Can you edit field values based on other fields?

Can you edit field values based on other fields?

For example, I'm creating an onboarding request form but have pre-approved roles. If the new user coming in is assigned to one of these roles, all the options on the form automatically get filled out with pre-approved options, such as the shared drives, type of hardware, accesses and software. This way the requester can just verify everything is okay without having to manually put everything in and if they do need anything special they can just add it in
    • Sticky Posts

    • 2024: A Year of Transformation with Zoho Forms

      As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
    • Take control with geofencing: Manage form access based on location

      Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to
    • Introducing Card Forms!

      Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at
    • Important update in Zoho Forms: Enhancements for improved email deliverability

      Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
    • Form language translation in Zoho Forms

      Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
    • Recent Topics

    • Allow standard layout to be used/edited as a starting point for canvas

      Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,
    • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

      #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce
    • Zoho vault uses only password to unlock not a TouchID

      TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS
    • Error 403: Forbidden When Updating Email Signature via API

      Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
    • Unable to add Guest Members

      We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an
    • Webhook when estimate is refused is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
    • New Leave Type: Compensatory off

      Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas
    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way
    • Create a custom button to modify custom fields in zoho Inventory

      I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere
    • How to add a record for a different report

      I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and
    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
    • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
    • Webhook 'when estimate is refused' is not firing

      Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
    • Amazon Integration

      Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.
    • Link project tasks to tasks in CRM and/or other modules.

      Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
    • Zoho CRM API Credits & Limits for Workflow

      Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,
    • Count the NUMBER of Contacts for an Account automatically

      Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,
    • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

      Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called
    • geographic search filter in map view

      Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the
    • Announcement: Upcoming changes to the permission grant flow for OAuth apps

      This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant
    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
    • Add Google Workspace Module to Zoho Flow

      Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and
    • How do i remove the Powered by Zoho logo from my careers page

      Can I remove this? ​
    • Totals on Pivot Table

      Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
    • Team Inbox is not working AGAIN

      I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
    • HOW TO USE ZOHO

      IDK
    • Zoho account sign in with passkey

      Hello, I am trying to sign in using passkey, but the option doesn't show up in the web and is disabled in Oneauth on mobile, saying the admin has restricted the use. On the Admin page in Security MFA I can find no option for passkey. Help would be greatly
    • Pivot table with Text values - "Matrix Report"

      User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability
    • Canvas View in Zoho Recruit

      Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
    • Can Wisestamp email signature be use with Zoho mail?

      Does a Wisestamp email signature work with Zoho mail?
    • WiseStamp

      WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim
    • Merge tickets

      Hello, I am attempting to merge two tickets; however, the option to merge does not appear to be available. Could you kindly confirm if this feature has been relocated or removed? Additionally, could you please provide guidance on the correct process to
    • Add "Merge by Ticket ID" Option on Ticket Screen

      Dear Zoho Team, We would like to request a new feature for the ticket interface in Zoho Desk. Specifically, we propose adding a button to the ticket screen that allows users to merge the current ticket with another ticket by directly providing the second
    • Power BI connector (Zoho Creator) to Zoho Projects

      How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?
    • A recap of Zoho Sprints 2024

    • Update your Google connection with Zoho TeamInbox

      Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who
    • Possible to backdate Stage shifts in Deals module?

      I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related
    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
    • Sites Speed and Performance Grades

      I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,
    • Integrating Quotes with leads Information

      Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes
    • Next Page