Questions/Issues

Questions/Issues

I am testing out your wiki to see if it is something we would like to transfer our current wiki to.  While playing around with it,  I have created a list of questions and or issues that I would like addressed before we make a decision.

I could find no way to move pages to a different section of the hierarchy.  Allows you to "duplicate page to" but only appears to allow you to duplicate to root.  Copy option seems to do the same thing. Have to delete and re-build the page where I want it. What is the difference between these two options and how can I move pages once they are created?


When importing a page I don't see an option allowing you to select where in the navigation you would like that page placed.  I have tried navigating to the section I would like it placed in, then importing - but it still sticks the imported page in root.  Given my issue above, how can I make sure this page is where I want it to be?  If there is a way to change the location - this means I have to import the page, then go through the steps to change the location rather than just determining the location when the import is created?

When I imported a page, it adds all this white-space around the top and side of the wiki.  Why does it do that and how do I correct? It doesn't appear to be a problem with the amount of content on the page as both this test page I did with one sentence, and a full report have the same issue https://dtoolstest.wiki.zoho.com/SI5Reporting.html  and https://dtoolstest.wiki.zoho.com/Test-Import-Page.html

Defaults to alphabetical sorting, can you sort items regardless of alphabetical order?

I don't understand the "Custom Page Box". I thought that this would add a new element to the sidebar, but it is just creating a link in my normal navigation to a page it created, and I am forced to type what I want in an ugly green box that appears on the page.  If I delete that, content doesn't appear.  What is the point of this? Why wouldn't I just create a page from my navigation myself?  I think I need this function explained so I can understand how to use it.

Is there any way to add anything else to the sidebar?  For example links to our website, or social networking sites, javascript or any other widget like functionality?  

Under Quick search I see a "my links" and "edit this panel" but clicking edit only brings me to a blank page (I am using chrome and FF).  What is this suppose to do?

Can I add links to the navigation that link off-site?

From my testing it appears that adding javascript or flash videos to a page will not work.  How can I add flash videos or javascript?


The "Page Actions" box which contains the PDF and RSS options will only appear when logged in?  This seems like a useful option to appear regardless of whether the user is a guest or a member.  Is this a setting that can be changed somewhere?

Are there any "print page" options available in addition to the PDF and RSS?


Can the search function provide excerpts of pages that matched the users search query? Currently it only provides a list of page titles where the content within the page matched the query - page titles alone are not that helpful when searching.

I added some tags and searched for the tags specifically and no results were found.  Will the search function have the ability to search within tags at any time?


I don't see anywhere in the back end that notifies you when a comment has been posted, or is awaiting moderation.  If I don't click the box to receive a confirmation e-mail, or if for some reason that e-mail gets caught in spam or not received - there is no way of knowing a comment was posted unless you happen to check the page the comment is on.

Can I add any social sharing widgets, like "add this" ( http://www.addthis.com/) to the wiki?  If so I want the ability to add it site-wide and not on a per-page basis.

I cannot add an administrator on the free plan, so cannot test but it says that administrators will have the same rights as the owner "except some options" can you tell me what these options are, as I do not see it listed anywhere.

Also, the free plan mentions I am limited to 3 users.  None of the plans mention the number of administrators you are limited to.  How do I find out how many administrators I can have with each plan?

Is there anyway to customize the comment form so you can request more information, or are my only options allow people to post as a "guest" with whatever they type in the name field, or sign in?

The free version has a list of links on the button "powered by zoho | Zoho | Wiki Index, etc.  I added my own footer, but that adds content above this list of links.  Is it possible to remove these links?



      • Recent Topics

      • Use Zoho Flow Credits for CRM ‘Actions by Zoho Flow’

        Hello Team, We would like to submit a feature request regarding credit usage for “Actions by Zoho Flow” in Zoho CRM. Use Case: We are Zoho One users and actively use Zoho Flow, where our organization has 52,000 Flow tasks per month. In Zoho CRM, we use

      • Unusual activity detected from this IP. Please try again after some time.

        Hello Zoho admin and IT team We are a registered website in Eloctronic services and we been trying to add our users to the zoho system but this issue faced us ,, hope you unlocked us please.

      • Alert if a field is ticked.

        Hi There, We have two modules named Opportunities (Deals) and End Users (CustomModule1), as per the image below. Within Opportunities, we have a lookup field that looks up from the End Users Module. We are looking to get an alert either via email or another

      • Zoho CRM Analytics - Allow To Reorder Dashboards

        I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can go

      • Sending a Template to Sign

        hi, trying to send a template to be signed using this as a test: $accessToken = "1000.xxx" $templateId = "1234" $uri = "https://sign.zoho.eu/api/v1/templates/$templateId/createdocument" $payload = @{ templates = @( @{ template_id = $templateId request_name

      • Adding Choices in a Sub-Form Dropdown

        Hi, Has anybody tried Adding Choices to a Dropdown in a Zoho Creator Sub-Form programmatically? My Deluge code adds rows to a subform with 2 fields A and B. A - text field. B - dropdown. My Deluge script adds the row and displays A successfully. For the

      • Zoho CRM Email Templates 100% Width No Background How?

        Hi, On the Zoho CRM Email Templates in setup > customization > templates > new templates > I choose blank template, but still it puts in a gray background and a max width for the email. I just want to make an email that looks like an email I would send from gmail that has no background or max width. How do you do this? 

      • Checking client unsubscribe details

        Hi team, Can you please let me know where we can check if a client has unsubscribed, along with the date and time it was done? If this information is not available at our end, please help confirm the unsubscribe date for the below email ID from the backend:

      • Optimum CRM setup for new B2B business

        Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

      • Integration with...

        Dear Zoho Commerce team, Please could you consider the integration within Zoho Commerce / Inventory and Qapla'? (https://www.qapla.it/en/) This app is better than Aftership in many ways: - Aftership integration require PRO plan and price start from more

      • Scan and Fill CRM Lookup Field

        Not sure if there is a reason why this isn't possible or if I'm just missing it. But I would like to be able to use the scan and fill feature on the mobile app to prefill the CRM lookup field and fetch the rest of the data in the form.

      • Customer Management: #2 Organize Customers to Enhance Efficiency

        When Ankit started his digital services firm, things felt simple. A client would call, ask for a website or a one-time consultation, Ankit would send an invoice, get paid, and move on. "Just one client, one invoice. Easy.", he thought. Fast forward a

      • Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails

        How do i setup Zoho Mail and Zoho Flow integration to automatically create ToDo tasks from outbound emails

      • Attachments between Zoho and Clickup, using Flow.

        Olá suporte Flow, tudo bem ? Estamos usando o flow para integrar Zoho Desk com o clickup. Não localizamos a opção de integrar anexos entre do zoho Desk para o clickup. Gostaríamos de saber se migrando para o plano pago, teremos suporte para fazer a integração

      • Adding an Account on Zoho Mail Trigger in Zoho Flow

        I'm trying to create a flow using the zoho mail trigger "Email Receive". My problem is that when I select this trigger, it only shows one account from the account dropdown. I'm planning to assign it on a different email. How can I add other email ad

      • Linnworks

        Unless I am missing something, the Linnworks integration is very basic and limited. I have reached out to support but the first response was completely useless and trying to get a reply in a timely manner is very difficult. Surely I should be able to

      • Test data won't load

        I am using a Flow to receive orders from WooCommerce and add them to a Zoho Creator app. I recently received an order which failed, and when attempting to test the order I found that it just shows a loading animation and shows up in the history as "queued."

      • AddHour resets the time to 00:00:00 before adding the hour.

        Based on the documentation here: https://www.zoho.com/deluge/help/functions/datetime/addhour.html Here's my custom function: string ConvertDateFormat(string inputDate) { // Extract only the date-time part (before the timezone) dateTimePart = inputDate.subString(0,19);

      • WhatsApp Link is not integrating

        Hello, I am using zoho flow. when new row added in google sheet it sends email to respected person. In email body I have a text "Share via WhatsApp". behind this text I putted a link. But when the recipient receives email and wants to share my given info

      • Zoho flow - Webhook

        If I choose an app as a trigger in Zoho Flow, is it still possible to add a webhook later in the same flow?

      • Zoho Flow + Bigin + Shopify

        We are testing Zoho Flow for the first time and want to create a flow based in first purchases. When a client makes his first order, we're going to add the "primeiracompra" (first order) tag to his account in Shopify (it's not efficient, but that's the

      • Adding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow

        I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically register

      • Is it The Flow? Or is it me?

        I want to do some basic level stuff, take two fields from a webhook, create a zsheet from a template using one field with date appended, create a folder using both fields as the name, and put the zsheet into that folder. I was going to elaborate - but

      • Having problem with data transferring from Google sheet to ZMA

        When connecting Google sheet with Zoho marketing automation it is having the email as a mandatory field. Can I change it as non-mandatory field or is there any other way to trasnfer data from google sheet to ZMA. I have leads which we get from whatsapp,

      • Dropbox to Workdrive synchronisation

        I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"

      • Microsoft Planner Task to Service Desk Plus Request - error n4001

        Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' section

      • Trailing Space in "Date and time scheduled "

        I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":

      • Project name by deal name; project creation via flow

        Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answer

      • Slack / Zoho Flow; Repl

        I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.

      • Get Holiday ready with Zoho Mail's Templates

        As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

      • Customize folder permissions in a Team Folder in a Team Folder via zoho Flow

        HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with a

      • Associating a Candidate to a Job Listing

        Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

      • Automate reminder emails for events

        Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

      • Update related module entry Zoho Flow not working with custom module ?

        Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

      • How to disable time log on / time log off

        Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

      • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

        Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

      • Email authentication

        أريد التحقق من البريد الإلكتروني

      • What’s New in Zoho Analytics – December 2025

        December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

      • Marketing Tip #12: Earn trust with payment badges and clear policies

        Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

      • The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

        Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

      • Next Page