Kaizen #102 - Q&A Continued
Heya! Kaizen time again, folks!
Picking up the thread from our centennial post, this week we will be answering the remaining questions posted in the feedback.
Q: The ability to break down each value of Multi-picklist and handle it in the same way as "Multi-select lookup" in a custom report.
A: Steps to get multi-picklist values in the report
You can view the values selected for multi-pick list field and can filter the records using values selected in the field.
Let us look at this with an example.
Step 1: In the Reports module, select the Create Report button.
Step 2: Select the primary module for which you have to create the report. For sample, let us take the Leads module. We will not include any child module to keep this sample short and crisp.
Step 3: Click the Continue button in the top right corner of the page.
Step 4: Navigate to the left panel of the screen and edit the column list.
Step 5: Search your Multi-picklist field in the search bar and add it to the Column list.
Step 6: Now choose the Filters button next to the Column and add filter.
Step 7: Under Advanced Filters, choose the Multi-picklist field and build criteria stating that the field is not empty.
This will fetch all the records that have a value for this Multi-picklist field.
If you have not applied any advanced filters, it will fetch all the records with the multi-picklist field despite empty values.
To create filters based on the values of multi-picklist, use the contains comparator.
Following is a sample criteria:
Now, all the records with the value Option 3 in the multi-picklist field will be listed as below.
Q: Widgets using Typescript
A: Presently widget can be developed only using our JS SDK. Refer to the below link for the latest version of SDK.
Q: Why can't I access a record by using "ZDK.Page.getSubform" to get a sub form? The following code will access the record.
ZDK.Page.getField('SUBFORM_API_NAME').getValue(); ZDK.Page.getForm().getValues().SUBFORM_API_ NAME;
I am not sure of the use of getSubform
A: Currently, using getSubform() you can only set criteria for lookup fields.
For example, if you want to list the available instruments in the lookup field " Instrument Name" based on the type of Instrument selected in the field "Type" only for standard layout.
var Product = ZDK.Page.getSubform("Product_list").getField("Product_Name"); Product.setCriteria("(Product_Category:equals:"+value+")", { filterOnSearch: true }); |
For more details on how to use getSubform() refer to Kaizen #91: Dynamic Lookup filters using Client Script.
ZDK.Page.getField('SUBFORM_API_NAME').getValue() will not provide the subform record values. We are working on providing this support.
Q: We need to have more options and features under the blueprint as well as we should be able to use the Approval Process within Blueprint currently we need to break the blueprint and again create a new blueprint based on the result of the approval process.
A: Having an approval process inside a blueprint is in the works.
However, as a workaround, you can mimic the entire approval process itself in the blueprint with custom states such as "Rejected", "Approved", or ones that suit your business logic.
For more insights into this topic, please refer to this thread started in our community.
You can also refer to a few use cases in Approval Process, here.
Q: *I would like to be able to use "Map Dependency Fields" to set fields outside the sub form as parent items and fields inside the sub form as child items.
* I would like to be able to select "values contained in sub-form records" as a criterion item for layout rules. For example, suppose there are 10 records in field A (Single line) and sub forms "field B (Picklist), field C (Lookup)". I want to control the display of fields A and C based on the condition that field B "contains/not contains" n or more specified values.
* I want the ability to "include/exclude" records that contain a specific value in a subforms aggregate function.
Suppose a subforms record has a picklist "AAA, BBB, CCC". If the value is "BBB", it would be helpful to have a function that does not aggregate the items to be aggregated for that record. It would be very useful to be able to treat values contained in multiple records as conditions, so I hope this will be possible.
A: Conditional rules in aggregate fields will solve these questions and it is already under development. This feature will be available on an early-access basis, soon. We will keep you posted when it becomes available.
We hope you found answers to all your questions!
To improve our Kaizen series further and address any remaining challenges you may be facing, kindly let us know in the comments section.
Your feedback will greatly help in enhancing your experience with us. So keep it coming!
Cheers!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kiruthiga G
SOUNDTEC
Piyush Goyal
Sticky Posts
Kaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #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 areKaizen #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 achievedKaizen #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.
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Warehouse fast processing
Hey guys, would anyone be interested in something like the attached image ? If there's any interest I'd be willing to develop it further for others to use, it's much faster than using Zohos native solutions, it can part pack, pack in full, part ship,Unable to remove the “Automatically Assigned” territory from existing records
Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the AutomaticallyCredit Note for Shipped and Fatoora pushed invoices
We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a SalesReplace Zoho Invoice with QuickBooks
We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.Search by contain letter in a column
Hello, everyone I need a filter function that searches by letter in a cell, and it should be a macro. To clarify further, if I have a column with several names and I chose a search cell and what I want is search by a single letter, for example, "a" thenCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsMCP no longer works with Claude
Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.Custom Related List Inside Zoho Books
Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");Features, Feedback and Votes
We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promiseFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.Ability to Set Text Direction for Individual Cells in Zoho Sheet
Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. UseThere Might Be A Glitch in Determining If A String Represents A URL
I suspect there might be a glitch in determining if a string represents a URL or not. For example, I cannot embed the following URL. Perhaps the exclamation mark or parentheses are the culprit? https://en.wikipedia.org/wiki/How_the_Grinch_Stole_Chriis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignStart/Stop Timmer in Chrome Extension
The chrome extension is great and allows you to do allot however one of the most common things employees working on projects need to do is track their time. Having an easy start/stop timer to track time would be great.Customer Management: #4 Enhance Customer Journey
When Neha started DefineOps, a growing IT support and consulting firm, most of her work was straightforward. A client would sign up for a free version, decide whether the service works for them, and then either continue or discontinue. Billing was simple,Primary / Other Billing Contacts
If you add an additional contact to a Zoho Billing Customer record, and then mark this new contact as the primary contact, will both the new primary and old primary still receive notifications? Can you stop notifications from going to the additional contactsPipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]
Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.Marketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyTerritory Assignment Issues (Lead to Account + Contact)
1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.Emails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether orI Need Help Verifying Ownership of My Zoho Help Desk on Google Search Console
I added my Zoho desk portal to Google Search Console, but since i do not have access to the html code of my theme, i could not verify ownership of my portal on Google search console. I want you to help me place the html code given to me from Google searchMarketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesSQL Table slowed to a crawl
Hi all - I seem to have noticed an update. Now whenever I am typing in the script field for the SQL tables there is a huge delay and it is all very slow. This has never been the case for me in over 5 years of using Analytics - I really hope it's fixedDeluge Events/search API works in user environment but not in sandbox – why?
I am creating an Extension for Zoho CRM using Zoho Sigma Platform I’m using the following Deluge code to search Events in Zoho CRM based on Start_DateTime: criteria = "(Start_DateTime:greater_than:2025-12-20T00:00:00+00:00)"; url = "crm/v8/Events/search?criteria="Work Type - Limitation
Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.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 onBulk Schedule for Posting TikTok
Hallo, We have a client whose business is a social media agency specifically TikTok. Currently they are handling 30 TikTok accounts from. I think zoho Social can handle it with Agency License + with Add on 10 Brands. Their concern is related to postingWhat are Zoho Meeting capabilities included in Zoho Workplace Standard?
I am evaluating using Zoho Meeting for my organization, but it is not clear what Zoho Meeting capabilities are already included in Zoho Workplace Standard. - Are meeting recordings included in Workplace Standard? - Can we invite external meeting participantsCreate static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleModule Customisation - Lookup function not available
Good evening, Within my business, I can have multiple customers, who have multiple mobile assets. When I set these assets up, I enter information such as vehicle registration, Vehicle identification number (VIN), Unit number, YOM, in addition to others.How can I get the participant list of a reoccurring meeting afterwards?
I'm trying to use the Meeting Participant Report from the API docs but when I call it on a reoccurring meeting it returns that there are no participants because it thinks I'm talking about the meeting in the future. Is there a way to use webhooks or someFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamliningFull Hebrew Language Support for Client-Side Zoho Assist Interface
Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allowsAdd Hebrew & RTL Support to Feedback Widget
Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support beZoho Books Sandbox environment
Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need aMerge Tickets Directly from Contact Page in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which canDifferent languages for users
Hello, Do you plan to enable individual users to select their languages for interface? Currently language can be changed for everyone - it looks like a settings for a whole portal, which is not good when you are working internationally. Best regards,Kaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how2025年 Zoho コミュニティ 活動の振り返り 🎉
ユーザーの皆さん、こんにちは！コミュニティチームの中野です。 2025年も多くの学びと出会いがあったZoho コミュニティ。 本記事では今年の活動を振り返りながら、フォーラムの投稿・参加者の皆さん・イベントのハイライトをご紹介していきます。 目次 フォーラム：注目の投稿 フォーラム：多くの貢献をしてくださった方々 ユーザー交流会振り返り ワークアウト振り返り その他のトピックス 1. フォーラム：注目の投稿 本フォーラムでは様々な議論と知識の共有が行われました。 ユーザーの皆さんが日々の業務で直面する課題を投稿し、経験豊富なユーザーさん達が実践的な解決策を提供してくださいました。Next Page