Kaizen #85 - PHP SDK [Part II]

Hello everyone! Welcome to another week of Kaizen!

In last week's post, we discussed in detail the configuration and initialization steps for PHP SDK. We will take you through sample codes for Record Operations this week, to help you get started with your SDK journey.

1. Custom Fields, Lookup Fields, Picklist Fields

1.1 Custom Fields

To set/update a value for a custom field during a record create/update, use addKeyValue method. This method takes two arguments - the field API name and the value.

$variable->addKeyValue("your_custom_field_api_name", "custom_field_value");

$record->addKeyValue("Designation", "Manager");

1.2 Picklist Fields

To set/update a value for a default picklist field like 'Lead Source' in Leads module, use addFieldValue method in the following format.

$variable->addFieldValue(ModuleAPIName::FieldName(), new Choice("picklist_value"));

$record->addFieldValue(Contacts::LeadSource(), new Choice("Advertisement"));

Specify your option for the picklist field when you create the Choice class instance. In this example, the LeadsSoure picklist field in Contacts will be updated with the value Advertisement if it is a option for the picklist. If an invalid value is specified, the SDK will throw an UNACCEPTED VALUES ERROR.

For user defined Picklist fields, use the addKeyValue method in the following format.

$variable->addKeyValue("custom_picklist_field_api_name", new Choice("picklist_choice"));

$record->addKeyValue("Pick_List_2", new Choice("Option 1"));

1.3 Lookup Fields

To set/update a value for a default Lookup field during a record create/update, use addFieldValue method in the following format.

$lookupVariable = new Record();

$lookupVariable->addKeyValue("id", "lookup_record_id");

$recordVariable->addFieldValue(LookupModule::FieldName(), $lookupVariable);

$lookup = new Record();
$lookup->addKeyValue("id", "554597402674230");
$record->addFieldValue(Contacts::AccountName(), $lookup);

For custom Lookup fields, use the addKeyValue method in the following format.

$lookupVariable = new Record();

$lookupVariable->addKeyValue("id", "lookup_record_id");

$recordVariable->addKeyValue("Lookup_Field_API_Name", $lookupVariable);

$lookup = new Record();
$lookup->addKeyValue("id", "55459742674230");
$record->addKeyValue("Lookup_1", $lookup);

For Owner Lookup fields, use the addFieldValue method in the following format.

$ownerVariable = new User();

$ownerVariable->setEmail("name@domain.com");

$recordVariable->addKeyValue("Owner_Field_API_Name", $recordVariable);

$recordOwner = new User();
$recordOwner->setEmail("patricia.boyle@zylker.com");
$record->addKeyValue("Owner", $recordOwner);

Sample Code for creating a new record in Contacts module with the above field types.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\Contacts;

use com\zoho\crm\api\util\Choice;

use com\zoho\crm\api\users\User;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords {

public static function initialize() {

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName) {

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

//standard field

$record->addFieldValue(Contacts::LastName(), "Boyle");

//custom field

$record->addKeyValue("Designation", "Accountant");

// custom picklist field

$record->addKeyValue("Pick_List_2", new Choice("Option 1"));

//custom lookup field

$lookup = new Record();

$lookup->addKeyValue("id", "5545974771087");

$record->addKeyValue("Lookup_1", $lookup);

//Standard picklist field

$record->addFieldValue(Contacts::LeadSource(), new Choice("Advertisement"));

//Standard lookup field

$lookup1 = new Record();

$lookup1->addKeyValue("id", "55459742674230");

$record->addFieldValue(Contacts::AccountName(), $lookup1);

//Owner lookup field

$recordOwner = new User();

$recordOwner->setEmail("pat.boyle@zylker.com");

$record->addKeyValue("Owner", $recordOwner);

$bodyWrapper->setData([$record]);

$trigger = ["approval", "workflow", "blueprint"];

$bodyWrapper->setTrigger($trigger);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add code to handle the response received in $response.

// For more details, refer here.

}

CreateRecords::initialize();

$moduleAPIName = "Contacts";

CreateRecords::createRecords1($moduleAPIName);

2. Multi-select Lookup Fields, Multi-select Picklist Fields and Multi-user Picklist Fields

2.1 Multi-select Lookup Fields

Use the following format to set or update Multi-select Lookup Fields while creating or updating a record.

$LookupVar1 = new Record();

$LookupVar1->addKeyValue("id", "lookup_record_id1");

$mslookupVariable1 = new Record();

$mslookupVariable1->addKeyValue("Field_API_Name", $LookupVar1);

$LookupVar2 = new Record();

$LookupVar2->addKeyValue("id", "lookup_record_id2");

$mslookupVariable2 = new Record();

$mslookupVariable2->addKeyValue("Field_API_Name", $LookupVar2);

$record->addKeyValue("Field_API_Name", [$mslookupVariable1, $mslookupVariable2]);

2.2 Multi-select Picklist Fields

Use the following format to set or update Multi-select Picklist Fields while creating or updating a record.

$variable->addKeyValue("Picklist_Field_API_Name", [new Choice("Picklist_Value1"), new Choice("Picklist_Value2")]);

2.3 Custom Multi-user Picklist Fields

To set or update a custom Multi-user Picklist Field, use the following format.

$lookupVar1 = new User();

$lookupVar1->addKeyValue("id", "user_id1");

$mulookupVariable1= new User();

$mulookupVariable1->addKeyValue("Field_API_Name", $lookupVar1);

$lookupVar2 = new User();

$lookupVar2->addKeyValue("id", "user_id2");

$mulookupVariable2= new User();

$mulookupVariable2->addKeyValue("Field_API_Name", $lookupVar2);

$record->addKeyValue("Field_API_Name", [$mulookupVariable1, $mulookupVariable2]);

Here is a sample code to create a record in Contacts module with the above field types.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\Contacts;

use com\zoho\crm\api\util\Choice;

use com\zoho\crm\api\users\User;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords {

public static function initialize() {

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName) {

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Contacts::LastName(), "Boyle");

// custom multi-picklist

$record->addKeyValue("Event_Participation", [new Choice("Webinar"), new Choice("Trade Show")]);

//custom multi-lookup

$lookup1 = new Record();

$lookup1->addKeyValue("id", "5545974471152");

$multiSelectLookup1 = new Record();

$multiSelectLookup1->addKeyValue("Products", $lookup1);

$lookup2 = new Record();

$lookup2->addKeyValue("id", "554597771087");

$multiSelectLookup2 = new Record();

$multiSelectLookup2->addKeyValue("Products", $lookup2);

$record->addKeyValue("Products", [$multiSelectLookup1, $multiSelectLookup2]);

//multi-user lookup

$userlookup1 = new User();

$userlookup1->addKeyValue("id", "5545974393001");

$multiUserLookup1 = new User();

$multiUserLookup1->addKeyValue("Sales_Reps", $userlookup1);

$userlookup2 = new User();

$userlookup2->addKeyValue("id", "5545974492072");

$multiUserLookup2 = new User();

$multiUserLookup2->addKeyValue("Sales_Reps", $userlookup2);

$record->addKeyValue("Sales_Reps", [$multiUserLookup1, $multiUserLookup2]);

$bodyWrapper->setData([$record]);

$headerInstance = new HeaderMap();

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add code to handle the response received in $response

// For more details, refer here.

}

CreateRecords::initialize();

$moduleAPIName = "Contacts";

CreateRecords::createRecords1($moduleAPIName);

3. Updating Related Records using External ID

For Related Records using External ID, define the external id information in the header as follows:

$xExternal = "Module.External_ID_Field_Name,Related_Module.External_ID_Field_Name";

$relatedRecordsOperations = new RelatedRecordsOperations($relatedListAPIName, $moduleAPIName, $xExternal);

Here is a sample code for linking the products with External_Product_ID (External ID field) PR01 and PR02 with a Lead with External_ID (External ID field) ABC123.

<?php

use com\zoho\crm\api\relatedrecords\BodyWrapper;

use com\zoho\crm\api\relatedrecords\RelatedRecordsOperations;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class UpdateRelatedRecordsUsingExternalId {

public static function initialize() {

// add initialisation code

// refer to the previous post for details and examples

}

public static function updateRelatedRecordsUsingExternalId1(string $moduleAPIName, string $externalValue, string $relatedListAPIName) {

$xExternal = "Leads.External_ID,Products.External_Product_ID";

$relatedRecordsOperations = new RelatedRecordsOperations($relatedListAPIName, $moduleAPIName, $xExternal);

$request = new BodyWrapper();

$record1 = new Record();

$record1->addKeyValue("External_Product_ID", "PR01");

$record2 = new Record();

$record2->addKeyValue("External_Product_ID", "PR02");

$request->setData([$record1, $record2]);

$response = $relatedRecordsOperations->updateRelatedRecordsUsingExternalId($externalValue, $request);

//Add your code to handle the response received in $response

//For more details, refer here.

}

UpdateRelatedRecordsUsingExternalId::initialize();

$moduleAPIName = "Leads";

$externalValue = "ABC123";

$relatedListAPIName = "Products";

UpdateRelatedRecordsUsingExternalId::updateRelatedRecordsUsingExternalId1($moduleAPIName, $externalValue, $relatedListAPIName);

4. Uploading a file to the ZFS

You can upload a file to the ZFS directly using the absolute file path, or you can stream the file from external source using their APIs. Depending on the method, the StreamWrapper class initialisation arguments differs.

If you are using the stream method, use the filename and stream that you obtain from the external source's API response.

$streamWrapper = new StreamWrapper(filename, stream, null);

If you want to use the absolute file path, the first two arguments should be null, and provide the file path as the third argument.

$streamWrapper = new StreamWrapper(null, null, "provide_file_path_here");

Here is a sample code to upload a file to ZFS from the local drive using the second method.

<?php

use com\zoho\crm\api\ParameterMap;

use com\zoho\crm\api\file\BodyWrapper;

use com\zoho\crm\api\file\FileOperations;

use com\zoho\crm\api\util\StreamWrapper;

require_once "vendor/autoload.php";

class UploadFiles {

public static function initialize() {

// add initialisation code

// refer to the previous post for details and examples

}

public static function uploadFiles1() {

$fileOperations = new FileOperations();

$bodyWrapper = new BodyWrapper();

$streamWrapper = new StreamWrapper(null, null, "/Users/user-1/Downloads/zoho.png");

$bodyWrapper->setFile([$streamWrapper]);

$paramInstance = new ParameterMap();

$response = $fileOperations->uploadFiles($bodyWrapper, $paramInstance);

//Add your code to handle the response received in $response

//For more details, refer here.

}

UploadFiles::initialize();

UploadFiles::uploadFiles1();

If successful, the $response object would contain the file id.

5. File Upload Field and Image Upload Field

To upload an image to an image upload field, or a file to a file upload field, you must first upload the file to ZFS using methods described in section 4. Use the id from the response to upload to the respective field.

Here is a sample code to upload an image and a file to a image upload field and file upload field respectively, in Leads module.

<?php

use com\zoho\crm\api\HeaderMap;

use com\zoho\crm\api\record\BodyWrapper;

use com\zoho\crm\api\record\FileDetails;

use com\zoho\crm\api\record\RecordOperations;

use com\zoho\crm\api\record\ { Leads };

use com\zoho\crm\api\record\ImageUpload;

use com\zoho\crm\api\record\Record;

require_once "vendor/autoload.php";

class CreateRecords {

public static function initialize() {

// add initialisation code

// refer to the previous post for details and examples

}

public static function createRecords1(string $moduleAPIName) {

$recordOperations = new RecordOperations();

$bodyWrapper = new BodyWrapper();

$record = new Record();

$record->addFieldValue(Leads::LastName(), "Boyle");

$record->addFieldValue(Leads::FirstName(), "Patricia");

$record->addFieldValue(Leads::Company(), "Zylker Corp");

$imageUpload = new ImageUpload();

$imageUpload->setEncryptedId("39c17f1033cd120e62f8104c5450213ede77147fe6");

$record->addKeyValue("Image_Upload", [$imageUpload]);

$fileDetail = new FileDetails();

$fileDetail->setFileId("39c17f1033cd120e62f8104c545af0efea6cc3c67cabefb16");

$record->addKeyValue("File_Upload", [$fileDetail]);

$headerInstance = new HeaderMap();

$bodyWrapper->setData([$record]);

$response = $recordOperations->createRecords($moduleAPIName, $bodyWrapper, $headerInstance);

//Add your code to handle the response received in $response

// For more details, refer here.

}

CreateRecords::initialize();

$moduleAPIName = "Leads";

CreateRecords::createRecords1($moduleAPIName);

We hope that you found this post useful. Stay tuned for more of these!

If you have any questions, let us know in the comments below, or write to us at support@zohocrm.com. We would love to hear from you!

See you next week with more useful content.

Cheers!

Access your files securely from anywhere

Quick Links

New to Zoho Recruit?

Access Zoho Recruit

New to Zoho Forms?

Latest Feature Updates

Explore our Pricing & Plans

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day
Ask the Experts

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Anu Abraham

Sticky Posts
Kaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
Kaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.
Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

New to Zoho Social?

Manage your brands on social media

Access Zoho Social

Zoho Pagesense Resources

New to Zoho TeamInbox?

Zoho TeamInbox Resources

Zoho DataPrep Resources

New to Zoho DataPrep?

Access Zoho DataPrep

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

CRM Community Learning Series
Kaizen
Functions
Meetups
Kbase
Resources
Digest
CRM Marketplace
MVP Corner

Design. Discuss. Deliver.

Create visually engaging stories with Zoho Show.

Get Started Now

Zoho Show Resources

Get Started. Write Away!

Writer is a powerful online word processor, designed for collaborative work.

Start Writing

Zoho CRM コンテンツ

その他のサービスコンテンツ

Zoho Campaigns
Zoho サービスのWebセミナー

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics
Text field alignment
Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?
email moderation issue when email is sent in the name of a mail group
Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended
Pipeline in Custom Modules
I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'
Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.
Record history and ticket interaction tab in contacts and accounts
Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,
sync views to sheet
Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do
Is there an API to "File a Ticket" in Desk
Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
Keyboard UX for Assemblies
The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal
How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?
Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
Why can't I see images uploaded by other users in the Library for Campaigns
We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.
zoho sheet stuck
I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening.
Tip of the Week #78 – Cut response time with multichannel shared inboxes
If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies
Need a way to run a client script longet than 10 seconds
By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
FSM Improvement Idea - Show an Import button when there is no data
I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
Unable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
Timeline Tracking Support for records updates via module import and bulk write api
Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.
UI Improvement - Ability to Collapse Flow
The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
Tasks Statuses
Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
Create New Tasks Layout in CRM
I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
Whatsapp Connection Status still "Pending" after migration
Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
Using IMAP configuration for shared email inboxes
Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
Auto-sync field of lookup value
This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
Zoho Recruit Subscription
Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.
Keyboard shortcut M key
I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
Bill automation in Zoho Books
Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey
Automatic Portal invite
We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations
Marketer's Space: Why mobile optimization deserves a place in your email strategy
Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,
Enhancements in Canvas
Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable
Introducing Dark Mode / Light Mode : A New Look For Your CRM
Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for
ABN with Legal Entity Name
Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto
Zoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly
Unify Overlapping Functionalities Across Zoho Products
Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
Detailed Account Reports - Add Running Balance
When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if
Issue: Ticket Export Does Not Include Ticket Threads
Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
Pushover Notification Module
Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable
Forward - no Ticket Number
Hello, when I send an email to Zoho Desk via Reply or Reply All, the ticket number is in the subject line. But if I use forward then not. Is there an option to change this? We often forward e-mails and a reply to this will of course create a new ticket
Checkout: Adding Images
Hello everyone, I’m trying to add a small GoGreen logo in the shipping section of the checkout to promote our sustainable shipping. While I can insert text without any issues, it seems that adding images is not supported in this area. Is there currently
Next Page

Kaizen #85 - PHP SDK [Part II]

Kaizen #85 - PHP SDK [Part II]

1. Custom Fields, Lookup Fields, Picklist Fields

1.1 Custom Fields

1.2 Picklist Fields

1.3 Lookup Fields

2. Multi-select Lookup Fields, Multi-select Picklist Fields and Multi-user Picklist Fields

2.1 Multi-select Lookup Fields

2.2 Multi-select Picklist Fields

2.3 Custom Multi-user Picklist Fields

3. Updating Related Records using External ID

4. Uploading a file to the ZFS

5. File Upload Field and Image Upload Field

Access your files securely from anywhere

Zoho Developer Community

France ZUGs

Topic Participants

Anu Abraham

Sticky Posts

Kaizen #217 - Actions APIs : Tasks

Kaizen #216 - Actions APIs : Email Notifications

Kaizen #152 - Client Script Support for the new Canvas Record Forms

Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

Zoho TeamInbox Resources

Zoho CRM Plus Resources

Zoho Books Resources

Zoho Subscriptions Resources

Zoho Projects Resources

Zoho Sprints Resources

Qntrl Resources

Zoho Creator Resources

Zoho CRM Resources

Zoho Show Resources

Get Started. Write Away!

その他のサービス コンテンツ

Nederlandse Hulpbronnen

ご検討中の方

Recent Topics

Text field alignment

email moderation issue when email is sent in the name of a mail group

Pipeline in Custom Modules

Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

Record history and ticket interaction tab in contacts and accounts

sync views to sheet

Is there an API to "File a Ticket" in Desk

Keyboard UX for Assemblies

How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

Why can't I see images uploaded by other users in the Library for Campaigns

zoho sheet stuck

Tip of the Week #78 – Cut response time with multichannel shared inboxes

Need a way to run a client script longet than 10 seconds

FSM Improvement Idea - Show an Import button when there is no data

Unable to Send Different Email Templates for Different Documents in Zoho Sign

Timeline Tracking Support for records updates via module import and bulk write api

UI Improvement - Ability to Collapse Flow

Tasks Statuses

Add Lookup Field in Tasks Module

Create New Tasks Layout in CRM

Whatsapp Connection Status still "Pending" after migration

Using IMAP configuration for shared email inboxes

Auto-sync field of lookup value

Zoho Recruit Subscription

Keyboard shortcut M key

Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

Ensure Consistent Service Delivery with Comprehensive Job Sheets

Bill automation in Zoho Books

Automatic Portal invite

Marketer's Space: Why mobile optimization deserves a place in your email strategy

Enhancements in Canvas

Introducing Dark Mode / Light Mode : A New Look For Your CRM

ABN with Legal Entity Name

Zoho Cliq not working on airplanes

Unify Overlapping Functionalities Across Zoho Products

Detailed Account Reports - Add Running Balance

Issue: Ticket Export Does Not Include Ticket Threads

Pushover Notification Module

Forward - no Ticket Number

Checkout: Adding Images

Next Page

その他のサービスコンテンツ