Recent Topics
Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission
Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?
Creator App on Mobile - Workflow "On Create / Edit - On Load" not triggered ?
Hi Everyone, I built an application to track assets, which is used both at the office (desktop) an in the field by technicians (mobile app). In the field, technicians open an existing form and add rows to a subform at some point. One field they have to
Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days
Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this
Assistance with Exporting Specific Data from Zoho CRM
Hi, Could you please guide me on how to export specific information, such as the model number and serial number, from the Accounts module in Zoho CRM? Thank you in advance for your assistance.
I want to Show the product list based on the drop Down
in quotation app , amc form form i have Department drop down field and in subform i have loop up field item description taken from the anothe app PRO I want to show the product list look up based on the deparment selected example if they selected deparment
Coming Soon in Zoho Invoice: Send Invoices Instantly via WhatsApp
We're working on bringing a new level of convenience to your invoicing experience. Introducing a much-requested feature in Zoho Invoice: You can now share invoices directly to your customers via WhatsApp! With this new option, you can: Share invoices
Zoho People > Performance > Appraisal > Mismatch between the template-configured module and the currently enabled module.
Hello There When we enable the performance module there a prompt Mismatch between the template-configured module and the currently enabled module. How do we resolve this
Centralized Domain Verification in Zoho CRM Plus
Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available
Zoho Inventory Feature Roadmap Visible To All
Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether
Zoho People Candidate Unable to see Non Admin Data
Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2
field update from the value of another field
Hello, I need to do a field update from the value of another field, but i don´t know how can i do it. In the mass update option it is not possible... I need to put the last name value form the leads module to other custom field that i have created. thanks for your help
Zoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.
Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issue
Zoho Desk Community Portal Not Displaying Custom Styling Correctly
Hi Zoho Community, I’m struggling to get a custom community portal in Zoho Desk to display my branding and styling correctly, and I’d love some help troubleshooting this for a client’s support portal. Details: Setup: Zoho Desk (Professional plan, latest
What is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
Client Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform
Static vs Standard Subforms - New Feature; But how does it work?
I've just noticed that we now have the option of static or standard subforms, but I can't find any posts on the new feature. So, how does the new subform type work?
Playback and Management Enhancements for Zoho Quartz Recordings
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record
Payment Gateways - A unified hub to manage all your payment integrations in Zoho Creator
Hello everyone, We're thrilled to announce that we've completely reimagined the way payment gateways are handled in Creator. The result is a centralized Payment Gateways section that provides a clean, user-friendly interface to configure and manage all
Is there any way to prevent the row cloning feature(on edit page)
My initial requirement is to prevent some users from adding new rows in the subform. For that, I have implemented the client script, and the script is working fine. But users are able to clone the row and make changes. For that, I was unable to find any
Custom Function to get custom field of lookup type in Books
Hi, Here's the situation. In Purchase Order, there is a custom field (lookup) to SO. The requirement is to update to the related SO if PO get updated Right now facing challenge to get the id of custom field (lookup) in PO. Please find below the sample
Enable Validation Rule for Multi-Select Picklist Field
Zoho, Please allow validation rules for multi-select fields.
Using Another Field Value for Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use
Flex Your Creativity – A New component to Canvas in Zoho CRM
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen
How Do I Change Business Location
Ive just shifted my business to a new country and would like to update my address and Business location in the "Organisation Profile" page but it is locked in the previous country. How do I unlock it / change it? Thanks
How to Share a workdrive folder outside organization ?
Hi, Earlier we were using Google Suite and were able to share the google drive folders with external organization ( Auditors , marketing collaterals ) as most of them had a personal gmail account they were able to access it without any issue. How can
Citations Problem
I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happens
Passing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
Verify details pop-up windows
Hi, Is it possible to turn-off the anoying "Verify details" window that ask for closing date, "Reason for Lost" or other concepts. If I would like the user to enter such data, I will implement a rule .... How can I turn-off such pop-up? it's not necessary
Zoho People Leave Balance Show as Negative
Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.
Monthly overtime wrong after adding/changing attendance time for past month
Hi there, as I understand it, the montly overtime overview under attendance is calculated at the end of each month. If someone was not able to enter his attendance in time but entered it in the new month, this time will not be considered in the overview.
Zoho People Created a UBO/Group CEO Profile to view all employees
Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access
How to rename the Submit Button by using deluge script
Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank You
Asset Tracking
I am looking to create custom modules to track customer assets. We install serialized and non-serialized equipment into customers vehicles. So we will have vehicles belonging to the customer then equipment that will belong to a vehicle (if installed)
Online Payment Fees
We don't take many online credit card payments so the merchant service provider (PayPal) charges us the 2.9% fee for processing the amount. I would like the ability for the fee to be automatically added to the total amount for "ease of payment". We'd
Zoho People > Managed People > User Access Control
Hello All I need your recommendation on how should i go about setting the User Access Control in my Zoho People
Will zoho thrive be integrated with Zoho Books?
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Remove or hide default views
I'm looking to only have the views pertinent to my organization. Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...
Unusable due to "server" issues but there's nothing on Zoho or Down Detector saying there's an outage
I just started the Zoho trial and I cannot do anything because no apps or even the "contact support" will actually load. I tried to create a project but it keeps giving me the error "server is unable to process your request at this time". I tried to load
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
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