Internal Server Error in Zoho Creator Automation
Hello Latha, I have created another automation in Zoho Creator to update the Work Order part line item description based on the values in the Creator app form. However, when I trigger the automation, I am receiving the following error message {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Custom Functions
Hello Latha, Hope you are doing well. I tried to create a new automation, but when I attempted to save it, I received the error message shown below. Could you please help me understand what is causing this error? I also checked the Price Comparison section,
FSM Module not available
Hello Latha and Team, I have created a connection in Zoho Creator to link with Zoho FSM using the built-in connection. However, the issue is that this connector is not able to access the Services and Parts modules in FSM. To run my in-house application,
Giving someone access to my FSM to develop + scope.
Good evening, I’m new to Zoho, and had a CRM/Creator customized and it was missing something and not working. I realized it’s the functions and process and FSM was the missing link. I am trying to get FSM setup and all I have to do connect to CRM, Books,
ZOHO FSM - Dispatch Console Drive time
Is there a way to view drive time on a tech or estimate drive time from location to location? I need to see this on the Dispatch Console
Ability to select the attachment of a record when sending an email from FSM
Hello FSM Team, FSM allows us to add attachments to any record (Estimate, Work Order, etc.). However, when we're sending an email from FSM, it is currently not possible to choose from the attachment in FSM to add to the email. When sending an estimate,
Service line items
Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.
Related list view for Assets
We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parent
Not able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order
Billing Status Update
Hello Latha, I’m working on a new automation (deluge) to fulfill one of our requirements. In this automation, there is a step to update the Work Order billing status from “Not Yet Invoiced” to “Non-Billable.” I tried to find the API information relevant
Zoho FSM Work Order Creation Failure
Hello FSM team and Latha, This automation is built in Zoho Creator and is triggered when a “New Repair Order” is created or updated through form submission. Once the form is submitted, the script automatically retrieves the related customer and company
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Serial Number Field not Visible.
Hello Latha, Hope you are doing well. I am trying to create an asset from the Work Order, but I noticed that the Serial Number field is not visible. Could you please help me to figure out this issue? I checked the Asset module template, and the Serial
Request to Make Billing Company and Service Company Fields Editable.
Hello Latha, We noticed that once a Request, Estimate, or Work Order is created, we are unable to edit the Billing Company and Service Company details, as these fields become non-editable. Could you please make these fields editable after record creation?
Work Type Section in Field Service Settings
Hello Team, We are trying to understand how skills are managed in the system. During our review, we found an article mentioning a section called Work Type, which is used to manage skill assignment. According to the documentation, this section should be
Currency Change for Companies
Hello FSM Team, We would like your assistance in changing the company currency for our UAE organization from AED to USD. Currently, all customers and users are configured with AED currency settings, and we would like to standardize the organization currency
CRM to FSM Setup
Good Afternoon, I am trying to connect CMS to FSM. My current field mapping is: Companies ↔ Accounts Contacts ↔ Contacts Service And Parts ↔ Products I'm setting this up for an elevator service company. The idea is that: Accounts represent Companies.
Automation of CRM Items to FSM Work Order (Parts Section)
Hello FSM Team, We would like to inquire about the possibility of automating the transfer of item details from CRM to FSM Work Orders (Parts section), specifically for LPO WO Job type. Currently, in CRM, we have detailed item information including: 1.
Data Sync
Hello Team, Super admin enabled the sync between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). I checked the sync progress for Customers, Contacts, Services, and Parts, and I noticed an issue with the Services and Parts modules.
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
FSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multiple
Unable to Log In to FSM Mobile App
Hello FSM Team, We are encountering an issue when logging in to the FSM mobile app. When entering the user email, the system shows the error: “This account does not exist.” However, the same user is able to log in successfully via web (fsm.zoho.com).
Clarification on “Change Owner” vs Dispatcher Role in Work Orders
Hi Mr. Abid, Good day! We would like to understand the purpose and correct usage of the “Change Owner” option in the Work Order module. As we noticed, there is an option to Change Owner in the Work Order. At the same time, there is also a separate field/role
How can I delete a user profile created ?
I can't delete custom profiles created. Why ?
Data Import
Hello Latha, Is there any option to enable data import option in Equipment module? Best regards, Chethiya.
Changing naming convention for Estimates
Hi there, How do I customise the naming of the filenames for estimates when sending them? Currently they are named literally just ES11.PDF or whatever the number of the estimate is. There is no Company name, description of the work, customer name, date
Email templates for estimates
Hi there, When I send an estimate the option to choose a template appears. However it is common to need to make some minor personalizations and modifications to the email before sending ie. adding a second person to the greeting, or adding a small note
Editing Estimates
Hi team, How do I delete line items in an estimate when editing it? I can't see any option to do this - no X, no trashcan, no drop down... And how do I revert to the original estimate after cloning? I cloned to see if the option to edit were disabled
Reading emails sent from Zoho
Hi there, How do I view an email sent from Zoho, for example an email which contains an estimate? I can see there is a tab in the screen for that estimate which is labelled 'Emails' and I can see a summary of the email sent listed there, but I cannot
Sender Email Configuration Error.
Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail
Zoho FSM API Delete Record
Hi FSM Team, It would be great if you could delete a record via API. Thank you,
WO Completion Status Not Updating Automatically
Hello Latha, Hope you are doing well. Over the past few days, we have been facing an issue with WO completion. When an AP is marked as complete, the work order status is not automatically updating to “Completed,” and we have to mark it manually. Could
need to add tax in servce and items
please give access to add gst or tac to add in service and parts
Sync Enable issue Between Zoho FSM and Invoice
Hello Latha, I hope you are doing well. I am trying to enable synchronization between Zoho FSM (Org ID: 170000078905) and Zoho Invoice (Org ID: 170000079301). However, when I attempt to do so, I receive an “Internal error” message. Could you please assist
Multi-Select Field Option Limit Inquiry
Hello FSM Team, We would like to inquire about the limitation of the Multi-Select field in Zoho FSM. Currently, the system allows a maximum of 10 selectable options, and we encountered the message: “Option count more than allowed count of 10.” Issue:
Mass Update Option for Changing Work Order Owner
Hello FSM Team/Mr. Abid, We would like to inquire if there is an option to mass update or bulk change the Owner of Work Orders in Zoho FSM. Current Situation: At the moment, the Owner of a Work Order can only be changed individually, which becomes time-consuming
Option to Convert Request to a Specific Work Order (Parent WO Linking)
Hello FSM Team/Mr. Abid, We would like to inquire if it is possible to convert a Request into a specific existing Work Order (as a child or linked Work Order) instead of always creating a new one. Context: An inspection/emergency Work Order is completed
Adding Custom Status Options in Work Order Action Menu
Hello FSM Team, We would like to inquire if it is possible to add more custom options in the Work Order action/status dropdown (e.g., Cancel, Terminate, Non-Billable, Void, etc.). Currently, the available options are limited, and we are unable to customize
Cloning Module Customizations in Zoho FSM
Hello Latha, I have two Zoho FSM accounts, each in a different data center. I would like to know if it is possible to clone the module customizations I have already completed in one account to my new account in the UAE from the backend. In other words,
Estimate Module - Contact Field.
Hello Latha and Team, Is it possible to make the Contact field optional in the Estimate module? Best regards, Chethiya.
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