Dragging and Dropping Data Using Smart Flow

Dragging and Dropping Data Using Smart Flow

In this article, we'll see how you can use the Smart Flow functionality to share data across various modules and integrated applications in Trident with a simple drag-and-drop action.

Adding Attachments From Mail Detail to the Mail Composer

To add an attachment from the mail detail view to the Mail Composer:

  1. Click the email with the attachment you want to share.

  2. Select the attachment and drag and drop it to the Mail Composer.


Attaching Emails as .eml Files in the Mail Composer

To attach emails as .eml file:

  1. Select the email you want to attach.

  2. Drag the email and drop it to the Mail Composer.


Sharing Files From Cliq to Mail     

To share files from Cliq:

  1. Choose the file you want to share.

  1. Select the file and drag and drop it to the Mail Composer.


NotesNote: The shared file will automatically appear as an attachment in the Mail Composer.

Sharing Files From Mail to Cliq 

To share files from Mail:

  1. Choose the attachment you want to share.

  1. Select the attachment and drag and drop it to the Cliq chat box.


NotesNote: The attachment will be shared automatically with the user or group of users.

Uploading Files to WorkDrive Widget

To upload a file to WorkDrive:

  1. Drag the file you want to upload.

  2. Drop it in the My Folders view.


Notes:

  • You can upload files from within Trident and from your system using drag and drop.

Adding WorkDrive Files as Email Attachments 

To add files from the WorkDrive widget to email as attachments: 

  1. Drag the file you want to attach.

  1. Drop it in the Mail Composer.


Note: The file will be uploaded and appear as an attachment in the Mail Composer automatically.

Sharing Files from WorkDrive Widget to Cliq 

To share a WorkDrive file in a chat conversation:

  1. Open the WorkDrive widget in Trident.

  2. Select the file and drag and drop it to the Cliq chat box.

  3. In the pop-up that appears, choose the access level you want to provide.

  4. Click Share.


Notes:

  • To view the permission-related popup, go to the Cliq web app > Personalize > Privacy > Public Links and select View preview for all links.

  • In one-on-one conversations, you can grant the user one of the following permissions: View, View and Comment, Edit, or Share.

  • In group or channel conversations, you can share the file with all members of the respective group or channel.

Adding WorkDrive Files From Smart Mail as Attachments to the Mail Composer 

To add WorkDrive Smart Mail files as attachments:

  1. Click the file in the Mail detail view.

  2. Drag the file and drop it in the Mail Composer.




        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Dragging and Dropping Data Using Smart Flow

                                                                                                                                      In this article, we'll see how you can use the Smart Flow functionality to share data across various modules and integrated applications in Trident with a simple drag-and-drop action. Sharing Files From Cliq to Mail To share files from Cliq: Choose ...
                                                                                                                                    • Exploring Smart Flow in Trident for Mac

                                                                                                                                      The Smart Flow functionality in Trident helps you move data seamlessly across various Zoho applications in Trident through a quick and easy drag-and-drop action. You can drag and drop data elements between any endpoints in Trident and execute ...
                                                                                                                                    • Exploring Smart Flow in Trident for Windows

                                                                                                                                      The Smart Flow functionality in Trident helps you move data seamlessly across various Zoho applications in Trident through a quick and easy drag-and-drop action. You can drag and drop data elements between any endpoints in Trident and execute ...
                                                                                                                                    • Executing Commands Using Smart Assistant

                                                                                                                                      In this article, we'll see how you can use the Smart Assistant, a command-line utility to execute your desired actions across the entire Zoho ecosystem. Accessing the Smart Assistant You can invoke the Smart Assistant by clicking the Thunderbolt icon ...
                                                                                                                                    • Executing Commands Using Smart Assistant

                                                                                                                                      In this article, we'll see how you can use the Smart Assistant, a command-line utility to execute your desired actions across the entire Zoho ecosystem. Accessing the Smart Assistant You can invoke the Smart Assistant by clicking the Thunderbolt icon ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources