Categories
API v2 Uncategorized Zoho Creator Zoho CRM

Why To Replace Authtokens with OAuth

Digital security is one of the primary concerns while operating in the Digital World.  OAuth 2.0 is the industry standard protocol for authenticating user data. 

It is a highly secured & open data sharing standard that offers full-suite protection to every app. 

It provides access to the user data by offering access to the user’s data without revealing confidential information & credentials of the user. This standard allows third-party users to make request without asking for access to passwords & other critical information of a user. 

This system ensures your user’s data stays safe, without any threat of data theft.

How it works?

The system is very simple. OAuth uses username & passwords token instead of directly using them. Under this system, it allocates specific token number to the confidential information like credit card details, medical records, user ids, & password.

For e.g., when your user logs in LinkedIn, OAuth allows LinkedIn to authenticate the user’s information, without revealing his/her password & other credentials 

All this confidential information is stored at remote location, ensuring 100% safety & security. 

Benefits of OAuth

OAuth is extremely flexible as it uses SSL (Secured Socket Layer) for Data transfer between Servers & Browsers. SSL is considered one of the most secured & safe mode of storing data.

One of the most critical benefits of OAuth is its tokenization method to authenticate the request. 

It means, every critical information of the user is given a specific token. So when any third-party app requests the authentication, OAuth approves the request via token. This eliminates the need of sharing confidential information with the third party, offering better security.

OAuth is extremely easy to implant. Moreover, it is fully revocable. It means, if you want to revoke the authentication due to any suspicion, it can be done very easily.

Final thoughts

OAuth is proving extremely efficient & safe in the current Digital Wordl. IT’s easy implementation, rapid integration & robust security, makes it a primary choice over other options. 

With the rising threats in the current times, we would recommend choosing OAuth over Authotkens as it is more versatile & efficient. 

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Categories
Zoho Zoho Creator

Zoho Creator Build Application

Zoho creator is a low-code platform for building cloud-based custom apps. The apps built using Zoho Creator can be accessed from smartphones, tablets, and any web browser.

This guide will help you get started with building custom apps using Zoho Creator.

Steps to create a new app:

  1. Log in to https://creator.zoho.com. You will be taken to your account’s Home.
  2. Click New Application, near the top-right corner of the page. If there are no apps in your account, click Create Application near the bottom of the page.
  3. Select Create from scratch displayed on the left.
  4. Set the app’s name as ‘Order Management’, then click Create. You will be taken to the page of your app:1. Create a form:

i. Click on create a new form, near the bottom of the design page.

ii. select Blank.

iii.set the form’s name as ‘Application Form’, then click on create the form

iv. Drag and drop the fields according to your need, displayed on the left to the form.

v. set the field name required(*) or not. open the displayed on the right to the form.

i. Navigate to the Field Properties – Validation section

ii. Check the checkbox next to Mandatory:

vi. Click Done, displayed at the top-right corner of the form builder:

This app can be accessed from smartphones, tablets, and any web browser.

Now You will get to access the Application Form:

steps to create a workflow:

  1. Select Workflow.
  2. Select Application Form from the dropdown next to Choose form.
  3. Select the choice Created or edited for Run when a record is.
  4. Select the option Field rules Load of the form, user input of a field, on submission from the dropdown next to When to trigger the workflow.
  5. Set the workflow’s name.
  6. Click to create a workflow.

Field  Actions- On Load: before submission

  • Select Workflows from the left and select Form ActionsOn Add – On Load.

Field  Actions – On Validate: on form submission

  • Select Workflows from the left and select Form Actions – on Add – Validate

Field  Actions – On User Input: before submission

  • Select Workflows from the left and click onField Actions – Quantity (field name)  On user input.

Field Action – On Success: after form submission

  • Select Workflows from the left and select Form Actions – on Add -On Success

Categories
Zoho Zoho CRM

Zoho CRM

CRM: CRM stands for Customer Relationship Management. It is an approach to building and sustaining long term business with customers.

CRM basically focused on:

  • Existing customer
  • Potential customer (Future customer)

Existing customer: Existing customers are those customers who has purchased goods or services from a particular organisation.

Potential customer: Potential customers are those customers which can buy goods or services from a particular organisation. There is a high posibility of that person to buy goods or services.

Zoho CRM: Zoho CRM is an online CRM software for managing sales, marketing and support in a single system. It helps you to communicate and collaborate with your team as well as with your customers. It supports cloud base service. Cloud base service means that in zoho crm your data is fully secured. It is very easy to customize. Zoho has many other applications which can be easily integrated with zoho crm. In zoho CRM you can set reminders for any activity which will inform you at your email.

Features and benefits of Zoho CRM:

  • Sales force automation
  • Process management
  • Omnichannel
  • Analytics/Report
  • Marketing automation

 

  • Sales force automation: It handles leads management, deals management, contact management, accounts management and workflow management.
  • Process management: It handles customization of  internal approval like blue prints, scoring rules, assignment rules, validation rules, email passwords and multi-page layout.
  • Omnichannel: In zoho CRM through omnichannel you can communicate or contact with your clients, customers with the help of e-mails, phone calls, live chat, conferencing and by scheduling meetings.
  • Analytics/Reports: In analytics you can track your modules or department in the form of graphs, charts and pipelines.
  • Marketing automation: In marketing automation you can do email marketing and SMS marketing.

Home page or dashboard: In zoho CRM at homepage you can manage modules and activities.

 

 

Categories
Zoho Zoho Creator

System Variables & Built-in function in zoho Creator

Predefined Variables or System Variables:

System Variables are a special class of predefined variables, which are already defined by the system, and values are assigned the system itself. they contain values that do not change by the user

These variables are used to refer to common information like the email id of the logged-in user, or the email id of the app admin, the current date, and so on.

  1. Date Variables:

(i). Zoho.Currentdate ( Current date in the format specified in Application settings)

e.g – Date = zoho.currentdate;

(ii). Zoho.currenttime (Current date and time in the format specified in Application settings).

e.g – Time = zoho.currenttime;

  1. String Variables:

Zoho.loginuser (user name of the currently logged user)& zoho.loginuserid (Email address of the currently logged user)

  1. Other variables:

Zoho.adminuser, zoho.adminuserid, zoho.appname, zoho.ipaddress,  zoho.appuri.

I. Zoho.adminuser – (user name of the application owner).

II. zoho.adminuserid – (Email address of the application owner).

III. zoho.appname – (Application link name of the current application).

IV. zoho.ipaddress – (public IP address of the current user).

V. zoho.appuri – (Application details in the format:
/<admin_username>/<application_link_name>/).

Built-in function: Deluge provides many built-in functions so that you can perform common tasks, without having to write code. You can perform such common everyday tasks using pre-defined built-in functions.

Various Types of Built-in functions :-

  1. Collection function: i. Clear <variable>=<collectionVariable>.clear();

ii. size – <variable>=<collectionVariable>.size();

iii. notcontains – /*The notContains() function on TEXT input value*/  

products=“Zoho Creator”;  boolVal=products.notContains(“Creator”);// returns false  

 /*The notContains() function performs a case-sensitive search*/

 products = “Zoho Creator”;  boolVal = products.notContains(“CREATOR”);// returns true

iv. insert – products=collection(“Creator”,“CRM”,“Campaigns”);  products.insert(“Analytics”);// inserts “Analytics” to the existing collection

  1. Conversion function:

i. toDecimal() – The toLong function takes an expression as an argument, and returns a number. e.g marks=99.9;   info toLong(marks);// Returns 99

ii. toString() – dateValue=’01-Jan-2019 10:15:30′;  info toString(dateValue,“MMM dd, yy ‘at’ hh:mm:ss, E”,“Europe/Moscow”);// Returns “Jan 01, 19 at 07:45:30, Fri”

iii. toList() – <variable>=<source_text>.toList(<separator>);

products = “ZohoCreator/ZohoCRM”;  productList = products.toList(“/”);  info productList;// Returns ZohoCreator,ZohoCRM

iv. toMap() – The toMap function takes a JSON formatted text as an argument, and returns a key-value pair.

products = “{company:Zoho, product:Creator}”;  info products.toMap(); // Returns the key-value pair {“product”:”Creator”,”company”:”Zoho”}

Date-time functions: i. addday() , addHour(), addMintues, addSeconds(), addWeek(), addMonth(), addYear();

List functions: add(), addAll(), Clear(), Contains(), toList();

Text Function: i. concat() – text1=“Zoho”;  text2=“Deluge”;  result=text1.concat(text2); info “ZohoDeluge”;

ii. contains()- Product = “Zoho Creator”;
check = Product.contains(“Creator”);    // returns true

iii. find() –  text=”Hello world, welcome to the universe”;
firstIndex = text.find(“e”);              //returns 1

iv. replaceFirst() – mainString=”Create online database applications”;
newText = replaceFirst(mainString, “online”, “custom”);
// returns “Create custom database applications”

Categories
API v2 Zoho Zoho Creator

Zoho just upgraded it’s Creator API

Zoho Creator API: API is the Application Programming Interface. API is the set of Programming protocols and tools that specify how your CRM, Creator can interact with another software program. Click on the below link.

Steps to create OAuth Authentication :

  1. Register Client: Register your application with Zoho to receive your client Credentials, which we will use to identify you Go to the Zoho Developer Console if it’s the first time your registering client application, Click Get started. Choose a client type according to your Choice and create New Client,  then auto Generate your Client ID & Secrete
  2. Authorization request by accessing the URL: https://accounts.zoho.com/oauth/v2/authresponse_type=code&client_id=<client_id>&scope=<scope>&redirect_uri=<redirect_uri>&access_type=offline
  3. Where Parameter Client_id, scope, redirect_uri these are Mandatory &  access type (online or offline ) is Optional Parameter.
  4. Generate Access Token & Refresh
  5. Refresh the Access Tokens: Access tokens expire in an hour. Client applications must make the following request and use their user’s refresh token to generate another access token.
  6. Revoke the Refresh Token

REST-API’s V2API’sFollow Rest Standards i.e the use the HTTP request methods

GET- Fetch the records

POST- Insert New records

PUT-Update the exiting records

DELETE- Delete the records

We can use these methods in Zoho creator to Create, update, fetch & delete the records (i.e Record by ID)

Zoho Creator provides RESTful APIs that allow you to interface with your Zoho Creator apps to fetch, add, update, and delete data.

Categories
Zoho Zoho CRM

How to Create Conditional Layout

The conditional layout plays a vital role in Zoho CRM. It manages dependency between fields in layouts You can have a look here.

For Instance: In The Lead information the particulars required for Interviewers may have a different dependency on the interview type-

Pre-interview form or a Post-interview form.

If you will Choose the Pre-interview form then it will show the form for only Pre-interview form Instead of both types of form. Then the structure of the form looks fine and this will create less space rather than more space.

Steps of layout rules:

Firstly Go to setup then Customization choose Modules and Fields

From the list of modules, select the required module. Select Leads Module

Go to the Layout rules then click New Layout Rule.

  • Enter a  name for the rule.
  • Choose the layout for which this rule is applicable. For example, Interviewers Choose a condition field that controls this rule. Example, Type of Interview
  • Choose a condition to initiate the rule. For example, the Type of Interviews Pre-interview form.
Categories
Zoho Zoho CRM

Zoho CRM Leads Module Introduction

Leads Module: In Zoho CRM all data of any organisation is added into leads module. Data may be of online mode, offline mode or from any third integrated party with zoho crm. In zoho CRM user can change view like tabular view or kanban view.

In leads module there are two ways to add data:

  • Manual way
  • Import data from other files.

In manual way user can change fields according to their needs with help of edit page layout. Users can add fields very easily by drag and drop feature.

In import data from other files way user can import data from excel or from any other software.

Categories
Zoho Zoho Creator

Working with popups in Zoho Creator

We can Open New Form or report by three different Ways:

  • New Window
  • Same Window
  • Pop-Up

Open another Form as a Pop-Up:  We Can Create Pop-up Dialogue in Various Ways in Zoho Creator. for Instance either Click on Button which is a custom button in the report or function like OpenUrl(“<url>”, “same window”)

The Benefit of Using Pop-Up is that it is time-saving because we can open the form in the same button instead of searching for another form.

Steps to Create a Pop-Up:

  1. create a new page (Dashboard) then add a new button to this page
  2. Click on the button of Configure then create the name of the button in Display after that go to Action and choose the type of action like Open Form, open report, open page, etc.
  3. Open the Url by Pop-up and set the hight & width according to your requirement

openUrl(“Script:dialog.close”,”same window”);

Categories
Custom Buttons Zoho Zoho CRM

Re-Order Custom Buttons in Zoho CRM

Creating a new button to perform custom actions, is common and have great documentation by the Zoho Team. You can have a look here .

But, What if you have a number of buttons in a module (you can create up to 50 custom buttons for each module in Zoho CRM), and want to re-order them? Means putting up the buttons that you are using frequently in your daily routine. It takes time to scroll through all the buttons to find the one you want to click. And imagine of you have to do this many times in a day, this gonna be frustrating! Right?

Well, I have a stick/solution to reduce your efforts. If, I say that you can re-order your custom buttons in Zoho CRM modules. Interesting ? Lets try this.

  • Create a few buttons in a particular Zoho CRM module, just for testing it.
  • Now, view any record in that particular module and see your buttons. They all should apprear in a dropdown manner.
  • Now open that button’s dropdown.
  • Click and drag a button to move it down or up and leave the click.
  • That’s it. You got the trick 🙂