Secure hidden fields and automatic emailing based to different departments based of info selected- layouts

Secure hidden fields and automatic emailing based to different departments based of info selected- layouts

Good morning, everyone

I have a silly question I'm trying to find a answer for and not sure how to word it in Zoho speak.

i have created a few layouts for making tickets within the Customer facing portal and it's been wonderful.
i am looking to create a secured field(not encrypted) that a user can put a 4 digit code in for a alarm system and it's hidden or faded until we on our helpdesk side have to put in say some password to access the field info so it's not public within the ticket emails. has anyone had any expertise on doing something like that? also i have another layout question.

second thing i would like to do is a part of the layouts, so i created a hardware and software requests layout for ticket creation but i would like it to say send a email to x employee that is in charge of y software if it's selected to say z user is requesting access as we have some software IT doesn't handle account creation or manage licenses.

Is this possible?

      • Sticky Posts

      • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

        Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
      • WhatsApp pricing changes: Pay per message starting July 1, 2025

        Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
      • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

        Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
      • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

        Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
      • Zoho Desk Cheat Sheet For The Year-End

        Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

        • Recent Topics

        • Free Webinar Alert! Track, Bill, Get Paid: Streamline Finances with Zoho Books and Zoho Mail

          Hello Zoho Community! Struggling to keep track of invoices, payments, and client communication? We’ve got you covered! In this webinar, we’ll show you how Zoho Mail and Zoho Books work together to simplify invoicing, track payments, and streamline financial
        • Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work

          I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:
        • Field of Lookup Module 2 Way Dynamic Connection

          I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record
        • "In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory

          I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory
        • View Filter for Date field type doesn't give option for "not in the last" or "before x days"

          I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call
        • Differentiating between invoice templates when adding custom fields

          We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if
        • Market Automation is hung in sync with crm in zoho one

          Sync between Market automation and crm stuck in loop. MA says they are connected, but does not allow module selection, building of lists, etc. can not go back around and disconnect and restart. Does not show in "Connected Apps", yet when you ty to connect
        • Flow-Level Access Permissions in Zoho Flow

          Hi Zoho Flow Team, Hope you're doing well. We would like to request a feature enhancement for Zoho Flow related to user-level access control. Use Case: As Zoho One users, we often work with multiple teams and departments. In our setup, we have several
        • Payment Gateways For South Africa

          Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?
        • Hide Admin Only settings

          It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.
        • Zoho Projects API fails to update integrated field

          I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".
        • Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

          I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather
        • How to identify a ticket merge through Webhooks?

          The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the
        • Native SMS Integration in Zoho Desk

          I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,
        • Share Projects with Vendor Zoho Projects Portal

          I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.
        • Timentry and Support Plan Relationship

          Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits
        • Issue with ticket replies via Slack: '+' symbols replacing spaces in emails

          Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution
        • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

          Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could
        • Android notifications not working

          I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.
        • Email Templates - Increase Width

          The email templates created in CRM do not seem to allow to widen the margins.  When the template is dropped into an email, the copy is centered in the email.  Is there a way to increase the width or the margins so the text simulates a normal email?
        • my clients are not receiving mails

          Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect
        • zoho mail and crm is very slow

          I have recently employed Zoho in our organisation. Even after taking high speed internet, mail and CRM takes many minutes to even load. Its really slow and faces lot of downtime.
        • How to use if_case with expressions other than equals

          I'm trying to define a formula column that implements logic like this case statement would: case when numfld1 is null then null when numfld2 > 0 then 100*numfld2 when numfld2 < 0 then numfld2 else 0.0 end In formula columns, the docs say you need to use
        • Create global project dashboard for all users

          Would like to be able to create a custom dashboard for projects with certain widgets that are default for all new projects.  right now, I have to modify each project dashboard per project per user.  This is not practical.  
        • Inline images are not shown on iPhone

          When I add an image inline it gets displayed on a Zoho's computer software or web browser, but not on Zoho's iPhone app - the image appears to be broken and cannot be copied neither saved. What's the problem with displaying images inline when reading
        • Kaizen #186 : Client Script Support for Subforms

          Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
        • Viewing Live data

          Where can I see the live data that is sent from the device?
        • Canvas templates can now be shared with different CRM organizations

          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
        • CRM to Writer Mail Merge Preview not working

          When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide
        • Show Call History During a Blueprint Transition in Leads Module

          Hi all, I have a Blueprint set up in the Leads module with a transition to Reattempt Call, which updates the lead status to Attempted Contact. I’d like to know if there’s a way to show the call history or at least a summary of how many call attempts have
        • How to delete more than 100 leads at a time.

          We are a call center and we need to upload fresh leads daily.  Is there any way to delete all leads only at once.  Currently we are deleting 100 at a time. Please anyone who can help. Thank you.
        • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

          #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
        • Canvas for related lists

          Hey, we would like to customize our related lists. For us, it would make more sense to present the data from an assigned record vertical instead of horizontal. Can we get a related list Canvas view?
        • ACR Phone mobile app for logging phone calls into Zoho CRM

          ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone
        • How can I throw an error / terminate the flow from within a custom function?

          As the subject says. I would like to be able to terminate a flow from within a custom function if certain conditions are not met. I know I could hook a decision box to the output of my custom function and check return variable, but hoping there is a more
        • Multiple Zoho Attendees in a Customer meeting

          We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so
        • Password change restriction

          Can the administrator restrict users from changing their email password?
        • MS PowerApps Custom Connector

          Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.
        • Zdk-cli

          As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment
        • Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

          So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure
        • Next Page