【2/15(水)15:00〜】実際にスクリプトを作成して学ぶ！　カスタム関数マスター講座 vol.5

【2/15(水)15:00〜】実際にスクリプトを作成して学ぶ！　カスタム関数マスター講座 vol.5

お世話になっております。Zoho コミュニティチームです。
本日は「カスタム関数マスター講座」の開催についてお知らせいたします。

━━━━━━━━━━━━━━━━━━━━━━━━
カスタム関数マスター講座とは？

「Deluge」というスクリプト言語を使用してカスタム関数をカスタマイズした事例を、Zoho のエキスパートユーザーの皆さまに共有いただいたり、参加者全員でディスカッションをする時間です。

今月の開催回は、「日付けの取り扱い」についての関数共有とディスカッションを中心に構成されています。
Zoho ユーザー同士で交流しながら、カスタム関数に関する理解を深めましょう。

･････････････････････････････････････････････････････････
参加申し込みはこちら：https://zoho.to/minimeetup20230215
･････････････････････････････････････････････････････････
━━━━━━━━━━━━━━━━━━━━━━━━
◎開催概要
「カスタム関数マスター講座 vol.5」

日程：　2月15日(水) 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をご案内します。
  • 残席をチェックした後に参加の承認を行うため、確認メールの返信に少々お時間をいただく場合がございます。あらかじめご了承いただけますと幸いです。
定員： 10名

◎タイムテーブル
15:00〜15:05　カスタム関数マスター講座とは？
15:05〜15:20　発案者&参加ユーザー 自己紹介
15:20〜16:40　関数共有・質疑応答
「日付の取り扱いについて　- 以前寄せられた質問への回答 - 」
16:40〜17:00　参加者感想発表・記念撮影・連絡事項
━━━━━━━━━━━━━━━━━━━━━━━━
◆共有する関数の詳細
「日付の取り扱いについて　- 以前寄せられた質問への回答 - 」
対象サービス：Zoho CRM
今回は、以下の二つの質問を解決する方法を紹介します。
1. 顧客の誕生日にアラートを出したい
- ワークフロー：顧客の誕生日に基づくアラート表示（商談タブ）
2. 自社のサービスを顧客が最初に契約した日から何年経ったかを表示させたい
- 数式項目・日付項目：顧客の契約年数の表示（カスタムタブ）
- カスタム関数：上記の共有に関して、そのほかに実装可能な設定（カスタムタブ）

これまで開催したカスタム関数マスター講座のアンケートにて寄せられたご質問に対する回答や関数の共有、および実際の回答を参加者の皆さまのZoho サービスの環境で動作確認していただきます。
また、質疑応答のお時間もございます。こちらでは、関数に関する疑問点や不安な部分を発案ユーザーさまへ確認しながら進められます。
━━━━━━━━━━━━━━━━━━━━━━━━
※一部タイムテーブルの内容を変更する可能性がございます。最新情報につきましては申し込みフォームをご確認ください。

･････････････････････････････････････････････････････････
詳細 / 参加申し込みはこちら：https://zoho.to/minimeetup20230215
･････････････････････････････････････････････････････････
​
──────────
◎開催回について
今回のカスタム関数マスター講座は、開催回によってタイムテーブルが異なります。
2022年10月から2023年3月まで、毎月一回開催予定です。

第1、3、5回目（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、4、6回目（偶数回）
  • 課題の回答共有、課題に関する質疑応答
  • 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。

  •  Zoho CRM のクライアントスクリプト、ワークフローの実行する処理におけるカスタム関数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。

  •  講座の途中で質疑応答のお時間がございますが、個別のご質問になってしまう場合は別日程に開催予定の「Zoho ワークアウト」への参加をご検討いただけますと幸いです。 
次回のZoho ワークアウト 開催日程：2023年2月21日（火）14:00-17:00
･････････････････････････････････････････････････････････
詳細 / 参加申し込みはこちら：https://zoho.to/workout20230221
･････････････････････････････････････････････････････････
  • 本講座の録画の共有はございません。
  • 本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。
  • カスタム関数マスター講座に関するご不明点については、community@zoho.co.jp までお気軽にお問い合わせください。
━━━━━━━━━━━━━━━━━━━━━━━━

以上、ご確認、ご検討の程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

        • Cliq Networks users can see all other network users contact information

          Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default

        • Zoho Sheet - Printing - Page Breaks and Printing Customization

          I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

        • Missing the "Find & Merge Duplicates" choice

          Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!

        • OAuth integration issues

          I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

        • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

          Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

        • Improve WhatsApp Module in Zoho CRM

          The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

        • Blueprint transitions on locked records

          We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

        • Enhance productivity with the revamped Zoho Sheet View

          Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

        • No OR Filter for Views with a Related Modules Criteria

          We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

        • Chat to Lead

          Can I convert a Chat to a Lead?

        • Limit maximum entries for subform - depending on fields entry

          Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

        • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

          Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

        • Write-Off multiple invoices and tax calculation

          Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

        • Rebranding Options for Zoho One

          We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

        • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

          Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

        • Total Cost in reports showing zero

          The image below shows my issue. The column Total Cost should show the cost to our company based on hours logged and the employee's rate. For instance, if the person working on Subtask 1 is paid 20/hr, then Total Cost should display $160 ($20x8 logged

        • 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

        • Invoices not arriving and mail server settings

          I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I

        • UPLOAD A CREATED PDF AUTOMATICALLY

          Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !  

        • Consolidated Department-wise Payroll Cost Summary Report

          Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,

        • How to remove chat icon from knowledge base?

          I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I

        • Missed chats on WhatsApp closing after one minute

          Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

        • [ZohoDesk] Improve Status View with a new editeble kanban view

          A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

        • Automated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings

          Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket list

        • Show field in spreadsheet view depending on other field value

          Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, C

        • Intergrating multi location Square account with Zoho Books

          Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.

        • Zoho Learn Zapier Integration

          Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.

        • Notice: SalesIQ integration paused on Zoho Sites

          I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thank

        • Differences between Zoho Books and Zoho Billing

          Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

        • New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

          Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

        • Como se agregan los empleados

          Necesito saber si para agregar empleados los mismos necesitan tener licencias

        • Deluge Error Code 1002 - "Resource does not exist."

          I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label via

        • 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

        • Graceful Handling of Exceeded Option Limits

          Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)

        • System default SLA descriptions can't be modified

          The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changes

        • Adding non-Indian billing address for my Zoho subscription

          Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, Rishabh

        • Vendor legal and DBA names for USA users

          I would like to hear how Zoho Books users are handling DBA names in the vendor profile. If the Company name in the vendor profile has to be the legal name (line 1 of the W-9), whare are you entering the DBA name (the name that checks are made out to)

        • How to create one ZohoCRM organisation out of a multi-organization?

          Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may access

        • Next Page