【Zoho CRM】ウィザード機能に関するアップデート：検索欄（質問）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。
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▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
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今回は、ウィザード機能に関するアップデート情報を紹介します。
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■ Zoho CRM のウィザード機能とは？
Zoho CRM のウィザード機能は、データ入力を進めやすくするための機能です。 ウィザードを使用すると、データ入力用のフォームを複数の画面に分割し、段階的に入力項目を表示することができます。また。入力を中断する場合、そのデータを下書きとして保存し、後から入力を再開するように設定できます。
この機能を利用することで、入力項目が多いデータでも、スムーズに入力できるようになります。
ウィザードについての基本情報は、以下よりご確認ください。
- ウィザード：https://zurl.co/zCji
■ アップデートされた機能（検索欄）について
今回のアップデートで、表示要素に検索欄（質問）が追加されました。
この機能を利用すると、検索欄に入力した値を特定のタブの項目でデータ検索して、その結果に基づいた特定の処理を実行することが可能です。
検索欄で入力した値に該当するデータが見つかった場合、実行可能な処理は以下の通りです。
- 検索結果の一覧からデータを選択して、ルックアップ項目に反映する
- 別の画面に移動する
- 画面にウィジェットを表示する
- ポップアップでメッセージを表示する
- 表示要素（テキスト）にメッセージを表示する
- 項目にメッセージを表示する
検索欄で入力した値に該当するデータが見つからない場合、以下の処理を実行できます。
- 現在のタブまたは関連するタブにデータを作成する
- 別の画面に移動する
- 現在の画面にウィジェットを表示する
- ポップアップでメッセージを表示する
- テキスト要素にメッセージを表示する
- 項目欄にメッセージを表示する
■ 検索欄の活用例
今回は連絡先タブに検索欄を設定した例を紹介します。例えば、以下の条件で検索欄を設定することができます。
（例）顧客の電話番号から、該当する取引先の企業を検索してデータに関連づける
検索欄
- 要素の名前：電話番号（企業）
- データの参照先（タブ）：取引先
- データの参照先（項目）：電話番号
該当するデータにおける処理
- 検索欄で入力した値に該当するデータが見つかった場合の処理：データ選択用の一覧を表示し、選択内容を［取引先名］の項目に反映
- 検索欄で入力した値に該当するデータが見つからなかった場合の処理：取引先にデータを作成
まず、検索欄の”電話番号（企業）”項目に、取引先タブの"電話番号"項目の登録データの中から検索したい値（"045"）を入力して、項目の右に表示されている虫眼鏡マーク
をクリックします。
をクリックします。
該当するデータが見つかると、データ選択用の一覧で表示されます。
選択した取引先データが、"取引先名"の項目に反映されます。
該当するデータが見つからなかった場合は、ポップアップが表示され、データを新規作成することができます。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。
▼ Smarter data gathering with Query component in Wizards
今回紹介した機能は以下のプランからご利用になれます。
- ウィザード：エンタープライズプラン
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