Dependent drop-downs... how?

• Topic Participants

• Herman Laubscher

• Gordon Mankelow

• Damien Cregan

  

• Sticky Posts

• Share your success story

  We would like to hear from our passionate users how much Zoho Creator has changed the way you work and benefited you. If you would like to share your story to us and be featured as a proud user of Zoho Creator, then this is for you. Fill up the form below and if you want to be included in a case study, we will get in touch with you to get further details. So what are you waiting for? Tell us your story. Charles

• Merge and Store v1 API depreciation

  Hi Zoho Writer users, The Merge and Store v1 API allows you to store the merged document in Zoho WorkDrive. The response of this API will be returned with the document's ID only after the merge is complete. In Deluge, the maximum timeout for operation

• Zoho Creator Developer's Conference 2017 !!!

  We welcome all our Creator Developers! You're invited to join us for our annual Zoholics Developers conference August 29th–31st! This is your chance to get training and guidance on Zoho Creator from our most knowledgeable custom app builders.       Zoholics Developers is a three-day event where you'll participate in interactive workshops to hone your app-building skills, get questions answered by Creator experts with personal one-on-one sessions, and connect with other Creator developers from around

• Recent Topics

• Case assignment rules cannot be triggered when records are created manually???

  I am new to Zoho, (Coming out of Salesforce) and I am shocked that Case assignment rules do not work for manually created cases. I think this is a basic need for a CRM and should be a functionality for Zohos native cases module. In Salesforce the Case

• Annotate PDFs is Shown as New, but Where is it?

  In September 2017, "Annotate your PDF files" is shown under "Enhancements and bug Fixes". But no link. Where can I learn how to use the feature? https://www.zoho.com/notebook/whats-new.html

• Open tracking Feature Request

  I would like to be notified + a have visible mark when the email has been opened by the recipient.  Time stamp each time the recipient opens the email.

• New Module in Portals wont Edit

  I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?

• Noteboards on Mobile (Android)

  Are there plans to add the ability to see Noteboards on the mobile app? I am on Android. Thank you

• Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?

  Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the email

• Download fails

  We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:

• SA data center for ZOHO

  I think there is an issue in zoho.sa , a lot of apps are not working well

• Itemising receipts from online sales

  I operate a very small not-for-profit that sells a small number of things (mainly backing tracks) online. They are sold via PayPal and I use the PayPal activity report to feed my account software. I am looking for an alternative to Reckon One, and assessing

• importing invoices from woocommerce to Zoho Books

  Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service

• Embed Props data value not available in the Search across team folder API call response data

  Issue I used the "Search across team folder" API to get a specific folder's data in a team folder even though the folder is shared. However, the response data from the search call does not contain "embed props" value for the folder whereas when I used

• Write off bad debt

  Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?

• How to merge data from Zoho CRM to Zoho Sheet

  Hello! A few months ago, I made a Zoho sheet with the ability to bring in data from Zoho CRM. It worked by adding the email of a Contact to the sheet, and then it would fill in the rest of the information in the row with information that was stored in

• Radar In Focus: Using Siri For Customer Support

  Hello dear users, Welcome to the 6th installment of the Radar In Focus series. In today's issue, we'll explore a Radar IOS exclusive that is a must-have to provide support on-the-go. Just say the magic word 🪄 Computers make our lives easier by automating

• disable auto-save

  While testing a new sheet I often want to quit without saving if a new idea does not work out, but with autosave, I keep getting stuck with mods I don't want. Can I disable autosave?

• Function #34: Automatically add a free item to the invoice based on the purchase amount

  Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage

• Disabling OneAuth

  Hi. I want my users to only use the option OTP-Authenticator. However, I am not able to disable the option OneAuth. How can I do this?

• SalesIQ Chatbots are now available for Telegram!

  Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means that

• Zoho Projects Android app update - Access subtasks on the task listing screen

  Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directly

• Zoho one CRM - linking xero

  Hi Guys, new to Zoho but not having luck with premium support so thought I'd reach out here - I cant find the xero app on marketplace and needing some guidance how to link xero to our zoho one CRM. Also we have 3 users, one of which emails arnt linking

• 一括メール送信について

  すべての連絡先　を設定し一括送信を行ったのですが250件しか送信できていないようです。 なぜでしょうか？プランの問題ですか？設定の問題ですか？

• Cliq Channels - Permissions

  Hello All, As said in my previous post, I'm going to detail Permissions - set of actions one can perform in the channel. In more simple words it is the power that one wields in a channel to perform certain actions. You can go to Permissions through Channel Preview i.e. hover over the channel in LHS and click on info icon. There are total of 8 actions that constitute the Permissions. They are: Edit Channel info: Permission to edit the Channel title and description This info will be displayed in Channel

• not letting add

  im trying to add people with the add user + or whatever on my cliq little conversation chats for some reason when i add my fellows, or they add me it is not goin through and we are not able to add eachother i was only able to add two people

• Help upgrading from Zoho Workplace

  Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.

• So I am trying to get a button to open a form with specific data, basically goods we haven't received yet.

  So the column is Date_received and I want to pull the all the ones that haven't had the date received added as =isnull. Is this right way of doing this or do I need add more to it?

• How to associate email with record?

  Is there a way in Deluge or with the API to associate an email to a custom module record? I'm using the v2.1 Send Email method so I have the message_id of the email but don't see a way to add that to the Emails section of the custom module record because

• Private Project

  Hi, I would like to know if a user can create a Private project that only he's able to see it. Not even the ADMIN user. Thanks

• The Social Wall: January 2025

  We're excited to get started with this year's monthly product updates through The Social Wall. Let's make 2025 a year filled with excited things to learn and explore. This month, we made some product enhancements in Zoho Social: Publish images on TikTok

• Cannot Forward an email to a New contact

  Hello, As the title says, I Cannot forward any email to a new contact. In fact the autocomplete feature brings old or even deleted contacts and simply does not recognize the newly added contact. Those new contacts have definitely already been added to

• The dark mode in CRM is here!!!

  Just by accident, I discovered that CRM now has the dark mode! I'm sooooo stoked! I tried so hard with various dark-mode Chrome extensions to make the huge database that I'm staring at all day look easier on the eye! Some work ok, but there were always

• Is there anyway to get the columns to auto resize to the screen width?

  Hi, Is there a way of getting the columns to fit on one page in a creator app so it is easy to follow for the user.

• Migration not working

  I cannot set up a new email migration, this is the message: Oops! Something went wrong. Please contact support@eu.zohomail.com Can someone please suggest a fix?

• [ADMIN CONSOLE BUG]: Selected users cannot be unblocked + cannot change user password

  Refer attachments: 1. Select users > click Unblock button > message keeps appearing at the top 2. Change user password > Click Change button > nothing happens

• When an app is in stage, is any imported data save when its then published

  Hi, so I am just checking that any imported data during the stage part of app development wont be added when the app is published? Thanks.

• Issue: Sales Order Not Closing After Converting to Invoice

  I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status

• Why are these pages marked "restricted"?

  Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/

• Deleting a single occurrence of an event leads to the deletion of the entire series

  As the title says: When I delete an event and click "this event", it deletes the entire series.

• Custom CRM to close task when lead lost

  Hello, I am currently trying to create a workflow rule to close the tasks still opens of the lost leads. I tried the workflowrule and update the field but it does not work because they come from 2 different modules (task and lead). So I tried to write

• Deluge Script In CRM To Deal With More Than 200 Records

  Hi, I have a Deluge script, which works perfectly. We have a custom field in the Campaigns module called Total_Raised which looks at the Donation_Amount field in the custom module, Donations. The idea is to sum up the total of all donation amounts. However,

• Email Behavior in CRM

  At what level can you see recipient behavior when sending emails from Zoho CRM? We thought there was a way to see what links were clicked, how many opens, etc but can't seem to find that info now.

• Next Page