An orphaned automation function?
I cannot locate where a function is Associated. I've examined every Workflow and cannot locate where it is being used. I want to disassociate so that I can delete the function.
Blueprint Lead Status
Hi, I have created the blueprint for my business. But after each stage of lead status, i can't edit it. It displays as ready only. Please suggest a solution for this. Thanks in advance Best Regards, Sapna Priyanka
Ideas for automated testing of workflow rules and custom functions?
I'm new to developing web application software, though I used to develop mobile application software for years that went to millions of mobile devices and am familiar with different types of testing (unit testing, exploratory testing etc.) and what each
Open Url in a custom button
Why is it that the open url in a custom button cant seem to work with the "Same window" parameter. it always open a new window. am i doing something wrong here.. url=" https://crm.zoho.com/crm/EditEntity.do?module=CustomModule1&id=" + currentid; openUrl(url,"Same
How to set reminders in Meetings module using Deluge?
Hi, I'm writing a Deluge function that adds a reminder to a Meetings record, so participants get emailed before the event. I've been using Postman to inspect the contents of the Meetings module, and saw that reminders were formatted like this... "Remind_Participants":
How to select from pricebook when creating a salesorder or quote
I am creating a sales order and when selecting the Products I do not see any where to select from pricebooks. How do i associate this to my orders?
Kaizen #151: Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs
Hello everyone! Welcome back! In this week's Kaizen Series post, we will explore how to leverage ZDK CLI (Zoho Development Kit CLI) with a VCS (Version Control System) to reuse components across different Zoho CRM orgs. Consider the scenario of a large
Auto update Currency field depending on Contact Country / Workflow / Custom Function / Whatever
Hi, I wonder if there's anyway to automatically update the contact currency base on the contact country. My sales people always forget to change currency when they convert so I need this to be automatically. Thanks
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
Generating Pricebook for Distributor
I have multiple distributors with their own pricebook for my products. The pricing model is Fixed. I cannot figure out how to export the pricebook to give to the distributor. I've tried generating reports and I also do not see how to view it in the pricebook
Redirect to Zoho One
Hi , Why when I try to enter to crm.zoho.com. It will redirect me to zoho one page? May I ask how to setup if I dont want to redirect.
what is the script to be activated after update the blueprint?
I need my client script to be activated after the user click the save button in Blueprint. I am using this configuration below but it doesnt activated as I want so what is the script to be activated after update the blueprint?
Allowing users to insert dates into an email template?
Hi, I'm creating email templates for a sales cadence. a step has been requested for an email where the user can insert 2 dates of availability for the contact to choose from for a meeting? Can this be done? TIA arlene
Syntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?
I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,
How to add ( show ) the "Call" button for Deals module ?
Now that the "Send Email" button is live, can we also get the following buttons within the Deals module. 1. Call: This will allow us to click to call and we will be able to select which number we want to call. My design has more than one number on the
Pull Price Book and Product info in a single report
i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option to
Empty Blueprint Checklist, if required
https://workdrive.zohoexternal.com/external/a059ad42142ef8f184b6b00baa59bed5616fd9dd9eaa1682cac7d2e30f4f0f22
How to enable custom function sharing?
I have written a custom function that is triggered as part of a validation rule for one module. I want to use the same custom function as part of a validation rule for another module. Is it possible to do this? If so, how? Please provide step-by-step
Check data of subform with Client Script
Hello, I read in the this post its possible to access the data from a subform. I have a custom made subform in the Sales Order Module but just can't access the value of it. I get the API names with getApiName() done as the Docs describe. But not the data
invalid oauth token
Hi Folks, I am generating grant token using uri redirect(https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id}&response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri}) after that using grant token
Subform Notification on Edit
Hey friends! We're working on a way to notify a specific user when a subform is edited. As there is currently no way to do this natively, we have a formula column that looks at the length of other columns and then adds them to an aggregate field so that
Check and update the code in line 16 as there is a Exception : Argument type mismatch - Found 'COLLECTION' but Expected '[MAP]' for the zoho.crm.updateRecord.
I am trying to update a contact record in Zoho CRM from Zoho books with the below script but it gives the above error: //This is a sample function. Uncomment to execute or make changes to this function. invoiceID = invoice.get("invoice_id"); invoicedate
Cannot import Zoho Calendar into another apps
When I export the Zoho CRM calendar, the file exported is null and I cannot import it in other apps (I tried Outlook). Last week when I did the same thing, it worked successfully. Please help!
sending json in the body of a webhook POST request.
Hello, I am creating a POST webhook in zoho crm. It allows me to add url params but I want the BODY of my POST request to contain a json object. How can I do this? There seems to be no way to add json in the post body. Thanks, Samar
DESBLOQUEAR MEU EMAIL
Por gentileza poderia desbloquear meu email xxxxxxxxxx! Não estou conseguindo trabalhar.
Schema Builder in Zoho CRM for database relationship / architecture model
As we are expanding with many new features especially within CRM on a regular basis, I see a need of having a Schema Builder or at least a view of architecture behind the standard and custom modules. The enterprise market requires a regular CRM optimization
Introducing new options for more flexible validation rules in CRM
Editions: Professional and above DCs: All Release plan: We've started rolling out this enhancement to customers. It is being released in a phased manner and will soon be available to all customers in all DCs. Help doc: Working with validation rules Hello
Zoho CRM Participants Automatic - Invite Using Deluge
Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",
Unable to write GCLID via UPSERT API call
We are trying to add the Google Adwords integration to our existing custom web forms, which requires us to write the GCLID value to the Leads we create. All of our webforms use Zoho's UPSERT API, but it does not seem like this API is capable of writing
can I possible get the deal owner name in converted leads record?
Hi, can I possible get the deal owner name in converted leads record? I need to access the deal owner of converted leads using Restful API, but I confused how to get the appropriate field regarding this
Is Client Script IDE not working now?
I'm only seeing the "loading" progress UI now when I want to access the Client Script code I had made a few days ago. See attached screenshot. Is the IDE down?
Update an field with contents of other fields
I have an Enquiry Number field in the deal( enquiries ) module and have quote related list so when I add/assign a new quote to deal(enquiry )enquiry number field value should be updated in the Enquiry number field of the quote module. I have a Subscription
Quick Wins #2 - How to Reorder Blueprint Transitions
Hi all Have you ever created a blueprint and noticed that the transition buttons on the record aren't in the order you want? Watch this video to learn a neat little trick to always get the buttons in the order you want. Reorder Blueprint Transitions — Watch Video If you have any questions about this or need help with setting up your blueprint please email us: zoho(at)s2s(dot)services We will be bring you a new Quick Win every Tuesday and Thursday. Stay turned for our next one!
Dashboard dates not sorting
Hi When we click thru/ drill down on the dashboard sections, the resulting table dates are not sorting per the settings in the report. Is there any way to do this? I can manually sort the drill down table on the desktop to fix the sorting issue, but on
How to add ( show ) the "Send Email" button for Deals module ?
Hello, I need the send Email button to be shown in Deal Module. any idea how to do this ? thanks
Calling Token API in Postman returning "error: invalid_client"
Hello, I've been working on setting up an API to get data from zoho crm into a third-party application. I'm currently testing the setup in Postman, but I'm getting an error from the API to retrieve the access token. It keeps returning "error: invalid_client".
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
New in CRM: Dynamic filters for lookup fields
NOTES: The dynamic lookup filter is currently accessible to web users only, and will gradually be opened for mobile users. This feature is being rolled out in a phased manner. However, you can request early access using this form. Dear customers, Early
Automate Zoho CRM Export to pdf
Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email the
Automatically save quote in PDF to the Account WorkDrive
Hello, To streamline our quote process, we would like to have the quotation we do in the module to be automatically saved as a PDF when the sales team is doing one of the following: -Export the quote as PDF -Send by Email to the contact For our quotes
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