How to Add and Sort Accounts in Zoho Creator

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In this video, Andrew Simpson from Aether Automation takes us through the process of how to add and sort accounts in Zoho Creator. First, he explains how to create a Deluge function on load of the fields to populate the drop down list. Then, he shows us how to clear the list and create a collection of the account names. After that, he explains how to pull in the information from Zoho CRM and sort it by the account name. Finally, he adds the collection of the account names into the pick list field and shows us how it is now populated with all the accounts in alphabetical order. This video is a great resource for those who need to quickly and easily add and sort accounts in Zoho Creator.

Zoho Creator is an excellent tool for businesses looking to quickly and easily create a custom internal app. With Zoho Creator, businesses can pull in information from other services to populate a pick list in the app, and then sort that pick list in whatever way is desired. This is especially useful for businesses that have a lot of accounts and need to quickly create quotes. The deluge function on load of the fields can be used to pull in account records from Zoho CRM and then sort them alphabetically. This means that businesses can have a comprehensive pick list available at the click of a button, making it quicker and easier to generate quotes. Furthermore, businesses can filter out certain accounts, or add additional logic to the call they are getting, ensuring that only the most relevant information is included in the pick list. Zoho Creator is thus a great tool for businesses looking to streamline their quote-creation process, and make it easier and faster to generate accurate, up-to-date quotes.

Removing the “expertise” from the quoting process is essential for any business that wants to scale. Manual processes take up time and resources, and often lead to costly errors and inaccuracies. Zoho Creator enables businesses to automate the quoting process and remove the “expertise” from the equation. This allows businesses to quickly and easily create accurate quotes on demand, saving valuable time and resources. Furthermore, businesses can sort and filter information as needed, ensuring that only the most relevant and up-to-date information is included in the pick list. This makes it easier and faster to generate accurate quotes, and helps businesses to scale more effectively.

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