Smarter data gathering with Query component in Wizards

Smarter data gathering with Query component in Wizards

Dear All,

Introducing the Query Component in Wizards for CRM! A smart search field that saves you time and effort, and helps you manage and gather data more efficiently than ever before.

Long and complex record entries can be overwhelming and prone to errors. That's where wizards come in handy. They provide an intuitive data collection method by breaking down lengthy forms into manageable sections.
 
Wizards already supported text and widget components. We've now powered it with the all-new Query component.

What is the Query component?

The Query component in Wizards is designed to aid users in managing and gathering data more efficiently by providing predetermined actions based on the results of a search query. The Query component operates as a search field with a search parameter and a preset comparator, which is subsequently matched against a field in the current or related module.
 
Just enter your search criteria, and the Query component will perform actions based on the results!



When matching records are found, you can configure actions such as:
  • Selecting a record from eligible options and saving it in a lookup field,
  • Navigating to a specific screen,
  • Displaying widgets or popup messages,
  • Displaying in-line messages within a field, and so on.

In cases where the search fails to find any matching records, the Query component provides the flexibility to create new records in the current or related modules, in addition to the actions described above.

Each action within the Query component can include static sub-criteria, allowing you to determine when the action should be triggered.
 
Furthermore, the Query component can be repurposed across any wizard within the same module. While the actions section can be customized, the target field and comparator aspects of the Query component remain consistent.

Functionalities of the query component

The Query component includes various functionalities that can be used in different ways. For instance, the system can check for free delivery availability when a user enters a pin code, and the resulting message can be shown inline to the field or in a pop-up. Similarly, the component can be used in the web check-in module, where the query is designed to find the passenger with a specific PNR in the passenger module and associate them with the check-in module status.

Here is a detailed GIF of the configuration of a query component

Points to be noted

  • Only one query component is allowed per screen, whereas each wizard can accommodate up to five query components.
  • A maximum of 3 query components can be created per module.
  • Each screen of the wizard should contain only one query component.
That's all about the enhancement. Let us know of your feedback and suggestions below.
 
For more details on creating a wizard, read our help doc. 

Thanks!
Sohel

P.S. Query component is currently available for all users in all DCs. 



        • Recent Topics

        • Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

          Hello all We are back again with more enhancements to Kiosk. So what's new? Enhancements made to the Components Add titles for your Kiosk screens and adjust its width to suit your viewing preferences. Three new fields can be added to your screen: Percentage,

        • An Overview of Dario Schiraldi Deutsche Bank Executive

          Hello Community, Dario Schiraldi is an executive at Deutsche Bank, focused on advancing the firm’s financial services and crafting its global strategic vision. With 20 years of expertise in leadership roles, he has spearheaded successful market acquisitions

        • Emailing a document to WorkDrive

          Does WorkDrive include the ability to upload a document by sending an attachment to an email address? (Books and Expenses include this functionality) If it doesn't is it under consideration? on the Road Map?

        • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

          Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the

        • Ability to modify what displays in calendar invite?

          I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

        • Zoho One and Tally Integration

          Has Anyone in this forum done any implementation with Zoho CRM and Tally accounting software. If so who have you used and how easy was it?

        • Microsoft PowerPoint files Extremely slow to save

          I and others on my team have noticed that Microsoft PowerPoint documents are extremely slow to save when using WorkDrive. It always takes over 30 seconds to save a file. Word and Excel files seem to save in a typical length of time, but PowerPoint is

        • How can users unblock their blocked Zoho Mail accounts?

          After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com  Edu2Review is an education review platform, we rate the quality

        • Adding additional fields for batch information

          Hello, I am looking at adding additional information into our inventory module. we would like to be able to see up to 8 attributes that will be individual & different for each batch (i.e. batch specific information) but currently I seem to only be able

        • Dynamic Pickup List Values using Deluge and Client Script

          I would like to dynamically show Pickup List Values For example we need to fetch some data from an on premise application and display it so they can choose and pick This can be done in Creator but I didn't find anything for CRM

        • Validation Rule for Controlled Stage Movement in Deals Module (Deluge Script)

          For keeping a control over module stage or status, you can use the below deluge script. The below deluge script defines validation control over deals module stages: // Function to validate allowed stage transitions in the Deals module map validation_rule.LeadStatustValidation1(String

        • Pick List Issues

          I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.

        • Four types of task dependencies

          "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise

        • 1099 tracking

          Do zoho books offer feature of tracking for 1099's for contractors, etc? Quick books offers this feature and wondered when/if Zoho books will do same

        • VAT-type Taxes in US Edition?

          I'm located in the US, and I use the Zoho One US edition of Books. We are in the process of registering with Canadian authorities for their GST / HST, which is a VAT-type of scheme. It is not immediately obvious to me how one would deal with input tax

        • Schedule sms to be sent later

          When will you make available an option to send sms's at a later time??? You finaly have this option available on emails, so it will be very useful to have it also with sms. Our sms provider, has already this available but we cannot use it because you

        • Ecommerce integration with prestashop

          Development of campaigns integration with prestahop. When???

        • How to create an article containing images and rich text via the api?

          Hi, I'm trying to migrate our kb articles from our previous helpdesk service, and import them to ZohoDesk. Is there any way to create an article that contains images?  Is it possible to add formatting to articles created via the API? Thanks, Adam.

        • Number of statement execution limit exceeded on deluge scheduled function

          I'm working on a send email functionality in creator that sends out crew work orders at the end of the day each day for the next day. I'm running into the issue that zoho is unable to handle the number of statements that I am doing to be able to successfully

        • Color of Text Box Changes

          Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

        • Zoho SignForm In Progress But Cannot Be Completed

          If a person starts signing a document (via SignForm), but closes the window before submitting, Zoho marks the document "in progress", but how do they finish signing it?

        • How to show Assemblies AND component items in a report

          Hi Is there any way in Analytics to create a report that shows the Composite Item AND the Component Items with mapped quantity? It seems that the component item is not exposed in any table that I can find. Also, the same question but for Stock on Hand.....this

        • Mandatory Messages for Specific Members in Zoho Cliq Channels

          Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement to Zoho Cliq that would allow marking certain messages in a channel as mandatory for specific members — with built-in tracking and reminders. 🎯 Use Case:

        • Admin Access to Message Read Statistics in Zoho Cliq

          Hello Zoho Cliq Team, We hope you're doing well. We would like to request a feature enhancement that would allow admins or channel owners to view read/unread statistics for messages, even if they were not the original sender. 🎯 Use Case: Currently, in

        • Online Member Visibility in Channels (Similar to WhatsApp Group Presence)

          Hello Zoho Cliq Team, We hope you're doing well. We’d like to request an enhancement to Zoho Cliq’s channel experience by introducing online presence indicators for channel members — similar to how WhatsApp shows how many people in a group are currently

        • Show ticket field in Zoho Desk only if that same field is not empty (API‑created records)

          Zoho Team , We have a ticket workflow where every ticket is created via API based on dynamic logic from an external form. That form has complex logic and already decides what’s relevant to ask, and the API only populates fields in Zoho Desk based on that

        • Multiple Products on Ticket

          Good morning. We will classify all tickets based on the product. Users sometimes send different requests on the same ticket, so we are facing some challenges. Is there a way to add more than one product to the ticket, or is there a way to tie the product

        • Não recebo Email de confirmação e validação de cadastro do PagSeguro

          Olá, utilizei uma das minhas contas de email Zoho para criar um cadastro no PagSeguro, contigo o email com o link de confirmação da conta não chega no meu email Zoho (nem.ma caixa de spam, nem na lixeira, e nem em outras pastas). Outros emails do PagSeguro

        • Does Thrive work with Zoho Billing (Subscriptions)?

          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

        • accounts payable and receivable subaccounts

          How to create accounts payable and receivable subaccounts? Being that I have several clients and in my balance sheet have to specify the accounts of each client and not only appear "accounts receivable or accounts payable" ??

        • DUPLICATING WORKFLOWS IN CREATOR

          Hi all, I want to duplicate and slightly amend 3 workflows in Creator so that I don't have to keep typing in all the rules and properties each time. I can see lots of videos on CRM with the 3 dots at the top of the workflow, but nothing like that in Creator.

        • Add SKU to query options in `items` API endpoint

          It would be very useful to be able to pull items by SKU in the API as this is a commonly used unique ID that tends to be consistent across systems.

        • Estimates and invoices being sent from company-wide address, rather than individual

          In our organization, team members send estimates and invoices through Zoho Books by using the "Send Email" function. However, for certain users, the system defaults to sending estimates and invoices from a shared organizational email address (e.g., company@example.com)

        • Need profit margins for books in estimates & invoice

          https://help.zoho.com/portal/en/community/topic/show-my-cost-or-profit-while-creating-estimate

        • Decimal places settings for exchange rates

          Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require

        • Item Level Notifications

          I need to create a custom workflow based on the creation of an estimate that has a SKU/Item name that matches certain criteria. I can have it generated based on a total amount, but not at the item level. Is this possible?

        • Cannot categorize a bank deposit to an income sub-account

          When I go to categorize a bank deposit, I am not able to see any income sub-accounts. If I set up an income account without a parent, then I am able to categorize a transaction into that account, but as soon as I make it a child account, it disappears

        • ZV Extension passkey changes in v5.7.0

          Has there any changes to the how passkeys are managed in ZV - Chrome extensions v5.7.0? Namely, if the passkeys were already implemented/enforced as 2FA on a certain webpage, but ZV does not track them yet. Would that be the issue for my use case?

        • What's New in Zoho Billing - August 2025

          Hello everyone, We are excited to share the latest updates and enhancements made to Zoho Billing in August 2025 to improve your overall billing management experience. Keep reading to learn more. Notify Customers About Subscriptions via WhatsApp Business

        • How do I get my account id?

          Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

        • Next Page