Power of Automation :: Design your Ideal Task form with Task Layout Rules.

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• Saraswathi S

  

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• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Zoho Projects - Quarterly Updates | Q1 2025

  Hello Users, We would like to share the latest updates for this quarter. Here is a round-up of the features and enhancements we rolled out in Q1: Working with Zoho Projects data in Power BI? Integrate Zoho Projects to Power BI and sync module data (from

• Analyze Project Trends with Power BI Integration for Zoho Projects

  Integrate Microsoft Power BI with Zoho Projects to sync project data, create reports, and analyze trends. This integration allows you to track key project metrics and share insights with your stakeholders. Managing multiple projects requires clear visibility

• Customize User Invites with Invitation Templates

  Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with

• Recent Topics

• ZOHO Creator subform link

  Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

• Clone a Module??

  I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

• How do you pre-fill Form fields using URL parameters, for embedded forms?

  Is this possible? This is something that can be done on most major Form platforms (JotForm, TypeForm etc). Currently if pre-filled fields are a necessity for your business, you cannot use embedded forms.

• Update date field from one module to the another

  Hi, I have a module called "Cargo". In this module there is a date field called "Fecha ETA". Api name = Fecha_ETA I have another module called "Deals". In this module there is a date field called "ETA 2". Api name = Fecha_Madrid I need to create a function

• Simple Text Search Function

  Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

• Deluge script for purchase receive

  Trying to create purchase receives.... receive.put("purchaseorder_id",poId); // purchase order associated ... receive.put("line_items",itemList); result = zoho.books.createRecord("purchasereceives", orgId, receive); info result;...... {"code":9,"message":"Purchase

• One notebook is on my Android phone app, but not on Web or PC app.

  This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only

• Delete completed tasks

  My completed tasks will not delete. I have tried deleted them all together and one by one. It says they are deleted but they are still showing on my list. Help

• One user multiple access?

  Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?

• Availability of the Custom Sort Order feature for Windows and Mac platforms??

  Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,

• Notebook not working on Windows 11/Atlas OS

  Hello, I jave bought gamer laptop in used condition to make some AI application. I installed Atlas OS to improved performanceds and it is working very well. I have Avast Secutiy as firewall. The whole system is really fast and all my apps work well....but

• Duplicating Forms doesn't duplicate Forms attachment path to workdrive

  Hi, I have this user, who uses one forms and duplicates it when needed and update the content. For him, it's important to have the submission forms saved in a specific folder inside Workdrive (as this PDF is transmitted later to another team). However,

• Basic Lookup Field Update Function

  Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similar

• Why are you taking functionality out of notebook?

  We were able to choose a custom sort, in free version. Now it seems that feature is only available if I upgrade. Not a nice trick, shame.

• Is Zoho Notebook available in any other languge besides english?

  There seems to be no option to change the language of the UI in the web browser version of Notebook, is this the case for all other versions? iOS Android Windows App MacOS

• Can't change form's original name in URL

  Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

• Zoho Notebook suddenly running very slow on long notes

  I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for

• Completely blank window

  When I open my notebook application on Windows 10 I get a completely blank window, see the attached .png file. There is no notebook or any hint that notebooks exist. Furthermore, the application always asks me to sign in again *every* time I start it.

• Data Source Request : More Zoho Marketing Automation and Zoho Pagesense

  I'm currently trying to replicate the reports shown in ZMA for stats over time for individual forms. The reports exist only in ZMA, but I want to use in wider company presentations and can't find the relevant data in Analytics : Example I also note that

• Writing on sketch cards is bugged when zoomed in

  When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.

• File Upload and Add via API

  I've been attempting to upload to via the Files api and I have been hitting the wall with actually getting the file to attach. What type is the API expecting ? Base64 Encoded ? When I do I get a 414 Error. I would appreciate your help as I am currently

• 請求書に添付されているファイルをAPI経由で取得する際の問題について

  Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");

• To be able to create a report sub folder

  Hello Can we request the ability to create subfolders in report folders.

• Default Lookup Field Value based on Picklist

  How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from

• Centralized Organization Information Management in Zoho One

  Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires

• Kaizen #63 - Layout Rules in Zoho CRM

  Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got

• Unable to create a Zoho Desk ticket from a call in Zoho CRM

  I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help

• How to add a discount (percent %) field?

  My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"

• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• 　【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

  皆様のお知恵を拝借いたしたくご相談させてください。 【状況】 任意のタブにすでにサブフォームが設定されており、そのサブフォームを含め、既に数千件のデータが存在している。 【実施したいこと】 新たに数式項目をそのサブフォームに追加して、入力済データのレコードも含めて、その数式項目の計算結果を反映させたい。項目の更新で数式項目をサブフォームに追加しただけでは計算されません。 【わかっていること】 任意のタブのサブフォーム外にあとから数式項目を追加した場合、数式項目を追加しただけでは当然数式項目の計算結果は反映されませんが、以下の方法を実施すると数式項目が計算されます。

• Outlook plugin funktioniert nicht.

  DAs Outlook Plugin funktioniert nicht mehr. Ich werde aufgefordert, mich mit der App "OneAuth" anzumelden Intelligente Anmeldung per OneAuth funktioniert nicht zufreidenstellend. Nach erfolgreicher Anmeldungung mittels QR Code lande ich wieder beim QR

• sync two zoho crm

  Hello everyone. Is it possible to sync 2 zoho crm? what would be the easiest way? I am thinking of Flow. I have a Custom Module that I would like to share with my client. We both use zoho crm. Regards.

• Help createing Inventory Volume report

  I've been working with Zoho support for a few months now trying to develop a inventory volume report. Though they have been helpful, it never seems to generate exactly what we're looking for. I thought I'd turn to the community for further help. We've

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Page HTML to PDF

  Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• 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

• Issues with certain CRM, Desk & webhook blocks in Guided Conversations

  Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

• Zoho Sign API lacking clarity

  I'm trying to use Zoho Sign to embed a document for signing into a web application, and the documentation is proving to to be lacking something. Some issues... 1) No clarity if the API only works with a document uploaded through the API -- it would be

• 【Zoho CRM】キャンバス機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からキャンバス機能のアップデートをご紹介します。 新たに追加された「可変式ボックス」では、データの表示方法を柔軟にカスタマイズ可能です。画面サイズやデバイスに応じてレイアウトが自動調整されるため、より快適なユーザー体験が実現します。 【目次】 可変式ボックスとは 主要機能の詳細 より高度な可変式ツール 1.可変式ボックスとは 可変式ボックスをレイアウトに組み込むことで、高いカスタマイズ性と柔軟なデザインが可能になり、データの視覚化やユーザーインタラクションがより効果的に行うことができます。以下が可変式ボックスが備える主要な機能の概要です。

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