove Zoho Show, Sheets and Writer from sidebar?
If Workspace is active it auto puts the tabs of show, sheets and writer on sidebar. These apps can not be hidden. these seems like a bug or very bad feature. How can it be removed?
"Mark as Read" option
I would like to see the ability to select multiple tickets and have a "Mark as Read" option that can be applied to the selected tickets (similar to what you would see in my email clients). Best regards, Chris
is there any limit on creating new rule entry on assignment rule?
Hi, in assignment rule, we can create a new rule entry like this my question is, is there any limit on how much new rule entry I can make? can I make up to 50?
Send subscription email template using deluge
Hi Folks, I am struggling to have some idea to send an existing email template from deluge. I am create an invoice notification templates but unable to get or send that email template using deluge. It would be great if someone can assist me in getting/firing
Dynamic Lookup boxes?
Hi, I have 2 forms. One is a form of Training Sessions (location, date etc), and a form of Bookings, where people have booked the sessions. I need to create a Register, so another form where attendees can register their arrival to a session. I want the
Domain not working with Cloudflare
I have mapped my domain cube3dp.com as per the instructions Zoho provided but it is not working. I attached my DNS records and forwarding rule in Cloudflare to check for any errors.
How to make a formula that incorporates other formula fields?
Hi, im creating a complex quoting tool in Zoho Creator. Im using formula fields to calculate the price of certain add ons. I need another formula field to add all of these other formula results together. How can I do that?
How to use a conditional formula based on a lookup?
Hi, I need a formula that is something like this : if(Test = TRUE, if(Installer.toString() == "Patriot", 1000, 0), 1). However, Installer is a lookup field and zoho doesnt seem to be catching that. How can i make that work?
How can i get oAuth Token from PHP SDK.
HI, there. i have a question. usually, i use PHP SDK to access ZOHO CRM. today i want to get records with criteria with the word 'before or 'afler' and so on. so i need to use a COQL Query by myself. May i use the access Token from SDK ? how can
1099 Employee User?
We use Zoho One all-employee pricing and we're considering hiring someone as a 1099 employee to assist with cold calls and I'm not sure if I can add her or not? She won't be working year-round either just a month or two here and there so it seems silly
Knowledge Base updates and enhancements: Resetting article insights and simplified cloning
Hello everyone, Hope you are well! Knowledge Base articles can provide a wealth of information on a wide range of topics to help readers find solutions to their problems. That's why the Knowledge Base is one of the most popular self-service platforms.
Free Webinar Alert! Boost your productivity with Zoho Mail suite apps
Hello Community, We're here with a free webinar on helping you Boost your productivity with Zoho Mail suite applications. Click here, to register!
Custom Sign in page through custom domain.
Is there a possibility to do that? I would like employees to be able to sign in through another option that is not Zoho One page but through a custom domain page.
Zoho User Group (ZUG) In-person meetups - India
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
@Mentions through API
Good Morning, I'm looking into the Zoho Projects API, and noticed you can create comments for a given task. We're given two fields, the content and uploaddoc. If I wanted to @mention someone via this method, how would I go about doing so? Since it's auto
Applications Module
When will Applications Module be rolled out to Staffing Edition in Zoho Recruit?
Zoho Desk's Instant Messaging Update | Connect with customers via WhatsApp instantly from the Contacts module
Send messages with a single click! What's new? Now, you can send WhatsApp messages from Desk's Contacts module. A WhatsApp message sent to a phone number belonging to an end user's device is an outbound WhatsApp message. You can now send single or multiple
code: 'MANDATORY_NOT_FOUND', details: [Object], message: 'required field not found', status: 'error'
When i am trying to insert records in Zoho i get this error body: '{"data":[{"First_Name":"Harpal","Middle_Name":"singh","Last_Name":"Singh","Phone_Number":"7523338899","User_Email":"abc@gmail.com","Date_of_Birth":"2023-08-19","Address":"xyz","PostalCode":"120301"}],"trigger":["approval",
Index Career site at Google
Hello, Is there any way to index the Career site at Google. Because ZoHo hosts the site i can't verify ownership to index the website using: uploading HTML file, adding a metatag, Google analytics, Google tag manager or domainname provider. Is there a
Add Monthly option to Zoho Projects time entry (currently there is only weekly)
Currently there is only an option for Weekly Time Log. It would be helpful to choose "Month" or "bi-weekly"
Zoho creator Integration with Biometric
Hello, Is there anyway to store biometric details for each employee inside my custom made Zoho creator application as a field and then use it to track attendance of the employees, if there is any what device do you recommend to be used for tap-in\out and what api should i use. Thanks,
Strategies for developing complex CRM functions in Deluge
the logic in my custom CRM functions is getting quite complex. for advanced code I find the built in Zoho Deluge web editor limiting and I do miss a proper dev environment / IDE including local environment and unit tests. any recommendation in this area
Zoho Projects API Functional Example in C#
I'm trying to use the manuals, but i have the error below: { "error": { "code": 6891, "message": "Given URL is wrong" } } Url: https://projectsapi.zoho.com/restapi/portals Header: "Authorization": "bearer token" Can someone help
ZOHO CRM AND ZOHO SHEET INTEGRATED
Hello Everyone, When I prepare an offer, I have an excel table and I use it to find the price but I want to transfer this table to Zoho Sheet. My excel table helps to calculate final price. I want zoho sheet to put final price into offer page on the Zoho
I don't receive the customer email response onto the ticket
When a customer responds to my tickets they don't show up in Zoho Desk until the ticket -- I currently use Office 365 email system.
Lynk/Synch Zoho CRM TICKETS with Zoho Desk CASES ?
Hi I started a new CRM portal in which I gave permission to users to create and edit their CASES. I also operate Zoho Desk for customer support. All this through Zoho ONE btw I activated the Zoho CRM contact synch from the Marketplace Shouldn't the cases
Error from API: "inactive user cannot access the api"
I am attempting to pull a list of users from the API. I have created an App and been through the OAuth process to get an access token. But when I call the API endpoint it returns the message: {"code":"INACTIVE_USER","details":{},"message":"inactive user
what is the scope that can give access to all API?
when trying to make a new self client, we need to add scopes like this we often make a mistake since we forget to add a scope. is there any scope that can cover all? because we use zoho CRM for ourself, we are trying to connect Zoho CRM to our own application.
Contact list
I have sent it to 5728 contacts . But it reached out to 500 contacts . Please let me know what's the exact issue is .
Zoho Marketing Font stopped recognizing French letters
Hi We have sent numerous campaigns in French using Zoho Marketing Automation. However, the last campaign prepared when sent as a test mail is not playing the French letters. Please help me as soon as possible. Regards Indo French Hub
Existing customer with new enquiry
How to capture new enquiries from the existing customer to track status, which can be done for the new customer as we create it afresh. However, we don't have option to create new enquiry from the existing customer so that they can also be equally t
cant register domain. it seems like somebody already used it
hi, while trying to register for custom mail domain it says this domain is already registered with this email id i*****@n***** which is quite shocking and frustrating at the same time. it seems like somebody mistakenly registered my domain and is yet
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