【10/28(金)15:00〜】カスタム関数についてユーザー同士で学び合う勉強会

【10/28(金)15:00〜】カスタム関数についてユーザー同士で学び合う勉強会

お世話になっております。Zoho コミュニティチームです。
Zoho ユーザーさまより発案いただいた「カスタム関数マスター講座」の開催についてお知らせします。

━━━━━━━━━━━━━━━━━━━━━━━━
カスタム関数マスター講座とは？
‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥
スクリプト言語「Deluge」を用いたカスタム関数の事例やコードを、Zoho のエキスパートユーザーの皆さまから共有いただく催しです。

今回は事例を聞くだけでなく、スクリプトをコピー＆ペーストしていただき、実際に参加者の皆さまの環境でカスタム関数の挙動を確認していただく参加型の勉強会となります。 カスタム関数についての情報共有が行えるフリートークや質疑応答の時間もありますので、 Zoho ユーザーの皆さまと交流しながら知識を深められます。
━━━━━━━━━━━━━━━━━━━━━━━━
◎開催概要

名称：「カスタム関数マスター講座 vol.1」
日程：10月28日(金) 15:00 - 17:00　※全6回開催予定
配信方法：　Zoom　※ミーティング形式（お申し込み後の確認メールにて、当日の参加URLをお知らせします）
対象サービス：Zoho CRM
定員：10名
･････････････････････････････････････････････････････････
詳細はこちら：※定員に達したため、お申し込みを締め切りました。（※2022年10月21日（金） 11:55AM 現在）
･････････････････････････････････････････････････････････

◎タイムテーブル

　15:00〜15:05　カスタム関数マスター講座 vol.1とは？
　15:05〜15:10　発案者 自己紹介
　15:10〜15:35　関数共有①「カスタムボタンを作成して、連絡先住所を取引先住所にコピーする」（有限会社西尾システムコンサルタント 西尾 真言さま）
　15:35〜15:50　質疑応答①
　15:50〜16:15　関数共有②「外部サービスを利用して翌営業日を取得しよう」（株式会社トーチライト 松井 邦夫さま）
　16:15〜16:30　質疑応答②
　16:30〜16:50　情報交換会（フリートークの時間）
　16:50〜17:00　記念撮影・連絡事項

◎今回取り扱うカスタム関数の例

対象サービス：Zoho CRM
テーマ：内部のデータ変更と外部URLからの情報取得
　- カスタムボタンを作成して、連絡先住所を取引先住所にコピーする
　- 外部URLにアクセスして翌営業日を取得する
    など……

･････････････････････････････････････････････････････････
参加申し込みはこちら：※定員に達したため、お申し込みを締め切りました。（※2022年10月21日（金） 11:55AM 現在）
･････････････････････････････････････････････････････････


───────────────────────────────────
◎開催回について
今回のカスタム関数マスター講座は、開催回によってアジェンダが変わります。なお、2022年10月から2023年3月まで、毎月1回開催予定です。

第1回、第3回、第5回（奇数回）　                  
  • Zoho ユーザーが活用している関数例の紹介
  • 参加者の皆さまと一緒にカスタム関数の作成
  • 情報交換会（フリートークの時間）
第2回、第4回、第6回（偶数回）
  • 参加者からの質問回答
  • 情報交換会（フリートークの時間）
───────────────────────────────────
◎注意事項
  • カスタム関数マスター講座では、参加者の皆さまにも実際の関数をコピー＆ペーストして動きを見ていただきます。そのため、あらかじめZoho サービス を操作しながらご参加いただけますと理解が深まります。
    ※10/28(金)は、Zoho CRM で使用できるカスタム関数を紹介します。
  •  今回紹介するカスタム関数はワークフロー内での「関数」の処理を使用して動作するものとなります。こちらはエンタープライズプラン以上で利用できます。
  • 本番環境とは別の独立したテスト用の環境が利用できる「サンドボックス」も同様のプラン以上で利用可能です。
  • 今回のカスタム関数マスター講座では質疑応答の時間を設けますが、カスタム関数マスター講座の内容に関する質問をお願いします。個別のご質問がある場合は、毎月開催している、課題解決型のワークショップイベント「Zoho ワークアウト」への参加をご検討ください。
    ※次回のZoho ワークアウト開催日程：11月9日（水）14:00 - 17:00
    次回開催のご案内は当フォーラム上に追って告知します。
  • 今回のカスタム関数マスター講座について、録画の共有は行いません。
  • カスタム関数マスター講座にて共有されたスクリプトによる本番環境への影響、データ消失、その他の問題につきましては責任を負いかねます。
━━━━━━━━━━━━━━━━━━━━━━━━

以上、ご確認、ご検討のほどよろしくお願いいたします。

ゾーホージャパン株式会社
コミュニティチーム




        • Recent Topics

        • Need help getting my mail on iPhone and Tablet

          I need to access my Zoho mail via the iPhone Mail app. I have entered the login name, password and the incoming and outgoing servers, which my Mail Settings page says are imappro.zoho.com and smtppro.zoho.com. The iPhone keeps saying it cannot authenticate.

        • Add an background image to an email template in CRM

          Hi all, We wants to put an background image behind all our email templates. Is there a way to import this thru html. If i put the option background image in <body style="background-image:...</body> and i look to the preview it shows our background, but

        • Is there a way to show contact emails in the Account?

          I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

        • How do I bulk archive my projects in ZOHO projects

          Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

        • Copy contents of File Upload Field into Workdrive

          Hello, I have set up our CRM so that a Workdrive folder is automatically created for each Deal via workflow, this adds the id of the folder into a dedicated field. We also have a field on each Deal called 'Approved Layout', which is a file upload field.

        • Deleting a memorized email address

          How can I delete a memorized email address? Even though the address has been deleted from Contacts, Zoho mail still auto suggests the address when typing it into the TO field. Thanks!

        • 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

          Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

        • Not able to receive emails for a while

          I am not able to receive emails for a while now.

        • Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

          Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

        • Create Tasklist with Tasklist Template using API v3

          In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

        • Zoho API v2.0 - get ALL users from ALL projects

          Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

        • [Webinar] Solving business challenges by transitioning to Zoho Writer from legacy tools

          Moving to Zoho Writer is a great way to consolidate your business tools and become more agile. With multiple accessibility modes, no-code automation, and extensive integration with business apps and content platforms, Zoho Writer helps solve your organization's

        • الموقع لا يقوم بالسداد

          السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

        • New in Office Integrator: Enhanced document navigation with captions and cross references

          Hi users, We're pleased to introduce captions, table of tables and figures, and cross-references in the document editor in Zoho Office Integrator. This allows you to structure documents efficiently and simplify document navigation for your readers from

        • Where Do I set 24h time format in Cliq?

          Where Do I set 24h time format? Thanks

        • 🎉 ¡Seguimos trayendo novedades a Español Zoho Community! 🎉 Confirmada la agenda y ubicación para los Workshops Certificados

          Si todavía no te has hecho con tu entrada para nuestros Workshops Certificados del próximo 26 y 27 de marzo o, por el contrario, estabas esperando que confirmáramos dónde los celebraremos, ¡este post es para ti! 📍¿Dónde nos vemos?📍 Nuestros Workshops

        • User is already present in another account error in assigning users to marketing automation

          Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?

        • How do I get complete email addresses to show?

          I opened a free personal Zoho email account and am concerned that when I enter an email address in the "To", "CC", fields, it changes to a simple first name. This might work well for most people however I do need to see the actual email addresses showing

        • What's New in Zoho POS - January 2026

          Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how January went. Sort and resolve conflicts Conflicts are issues that may arise when registers and

        • Outlook is blocking incoming mail

          Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

        • Not receiving email from customers and suppliers

          I am getting error . most of the customers tell me not able to send me email please check i have attached screenshot

        • Create user

          Hello I want to create user, but i get this error Unusual activity detected from this IP. Please try again after some time.

        • File emails in Shared email folder

          Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

        • Consolidated report for multi-organisation

          I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

        • Integrating Zoho Suite and apps more with Linux

          I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy

        • How to Switch from Outlook for Mac to Outlook for Windows

          The most often used file formats for users to manage crucial data are OLM and PST files. PST files keep a copy of data on the configured system from Outlook, while the OLM file contains the Mac Outlook data items, which are only accessible with Outlook

        • Name autocomplete

          Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

        • Are custom portals accessible on the Zoho learn smartphone app?

          In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks

        • How to increase my Zoho sign limit.

          I cannot send a document/contract for signature. Zoho sign says I reached my monthly limit. May I know how to fix this please? Thanks! 

        • Can not add m365 outlook account to zohomail.

          I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",

        • Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)

          I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,

        • local file csv import problem

          The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a new

        • Función Deshacer y Rehacer

          Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmente

        • Tip #59- Technician Console: Exploring View option- 'Insider Insights'

          Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting right

        • MRP or Manufacturing Module for Zoho

          We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?

        • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

          When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

        • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

          Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

        • Can I add Conditional merge tags on my Templates?

          Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

        • Zoho mail account ownership transfer

          We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete

        • Email Authentication is Failing

          I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']

        • Next Page