Canvas
Are there any limitations to use Canvas for the CRM Portal functionality?
The same set of restrictions we have on the Standard page will also be applicable for the Canvas view. Also any unsupported features and Related Lists will not be available for Portal users inside the Canvas.
Can you show how to add the record timeline to the Canvas?
In your Canvas builder, go to the Data component. Under the Related List section, you will find Timeline. You may also use the search bar to look up the Timeline component quickly. You may either drag and drop Timeline component into the editor or ...
Is Canvas available for Client Portal as well?
Yes it is. You can design a Canvas view and assign it to the Client Portal profile in the Canvas Assignment section. To access Canvas Assignment: 1. Go to the required Canvas builder. 2. Click the Canvas Assignment button on the top-right corner.
Will Zoho CRM Canvas also include the Zoho Finance module that is integrated from Books?
Yes, we support finance modules in the Canvas Builder. You can find them under the Related Lists section in the builder.
If we wanted the values to be aligned, can that be done?
Yes, alignment can be done for the values. Select them inside the Canvas builder and use the alignment options available on the left panel under the Style tab.
Can the conditional formatting be based on the logged-in user?
Yes, the conditional formatting allows you to create a rule based on logged-in user using the fields like "Record Owner" and "Modified By".
Is it possible to include widgets in Canvas? What about other ways to include data from other sources such as Analytics?
Yes, all the personalization that you have done in your Standard layouts, can be extended in the Canvas layout as well. If you have created any Widgets in your standard layout, then it will be available in the Canvas builder for you to drag and ...
Can you export a customized template from one CRM to another?
Yes, you can accomplish this via the Copy Customization settings in Zoho CRM. Canvas is included in the list of Setup configurations that can be copied from one Org account to another.
Does Canvas support inline editing of fields?
Yes, you can edit fields directly on a Canvas page.
Will the pre-built templates be made available for customization? Can we use templates to make adjustments, similar to that of adjusting CRM modules, or do we need to build all canvases from scratch?
Pre-built templates are available in the Canvas library, and they can be further customized. As you start building the Canvas view for a record detail page, you will see a popup window that prompts you to select whether you wish to build the page ...
Does Canvas Assignment use Roles or Groups to assign the views?
In Canvas Assignment, the views are assigned based on profiles, and not roles or groups.
Is it possible to show/hide an element based on a condition? For example, can I hide a field if its value is less than 100?
Yes, it is possible. To show or hide a field if its value is less than 100, all you need to do is create a Canvas Rule for the required field and define the condition as the following: Condition: If (field name) is < 100. Once done, click on the ...
What are the styling changes that can be made under canvas rules?
Styling options can be changed for each of the data component on the left panel of the Canvas builder. For instance, you can create a Canvas Rule for a text element, and apply any of the following settings to the text component: Font color Font ...
Let's say you want your organization to utilize a single template. Is it possible to enable that single template throughout the platform and disable the editing feature so they would not be able to change it?
You can use a single Canvas layout across your organization by enabling the said layout for all profiles in your account. However disabling the "Edit" function in Canvas is not possible. In order to stop anyone from editing the layout you need to ...
I no longer use a few canvas rules. Can I delete them from the Canvas builder?
Yes, you can delete a canvas rule if you want to. Note that, deleting a rule removes the styling from all the Canvas elements associated with that rule. To delete a canvas rule: Go to Setup > Canvas Builder. In the Canvas listing page, click ...
Can I change a field's background color based on a criteria?
Yes, you can use the Canvas Rules to change a field's background based on a specific criteria. Besides the background, you can style the elements (field, section, related list, etc) based on specific conditions. For this you need to create a new rule ...
Can I apply an existing canvas rule to fields, sections, icons, etc.?
Yes, you can apply an existing canvas rule to the elements such as fields, section, field, tab items, image, and related list. To apply an existing Canvas rule: Inside the Canvas Builder, choose an element. Click the "+" icon. In the Canvas ...
What is conditional styling in Canvas? What are all the elements for which I can apply the conditional styling?
Conditional styling in Canvas is an option that lets you style the elements in Canvas based on a specific condition. For example, you can choose to design a currency field " Travel Package Cost" to appear in red if the value exceeds above 10000 to ...
Is co-designing possible in Canvas? For example, can I add my users and designers to collaborate on a specific design?
No, co-designing is not supported in the Canvas builder.
Can I change the styling and size of the icons available inside Canvas?
Yes, you can resize and change color and styling for the icons. To resize, after adding an icon, drag the corner of the icon to resize it as you wish. To change it's color and styling, click on the icon and you will view the Style properties on the ...
Is it possible to export a Canvas design?
No, it is not possible to export the Canvas designs. But if you wish to re-use a created design, you can clone it. To clone a Canvas view: Go to Setup > Customization > Canvas Builder. In the Canvas listing page, click the clone option from the ...
Yes, the arrow keys can be used to move all the elements inside the Canvas builder.
Yes, you can use the Canvas Builder to create pages for any module including the custom modules.
Can arrows key be used for moving the elements inside the Canvas builder?
Yes, the arrow keys can be used to move all the elements inside the Canvas builder.
Is it possible to move elements forward or backward?
Yes, this is possible by using the Depth option under Style.
How does the canvas view deal with differing screen resolutions, does it resize dynamically?
Canvas will adjust accordingly to the screen resolution. For this, you need to select the component and check the Auto box next to height and width option.
How to add a task? For example, a task to set up a meeting. I do not see any action buttons to do this.
By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately as a button inside the ...
Can we reuse styles? For example, Is it possible to style a button and apply the same style to other buttons as well?
Yes, you can reuse styles. The option to copy the style of a button can be found under the right-click option. You can choose the "Copy Style" option and apply to the target element by right clicking on it and choosing the "Paste Style" option.
Is it possible to drag a group of fields into one section?
This is currently not available, and will be supported soon for all users.
Can the page design be customized for the list view and the edit layout?
Canvas is already available for list view. Canvas for Edit view is in progress and will be made available soon.
Will we be able to use Canvas and design it for use as a Landing Page for clients to access?
This is a part of our roadmap and we will make this available soon.
Will Canvas Builder be available in Sandbox to design and test before pushing to production?
This is a part of our roadmap and we will make this available soon.
Will I be able to use Canvas to design a Landing Page for my customer records?
Yes. You can create and assign the canvas page as the landing page for records based on profiles.
Is Canvas also available for the portals? When will in-line editing be available in canvas?
This is a part of our roadmap and we will make this available soon.
Will it be possible in future to see the canvas view in edit mode as well?
At the moment, it is not available for the edit mode. This is a work in progress and will be made available soon.
Is there going to be any data loss if I delete a Canvas page? What should I be wary of before I delete a design?
There is going to be no loss of data if you delete a Canvas page. A Canvas view is a visual representation of data for better organization of the record detail page using the existing CRM data. Thus it doesn't account for any data gain or loss.
Is there any action that I should configure for the buttons, or is it all pre-defined?
All actions available on the Data component are pre-defined and no further configuration is required. Actions inside Canvas Builder are nothing but the standard buttons that come out of the box — such as Edit, Delete, Send Email and so on. You can ...
Can I create a custom field or custom button straight from the Canvas builder?
No. At this point, you cannot add custom fields or custom buttons right from the Canvas Builder. You can only add fields/buttons that already exist in the module to the Canvas for better data organization. If you want a new field/button, you need to ...
What are icons and where do I use them? Suggest a few examples.
Icon in Zoho CRM Canvas, are simple visual illustrations that can be used to complement your data. As they say, a picture is worth a thousand words. Using an icon against different sections of data, or a single field will convey the essence of the ...
Can I clone a canvas?
Yes, you can clone a canvas view. To clone a Canvas view: 1. In your Zoho CRM account, go to Setup> Canvas Builder. 2. Against the canvas in question, click the "Ellipsis" icon. 3. Select Clone.
If I import records in bulk, will those imported records be seen in the Canvas View automatically?
Yes. Once you publish a Canvas Page for a module and assign it to a desired profile, the users in the profile will start viewing all their records in that Canvas View. This Canvas view will be applicable to all records of the module regardless of ...
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