【3/8(水) 最終回】Zoho ユーザー同士で事例 / ナレッジの共有ができる！　カスタム関数マスター講座 vol.6

【3/8(水) 最終回】Zoho ユーザー同士で事例 / ナレッジの共有ができる！　カスタム関数マスター講座 vol.6

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イベントです。

今月の開催回は、カスタム関数をテーマにしたディスカッションや、情報共有が行えるフリートーク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/minimeetup20230308
･････････････････････････････････････････････････････････

━━━━━━━━━━━━━━━━━━━━━━━━
◎開催概要
「カスタム関数マスター講座 vol.6」

日程：　3月8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　質疑応答・情報交換会（フリートークの時間）
　16:40〜17:00　参加者感想発表・記念撮影・連絡事項

※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/minimeetup20230308
･････････････････････････････････････････････････････････
──────────
◎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、もしくはオンラインフォーラムへの投稿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3月22日（水）14:00-17:00
    ･････････････････････････････････････････････････････････
    詳細 / 参加申し込みはこちら
    　>> 会場参加（みなとみらい）希望の方：https://zfrmz.com/iCaAjKAJ1nXrCaYNfkq2
    　>> Zoom参加希望の方：https://zoho.to/workout20230322
    ･････････････････････････････････････････････････････････

  • 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

        • Receiving too many Spam Leads. Why?

          I am receiving so many junk leads from web forms created by zoho's platform. The junk queries are increasing day by day and are affecting our business. I am continuously following up with zoho team from the past one year but not getting any satisfactory

        • Mail Merge is not working properly as far as the AUTOMATE section is concerned

          Hi there, I created a Mail Merge template for the Deal module. I would like Deal owners to mail merge their Deal records, download the Mail Merge document as a Word doc and make a few changes before sending it to the customer. Thing is, neither the "Merge

        • Canvas Detail View Related List Sorting

          Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

        • project name field issue- n8n

          Hey guys, I have a question. I want to create a new product using the workflow. The problem is with the product name field; I don't know how to fill it in. The workflow starts with retrieving information from the leads table, retrieving links to scrape

        • Function #20: Custom calculation in item table of invoices

          When you create an invoice in Zoho Books, the 'Amount' of a line item is typically calculated as the product of the "Quantity" and the "Rate" of the item. For instance, if an item has a sales rate of $50 and a quantity of 5 is sold, then the amount would

        • Critical:- Eneble TDS filing for 26Q from the zoho book

          We currently extract TDS data from Zoho Books and manually input it into a separate TDS software to generate the FUV file and file returns. Previously, while using Tally, we benefited from an integrated feature that seamlessly recorded transactions and

        • How to track repeat customers?

          I own a food business and every order is entered into Zoho with: a unique Customer ID total order amount date of order With this information, I want to be able to see a list of my "best" customers. In other words, descending lists arranged according to:

        • How to hide or archive a blog post temporarily in Zoho commerce website builder?

          I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog

        • Zoho Books - Breaking A Working App

          We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:

        • Build data protection into your support

          At Zoho, privacy is our principle. Every Zoho product is built with privacy as the foundation and the finishing touch, guiding every decision we make. Security, privacy, and compliance are woven into the software development lifecycle, starting from how

        • Conditional formatting: before/after "today" not available

          When setting conditional formatting, it only allows me to set a specific calendar date when choosing "Before" or "After" conditions. Typing "today" returns the error "Value must be of type date". Is there a workaround? Thanks for any help!

        • Display Client Name in Zoho Creator Client Portal Dashboard

          Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

        • Customizable UI components in pages | Theme builder

          Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html

        • Amazon.in FBA multiple warehouse integration with Zoho Inventory

          My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

        • Feature Request - Set Default Values for Meetings

          Hi Zoho CRM Team, It would be very useful if we could set default values for meeting parameters. For example, if you always wanted Reminder 1 Day before. Currently you need to remember to choose it for every meeting. Also being able to use merge tags

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Windows Desktop App - request to add minimization/startup options

          Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

        • Ability for admin to access or make changes in zoho form without asking for ownership

          Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access

        • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

          We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates

        • Zoho CRM Calendar View

          Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

        • Camera

          I can sign on to a meeting and see the other participants, but my screen is dark. The instructions for Zoho "Camera Settings" say "click on lock icon in address bar," but I don't see that icon! Suggestions?

        • What is Workqueue and how to hide it?

          Hi， My CRM suddenly have this "Workqueue", may I ask how to set the permission of this tab?

        • Batch/lot # and Storage bin location

          Hi I want to ask for a feature on Zoho inventory I own a warehouse and I've gone through different management software solutions with no luck until I found Zoho, it has been a game changer for my business with up to the minute information, I'm extremely happy with it. It's almost perfect. And I say Almost because the only thing missing for me (and I'm sure I'm not alone) is the need of being able to identify the lot number of my inventory and where it is located in the warehouse. Due to the nature

        • Adding Sender Address with Basic Plan

          According to the knowledge base, I should be able to add Sender addresses with the Basic Plan. But whenever I try to add an email, it takes me to a search window and I cannot find any emails in the list. Even mine, which is the admin. email.

        • Conditional Field Visibility in Bigin CRM

          I would like to request support for conditional field visibility within Bigin CRM. This feature should allow administrators to configure show/hide rules for fields based on predefined criteria (e.g., field values, picklist selections, stage changes,

        • Bill automation in Zoho Books

          Hi I am looking for 3rd-party options for bill automation in zoho which are economical and preferably have accurate scanning. What options do I have? Zoho's native scanning is a bit pricey

        • Reporting Tags

          We've been using reporting tags for years (before itemizing was available) and now we are finding reporting these tags are impossible to track. Reports have changed in the customization and our columns of reporting tags no longer show up. We do not use

        • Consumption based inventory

          I am currently using Zoho Books for my hospitality business, which includes lodging and restaurant services. We purchase many items in bulk for storage and consumption as needed. I'd like these items to be recorded as inventory when purchased and categorized

        • Smarter Access Control: Role-Based Access vs. Responsibility-Based Profiles

          Every business has roles, responsibilities, and workflows. While roles help define structure, responsibilities within those roles are rarely the same. As your team grows, some members need access to only a specific set of features. Others require visibility

        • Partner with HDFC And Sbi Bank.

          Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

        • API in E-Invoice/GST portal

          Hi, Do I have to change the api in gst/e-invoice portal as I use zoho e books for my e-invoicing. If yes, please confirm the process.

        • Member role in zoho meeting

          does a user with member role can see other users in the organization

        • How to post more than 4 Images on Instagram?

          Hi I read several articles to the topic od how to post more than 4 images on instagram, but i can't figure out how it works. I can't find the content editor and i installesd the z share extension for google chrome. Could someone please help me? Than

        • Clone Recurring Expenses

          Our bookkeeping practices make extensive use of the "clone" feature for bills, expenses, invoices, etc. This cuts down significantly on both the amount of typing that needs to be done manually and, more importantly, the mental overhead of choosing the

        • 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

        • Special characters (like â, â, æ) breaking when input in a field (encoding issue)

          Hey everyone, We are currently dealing with a probably encoding issue when we populate a field (mostly but not exclusively, 'Last Name' for Leads and Contracts). If the user manually inputs special characters (like ä, â, á etc.) from Scandinavian languages,

        • Set Custom Icon for Custom Modules in new Zoho CRM UI

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

        • is there any way to change the "chat with us now" to custom message?

          is there any way to change the "chat with us now" to custom message? I want to change this text

        • Notes badge as a quick action in the list view

          Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

        • Next Page