"Local" to "Global" Status Mapping

"Local" to "Global" Status Mapping

Hello, 
While I can think of several ways to achieve my goal, I am looking for guidance on the most-optimal solution using existing Zoho CRM Plus features (be it Blueprint, Validation, custom Deluge, etc.).

On every task, I will have two "Status" fields - let's call them "Local" and "Global". 

"Local" statuses will be referential to the Subject of the task at hand. For example, if my Task Subject was "Inspect Widget", my local statuses might be something like:

1)Received Widget Inspection Work Order 
2) Began Inspection
3) Identified any Defects
4) Applied QC stamp to Widget 

"Global" statuses will be the same for all Task subjects - each "Local" task status will map to a predefined set of Global Statuses. Keeping with the same example: 

1) Local  = "Received Widget Inspection Work Order"  Global = "Not Started"
2) Local = "Began Inspection" Global = "In Progress"
3) Local = "Identified any Defects", Global = "In Progress"
4) Local = "Applied QC stamp to Widget", Global = "Complete" 


I want users to select from a properly validated list, at the task level, of Local Statuses. And I want their Global Status values to update accordingly. I can "easily" pull this off with a Deluge script but that feels a bit overwrought - any help is greatly appreciated! 


      • Sticky Posts

      • Zoho CRM Plus in 2023: Let's rewind

        Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking

      • The CX Workshops are back in 2023!

        Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've

      • Refer Zoho CRM Plus to your friends and earn rewards!

        Hey everyone,   We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance

      • Social in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts

        Hey everyone,   We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates.  Publishing on

      • Unified telephony in Zoho CRM Plus

        In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate

        • Recent Topics

        • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

          I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

        • Quotes Module - import data

          Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

        • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

          🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

        • Exploring SalesIQ’s Top Features of 2024: An Insider's Look 🔍

          As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

        • Resource booking functionality questions

          I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

        • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

          Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

        • Modify the way a phone number is shown in footer on ZOHO Booking Page

          The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

        • Zoho Bookings Multilingual ?

          Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

        • Problem viewing document imported from google drive.

          Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

        • Two way sync Zoho Mail and Bookings

          Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

        • Modifying iframe data of Zoho booking iframe

          Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

        • Sending my emails to Spam Folder

          I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

        • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

          I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

        • attributed automatically database section

          Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

        • Re: constant rejected email form and to my account

          Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

        • How do I redeem credits?

          How do I redeem credits that are shown in billing section?

        • Introducing 'Queries' In Zoho CRM

          Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

        • Will zoho thrive be integrated with Zoho Books?

          title

        • Cannot add IMAP account to "new" Outlook

          Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

        • How to Implement Time-Based Filters in Zoho Workflows?

          Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

        • Update Zoho Flow on Sprint Work Item Status Change

          Hello, I've contacted Zoho One support but have been unable to help in a timely manner, so I'm asking the community. I want to start using sprints, but I'm having an issue. I need to post updates to Slack when a Work Item has a status change. My understanding

        • Issue with skip_workflow Not Preventing Edit Workflow Trigger

          Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:

        • Create Dashboard using data/tables from different workspaces

          Is it possible do create a Dashboard using different tables that are part of different Workspaces? 

        • Este domínio já está associado a esta conta

          quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?

        • Storage addon failed to upgrade

          Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

        • no puedo recibir correos

          Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

        • Default reminders on Emails

          I have seen that it is possible to set, for each email, a reminder when the email remains unresponded for some time. This is very useful, so useful that I would like to set it for all my emails, by default. Because an unanswered email usually requires

        • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

          LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

        • Send email is not authenticated

          Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".

        • Using Queries with dynamic parameters in Kiosk Studio

          Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

        • Workflow Based on Manual Journal

          Manual journal entries are one of the few areas that cannot kick off a workflow automation in Zoho Books currently. I would propose considering adding that. My use case is that the payroll provider I use (a flavor of SurePayroll) has a Zoho Books automation

        • How do I hide all leads from Standard users in my CRM ZOHO

          I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

        • Zoho sheets to crm and mapping

          i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flow

        • Condition-based data sharing rules are now available in CRM

          Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM

        • Portal Default View

          Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

        • Automatic Portal invite

          We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

        • Directly Edit, Filter, and Sort Subforms on the Details Page

          Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

        • Is it possible to trigger the review process when a record is edited?

          Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

        • 【Zoho CRM】ウィザード機能のアップデート

          ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からウィザード機能のアップデート をご紹介します。 今回のアップデートにより、ウィザードの「条件処理ルール」機能が改良され、以前の入力画面の項目を基に条件を設定できるようになりました。 これまでは条件設定が1つの画面内に限られていたため、画面間で情報を関連付ける際に、余分な項目を作成する必要がありました。 今回のアップデートにより、前の画面の情報を利用して次の画面に条件を適用できるため、設定がより効率的になります。

        • Next Page