Article Categories
General(7)
Zap Audit User Actions (TBR On: July 26, 2021)(10)
- Release Notes
- Protected: Points to Note
- Protected: High Level Steps
- Security Roles
- Protected: Creating Global Settings
- Protected: Configuration needed to track User-Actions
- Protected: Configuration needed to track Logins
- Protected: Setting up Dashboards
- Protected: Troubleshooting
- Protected: Known Issues
Zap Calendar Pro(22)
- Release Notes
- High Level Steps
- Going through Calendar UI
- Protected: Adding “Calendar Pro” link to Sales Hub / Service Hub / …
- Protected: How to embed “Calendar Pro” Web Resource in Dashboard
- Protected: Getting Started – Security Roles
- Protected: Getting Started – Configuring Calendar
- Protected: Walk-through of configuring multiple entity data in Calendar along with Activities
- Protected: Getting Started – Sharing Calendar with Users / Teams
- Protected: User Settings – Personal Settings \ User Calendar Settings
- Protected: Filtering Calendar items using the Search Control
- Protected: 1-Click Actions like: Edit \ Clone \ Assign \ Delete etc
- Protected: Creating New Activity from Calendar
- Protected: Drag-and-Drop Activity to Re-Schedule or Re-Assign
- Protected: Calendar View – Classic Calendar View
- Protected: Calendar View – Timeline View
- Protected: Calendar View – Agenda View
- Protected: Calendar View – Top-Down View
- Protected: Using Calendar Pro from Mobile App
- Protected: Multi-language Compatibility
- Protected: Adding Icon to Custom Activity (which will show up in Calendar interface)
- Protected: Known Issues
Zap Copy Record(9)
- Release Notes
- FAQ
- Navigating the App (Sitemap)
- Getting Started – Security Roles
- Protected: Getting Started – Create “Copy Record” configuration record
- Protected: Using Copy Record functionality
- Protected: How to copy record along with its child records (up to N levels)?
- Protected: How to Copy Record using Workflow?
- Issue 1 – Getting error “Cannot insert duplicate key” when “Copy Record” button is clicked
Zap Email Parser(14)
- Release Notes
- FAQ
- Navigating the App (Sitemap)
- Getting Started – How Zap Email Parser works?
- Getting Started – Security Roles
- Protected: Getting Started – Email Parser Setup
- How do you handle true/false, option-sets, currency, date data-type and other non-text fields?
- Setting default fields (eg lead topic, lead owner) when creating new records (eg leads) using Zap Email Parser
- Protected: How to install sample data
- How to Backup and restore “Email Parser” configuration (and parsing rules):
- Protected: Walkthrough: Email to Lead
- Protected: Walkthrough: Email to Case
- Troubleshooting
- Known Issues
Zap Email Reader(13)
- Release Notes
- FAQ
- Navigating the App (Sitemap)
- Getting Started – Security Roles
- How to use “Email Reader” App?
- Protected: Getting Started – High level Steps
- Protected: Configuring Data Source
- Protected: Installing Sample Configuration
- Protected: How to embed “Email Reader” Web Resource in Form (Inline)
- How to embed “Email Reader” Web Resource in Form (Related Section)
- Protected: How to embed “Email Reader” Web Resource in Dashboard
- Protected: Known Issues
- Protected: Troubleshooting-1 – “Error Message “Data Source Configuration ID incorrect
Zap Helpdesk - Email to Case(15)
- Release Notes
- FAQ
- Protected: Navigating the App (Sitemap)
- Getting Started – Designing a Customer Support process using Zap Helpdesk – Email to Case App
- High Level Steps
- Getting Started – Setting up the Support Queue (with a mailbox)
- Getting Started – Security Roles
- Protected: Getting Started – Helpdesk Email-to-Case Setup
- “Quick Email Reply” feature explanation
- Creating / Modifying Canned Responses
- How to know if new email response has been received for a Case?
- New fields added by Helpdesk App in Case form
- Setting up Internal Company Helpdesk using Zap Helpdesk – Email to Case App
- Adding “Quick Email Reply” section to additional Case forms
- Troubleshooting
Zap Helpdesk (TBR: Jun 2021)(18)
- Release Notes
- New Features in Helpdesk – June 21 Release
- FAQ
- High Level Steps
- Overview of various Helpdesk Settings
- Setting up the Support Queue & Team
- Security Roles
- Organize / Add various Case fields and sections to Case form (which were added from Zap Helpdesk solution)
- Configuring Email-to-Case Settings
- Configuring Additional Case Settings
- Configuring Notification Settings (Email & Bell)
- Configuring Case Commands
- Configuring Global Settings
- Explaining Case History Panel
- Using Quick Email Reply
- Creating Canned Responses
- New sections and fields added by Zap helpdesk PRO
- Troubleshooting Helpdesk PRO
Zap Notifications(17)
- Release Notes
- Protected: Navigating the app (Sitemap)
- FAQ
- What are the different types of Notifications?
- Protected: Getting Started – Global Settings
- Protected: Getting Started – Security Roles
- Protected: Adding General Bell Notifications
- Protected: Adding Trigger Bell Notifications (Now supported using Power Automate/Flow)
- Protected: Adding Recurring Bell Notifications
- Smart Notification Delivery feature controlled by User preferences (Released: Feb 2021)
- Protected: How to enable / disable Form Notifications for selected entities?
- Protected: Adding Fixed Form Notification
- Protected: Adding Conditional Form Notifications
- Troubleshooting
- Protected: Troubleshooting 1 – Receiving errors like “Something went wrong”
- Protected: Multi-language Compatibility
- Protected: Known Issues
Zap Report Scheduler(28)
- Release Notes
- Protected: Navigating the App (Sitemap)
- High Level Steps
- Export Report Feature (Manually) – Approach 1 : Clicking “Export Report” button
- Export Report Feature (Manually) – Approach 2 : 1-Click using Custom button
- Protected: Getting Started – Global Settings
- Protected: Register an Azure App (no azure credits needed)
- Protected: Getting Started – Set Up Authentication
- Protected: Report Scheduling
- Protected: View Scheduling
- Protected: View Scheduling – Designing Report Template
- Protected: Excel Template Scheduling
- Protected: Scheduling Reports, Views, Excel Template using Microsoft Flows
- Protected: Using Workflow Capability to generate Report (To be deprecated)
- Protected: Using Workflow / Flow to generate Report (Multiple Reports in single email)
- Protected: Using Workflow capability to generate Word / PDF from Word Templates
- Trouble-shooting Retry attempts for Document generation using Word Template or Report
- Viewing emails generated for a scheduled report
- Saving Generated Document to SharePoint – Sample Settings
- Workflow Scheduling
- Workflow Scheduler UseCase: Sending automated email with reports (as pdf) to Customers or Partners (eg sending cases summary report to all customers weekly or sending order detailed report to partners (distributors) daily)
- Troubleshooting
- Protected: Ultimate Troubleshooting – Running the Scheduled report in Safe Mode
- Known Issues
- Points to note when using report filters
- How to dynamically filter report records by Owner of Scheduled record (RS Config record)?
- Bulk Report Scheduling
- Protected: Archived – Register an Azure App (no azure credits needed) – LEGACY APPROACH
