Power of Automation :: SLA for Tasks

• Topic Participants

• Harshini Dara

  

• Sticky Posts

• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Zoho Projects - Quarterly Updates | Q1 2025

  Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from

• Analyze Project Trends with Power BI Integration for Zoho Projects

  Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility

• 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

• Recent Topics

• Notifications no longer being sent to my email address for any scheduled events

  The last few weeks, I stopped receiving email notifications to my email for events I have scheduled and have a selected reminder option checked.

• Share passwords/secrets and folders/chambers with external users

  Currently you allow sharing passwords with internal users, internal user groups, and third parties. The third party feature gives temporary access of 30 minutes and it does not have any sign up. What we really need is to properly share secrets/passwords (and ideally folders/chambers) with Zoho Vault users that are not part of our organisation - even if they are on the free plan. If they accept the share, the password would be stored in their Zoho Vault as long as I maintain the share. If I revoke

• 'call for best price' option

  Hi guys, Pricing of items that we sell to end-customers changes often, so I don't want to put up a 'static' price, but would like to have the option to 'call for best price', or what-ever the best wording is.. Has anybody got a suggestion on how to do

• Modifying product search in invoice field

  Hello, I imported my product list in Books. Since I have many products with the same name, but with different order units, and that Books doesn't permit same names in items, I used ID's number has product name, and put the product name in the description.

• How do I embed the webinar into a webpage?

  All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?

• Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat

  Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing

• Bulk upload image option in Zoho Commerce

  I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

• 404 Error When Using record_cursor in ZOHO.CREATOR.DATA.getRecords (js api)

  Iam working on fetching all records from a Zoho Creator report using the Get Records API (V2.1) with the following recursive function: js CopyEdit // Recursive function to fetch records using record_cursor from the response function fetchAllRecords(recordCursor

• Add haptic feedback when QR / barcode is scanned

  Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !

• Input list of records in Lookup

  Salut, I have 2 scripts that input list of records in a lookup. The first on works fine, the second one doesn't and I do not know why. The only differences, is that the first one input in a lookup a list of records from an actual lookup field, and with

• Are downloadable product available in Zoho Commerce

  Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

• Parent-Child Tickets using API or Deluge

  Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

• In line code commenting in Deluge

  A request to enhance readability: currently you can add 'in line' comments for Deluge code, but after you save and reopen, the comments are moved down to the new line. i.e. info "test response"; //this is a info statement for a test response gets changed

• Delete purchase order

  Buenos días, quisiera su ayuda para retirar los documentos adjuntos, ya que necesito iniciar sesión nuevamente para la venta de unos vehículos.

• Zoho One Groups and Departments - how are they used ?

  I've seen that Zoho One has the ability to create Groups and Departments, however they don't seem to do anything ? There is no ability to pick up these same groups in ; Zoho Analytics, Zoho Forms, Zoho Vault for just starters . Why aren't the Zoho One

• Insert Dates Into Subform

  Hi Everyone, Good evening. I've been looking for this all day, but can't find it. Is it possible to insert the entire date inputted from start date and end date into the subform? I also attached the image, to make it clearer. Jadwal Pertemuan = Start

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Default Lookup Field Value based on Picklist

  How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from

• Automate Note Creation for Service Appointments

  Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I

• Date & Time Field | Minimum 24 hour notice.

  I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future

• I can't understand Quiet Mode

  I want to set my Zoho mail notifications to only show during set times. I only want to see my notification pop-ups from 9am-5pm Monday-Friday. Or, in another words, I don't want to receive pop-up notifications between the hours of 5pm and 9am and for

• Add Desk Account comments using Flow

  The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missing

• Add subform record on data import

  I have some data pulled from analytics. I also have a "Projects" form with an "Assignments" subform linked to the "Assignments" form (not a blank form). Now when I edit a Project record, I can add new assignments manually and it will add the records in

• Forward, attach, or flag email to an open ticket.

  Hi, when resolving customer requests through tickets in Zoho Desk, it is very common to receive emails from suppliers or third parties in Zoho Mail accounts or email groups that are not registered in the system. Is there any way to forward these emails

• Update Main Form Date with Most Recent Subform Submission Date

  Hello, I have a field in my main form (equipment info) with the "date of last equipment inspection". I have a subform (equipment inspection) That wheen submitted for a piece of equipment I would like the submission date of the subform (equipment inspection)

• Need Help with MX Record Verification

  Dear Zoho Mail Support Team, I’m setting up Zoho Mail for my domain "nexiumdynamics.com" and have already added the MX, SPF, and DKIM records as instructed. The domain DNS is managed through Odoo. However, the MX record verification on Zoho Mail is still

• ¡Participa en los Zoholics Awards 2025!

  ¿Tu organización utiliza el software de Zoho de una forma innovadora? ¿Has logrado resultados dignos de noticia con nuestras aplicaciones? ¿O tienes un caso de uso especial de Zoho que te gustaría compartir con el mundo? Si es así, ¡este es tu momento

• To be able to create a report sub folder

  Hello Can we request the ability to create subfolders in report folders.

• Email Stuck in "Retry Queue" – Host Not Reachable

  Hello everyone, I’ve been encountering an issue when trying to send emails. Although the email appears in my Sent folder, it doesn’t reach the recipient, and I see the following status: In Retry Queue Temporary failure when delivering email to the recipients.

• Identify, Qualify and Retarget Potential Leads Using Zoho SalesIQ & Campaigns

  Finding the right leads can often feel like guesswork. Because not all your website visitors are worth targeting — some may just be browsing, while others may have landed in there by accident. So how do you filter out the noise and focus on those who

• Company with ZohoOne, notebook ask to upgrade to collaborate in notecards.

  Hello, we as a company have ZohoOne as our Zoho choice, but Zoho Notebook asks us to upgrade in order to collaborate in notecards, is this correct? Acording to what I've read in Zoho Notebook help, it should be included in ZohoOne, can you please clarify

• Don't Receive Email

  Hi, I would like to report a problem . One of registered email in my organization is info@kedata.id . that email is used to register into MongoDB atlas. But for that case, i have a problem which the email of verification code from MongoDB atlas haven't

• Possible to reorder Pipelines position?

  I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

• Laravel - Failed to authenticate on SMTP server

  For some reason, I cant send e-mails from my Laravel app Error: Failed to authenticate on SMTP server with username "myuser" using the following authenticators: "LOGIN", "PLAIN". Authenticator "LOGIN" returned "Expected response code "235" but got code

• Custom View Row Limit?

  Is there a way to view more than 5 rows on a "Custom View" component on a user's homepage? I didn't see an option when creating or editing it. I'd like to be able to show the users 10 tasks at a time if possible.

• Kaizen #63 - Layout Rules in Zoho CRM

  Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got

• Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

  Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,

• Unable to import canvas template to canvas forms

  I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please advise

• Remote Control Functionality During Screen Sharing in Zoho Cliq

  Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

• Power of Automation :: Automatically Approve/Reject the associated timelogs of Issues

  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

• Next Page