[SESSION ENDED] Ask the Experts #07| Live Q&A: Building workflows with Blueprint in Zoho Creator |

[SESSION ENDED] Ask the Experts #07| Live Q&A: Building workflows with Blueprint in Zoho Creator |



Hello,

Post the release of Zoho Creator Blueprint last month, we're happy to tell you that we'll be launching a new  'Ask the Experts' session on 16th September (Thursday) this month focussing on creating blueprints in Zoho Creator. The session will be a 3 hour live interaction where technical experts will answer all your questions in real time. For the first time, we will be conducting the session across two time zones i.e. independent 3 hour sessions for each time zone. Take a look at the schedule below:

ATE  on Building workflows with Blueprint in Zoho Creator

Date: 16th September 2021 (Thursday) across two time zones:

APAC/ANZ || Between 11 AM and 2 PM IST

Americas and Europe || Between 08 AM and 11 AM PST | 3 PM to 6 PM GMT


Some points for discussion are:

How can you build customised processes in Blueprint?
How to demarcate your process in terms of stages and transitions
What kind of workflows that Blueprint is capable of creating
What is the role of a transition owner and who can be one?
What is a blueprint field?

Your panel of experts:


So are you ready to find answers to all your questions? Start posting them right away in the comments section, and our product experts will address them this Thursday. 

Note: This is NOT a webinar. This is a 'Live Knowledge-Sharing Session' on Zoho Creator Forums, where our experts will answer your questions. To post your questions, hit reply to this post and start typing away!

P.S. If you're unable to view the comments, please click 'sign in' on the top-right corner of the screen, and then post your questions.

      • Recent Topics

      • Kiosk Studio Session #1: View paid customers in the same industry

        Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out

      • Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

        Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

      • "Send with Zoho Sign" broken

        Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the

      • Not able to change colors help center

        Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?

      • Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

        Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

      • Kaizen #166 - Handling Query Variables in Zoho CRM

        Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data

      • Automate User Invitations on Zoho Desk with API

        Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable

      • Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

        The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin

      • Email with attachments saving attachments into Zoho CRM from Zoho Mail

        Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

      • Fixed assets recording

        Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

      • Multi-Select lookup field has reached its maximum??

        Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

      • Zoho Sheet-Pulling in Data

        I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generate

      • Can't get ZFS file ID of a field via specific module record

        I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //

      • Contemplating moving my site from WordPress to Zoho Sites

        Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

      • Multiple Salesperson against an invoice

        Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each

      • Allow a brand to connect multiple facebook pages at the same time

        Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.

      • Whatsapp reply not reflected under Tickets for offline agent

        Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to

      • Select CRM Custom Module in Zoho Creator

        I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

      • Send Whatsapp with API including custom placeholders

        Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

      • Increase Round Robin Scheduler Frequency in Zoho Desk

        Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

      • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

        Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being

      • Mass update Accounts in Zoho Desk

        We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update

      • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

        I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

      • Digital publisher

        Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.

      • Time Zone Correction with Daylight Savings Time

        Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me

      • Load form in iframe without header

        I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any

      • Filter embedded report

        How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'

      • Creator Simplified #5: Set file upload restrictions in Zoho Creator

        Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize

      • Field Type: Address, Change District/State to Dropdown with picklist??

        Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.

      • cutomized fields are not showing up in zoho creator from zoho crm

        We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? Thanks

      • How to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit

        I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' form

      • Open New Free Zoho Account

        Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,

      • 554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist

        554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALL

      • Emails going back unread

        Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?

      • Constraints on Tasks

        We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessor

      • Moving Project Dependencies Not Moving Precedessors

        Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point starting

      • Can you set task due dates to be "x" days before the milestone?

        We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!

      • Default ticket template in helpcenter

        Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.

      • Expanded data-capturing capabilities with enhanced tabular sections

        We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sections

      • Integration of Business Hours in Email Templates

        Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in Email

      • Next Page