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Get Creator Form Record ID and Subform ID's
Good Afternoon everyone. I have a Creator form with a on success workflow. I'm trying to get the form record ID and the subform record ID(s) but they keep coming up null. There is data in the subform I use it elsewhere. Can anyone help me pull the ID's.
WhatsApp and Zoho Creator Integration
How we have integrate WhatsApp App with Zoho Creator without using external application ?
Ability to use Dynamic goals in Motivator
Is there any way to create dynamic goals in Zoho Motivator? By "dynamic" I mean: not the same target every period, but varying from period to period. For example, in our organization, sales reps are supposed to target beating the same month's sales last
Calendar - "super compact" week view
every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
zoho calendar week view - "super compact by default"
every time i go to my calendar i have to re-engage the "super-compact view" for the week view...is there a way to make "super-compact" a default view so I dont have to keep on setting it manually?
Allow submitter to type a choice in a 'Multiple Choice' field
Is there any way to allow the person filling out a form to manually type in a choice in the 'Multiple Choice' field? So like have the option of allowing the last field to be 'Other' with an input field...
Instagram reset password email not getting through
Recently joined Zoho. I have the free version. I have a domain registered with Fasthosts, without a hosting package, (no website, no email). I have sent emails to my Zoho email from Instagram to reset my password, but they are not getting through. Can you help? PS please dont ask me to get any info from Instagram, as they only give stock answers on their help site and I cant find any way to ask them specific questions or to request data. Cress
Pages Limit of 5 on Zoho Sites with Zoho One Trial account
Hello, I was building my website in Zoho Sites (I have a Zoho One Trial plan) and seems like I've reached a page limit of 5. I then checked the Zoho One limits and looks like the limit is 50 pages per website. I can't seem to find a way to correct this. Is there something you can do on your end to increase the limit on my account? The error I get is "Oh no! Your current plan does not support this feature. Upgrade your subscription to use this feature." when trying to add a new page. Kind Regards
How do I configure network solutions to work with zoho sites
Hi, I have a domain with network solutions and have my zoho mail all set up and working. I cannot get zoho sites to work with my domain, I cannot change the cname to point to zhs.zohosites.com Can you please give me a walkthrough for this? Mick
Mapping a custom picklist to another picklist when creating a connected record with a workflow
Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6
Initiate data import using Deluge script
Is it possible to open the screen to begin the importing of new records using Deluge? So for example, my users would click a button on a form that starts a workflow action. This action would then open the screen to "Import Data for Current User Projects".
Lookup field - Can I avoid using advanced search?
I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and
Forced Tooltip on Maps View
Please remove the forced tool tip data points and ONLY include those listed in the "Include Columns for Tooltip" area. Also, disable the tool tip if no fields in there. With a lat/lng map, it forces showing those (and color field, lat count) and will
Last sync date/time as a widget
Is there any way to get the last date/time that the data shown (reports and dashboard) was last updated. For example, If I have our data being synced every 3 hours and the last was done 2 hrs ago, I would like to show date/time of update OR updated #{hrs}
Function #19: Associate invoice templates automatically based on branch
Much like the custom function we shared last week, today's function also aims to facilitate the automatic association of invoice templates. When you're managing business operations across various branches, there may be a need to create and send invoices
Milestone
New to Zoho and trying to get acquainted. According to PMI a milestone "anticipates what the project is supposed to achieve at a pre-set date. It should describe a desired state of affairs, a desired future situation. There are two important aspects to this. First, the concept refers to a point in time, not a period of time. Second, it looks forward to what we want to create, not how we create it." Why are Zoho milestones defined between two dates and as bins for tasks? Why would you even consider
How to send mail with js SDK
Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,
Report to see committed stock vs quantities on order with suppliers
Hello Zoho Community, I am looking for a report in Zoho Books / Inventory that will show the committed stock from sales orders, and show what quantities of the same part are on order from purchase orders. I have found the committed stock details report,
Zoho Projects Currency fields in Deluge script
I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticed
Kaizen #174 : Client Script Commands
Hello everyone! Client Script Commands feature is a highly anticipated functionality that enables users to trigger Client Scripts anywhere within Zoho CRM, extending the scope of client script beyond standard pages and events. In this Kaizen post, we'll
Zoho CRM - Zoho Creator - NFC Tag
Hi, I'm looking for support for Zoho Creator and NFC. I have read the existing knowledge base, however not all is clear. We have Zoho CRM with custom module 'Equipment' where we have around 1000 records. Our idea is to attach physical NFC tags to the
Transformez vos interactions événementielles avec l’intégration WhatsApp dans Zoho Backstage
Un des plus grands défis de l'organisation d'événements est de garder les participants informés et engagés tout au long de l'événement. L'intégration de WhatsApp dans Zoho Backstage permet aux organisateurs de communiquer directement avec les participants,
Getting the Record Id to appeal in the Deals Module
Hi, I am looking to get the record ID to appear on a deal record. I need to get recrod ID to appear on a document so when they are returned they can be match up with the record we hold in a seperate case management system. The record ID is uploaded to
Sandbox for consultants who are helping me develop a report
Hi. I occasionally need to hire someone who has a Zoho skill I don't have and I need to give them access to my account so they can work. It makes me a bit nervous, but I need them to get a work product done. I set their access as "User" and it turns out
I there any way to use a digital pen with a digital desk like Wacom to take notes in Zoho Notebook?
Hey, guys. I wonder if there's any way to handwrite something and it pull down on Zoho's notebook as a readible image or something like that. Imagine the situation: I don't want to write with a keyboard, but with the digital desk, and I want to the text
What's New in Zoho Analytics - December 2024
Hello Users! We’re excited to bring you a roundup of the latest features and improvements in Zoho Analytics. These updates are designed to elevate your data analytics experience, making it more powerful, interactive, and seamless. Let’s dive in! Expanded
Task templates under a project
Under a project, we might have numerous task lists and these might be for all sorts of things so typically, if a task is created under a task list, it should contain the fields relevant for that particular purpose. However, if I create a task template,
Transfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything. Moderation Update: I'm locking this post as we have provided a possible workaround to achieve this case: transferring contacts back to leads. continfo = zoho.crm.getRecordById("Contacts",
Increasing column width in Zoho CRM search result
My company names are long, and when I search them in the Zoho CRM search, I'm not able to view the entire full name which makes it hard to select the correct item quickly. I tried reducing the amount of columns to just 1, but still the company name column
Solution to Import PST File into Office 365.
MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
Recording inventory purchase as an expense
Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allows
Zoho Survey | Get Signature as Image/PDF
Hi All, Is there a way to get the signature as image/pdf, we currently have the Zoho Survey connect to Zapier as webhook, but the signature question field doesn't return an image/pdf value. Is there a workaround for this?
Automation steps defined by embedded quiz or survey answers.
I'd like to define a user's automation workflow based on how they interact with an embedded ZOHO quiz or survey in the first email. While I can easily define steps based on users clicking a link in an email I feel like I'm missing something more robust
Automation#28 Notify Agents on Article Expiry
Hello Everyone! This week, we’re bringing you a feature that notifies your team when articles in the Knowledge Base are set to expire to keep your content relevant and helpful for customers. The Zoho Desk's Knowledge Base is an asset for customers to
Formula to calculate working days
How can this formula that calculates working days from ANYDATEFIELD to TODAY() be adjusted to Zoho CRM formula functions? CASE(MOD( ANYDATEFIELD - DATE(1985,6,24),7), 0 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,4,5,4,6,4,0), 1 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,3,4,3,5,3,6,4,0), 2 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,2,3,2,4,2,5,3,6,4,0), 3 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,1,2,1,3,1,4,2,5,3,6,4,0), 4 , CASE( MOD( TODAY() - ANYDATEFIELD ,7),1,0,2,0,3,1,4,2,5,3,6,4,0),
Zoho Desk : Field for 'Layout'
I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not find the field in the raw data from the Zoho Desk datasource. I thought it might be in the "Tickets" table but there is nothing.
Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?
I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set
proceed with ssl certificate to use my domain
hi there i have completed the steps of creating and editing CNAME i want to use my domain.
Report inaccuracies
I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the
Assistance with Survey Consent and Anonymization
Hello, I am conducting a survey that requires both the minor’s consent and their parent’s consent prior to participation. As part of the consent process, I am required to collect the names of both the participant and their parent. I want to ensure that
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