Recent enhancements to Bigin's workflows and Associated Products

Recent enhancements to Bigin's workflows and Associated Products

Greetings, 

I hope all of you are doing well! We're happy to announce a few recent enhancements we've made to Bigin. Let's go over each one in detail.

Enhancement to workflows  

Trigger workflows when specific fields are modified to specific values 

Previously, you could only specify which fields—when edited—should trigger a workflow, but now you can also define more specific criteria for those fields.

This way, you can now trigger workflows when a field in a record changes to a specific state—for example, a task's priority is marked as high, or a deal's stage is updated to won.

​

Description field in task actions 

Previously, while creating a task via automation, there was no option to add a description. With this enhancement, we've introduced a description field to the Create Task action, which also supports merge fields. Use the hashtag (#) symbol to insert dynamic field values.


Assign owners based on login status 

Previously, owners were assigned to records using the round-robin method, regardless of user availability. With this enhancement, you can now ensure tasks are assigned more efficiently by assigning them only to users who are online at that time.

​

Add tags to scheduled actions 

Previously, tags could only be added to instant actions, but with this update, you can now add tags to scheduled actions as well.

​

Lookup fields in email actions 

Previously, when adding an email recipient to email actions in workflows, you couldn't include lookup fields as recipients. With this update, you can now add lookup fields associated with the module as recipients.

​

To learn more about workflows, please refer to this help document.

Enhancements to the Associated Products section 

Customizable discount field  

You can now configure the Discount field in Associated Products to suit your business needs better. Previously, we only supported only percentage discounts. With this enhancement, you can choose between:

  • Percentage discounts

  • Fixed amount discounts



This update enables businesses with varied pricing and discounting strategies to tailor their discount calculations accordingly.

Configuration

  1. Navigate to Settings > Fields > Pipeline Fields.

  2. In the Associated Products section, locate the Discount field.

  3. Click on More Options (⋯) and select your preferred discount type.

By default, the system will continue to apply percentage-based discounts unless changed.

Note:

  • If an existing customer switches from percentage to a direct price value, all existing data will be automatically converted to the equivalent price based on the previously applied percentage.

User lookup field in Associated Products  

We've introduced a User Type field in the Associated Products subform. This enables you to assign specific users to each product listed in a deal.

​
Key benefits:
  • Easily track which team member is responsible for each product in a deal.
  • Achieve better accountability and internal coordination.
Configuration
  1. Create a User Lookup field in the Products module.
  2. Navigate to Settings > Fields > Pipeline Fields.
  3. Add the newly created User Lookup field to the Associated Products section.
Once configured, you'll be able to assign individual users to each product when creating or editing deals.

​
That's all for these enhancements. We sincerely hope you find them useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.
​
Thanks and have a good day!




        • Recent Topics

        • How to create a new Batch and update Stock via Inventory?

          Hi everyone, We are building an automation where a user enters batch details (Batch Number, Mfg Date, Expiry, and Quantity) into a Custom Module. I need this to trigger an API call to Zoho Inventory to: Create the new batch for the item. Increase the

        • How do I open MSG files in Microsoft Word?

          If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy

        • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

          Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.

        • How to add packing & forwarding charge in purchase order & quotation???

          Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2

        • How to create a boxplot chart in Zoho Analytics?

          Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?

        • What are the create bill API line item requiered fields

          While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

        • WorkDrive issues with Windows Explorer Not Responding

          We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or

        • Connecting Zoho Inventory to ShipStation

          we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards

        • Using IMAP configuration for shared email inboxes

          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

        • When Does WorkDrive integrate with Books?

          When Does WorkDrive integrate with Books?

        • POP mailbox limits

          If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?

        • Warranty Service and Repair in Zoho FSM

          Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform

        • Zoho Sheet for Desktop

          Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?

        • WhatsApp phone number migration

          Hi @Gowri V and @Pheranda Nongpiur, Thanks for implementing the promised enhancements to the integration between Zoho CRM and WhatsApp. The previous discussion has been locked, so I'm opening this new one. I am copying below a specific

        • WebDAV support

          I need WebDAV support so that I can upload/download (and modify) documents from my local file system. Is anything planned in his direction?

        • Suggestions for Improved Table Management and Dashboard Filter Controls in Zoho Analytics

          Dear Zoho Analytics Community, I hope you are doing well. I would like to share a few suggestions based on issues I am currently experiencing while working with visualizations and dashboards. Firstly, when I create a new visualization using the Sales-Order

        • SPF: HELO does not publish an SPF Record

          I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?

        • How do I create an update to the Cost Price from landed costs?

          Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

        • Price Managment

          I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

        • Regarding the integration of Apollo.io with Zoho crm.

          I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google

        • Actual vs Minimum

          Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

        • Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM

          Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal

        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This

        • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

          Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable

        • See a list of all records enrolled in a cadence?

          I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.

        • Limitation in chart of accounts

          There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit

        • How do I change the account bank charges are charged to?

          I want bank charges charged to my Credit Card Fees account. Is there a way to do this?

        • Real signature in Zoho Expense PDF report ?

          Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.

        • Copy paste settings

          Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??

        • Custom TDS on Vendor Credits via API

          Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.

        • "Unlink" Advance from Bill without Deleting the Payment Record

          I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill

        • Advance Payment Record Removed When Deleting Applied Credit from Bill

          Hello, So while working with vendor advance payments, I noticed that removing the applied credit from a bill also removes the corresponding entry from the Payments Made section. What I did : Recorded an advance payment to a vendor through Payments Made.

        • What is the best way to convert MSG file to Word format?

          The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson

        • Address Typeahead Extension for Zoho Books

          I installed the Address Typeahead extension for zoho books but when I went to configure it, it said that that version was deprecated. Is there a newer version somewhere?

        • Zoho Projects : Task should auto-update to 'In Progress' if timer started

          Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers

        • Invoice template with sales tax totals

          Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one

        • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

          Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time

        • Next Page