Sheets - Remote API (disable all export except .pdf?)

Sheets - Remote API (disable all export except .pdf?)

Is there a way to embed a spreadsheet in a website that maintains document security, privacy, and allows anonymous access? i.e. Users are already logged into a private website, (some of these users are ZOHO members, some are not).

I've tried using the Viewer API, SHARE, Publish, etc... nothing seems to allow you to share a private document (and provide anonymous access) or embed it in an .html or .asp page while maintaining document security for simple file viewing? It seems the user must either have a ZOHO account, or you must manually create and maintain an organization, or it works, but you can't limit export etc...
  • The closest I can get to this functionality is using the SHEETS - Remote API, but using that creates the following issue: (similar to using Viewer, etc...) When using the Sheets Remote API can i selectively disable the export functions.
For example, I would like users to be able to export a .pdf but would like to disable all other export functions when I am using the Remote API to embed a spreadsheet within a website.
  • Alternatively, If you can not selectively disable export: Can you simply disable all export functions when setting the Sheets Remote API to "output=view, mode=view".

i.e. I would like to enable view only access with the ability to export as .pdf, (setting the form to VIEW works and I get a note on the top right of the spreadsheet that the document is opened in View Only mode): HOWEVER
  • when view only is enabled, this does not disable the export function.
  • Any ideas why the export function remains active when choosing to use view only with the Remote API?
  • I can get this working by publishing to a public url, but this is not an option because of document security!
Note: I am calling a private document if that helps, i.e.
  1. <form method="POST" action="https://sheet.zoho.com/remotedoc.im" target="foo" onsubmit="window.open('','foo','width=1024,height=768,status=0,titlebar=0,toolbar=0,directories=0,location=0,menubar=0,resizable=1,scrollbars=1')"><input type="hidden" name="url" value="mysheet.xls">
    <input type="hidden" name="apikey" value="mykey">
    <input type="hidden" name="output" value="view">
    <input type="hidden" name="mode" value="view">
    <!--<input type="hidden" name="filename" value="">-->
    <input type="hidden" name="lang" value="en">
    <input type="hidden" name="skey" value="">
    <input type="hidden" name="id" value="12345678">
    <input type="hidden" name="format" value="xls">
    <!--<input type="hidden" name="saveurl" value="">-->
    <input type="submit" name="submit" value="Open/Edit">
    </form>











We are trying limit the number of "Working" copies of the worksheet so everyone is always working on the same worksheet and changes are logged through ZOHO Docs. Creating a "viewable copy" within the project site is desirable for all users - ZOHO Docs lets us define user roles that are subsequently ignored using the Remote API  however because the export function remains enabled? (i.e. some users have View Only access, some have Collaborator Access, some do not have access to ZOHO Docs at all [thus the problem with creating and maintaining an organization using DOCS, and Publish] - but in using the Remote or Viewer API, i no longer have control over that access as anyone can export a copy?)

We are trying to create a quick view for (all) project members to open a spreadsheet directly within the html project site we have built for their project, without having to log into ZOHO Docs, so they can quickly view, or run a quick calc on a spreadsheet that is not intended as an update to the working document. We are using ZOHO Docs workspace for that functionality and it works great, but often people don't need to go to the trouble of logging into the workspace if they just want a quick view or printout of current worksheet and i just can't seem to figure out why the export function keeps working when setting to "View Only" mode?

see below



















    • Sticky Posts

    • Zoho Office Integrator: Moving to the all-new Zoho Sheet

      We introduced the latest version of Zoho Sheet—Sheet 5—in early 2019. This new version consists of a new user interface, improved performance, and an array of useful features. As a part of this, we will upgrade our Remote API integrations to the new version's editor interface on February 29, 2020. Update: The remote API integrations upgrade to the new version's interface will be done on April 15, 2020. Here are some exciting enhancements the new version of Sheet offers for our API users: An AI-powered
    • Businesses prefer Zoho Office Integrator over Microsoft WOPI - Here's why

      Businesses often have difficult decisions to make when building web applications that provide document management capabilities for their users. For example, what's the best solution to integrate with online office editors— Zoho Office Integrator or Microsoft
    • Recent Topics

    • Agent assignment filter?

      Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't
    • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

      Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
    • Kiosk Page Refresh

      We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
    • Tips & tricks: Make SalesIQ automations work for you

      Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this
    • Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community

      Chers utilisateurs, Faisons le point sur les temps forts du mois d'octobre au sein de notre Community Zoho France. Partager des informations sensibles, comme des mots de passe, peut vite devenir compliqué et risqué. Les données circulent par email ou
    • How do I fully delete a user account

      Hi, I have two old accounts on my CRM which are inactive and show as 'Closed' in the list of users. BUT they are basically still there. How do I fully delete these accounts? They appear in some parts of CRM still such as the on the contact record emails
    • Automatically Add Recurring Zoho Meeting Events to Zoho Calendar / Zoho Meeting Calendar

      Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement regarding recurring meetings created inside Zoho Meeting. At the moment, when we schedule a recurring meeting in Zoho Meeting, it does not appear in Zoho Calendar
    • Credit Management: #6 Tackling Common Mistakes in Credit Based Billing

      Businesses extend credit to build relationships, make buying easy, and drive more sales. But somewhere between extending and collecting, things begin to slip. A few late payments here and there, an overlooked invoice, and a backlog make cash flow feel
    • Updating Blueprint stage from my Deluge function

      Hi all, I need to update the blueprint stage. Its almost working, but ONLY if the current Deal stage is 'Closed Lost'. On any of my custom stages that Ive specified in the pipeline it doesnt work! My code: dealmap = Map(); deal_stage = deal.get("Stage");
    • Canvas: is it possible to have a fixed header?

      Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
    • Limited layout rules in a module

      There is a limit of 10 layout rules per module. Is there a way to get that functionality through different customization or workflow + custom function (easily accessible), etc. Having just 10 is limiting especially if module contains a lot of data. Are
    • Using Contains as a filter

      We are using Zoho Reports, ServiceDesk Plus analytics. I do not see how to create a report filter using Contains comparison of a string values, is one string contained in another. For example, Task Title contains the word Monitor. Is this possible in Zoho Reports?  This reporting feature is available in SDP reporting. Thanks in advance, Craig Rice
    • Set off Unearned Revenue

      Hi, I would like to get a clarification on the below. I have an opening balance of BD.725/- in my Unearned Revenue A/c which includes the overpayments of 6 clients. No One of my clients settled his invoices by paying the value of the invoice less the
    • How Zoho Desk contributes to the art of savings

      Remember the first time your grandmother gave you cash for a birthday or New Year's gift, Christmas gift, or any special day? You probably tucked that money safely into a piggy bank, waiting for the day you could buy something precious or something you
    • Add Webhook Response Module to Zoho Flow

      Hi Zoho Flow Team, We’d like to request a Webhook Response capability for Zoho Flow that can return a dynamic, computed reply to the original webhook caller after / during the flow runs. What exists today Zoho Flow’s webhook trigger can send custom acknowledgements
    • When moments in customer support get "spooky"

      It’s Halloween again! Halloween is celebrated with spooky symbols and meanings based on history and traditions, with each region adding its own special touch. While we were kids, we would dress up in costumes along with friends, attend parties, and enjoy
    • How to backdate record payment for the invoice

      I would like to record a payment which happened 2 days ago, but I am not able to select any date later than today. I backdated the invoice, too, but it doesn't change anything
    • Questions about Zoho mail

      Hello, I had up until recently, the free version. I got a warning message that said, "The user account (Redacted email address) 6.02 GB in your organization is almost nearing the allocated storage of 5.00 GB. If the storage exceeds the allowed limit,
    • How can I delete duplicate transactions?

      I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
    • Multiple email addresses

      Multiple email addresses: I understand there is the ability to add an additional email field to a contact, but the functionality here needs to be drastically revised. Currently, this second email address does not log under the contact email history, nor is it available as a send address when using the Send Mail button within CRM. We recently migrated from GoldMine. I hate GoldMine, but there is one thing they did well: Email. I suggest copying them. Change the email field to an editable picklist,
    • ViewID and Zoho Desk API

      I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view
    • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

      Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho
    • Print Tickets

      We have field engineers who visit customers. We would like the option to print a job sheet with full details of the job and account/contact details.
    • Zoho Desk integration with Power BI

      Hi, I want to be able to create a Power BI report which has live updates of ticket data from zoho desk, is this possile at all? Thanks Jack
    • Ability to Attach Images When Reporting Issues to Zoho Projects from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to report bugs directly from support tickets into the Zoho Projects issue tracker. This integration is extremely useful and helps us maintain smooth coordination
    • Ability to Choose Task List and Add Subtasks When Creating Tasks from Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to seamlessly connect customer tickets with project tasks. While the integration works great overall, we noticed two important limitations that affect our workflow
    • Sync Task Status from Zoho Projects to Zoho Desk

      Hi Zoho Desk Team, Hope you’re doing well. We’re actively using the Zoho Desk–Zoho Projects integration, which helps our support and project teams stay aligned. However, we noticed that when we change a task’s status in Zoho Projects, the change is not
    • Default/Private Departments in Zoho Desk

      1) How does one configure a department to be private? 2) Also, how does one change the default department? 1) On the list of my company's Zoho Departments, I see that we have a default department, but I am unable to choose which department should be default. 2) From the Zoho documentation I see that in order to create a private department, one should uncheck "Display in customer portal" on the Add Department screen. However, is there a way to change this setting after the department has been created?
    • Zoho CRM IP Addresses to Whitelist

      We were told to whitelist IP addresses from Zoho CRM.  (CRM, not Zoho Mail.) What is the current list of IP Addresses to whitelist for outbound mail? Is there a website where these IP addresses are published and updated?  Everything I could find is over
    • 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
    • The difference between Zoho Marketing Automation and Zoho Campaigns

      Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?
    • How to use Rollup Summary in a Formula Field?

      I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible
    • Zoho Mail Android app update - View emails shared via Permalink on the app.

      Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile
    • Let us view and export the full price books data from CRM

      I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
    • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

      Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
    • How to display Motivator components in Zoho CRM home page ?

      Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.
    • Introducing Record Summary: smarter insights at your fingertips

      Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the
    • Delegates should be able to delete expenses

      I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and
    • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

      This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
    • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

      Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.
    • Next Page