【11/16(水)15:00〜】「カスタム関数マスター講座 vol.2」でディスカッションや知見の共有を！

【11/16(水)15:00〜】「カスタム関数マスター講座 vol.2」でディスカッションや知見の共有を！

お世話になっております。Zoho コミュニティチームです。

「カスタム関数マスター講座」の開催についてお知らせいたします。

 

━━━━━━━━━━━━━━━━━━━━━━━━

カスタム関数マスター講座とは？

 

「Deluge」というスクリプト言語を使用してカスタム関数をカスタマイズした事例を、Zoho のエキスパートユーザーの皆さまに共有いただいたり、参加者全員でディスカッションをする時間です。

今月の開催回は、下記の課題に関するディスカッションや、カスタム関数について情報共有が行えるフリートークを中心に構成されています。

Zoho ユーザー同士で交流しながら、カスタム関数に関する理解を深めましょう。

 

･････････････････････････････････････････････････････････

参加申し込みはこちら：https://zoho.to/minimeetup1116

･････････････････････････････････････････････････････････

 

◎課題の提出について

今回の開催回に参加される方々には、前回開催時に出題された以下の課題に取り組んでいただきます。

 

課題：「カスタム関数を利用したカスタムボタンを1つ作成する」

対象サービス： Zoho CRM

提出期限：11/15（火）

課題詳細：こちらのURLより、「課題：カスタム関数マスター講座 vol.1　スクリプト共有1.rtf」に記載の関数を用いて、Zoho CRM 上に任意のカスタムボタンを作成し、提出いただきます。

※カスタムボタンに関する規定などはございませんので、ご自由に作成ください。


つきましては、前回開催への参加 / 不参加を問わず、今回参加登録をされる皆さまには、参加申し込みフォームからのお申し込み後、以下の課題提出フォームより以下のフォームより課題の提出をお願いします。
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
提出フォームはこちら
▼ https://zfrmz.com/xKRYKQbqVN6r7iHqptXT
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

 

━━━━━━━━━━━━━━━━━━━━━━━━

◎開催概要

「カスタム関数マスター講座 vol.2」

 

日程：11月16日(水) 15:00 - 17:00　※全6回開催予定

配信方法：　Zoom　※ミーティング形式（お申し込み後の確認メールにて、当日の参加URLをご案内します）

定員： 10名

･････････････････････････････････････････････････････････

詳細 / 参加申し込みはこちら：https://zoho.to/minimeetup1116

･････････････････････････････････････････････････････････

◎タイムテーブル

 

　15:00〜15:05　カスタム関数マスター講座とは？
　15:05〜15:10　発案者 自己紹介
　15:10〜15:40　カスタム関数マスター講座 vol.1 課題回答共有
　15:40〜16:10　回答共有に関する質疑応答
　16:10〜16:50　情報交換会（フリートークの時間）
　16:50〜17:00　記念撮影・連絡事項

 

───────────────────────────────────

◎開催回について

 

今回のカスタム関数マスター講座は、開催回によってタイムテーブルが異なります。

2022年10月から2023年3月まで、毎月一回開催予定です。

 

第1、3、5回目（奇数回）　                 

・ Zoho ユーザーが活用している関数例の紹介
・ 参加者の皆さまと一緒にカスタム関数の作成
・ 情報交換会（フリートークの時間）

 

第2、4、6回目（偶数回）

・ 課題の回答共有、課題に関する質疑応答
・ 情報交換会（フリートークの時間）

───────────────────────────────────

◎注意事項

 

• カスタム関数マスター講座では、参加者の皆さまにも実際の関数をコピーペーストして動きを見ていただきます。そのため、あらかじめZoho サービス を操作しながらご参加いただけますと理解が深まります。

•  今回紹介するカスタム関数はワークフロー内での「関数」の処理を使用して動作するものとなります。こちらはエンタープライズプラン以上で利用できます。
本番環境とは別の独立したテスト用の環境が利用できる「サンドボックス」も同様のプラン以上で利用可能です。
 
•  講座の途中で質疑応答のお時間がございますが、個別のご質問になってしまう場合は別日程に開催予定の「Zoho ワークアウト」への参加をご検討いただけますと幸いです。
• 本講座の録画の共有はございません。
• 本講座にて共有されたスクリプトによる本番環境への影響、データ消失、その他の問題につきましては責任を負いかねます。

━━━━━━━━━━━━━━━━━━━━━━━━

以上、ご確認、ご検討の程よろしくお願いいたします。

 

ゾーホージャパン株式会社

コミュニティチーム


      • Recent Topics

      • Subforms in Stateless Forms

        Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.

      • Custom Function not getting package details when triggered from Workflow Rules.

        I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed

      • Billing Preferences per Account

        Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry

      • Time entry preview for custom time entry templates.

        Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of

      • Set to Review for all

        We are testing the use of Writer as part of an internal review process for statement of work documents and have found that when the document is changed from Compose to Review by one person, that is not reflected for all others who view the document. Is

      • Implementing a Self-Invoicing/Vendor Portal in Zoho Creator

        Hello Zoho Community / Creator Experts, We would like to build a Self-Invoicing Portal (Vendor Portal) in Zoho Creator for our external contractors. Our goal is to allow approved contractors to log in, submit their invoice details (hours worked, project

      • Blocked Email

        We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from

      • Able to change project on timelog entries

        Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.

      • What formula to use in computing total hrs and decimal hrss

        So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou

      • i cannot use <b></b> to bold the message in Creator C6!!!!???What?

        Dear experts and friends, Now Creator 6 blocking us from using <b></b> Anyone facing this issue? I faced it on Creator C6 Previously, it used to work. Now failed to work. Faint~ Seek guidance from everyone on how to bold the message. The super simple

      • Knowledge base: The nitty-gritty of SEO tags

        A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

      • Introducing swipe actions in the Zoho CRM Android app

        Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one

      • Content Security Policy

        Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'

      • Option to select location?

        As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?

      • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

        Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

      • Provide a standard structure to your content using article templates

        Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,

      • How to update custom multi-user field in Zoho Projects?

        I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.

      • Accessibility Spotlight Series - 1

        Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective

      • Projects Tasks Not Showing Dependencies

        I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking

      • Deprecation of C4 endpoint URLs

        Note: This post is only for users who are still using the C4 endpoints. Hello everyone, At Zoho Creator, we're committed to continuously enhancing the security, performance, and capabilities of our platform. As part of this ongoing effort, we'll be deprecating

      • Introducing AWS authentication for connections in Deluge

        Hello everyone, We're incredibly excited to announce the all-new AWS authentication for connections in Deluge! This highly anticipated feature simplifies connecting to Amazon Web Services, opening up a world of possibilities and allowing you to seamlessly

      • 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.

      • Customize User Invites with Invitation Templates

        Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

      • ListObjects is recognized by VBA

        Sub addNewRow() Dim ws As Worksheet ' Set your worksheet name Set ws = ThisWorkbook.Sheets("Invoice") ' Set your table name (change "Table1" to your actual table name) ws.ListObjects("InvItems").ListRows.Add End Sub I am getting Unknown function: Li

      • KPI Widget dashboard select periods

        I have a problem with selecting periods as a user filter. In the beste scenario I would like to have to have a period filter like Google Analytics has of Datastudio (see attachment). In the KPI widget I "Group by "inquiry_date" on week&Year". It selects

      • Need a way to secure Prefill URLs in Zoho Forms (hide or encrypt prefilled values)

        Hi everyone, I often use Zoho Forms with prefilled URLs to simplify the user experience — for example: https://forms.zohopublic.com/.../form?Name=David&Amount=300 However, the problem is that all prefilled values are visible and editable in the link.

      • Can’t send emails from Zoho CRM after adding a new user — verification codes not received

        Hi everyone, We recently added a new user to our Zoho CRM account and purchased an additional license. Since then, we haven’t been able to send any emails from Zoho CRM. Our Zoho Mail accounts are working perfectly, we can send and receive emails directly

      • CRM for email in Outlook: how to ignore addresses?

        We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

      • Scheduling Calls in CommandCenter / Blueprints

        I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

      • Workflow Creation with Zia gets stuck

        It gets stuck here:

      • Quickly send emails and sync conversations with custom email addresses in CRM

        Editions: All editions DCs: All DCs Release plan: This enhancement has been released for customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon. [Update on 22 May 2024] This enhancement has been released for all

      • Zoho製品と生成AIツールの活用について

        いつもありがとうございます。 弊社では、Zoho Oneを契約し、CRMを軸として、見込み客の管理から商談、その後の受注や請求の管理、サポート業務（Desk）、業務データのレポーティング（Analytics）などを行っております。 Zohoサービス自体には、Ziaというツールが搭載されているかと存じますが、それ以外の外部の生成AIツールと連携した活用などもできるのでしょうか？具体的には、CopilotなどがZohoに登録されているデータや情報を見て、対話型で必要なデータを提示してくれたり、商談や蓄積されたメモなどを分析してユーザが知見を得られるような活用ができないか、と考えております。

      • Work with Contacts who use multiple Emails / Manage obsolete Email addresses without loosing Emails in Context

        Hello List Work with Contacts who use multiple Emails Only after 1 week in using Zoho CRM productively we have contacts which randomly use 2 different email addresses. From the concept I've understood that Zoho CRM offers two email fields which are recognized

      • New Field in CRM Product Module Not Visible in Zoho Creator for Mapping

        I created a new single-line field in the Products module in Zoho CRM. Zoho CRM and Zoho Creator are integrated, but the newly created field in CRM is not visible in Zoho Creator when I try to map fields.

      • Send WhatsApp voice messages from Bigin

        Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

      • Microsoft Teams now available as an online meeting provider

        Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

      • I want to subscribe 1 professional user but the email only 250 per day?

        When I subscribe 1 professional user, I am only able to send 250 email per day? So less? Or is it typo, 2500 rather than 250? Any sale agent or friends can clear my doubt? Thank You

      • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

        Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

      • How do you map a user picklist field to another user picklist field.

        In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

      • Explore Competitive 3D Scanner Prices at Protomont Technologies

        The genesis of Protomont Technologies emerged from the collaborative efforts of the founders in 2019, both the founders shoulder an enormous experience in the world of 3D Printing. Protomont Technology aims to craft your vision with creativity, empowering

      • Next Page