Transcript for transcript_1tdJwS-wEPF5z2gp-oWOcL-Pmdn5rPI8a_0_1427_ad3a6d9d9035_1.txt

transcript_1tdJwS-wEPF5z2gp-oWOcL-Pmdn5rPI8a_0_1427_ad3a6d9d9035_1.txt

[00:01:14]  Hello.
[00:01:17]  Yes, sir.
[00:01:19]  Yeah.
[00:01:20]  Good morning.
[00:01:21]  Good morning, sir.
[00:01:23]  Yeah, good morning, sir.
[00:01:24]  Okay.
[00:01:25]  Yeah.
[00:01:25]  So quickly just start with the introduction about yourself.
[00:01:35]  You are on mute.
[00:01:37]  Yes, sir.
[00:01:40]  Can you hear me, sir?
[00:01:41]  Yes, I can hear you.
[00:01:42]  Yeah.
[00:01:43]  Good morning, sir.
[00:01:44]  My name is Taru Hasni.
[00:01:46]  I'm from Hyderabad.
[00:01:47]  I'm currently pursuing my bachelor's degree from BITS Pilani, where I'm in my second year.
[00:01:52]  And also, I'm gaining my technologies simultaneously from Next Wave Institute of Advanced Technologies.
[00:02:00]  Till now, I have gained knowledge in HTML, CSS, JavaScript, Python, SwiftUI, and currently learning Zoho technologies,
[00:02:11]  which includes like working with Zoho CRM, Zoho Creator, and Zoho Books.
[00:02:16]  I also build a project using a small project using Zoho CRM.
[00:02:21]  Okay.
[00:02:22]  It's a training institute of admission and fee management system.
[00:02:28]  Okay.
[00:02:29]  Apart from academics, I also lead as a graphic designer at my college club, which is competitive programming club, where I design posters for the events.
[00:02:42]  Okay.
[00:02:42]  Yeah, that's.
[00:02:44]  Thank you, sir.
[00:02:46]  So just quickly tell me about what have you learned on Zoho Creator, what all features that you have used.
[00:02:51]  Maybe you can also share the screen and show me what have you developed.
[00:02:57]  Just a minute.
[00:02:58]  Yeah, sure.
[00:03:22]  Zoho.
[00:03:23]  I worked on Zoho CRM, sir.
[00:03:26]  Okay.
[00:03:27]  So here I just...
[00:03:32]  Can you see my screen?
[00:03:33]  Yes, I can see your screen.
[00:03:36]  So I just created a few leads, which are from different sources like websites and like referrals or any other social media platform.
[00:03:46]  I just created a few leads to handle the lead management.
[00:03:52]  And as soon as the lead is created, I just also wrote a workflow automation where the student gets followed.
[00:04:04]  As soon as a lead is created, I just executed like it need to like send an email notification for the counselor who is handling that lead.
[00:04:15]  Okay.
[00:04:17]  Should I show this?
[00:04:18]  Like, yeah.
[00:04:20]  I used a template for this.
[00:04:24]  So here, like there is a basic one, like a student is assigned or some, I used this merge merger so that the student details are automatically fetched.
[00:04:37]  Okay.
[00:04:37]  Fetched from this.
[00:04:43]  Next.
[00:04:48]  So you have worked on workflow rules, that is fine.
[00:04:51]  Have you worked on blueprint?
[00:04:53]  Yes, sir.
[00:04:54]  What do you know about Blueprint?
[00:04:57]  It's like a design for...
[00:05:00]  Making every process goes in a structured way.
[00:05:03]  Okay.
[00:05:05]  So I just designed one blueprint for this.
[00:05:10]  To make sure that admission process goes in a detailed way and follow each and every step without missing.
[00:05:18]  I also added transition in between each steps to ensure every step is followed.
[00:05:26]  I just kept a mandatory field.
[00:05:28]  If this is filled, we can execute to the further step.
[00:05:32]  Okay.
[00:05:33]  So basically after qualification, there is a schedule of counseling and once the schedule is completed, I just kept to for the free discussion.
[00:05:46]  And once the admission is confirmed, we just close with the deal of a revenue that gets
[00:05:54]  Like we talk with the deal right.
[00:05:57]  So.
[00:05:59]  As soon as the ladies like admission is confirmed, we just close the deal.
[00:06:04]  Okay.
[00:06:05]  This is what I just designed a small blueprint of.
[00:06:13]  And also...
[00:06:15]  Customized modules and fields, you know, what are...
[00:06:18]  How to add new fields and everything.
[00:06:22]  Yes, just...
[00:06:24]  Where do you do that?
[00:06:34]  Like.
[00:06:47]  So here we can add new fields that we want.
[00:06:52]  Okay.
[00:06:54]  So if we want like a phone number, we just drag and drop over here.
[00:06:59]  And we can also keep any field name that we want.
[00:07:07]  Okay.
[00:07:08]  I think that's fine.
[00:07:10]  Yeah.
[00:07:10]  So have you also have you written any custom functions in those CRM?
[00:07:14]  Yes, sir.
[00:07:15]  Just just a minute.
[00:07:20]  So I just wrote a small function.
[00:07:25]  I just, I didn't integrate this yet, but I just written.
[00:07:30]  So this is like for payment calculation, like if we fixed a deal, right?
[00:07:37]  If the deal is for 30,000, like I'll just execute it.
[00:07:42]  So if the deal is fixed for 30,000, if we pay an advance of around 10,000 or something, so we just get the pending payment still how much the
[00:07:57]  student need to pay.
[00:08:01]  This is the basic function that you're using.
[00:08:02]  Basic function, yeah, just a basic one.
[00:08:06]  So this is the deluge that you're working on.
[00:08:07]  Have you worked on client script by any chance in those years?
[00:08:11]  No, sir, not.
[00:08:18]  Okay, no problem.
[00:08:20]  So what else have you written in Delhi?
[00:08:26]  I just integrated this project with books.
[00:08:32]  So I just wrote this.
[00:08:36]  For integrating with books, I just connected like for the connection code, I just wrote this.
[00:08:45]  So this is the script.
[00:08:46]  Yeah.
[00:08:49]  Like as soon as the deal is like as soon as the admission process completed, this deal gets like this customer details get into the automatically directed towards the whole books so that we can maintain all the finances, right?
[00:09:02]  Okay.
[00:09:05]  So just explain me the code, what is happening at line number four.
[00:09:09]  Line number four.
[00:09:10]  Okay.
[00:09:11]  So we get the records based on the deal ID.
[00:09:14]  Like each deal, when a deal is created, we just get a deal ID, right, for the...
[00:09:22]  Individual so according to that deal ID when we mention over here we get all the records of that student over here so
[00:09:37]  okay and then what's next just explain me the whole code line by line okay next like when we get the deal when we get all the details of the deal through deal ID we just
[00:09:53]  give a random customer name so that we can store in books right so I just
[00:10:00]  Give a customer name, ABC Technologies kind of thing.
[00:10:02]  And if the value is null over there, like if the customer name is null, we just enter the name and we convert into string.
[00:10:15]  And if there are any spaces, we just remove using dot trim off.
[00:10:20]  And I just created a map.
[00:10:25]  What is map?
[00:10:27]  It is value, key value pair.
[00:10:32]  Okay.
[00:10:33]  We can write key value pairs in a map.
[00:10:38]  Using dot put and we can access through dot get method.
[00:10:43]  So where do you got this contact underscore name contact underscore type?
[00:10:46]  What is this?
[00:10:48]  These are the keys.
[00:10:51]  Correct.
[00:10:52]  So let's say if I have to find a certain key for a certain field, where can I get it in Zoho?
[00:11:03]  It didn't get you.
[00:11:05]  So you have mapped this.
[00:11:08]  This is the contact name, contact underscore name.
[00:11:11]  Yeah, yeah.
[00:11:12]  Where do I find this?
[00:11:13]  Okay, that I have to, that this will be the key.
[00:11:17]  Yeah, key.
[00:11:18]  This is the key and customer name I just provided in the line number six, right?
[00:11:22]  ABC Technologies.
[00:11:23]  I understand.
[00:11:24]  But let's say you have mentioned key contact underscore name, but it can be contact name only.
[00:11:30]  Not there is no underscore.
[00:11:31]  How do I find that?
[00:11:32]  What is what should be the key?
[00:11:39]  Actually, keys can be like, we can write our own key, you know, sir.
[00:11:45]  No, it's not like that.
[00:11:48]  Okay, no problem.
[00:11:50]  And then what is happening from line number 16 to line number 22?
[00:11:55]  This is like invoke URL, which connects like through the external, like to the API link, which is from Zoho Books.
[00:12:06]  As I said, you I'm connecting for the Zoho Books, right?
[00:12:09]  This is the URL of the Zoho Books organization where I mentioned the organization ID from Zoho Books.
[00:12:17]  So I'm just creating this.
[00:12:23]  So I used post method.
[00:12:29]  And I just passed this function as a connection.
[00:12:37]  So we just get a response in his Oho books.
[00:12:43]  Okay.
[00:12:45]  Can you open the books?
[00:12:47]  Yes, sir.
[00:13:06]  So what you're creating from there is a customer or a contact.
[00:13:10]  Yes, yes.
[00:13:12]  So here I just, this is one of the customer.
[00:13:18]  We did from like starting lead generation to the deal process.
[00:13:23]  So.
[00:13:26]  I just connected both rates.
[00:13:28]  So I just got that customer over here in the item section.
[00:13:36]  Custom item section is different.
[00:13:38]  Customer does not go into items.
[00:13:40]  It goes into customer and the sales.
[00:13:44]  Yeah.
[00:13:45]  Here.
[00:13:49]  Okay.
[00:13:50]  What have you done in Zoho Creator?
[00:13:53]  Zoho Creator.
[00:13:56]  I just built a student registration form over this.
[00:14:04]  Actually, I couldn't open that as the free trial got over.
[00:14:22]  Go back.
[00:14:23]  Go back.
[00:14:24]  Okay.
[00:14:26]  Go back.
[00:14:34]  Click on the student portal application on the left hand side.
[00:14:39]  There's a three dot icon.
[00:14:40]  Yeah.
[00:14:41]  Click on enable.
[00:14:43]  Okay.
[00:14:45]  Now you can access it.
[00:14:49]  So here I just wrote a student registration form.
[00:14:54]  Where we can write the details like that's fine that's fine okay okay
[00:15:01]  Here we can enter the age.
[00:15:03]  So I wrote here a validation for age.
[00:15:12]  So the age need to be more than 16 and less than...
[00:15:18]  How do you calculate it?
[00:15:21]  Using a dilute script, I just wrote a function.
[00:15:28]  So if it is not between the validation, we get an alert message.
[00:15:36]  Okay.
[00:15:37]  Yes.
[00:15:39]  Show me, just explain me the code that you have written.
[00:15:42]  Just a minute.
[00:16:50]  Just open that form in another tab.
[00:17:20]  Now, let's say someone has put the, since the validation is not written, you only write the new validation values.
[00:17:29]  And if age is less than 16, it should not allow the form to submit.
[00:17:34]  Okay.
[00:17:35]  Write a deluge code for it.
[00:17:37]  Okay, sir.
[00:18:02]  The form is admin response or student registration.
[00:18:07]  Student registration.
[00:20:58]  Just run the function like not here.
[00:21:01]  Just go to that form, save this function, go to that form and see if the function is running.
[00:21:58]  Okay.
[00:22:00]  Okay.
[00:22:00]  What else code have you written here?
[00:22:07]  And
[00:22:10]  And I also implemented once the email is like, the email need to be unique.
[00:22:21]  If again, a same email is entered,
[00:22:26]  We get an alert message again, already registered or any kind.
[00:22:33]  Okay.
[00:22:36]  Yes.
[00:22:37]  Just a minute.
[00:22:39]  Email validation.
[00:22:42]  So it need to be end with this college.edu.
[00:22:50]  Okay.
[00:22:51]  So, um,
[00:22:54]  So if the email is not ending with the rate college.edu, I just gave an alert message and like the email should end with the rate college.edu and I just cancel the submit option.
[00:23:10]  Okay, got it.
[00:23:14]  Okay, that's it from my side.
[00:23:17]  Do you have any questions?
[00:23:19]  So, can I have my feedback or something that I need to improve more in Zoho Creator or Zoho CRM or any other Zoho applications?
[00:23:33]  Yes, we are primarily looking for Zoho CRM and Zoho Creator only.
[00:23:37]  Okay, sir.
[00:23:38]  The basic knowledge is fine.
[00:23:40]  Deluge needs more understanding.
[00:23:42]  Yeah, yeah.