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

• Update: SalesIQ Now lets you Continue Closed Chats from Multiple Instant Messaging Platforms

  Hi everyone, Guess what! We have some news. You can now reopen customer chats from different messaging channels on SalesIQ. Yes, we know you've been anticipating this, and we've delivered! This update is designed to make your customer support experience

• Customizable Spacing Between / Below Columns in Zoho CRM Templates

  Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,

• display each individual salesperson target

  Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when the

• Inquiry About Layout Rules for Items Section in Zoho Books/Inventory

  Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to

• Power of Automation :: Invoice your timelogs automatically once the tasks are completed

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Amazon purchase Integration

  Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?

• Is it possible to link one note to multiple companies?

  If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?

• Custom Field - cannot edit a dropdown field item

  We have a custom field within the project template (Dropdown) that is for the Dealer related to this project.  I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but

• Copying and pasting emails from CRM to Marketing Automation

  Hello, My Zoho consultants built all my customer nurture emails in CRM instead of Marketing Automation. I would like them all in Marketing Automation. Can they simply copy and paste the emails from CRM to Marketing Automation? Or will they need to rebuild

• haveibeenpwned Integration in Zoho Vault

  Hey there I remembered, that a while ago i have read something about an haveibeenpwned integration into Zoho Vault. After some research i have found this landingpage: https://www.zoho.com/vault/features/dark-web-monitoring.html Where can i activate this?

• Articles page into Moodle as an iframe

  I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(1/30)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 1月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

• Allow Using All Variables Multiple Times in Templates

  Hi, We would like to request an enhancement to the template creation feature in Zoho CRM. Currently, some variables can only be used once per template. For example, when creating a quote template, the item quantity variable can only be added once. If

• Zoom Phone SMS Integration

  Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..

• External View Access for Agencies

  Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's become

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• Case Email

  We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it. 

• Synched Zoho CRM fields When Campaigns field is updated

  I have Zoho CRM Leads synched with Zoho Campaigns. I have a workflow that updates a synched field. If the workflow updates the Campaigns field, will that field be likewise updated in the CRM?

• Subform Data in v2 REST API

  What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the

• Add Action to Remove/Delete Users in Jira

  Hi, I hope you’re doing well. I noticed that Zoho Flow currently allows the creation of users in Jira, which is great. However, there is no option to remove or delete users from Jira through Zoho Flow. This limitation can be challenging when managing

• INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th

  Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft article

• Zoho Projects - Add time logs in Offline mode

  Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.

• Experience sharing - creating quick prototypes to align understanding

  Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires

• All notes disappeared

  I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

• How to bulk edit on subform field

  Hi, It seems impossible to bulk edit on subform field. Is really it impossible? The subform field is well shown on view, and we can search as criteria, but the field doesn't appear in "bulk edit" dialog. Is there any other way for add the same subrecord in all records of a view? Thank you very much, Bernat

• Bar Charts in Zoho CRM

  Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new

• Sending two different reports through one e-mail schedule

  Hi. I have two different reports which I want to send to someone. However, I don't want two separate emails, but only one. Is this possible?

• Is there a way to see the code in parallel to what you are creating.

  So when you are creating a form, or making layout changes you see what is happening in the code. Similar I guess to some website editors, thanks

• Help with filtering Contacts from Accounts based on third module

  Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. Right

• WhatsApp phone number migration

  Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific

• WhatsApp For Zoho Commerce

  Team: Right now all trigger based communications happens via emails. Emails are outdated and now customers wants to interact with a business through whatsapp. Does zoho commerce support whatsapp based communication?

• Launching Snowflake Integration: Streamline Contact Management in Zoho Marketing Automation

  Hello Marketers, Here we are yet another addition to Zoho Marketing Automation, integration with Snowflake. This integration is designed to streamline your contact management and enhance your marketing efforts. Let's dive into the features that come along,

• Possible to disable "Quick Create" option for new record creation?

  Is there a way to disable the "Quick Create" option for creating new records? Some of my layouts are heavily reliant on conditional layout rules and these don't work when in the "Quick Create" mode. It's very annoying and confusing for the end users to

• Manage Approvals like Never Before: More Control and Flexibility in your Approval Processes

  Hello Everyone, We hope you are doing well! We are here with exciting enhancements to the approval process of Zoho CRM. The updates provide greater flexibility, transparency, and control over record approvals, empowering you to ensure the right data enters

• Enhance email sending for custom functions in Zoho Connect

  Dear Customer, We would like to share an important update to how emails are sent via Custom Functions (Deluge) in Zoho Connect. What's new? To improve security and email deliverability: The From Address in the Send Mail task used in Custom Functions must

• How to Check if the Access Token is expired?

  Hi Zoho CRM Team, I want to ask if there is a way or if there is an API to check if the access token is already expired. This is to avoid having several active access tokens. I really appreciate any help you can provide. :)

• Zoho Recruit is coming to the UK | Zoho Community Learning Series

  Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and

• Workaround for Backstage's non-compliant cookie banner

  Hi Does anyone has a workaround for the cookie banner Backstage uses when you publish an event? Currently there is no "Decline All Cookies" button, only "Accept All" and "Customise". Which means it is not compliant with data protection requirements, as

• [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

  Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

• Mass Update a Lookup Field

  How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!

• Next Page