Creating Time Based Alerts for Tasks assigned to a ticket
There are a few parts to this question, i am trying to automate some processes and make sure nothing is falling through the cracks for our tickets. Currently we have a workflow rule that when a certain field is updated, it changed the status of the ticket and creates a task assigned to the ticket owner. Question 1 - Under workflows -> Tasks (where i created the task) can i put a token in the Subject field of the task? Currently we have the Task called "Create Proof", so in the task view, there mightOur return in functions in buttons give white window
Starting yesterday our returns in functions in buttons are giving a white window. Do anyone knows if something has to change now with the API 2.0? Here is the piece of code: if ( input.proy == "" ) { return "Message 1"; } else { return "Message 2"; }Deluge script to record level sharing
Hi, how can we check to whom a specific record is shared? and how can we record level share a specific record? Example: USER X owns "ACCOUNT A"s record, and all "ACCOUNT A" Potentials (we do this thru a custom function that puts potentials owner = account owner)... USER X shares "ACCOUNT A" and POTENTIAL 1 with USER Y.... When USER Y creates a new "ACCOUNT A" potential... the system creates it but USER Y is not able to see it, because USER X becomes the record owner (again thru our custom function)Trying to update one record from another
I am using a custom function and going out of my mind - I just don't know why such an ordinary function is so hard and there should be a standard way of doing this I need to get the data from a field in a related record and put it into the same record in another one. In this case for a particular client they want to be able to update Lead filed with the phone number and email address from a contact where the person is already in the CRM lead=input.leadID.toString(); contact=input.contactID.toString();Get the related subform records
I have a main form called Creative Media Calls in Zoho Creator that has a products/service subform. How can I loop through the related subform records of the products/services. i.e. for each related subform record{ check the service selected } I found how to getAll() the subform records, however I just need the related subform records of the parent form record. Thanks for your help with this, Thomas
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Hello everyone, We're excited to announce enhancements to the Zoho Maps integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need to[Integration Edition] Deluge Learning Series – Third-Party Integrations with Deluge | October 2025
We’re excited to continue this three-month edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session 3 – Third-PartyDeluge Tips & Tricks: Mastering dates and times
Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether[Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini
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We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with Deluge
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Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
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