Configure Zoho Workdrive without Zoho CRM extension
Configure with Zoho Workdrive
- ZPortals with Zoho Workdrive connection authorized.
- Add 2 fields to the Account module (for Account Based) or Contact Module (for Contact Based) in your CRM
- Folder ID - Single Line Text Field - (You can name this whatever you choose)
- Folder URL - URL field - (You can name this whatever you choose)
- Zoho Workdrive Team Folder ID
- Zoho Workdrive Parent Folder ID
To automate folder creation for your Accounts/Contacts you can use a tool like Zoho Flow or a Workflow and Custom Function in Zoho CRM.
After you have completed the above requirements and gathered the appropriate IDs follow these steps:
Go to ZPortals > Customization > Zoho Workdrive and toggle "Show in user portal"
Enter in your Team ID and Parent Folder ID
Map your Workdrive Folder URL from CRM field to Workdrive Link
Map your Workdrive Folder ID from CRM field to Workdrive Folder ID
If you do not see these fields be sure to go to ZPortals>Profile>Layout and Sync New fields and then try again
Choose to show via Iframe or API
With Iframe views the user can preview and download the files in the folder.
With API views the user can only download but they can create sub folders.
When the above is toggled on the user will see the "+" to the right below the upload files section:
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