InvokeURL butchering JSON for OpenAI API calls

InvokeURL butchering JSON for OpenAI API calls

My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to a list of known schools from a public database that has both a standardized school name, address, phone number, and other data about the school (along with a unique identifier) stored in our org's Zoho Analytics database.

To accomplish this, we are trying to leverage OpenAI's API to find a "best match" of the unique ID. When a school is created in our system, I am getting the "State", "Zip", and entered school name. This runs a query in Zoho Analytics to return batches of 250 schools in that state at a time (to avoid API size problems), and runs this through OpenAI to find which in each batch is the closest match to what was entered, and saves that to a new array. This repeats for all schools in the state, then afterwards runs the set of "winners" through OpenAI one more time to get the best overall winner.

The problem is our API call to OpenAI - it continually returns 

{"error":{"message":"We could not parse the JSON body of your request. (HINT: This likely means you aren't using your HTTP library correctly. The OpenAI API expects a JSON payload, but what was sent was not valid JSON. If you have trouble figuring out how to fix this, please contact us through our help center at help.openai.com.)","type":"invalid_request_error","param":null,"code":null}}

I verified several times that my JSON body is indeed correct. I also have alternated between using "parameters" and "body", and various ways to stringify the payload - none of which have any improvement. Recommendations from ChatGPT believe that regardless of me specifying "content-type: application/json", it is still mangling the payload.

The worst part is - this actually worked just fine until last night (October 17, 2025), sometime around 5pm. I had been running the version of the script below to back-fill our existing school database, which had been calling this API every 45 seconds for a couple days without any errors. OpenAI insists they have not changed anything on their end, and zoho insists the same on theirs. Any help would be appreciated.

string standalone.SetSchoolAddressAPI()
{
PAGE_SIZE = 250;
random = randomNumber(1,50);
school = zoho.crm.searchRecords("Schools","(NCES_School_ID:equals:99)",1,random);
st_school_id = school.get(0).get("id");
info st_school_id;
school = zoho.crm.getRecordById("Schools",st_school_id);
school_name = ifnull(school.get("Name"),"");
acc_id = null;
if(school.containsKey("Account") && school.get("Account") != null && school.get("Account").containsKey("id"))
{
acc_id = school.get("Account").get("id");
}
account = Map();
if(acc_id != null)
{
account = zoho.crm.getRecordById("Accounts",acc_id);
}
account = ifnull(account,Map());
school_zip = ifnull(school.get("Zip"),account.get("Billing_Code"));
school_state = ifnull(school.get("State"),account.get("Billing_State"));
target_name = ifnull(school_name,"");
state_input = ifnull(school_state,"");
zip_input = ifnull(school_zip,"");
/***** --- Enforce state presence & normalize --- *****/
if(state_input == null || state_input == "")
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
return "No state on record; aborting NCES match.";
}
state_input = state_input.trim();
/***** === Zoho Analytics fixed config (unchanged) === *****/
workspace_name = "Zoho CRM Analytics";
view_name = "NCES Schools";
owner_email = "xxx";
ws_enc = zoho.encryption.urlEncode(workspace_name);
view_enc = zoho.encryption.urlEncode(view_name);
endpoint = "https://analyticsapi.zoho.com/api/" + owner_email + "/" + ws_enc + "/" + view_enc;
/***** === Step 1: Count rows by state === *****/
state_esc = state_input.replaceAll("'","''");
count_sql = "select count(*) as total_count from \"" + view_name + "\" where \"State\"='" + state_esc + "'";
count_params = Map();
count_params.put("ZOHO_ACTION","EXPORT");
count_params.put("ZOHO_OUTPUT_FORMAT","JSON");
count_params.put("ZOHO_SQLQUERY",count_sql);
count_params.put("ZOHO_API_VERSION","1.0");
count_resp = invokeurl
[
url :endpoint
type :POST
parameters:count_params
connection:"zoho_analytics_conn"
];
total_count = 0;
// First try KV shape: {"data":[{"total_count":"10398"}]}
if(count_resp != null && count_resp.containsKey("data") && count_resp.get("data") != null && count_resp.get("data").size() > 0)
{
tc_raw = count_resp.get("data").get(0).get("total_count");
if(tc_raw != null)
{
total_count = tc_raw.toLong();
}
}
else
{
// Fallback to rows shape:
// {"response":{"result":{"column_order":["total_count"],"rows":[["10398"]]}}}
if(count_resp != null && count_resp.containsKey("response"))
{
resp_obj = count_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
// rows are arrays, so first cell holds the count as string
if(first_row != null && first_row.size() > 0)
{
tc_raw2 = first_row.get(0);
if(tc_raw2 != null)
{
total_count = tc_raw2.toLong();
}
}
}
}
}
}
}
/***** === Step 2: Build list of page indexes (Deluge compliant, no while) === *****/
page_map = list();
num_pages = (total_count / PAGE_SIZE).toLong();
if(total_count % PAGE_SIZE > 0)
{
num_pages = num_pages + 1;
}
// use nested for-each loops over a fixed dummy list to reach num_pages
dummy = list();
for each  d in {"a","b","c","d","e","f","g","h","i","j"}
{
// outer loop (10×)
for each  e in {"1","2","3","4","5","6","7","8","9","10"}
{
// inner loop (10×)
if(page_map.size() < num_pages)
{
page_map.add(page_map.size());
}
}
}
/***** === Step 3: For each page, fetch candidates and pick a batch winner via OpenAI === *****/
batch_winners = list();
for each  p in page_map
{
offset_val = p * PAGE_SIZE;
sql_batch = "select \"State\",\"School Name\",\"NCES School ID\",\"Zip\"" + "from \"" + view_name + "\" where \"State\"='" + state_esc + "' " + "limit " + PAGE_SIZE.toString() + " offset " + offset_val.toString();
params = Map();
params.put("ZOHO_ACTION","EXPORT");
params.put("ZOHO_OUTPUT_FORMAT","JSON");
params.put("ZOHO_API_VERSION","1.0");
params.put("KEY_VALUE_FORMAT","true");
params.put("ZOHO_SQLQUERY",sql_batch);
count_params.put("ZOHO_API_VERSION","1.0");
resp_batch = invokeurl
[
url :endpoint
type :POST
parameters:params
connection:"zoho_analytics_conn"
];
/***** Parse candidates safely no matter the response shape *****/
candidates = list();
if(resp_batch != null)
{
// Case 1: Key-value format (normal Zoho Analytics JSON)
if(resp_batch.containsKey("data") && resp_batch.get("data") != null)
{
candidates = resp_batch.get("data");
}
// Case 2: Nested "response" > "result" > "rows" format
else if(resp_batch.containsKey("response"))
{
resp_obj = resp_batch.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
// convert matrix rows into list of maps for consistency
for each  row_item in rows_list
{
row_map = Map();
// optional: if you have column_order, map by index
if(result_obj.containsKey("column_order"))
{
cols = result_obj.get("column_order");
idx = 0;
for each  col in cols
{
if(row_item.size() > idx)
{
row_map.put(col,row_item.get(idx));
}
idx = idx + 1;
}
}
candidates.add(row_map);
}
}
}
}
}
if(candidates.isEmpty())
{
info "No candidates found for this page (state=" + state_input + ")";
continue;
}
/***** Build compact OpenAI prompt for this batch *****/
cand_lines = "";
for each  c in candidates
{
id_short = ifnull(c.get("NCES School ID"),"");
name_short = ifnull(c.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(c.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
cand_lines = cand_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + cand_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
ai_resp = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
// ========== Step 4: Inspect result ==========
best_id = "";
best_conf = 0.0;
raw_content = ai_resp.get("choices").get(0).get("message").get("content");
// Remove markdown fences if present
cleaned = raw_content.replaceAll("(?s)```json|```","").trim();
parsed = cleaned.toMap();
school_id = parsed.get("nces_school_id");
confidence = parsed.get("confidence");
for each  c in candidates
{
if(c.get("NCES School ID") == school_id)
{
if(confidence > 0.8)
{
//do not put low-confidence candidates in the winner batch
c.put("confidence",confidence);
batch_winners.add(c);
break;
}
}
}
}
/***** === Step 4: Final round — pick overall best among batch winners === *****/
if(batch_winners.size() == 0)
{
update_map = Map();
update_map.put("NCES_School_ID",null);
update_map.put("Country","");
update_map.put("State",school_state);
zoho.crm.updateRecord("Schools",st_school_id,update_map);
info "No candidates found for state=" + state_input;
}
winner_lines = "";
for each  w in batch_winners
{
id_short = ifnull(w.get("NCES School ID"),"");
name_short = ifnull(w.get("School Name"),"");
if(name_short != null && name_short.length() > 60)
{
name_short = name_short.substring(0,60);
}
zip_short = ifnull(w.get("Zip"),"");
if(zip_short != null && zip_short.length() > 10)
{
zip_short = zip_short.substring(0,10);
}
delimiter = "###";
// define this once before the loop if not already defined
record_sep = " || ";
// separates candidate rows, readable and single-line
winner_lines = winner_lines + id_short + "|" + name_short + "|" + zip_short + record_sep;
}
// === Build simplified OpenAI request (no line breaks) ===
prompt = "TARGET=" + target_name + "|" + zip_input + delimiter + "CANDIDATES=" + winner_lines + delimiter + "Return ONLY JSON {\"nces_school_id\": string|null, \"confidence\": number}";
messages = List();
messages.add({"role":"system","content":"Match the user-entered school to the best NCES candidate using NAME similarity and ZIP proximity. The delimiter is " + delimiter + "."});
messages.add({"role":"user","content":prompt});
req_body = Map();
req_body.put("model","gpt-4o-mini");
req_body.put("temperature",0);
req_body.put("messages",messages);
final_ai = invokeurl
[
url :"https://api.openai.com/v1/chat/completions"
type :POST
parameters:req_body.toString()
connection:"openai_custom"
];
selected_nces = "";
confidence = 0.0;
contentText = final_ai.get("choices").get(0).get("message").get("content");
// Step 2: Sanitize it — remove code block markers and trim spaces/newlines
cleanText = contentText.replaceAll("```json","");
cleanText = cleanText.replaceAll("```","");
cleanText = cleanText.trim();
// Step 3: Parse the cleaned string as JSON
contentJSON = cleanText.toMap();
// Step 4: Extract the NCES/NCAS ID
selected_nces = contentJSON.get("nces_school_id");
/***** === Step 5: Find selected record and update CRM (unchanged) === *****/
/***** === Step 2: Fetch single row by NCES School ID === *****/
row_sql = "select \"NCES School ID\", \"Website\", \"Address\", \"Address 2\", \"City\", \"State\", \"Zip\", \"Phone\", \"Grade Level\" " + "from \"" + view_name + "\" " + "where \"NCES School ID\" = '" + selected_nces + "' " + "limit 1";
row_params = Map();
row_params.put("ZOHO_ACTION","EXPORT");
row_params.put("ZOHO_OUTPUT_FORMAT","JSON");
row_params.put("ZOHO_SQLQUERY",row_sql);
row_params.put("ZOHO_API_VERSION","1.0");
row_resp = invokeurl
[
url :endpoint
type :POST
parameters:row_params
connection:"zoho_analytics_conn"
];
/***** === Step 3: Parse response and assign variables === *****/
nces_id_final = "";
Website_final = "";
Address_final = "";
Address2_final = "";
City_final = "";
State_final = "";
Zip_final = "";
Phone_final = "";
Grade_final = "";
// First check for JSON KV structure
if(row_resp != null && row_resp.containsKey("data") && row_resp.get("data") != null && row_resp.get("data").size() > 0)
{
row_data = row_resp.get("data").get(0);
nces_id_final = selected_nces;
Website_final = ifnull(row_data.get("Website"),"");
Address_final = ifnull(row_data.get("Address"),"");
Address2_final = ifnull(row_data.get("Address 2"),"");
City_final = ifnull(row_data.get("City"),"");
State_final = ifnull(row_data.get("State"),"");
Zip_final = ifnull(row_data.get("Zip"),"");
Phone_final = ifnull(row_data.get("Phone"),"");
Grade_final = ifnull(row_data.get("Grade Level"),"");
}
else
{
// Fallback for "rows" format
if(row_resp != null && row_resp.containsKey("response"))
{
resp_obj = row_resp.get("response");
if(resp_obj != null && resp_obj.containsKey("result"))
{
result_obj = resp_obj.get("result");
if(result_obj != null && result_obj.containsKey("rows"))
{
rows_list = result_obj.get("rows");
if(rows_list != null && rows_list.size() > 0)
{
first_row = rows_list.get(0);
if(first_row != null && first_row.size() >= 9)
{
nces_id_final = ifnull(first_row.get(0),"");
Website_final = ifnull(first_row.get(1),"");
Address_final = ifnull(first_row.get(2),"");
Address2_final = ifnull(first_row.get(3),"");
City_final = ifnull(first_row.get(4),"");
State_final = ifnull(first_row.get(5),"");
Zip_final = ifnull(first_row.get(6),"");
Phone_final = ifnull(first_row.get(7),"");
Grade_final = ifnull(first_row.get(8),"");
}
}
}
}
}
}
country = "USA";
if(isNull(State_final))
{
country = "";
}
update_map = Map();
update_map.put("NCES_School_ID",nces_id_final);
update_map.put("School_Website",Website_final);
update_map.put("Address",Address_final);
update_map.put("Address_2",Address2_final);
update_map.put("City",City_final);
update_map.put("State",State_final);
update_map.put("Zip",Zip_final);
update_map.put("School_Phone",Phone_final);
update_map.put("Grade_Level",Grade_final);
update_map.put("Country",country);
update_rec = zoho.crm.updateRecord("Schools",st_school_id,update_map);
info st_school_id + " Updated";
/***** === Diagnostics === *****/
diag = Map();
diag.put("school_id",st_school_id);
diag.put("selected_nces_school_id",nces_id_final);
diag.put("model_confidence",confidence);
used_fallback = false;
if(selected_nces == "" || selected_nces == null)
{
used_fallback = true;
}
diag.put("used_fallback",used_fallback);
return diag.toString();
}

    • Sticky Posts

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how

    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are

      • Recent Topics

      • Change total display format in weekly time logs

        Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

      • How to display historical ticket information of the total time spent in each status

        Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

      • Zoho Community Weekend Maintenance: 13–15 Sep 2025

        Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

      • Agent Performance Report

        From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

      • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

        Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

      • How can I adjust column width in Zoho Books?

        One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

      • Invalid value passed for file_name

        System generated file name does not send file anymore - what is the problem?

      • Custom Function for Estimates

        Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

      • Search in module lists has detiorated

        Every module has a problem with the search function :-/

      • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

        Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

      • Search in module lists has detiorated

        Every module has a problem with the search function :-/

      • Bigin: filter Contacts by Company fields

        Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

      • Has Zoho changed the way it searches Items?

        Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

      • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

        I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

      • Zoho Calendar not working since a few days

        Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

      • Monthly timesheet, consolidation of time by project

        I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

      • Sending emails from an outlook account

        Hi, I need to know if it's possible to send automatic emails from an Outlook account configured in Zoho CRM and, if so, how I can accomplish that. To give you some context, I set up a domain and created a function that generates PDF files to be sent later

      • Struggling with stock management in Zoho CRM – is Zoho Inventory the solution?

        My biggest pain point today with Zoho is inventory management. I run a retail business and reliable stock management is absolutely critical. Obviously, I need this inventory to be visible inside the CRM. At first, I tried handling it through custom modules

      • can't login Kiosk URGENT

        already try, can't login pls help to support. thanks.

      • 【Zoho CRM】CRM for Everyoneに関するアップデート：関連データ機能

        ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、CRM for Everyoneの新機能「関連データ機能」をご紹介します。 関連データ機能は、あるタブのデータを別のタブに柔軟に関連付け、異なるタブで管理されている情報を1か所にまとめて表示できます。 たとえば、組織タブとチームタブのデータを関連付けることで、必要な情報に効率よくアクセスでき、顧客理解を深めながら他チームとの連携もスムーズに行えます。 目次 1. 関連データの設定方法

      • Profit / margins on Sales orders / Invoices / Estimates

        When we select an SKU or item name in any of these documents, much info such as invoice.line_items.rate is pulled from the item & filled into the document being worked on. If we had another lineItem DB field (hidden) auto filled at the same time: invoice.line_items.purchase_rate

      • Inventory to Xero Invocie Sync Issues

        Has anyone had an issue with Invoices not syncing to Xero. It seems to be an issue when there is VAT on a shipping cost, but I cannot be 100% as the error is vague: "Unable to export Invoice 'INV-000053' as the account mapped with some items does not

      • How to activate RFQ? What if a price list has ladder price for items?

        Where can I find the option to activate request for quotation? How does it work? If the item has ladder price, does it gets calculated depending on how many items are in the cart?

      • Can't join canal Developers Zoho User

        Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

      • Desk Email reply - set default font / use custom font

        Hello, in our e-mails, which we send to our customers, a certain font must be used (Corporate Design): Segoe UI https://en.wikipedia.org/wiki/Segoe#Segoe_UI How can this be included? How can this be set as the default font to ensure that this font is

      • PDF Templates - Checkbox Borders

        Is there a way to remove the border of a radio/checkbox on a PDF? I'd like to use the function of checkbox but if there's no easy way to remove the border (the PDF form already has a rectangle so it gets cluttered), then I'm forced to create a single

      • Settings Icon No Longer in ZOHO Desk?

        In ZOHO desk, there has been a gear icon for settings. as of yesterday, it is no longer there. I showed up briefly this morning but is gone again. Anybody else experiecing this?

      • Tip #43 - Track, Review, and Analyze Your Assist Sessions with Reports-'Insider Insights'

        Did you know you can generate detailed reports for both remote support sessions and unattended access sessions in Zoho Assist? This makes it easy to monitor technician activity, measure efficiency, and review customer interactions. Let us now take a closer

      • Simplified Call Logging

        Our organization would like to start logging calls in our CRM; however, with 13 fields that can't be removed, our team is finding it extremely cumbersome. For our use case, we only need to record that a call happened theirfor would only need the following

      • Sub form doesn't as formula field

        Is it possible to get formula field in sub form in futures?

      • Week date range in pivot table

        Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

      • How do I get Status History data of my Projects?

        I want to build a table in Zoho Analytics that Groups by Date, when Projects entered a certain status. I cannot find Status History or any such useful data available in the Setup of my Data Source sync. Please advise how I can achieve this?

      • Is it possible to hide fields in a Subform?

        Since layout rules cannot be used with Subforms, is there another way, or is it even possible, to hide fields in a subform based on a picklist fields within said subform? For example, if the Service Provided is Internet, then I do not want to see the

      • Weekly Tips :Instantly find what you need with Attachment Viewer

        Your inbox must be packed with project emails, shared notes, and scattered attachments. You are looking for one specific file—a presentation slide or maybe a media clip from a team update—but don’t want to dig through endless email threads or switch between

      • Missing Zoho Desk integration option for form workflows

        According to the help page "Configure Zoho Desk integration in form workflows" we should be able to select Zoho Desk as an integration target but when I open the integrations list then Zoho Desk is not being listed in it. We are on the Premium plan which should already support Zoho Desk integrations.

      • Gantt for 2 or more projects

        Hello, I'm trying the free version of your produtc. It is veryyy good!!!! I don't know if in the Standard plan, I can overview a Gantt Graph for 2 or more Projects Milestone. This would be very helpfull for managing teams and taking decisions about who I will assign a task to. In the paid plan Do I have this possibility? Thank you.

      • Integrating a Zoho Project Gantt Chart into Reports

        Is is possible to integrate a Zoho Project Gantt Chart into a Zoho Report Dashboard. I am in the process of creating Project Status Dashboards for the projects that we track in Zoho Projects and I would like to incorporate the gantt chart within Reports.  Please let me know! Thanks

      • ZOHO BOOKS - EXCESSIVELY SLOW TODAY

        Dear Zoho Books This is not the first time but it seems to be 3 times per week now that the system is extremely slow. I work on Zoho Books 95% of my day so this is very frustrating. Zoho you need to do something about this. I have had my IT guy check

      • Displaying related quotes in sales order and back

        Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

      • Tip of the Week #71–Auto-move incoming messages to the right inboxes with keywords

        We all know that customer-facing teams, especially your sales and support teams, can’t afford to miss even a single customer conversation. But sometimes, sales queries or support requests can easily get lost in a crowded inbox or even end up in the wrong

      • Next Page