Smarter data gathering with Query component in Wizards

Smarter data gathering with Query component in Wizards

Dear All,

Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before.

Long and complex record entries can be overwhelming and prone to errors. That's where wizards come in handy. They provide an intuitive data collection method by breaking down lengthy forms into manageable sections.
 
Wizards already supported text and widget components. We've now powered it with the all-new Query component.

What is the Query component?

The Query component in Wizards is designed to aid users in managing and gathering data more efficiently by providing predetermined actions based on the results of a search query. The Query component operates as a search field with a search parameter and a preset comparator, which is subsequently matched against a field in the current or related module.
 
Just enter your search criteria, and the Query component will perform actions based on the results!



When matching records are found, you can configure actions such as:
  • Selecting a record from eligible options and saving it in a lookup field,
  • Navigating to a specific screen,
  • Displaying widgets or popup messages,
  • Displaying in-line messages within a field, and so on.

In cases where the search fails to find any matching records, the Query component provides the flexibility to create new records in the current or related modules, in addition to the actions described above.

Each action within the Query component can include static sub-criteria, allowing you to determine when the action should be triggered.
 
Furthermore, the Query component can be repurposed across any wizard within the same module. While the actions section can be customized, the target field and comparator aspects of the Query component remain consistent.

Functionalities of the query component

The Query component includes various functionalities that can be used in different ways. For instance, the system can check for free delivery availability when a user enters a pin code, and the resulting message can be shown inline to the field or in a pop-up. Similarly, the component can be used in the web check-in module, where the query is designed to find the passenger with a specific PNR in the passenger module and associate them with the check-in module status.

Here is a detailed GIF of the configuration of a query component

Points to be noted

  • Only one query component is allowed per screen, whereas each wizard can accommodate up to five query components.
  • A maximum of 3 query components can be created per module.
  • Each screen of the wizard should contain only one query component.
That's all about the enhancement. Let us know of your feedback and suggestions below.
 
For more details on creating a wizard, read our help doc. 

Thanks!
Sohel

P.S. Query component is currently available for all users in all DCs. 

    • Sticky Posts

    • 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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

      • Recent Topics

      • iOS App doesn't refresh for Document Creation

        Hello Zoho team, I have created a workflow to be used on a mobile iOS device which starts in Zoho Creater and ends with a murge and store function that then opens the newly created document within the Zoho Writer app. This process is working great however

      • Zoho Books Sandbox environment

        Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

      • Client Portal ZOHO ONE

        Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

      • Email Insights included in Bigin emals are marked as SPAM everywhere

        Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

      • Data Import | Zoho Analytics Custom Query Window Size

        Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • Name changed in settings for mailbox but still not changed when typed in To field

        In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

      • Cannot add my name to my domain name

        I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

      • Invoice status on write-off is "Paid" - how do I change this to "Written off"

        HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

      • Establishing new Zoho email account on laptop

        Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

      • unable to send message reason 550 5.4.6 unusual sending activity

        My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

      • how to add email to existing organization i w

        I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

      • e-mail bloqueado

        Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

      • zoho labels api not working

        We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

      • Whatsapp Connection Status still "Pending" after migration

        Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

      • Desk DMARC forwarding failure for some senders

        I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

      • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

        I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

      • add zoho account

        How to add a zoho mail to previous zoho account? I have two

      • Zoho Desk Mobile App Year-End Roundup - 2025

        Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

      • How create a draft via workflow?

        I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

      • Narrative 17: The role of Zia AI in customer support

        Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

      • Domain Transaction

        I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

      • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

        Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

      • Zohomail - The "All Messages" vs "In Box"

        Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

      • error while listing mails

        I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

      • Zoho CRM for Gmail Extension Not Working in Brave Browser?

        Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

      • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

        Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

      • How to track a contact or customer's past product purchases in Bigin Premiere?

        Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

      • Introducing the Zoho Projects Learning Space

        Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

      • Where to show Customization Field ?

        Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

      • Zoho Desk 2025 round-up: Key highlights on feature releases

        Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

      • Print Sales Orders, Purchase Orders or Invoices from API

        Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

      • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

        Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

      • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

        Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

      • Zoho Books - How to Invoke a Custom Function in Schedulers

        We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

      • How to show a hided report??

        in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

      • To print Multiple delivery notes in batches

        In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

      • Converting Customer Invoice to Purchase Bill

        Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

      • Email tracking inquiry

        I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

      • Mass Update of Lookup Fields not possible

        Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

      • Next Page