Powerful ’sheet-level’ sharing with your Zoho Sheet

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Did you know that Zoho Sheet’s ‘sheet-level’ sharing options can be a powerful tool in enhancing your ‘online collaboration’ experience?

Whether it is

  • Sharing different sheets in the same workbook among a group of power users with different access privileges (for example: preparation of an organization’s typical quarterly financial statement which may contain multiple worksheets like balance sheet, schedules, income statement, cash flow statement – each individual sheet with different access privileges for different users based on their ‘need-to-know’ status) or
  • Sharing the entire workbook among different users withe options to control access to each individual user or for the entire group (for example: a project activity tracker, with ‘modify data’ rights to managerial users and read-only access to others).

You can share entire workbooks with users, hide individual sheets from users whom you don’t want it displayed while displaying it to others at the same time, or just form your own group of users granted with different access privileges depending on your specific needs.

As soon as you’re done creating a spreadsheet that is ready to be shared, you can find that Zoho Sheet contains an easy-to-find menu option called ‘Share’ (placed conveniently in the top menu bar – you can’t miss it).

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The ‘Share’ option offers you a small controls platform using which you can allow/restrict people to access your spreadsheets.

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You can choose between multiple options – marking your whole workbook (Entire Document) as ‘Shared’ – with ‘Read Only’ access to some users and ‘Read/Write’ access to others, or marking individual worksheets as ‘Shared’ with different privileges for different users.

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On clicking the ‘Share’ option, we find that it contains two tabs – ‘Share’ & ‘Shared Details’. The ‘Share’ option helps us set the above-mentioned sharing privileges, while the ‘Shared Details’ contains information about the sharing levels set & helps us view the share options we’ve set for our spreadsheet when we return later.

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You can change/remove your settings from the ‘Share’ menu or access it even from the sheet name tab.

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The potential uses for such sharing are many and can be used by users across all walks of life – whether you work in an organization where multiple users need to process/work on the same worksheet with different access levels provided to each user depending on hierarchy or responsibilities or you are a Marine Biologist performing research with collaborators across continents or you are a University Lecture Assistant who needs to collate intra-department/class results internally with other departments before publishing collated results to students – Zoho Sheet’s ‘sheet-level’ sharing is for you! :)

Zoho Partners with WebEx

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We are glad to announce a partnership with WebEx. Zoho is excited to be part of WebEx Connect.

The partnership starts with Zoho CRM integration and will span across most of Zoho applications. The next update of Zoho CRM will have the ability to schedule/start WebEx Meetings directly from Zoho CRM interface. Here is a quick screenshot.

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zoho-webex-integration

Here is a press release on this.

Looking forward for a strong relationship.

Raju

Update : For a quick overview, please have a look at the video on Zoho CRM – WebEx Integration

Live Demo: #

User Name/Password: demo@zohocrm.com/demouser

Zoho Planner now supports Safari and Opera!

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Zoho Planner had an update a few hours earlier that brought in some cool new features.

We receive constant feedback from Safari & Opera users to make Zoho applications work on these browsers. As the first Zoho app, Zoho Planner now works on Safari (2.0+) & Opera (9.0+). Zoho Planner already supports Firefox, Mozilla & Internet Explorer.

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We have tested Zoho Planner on multiple versions of both the browsers. There may be untested versions, so do write to us if you come across any issues.

Users have been asking to collapse & expand todo lists & notes. This has been done in the latest update. Another feature to roll in is the facility to delete all your completed todo list items in one go.

Till now you can private share your pages with Read & Write (Edit) privilege or have them shared to public. Now you can private share your pages in Zoho Planner with Read Only (View) permission too.

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Check out the latest Zoho Planner & tell us what you think. Do write to us if you have any specific feature requests.

Jake Ludington on the Zoho Office Suite

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Zoho’s online office suite apps, Zoho Writer, Zoho Sheet & Zoho Show got extensively reviewed by Jake Ludington’s MediaBlab. From the review :

Many companies have tried with limited success to take on Microsoft Office. … Recently a number of Web apps have been appointed the “MS Office killers” for various reasons. I think the demise of Microsoft’s cash cow is greatly over exaggerated , but the online versions succeed in usability where their downloadable counterparts have failed at providing a highly usable experience . My favorite of this category is Zoho Office Suite, which includes a spreadsheet, word processor and basic presentation maker.

If you need most of the features of Microsoft Word, but it isn’t on your computer or simply isn’t in your budget, you could download one of those bulky free Office Suites, like OpenOffice or Software 602, but there’s an easier solution. Zoho Writer is a browser-based word processing application with every feature I typically use in Microsoft Word.

Zoho Sheet is perfect for light duty spreadsheet usage. It does all the basic spreadsheet calculations. Zoho Sheet imports data from existing Excel and OpenOffice Calc files as well as CSV files. Like Zoho Writer you can either work in a mode that requires no login or create an account to maintain a set of online spreadsheet files.

Like PowerPoint, Zoho Show creates slide decks for presentations. From adding graphics and text, to adding timed transitions, Zoho Show will do basic presentation tasks. … , Zoho Show is quick and easy to use – and if you’ve got an Internet connection, you never need to worry about not being able to access your presentation from any machine with Firefox or Internet Explorer.

And Jake pointed out about the various Zoho applications requiring signing up for each
one separately & Zoho Show’s lack of audio/video support. We will addressing them soon. Thanks Jake, for the wonderful review!

Zoho Creator Demos

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The Zoho Creator home page has been sporting two small TV icons for the last few days now.

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Have you clicked on them? Try the second icon titled ‘Spreadsheet to Web Application‘. You will find a neat demo explaining how easy & at the same time how powerful Zoho Creator is. It will be great hearing your feedback. And, if you have similar demo requests (for Zoho Creator or for any Zoho service), do send in your suggestions to aravind(at)zoho.com.

ps: Did you try placing the accent of the voice behind the demo? Not an American one, right? ;-) The voice is of Dean Ernst the man from NZ/OZ!

Update : Zoho Writer & QuickRead

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Noticed anything different in working with Zoho Writer since yesterday? We have done some html compression tweaks that makes working with Zoho Writer a little faster. Loading of files & switching between tabs should happen faster than before. An exception in this update is the initial loading time when you login. It remains the same as before & we will be working on making it faster too.

Another cool update to happen is with Zoho QuickRead. You can now save an online document (.doc, .sxw, .odt, .rtf) opened with Zoho QuickRead to your Zoho Writer account directly.

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Open up an online document with QuickRead & the top panel looks as above. Click on the ‘Edit’ link. If you are already logged in to Zoho Writer, the next screen will look as below

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You can click on the ‘Save to My Account’ link to save the opened document to your Zoho Writer account directly.

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Similar changes will be done to Zoho Sheet & Zoho Show – opening spreadsheets/presentations available online with QuickRead & adding them directly to your Zoho Sheet/Show accounts – soon.

Zoho Creator : Modify picklist items dynamically

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There has been requests from users like Ted Hughes for automatically filtering picklists based on selection in the previous picklist. This can be done very easily now.

Let us take a Bug Tracker application as an example. This simple application has just three forms.

1. It has a form to fill in the modules. e.g. In the case of Zoho Creator, it could be user interface design, deluge script etc. See a list view of all the modules added.

2. It has a form to fill in the team member details. It has the name of the team member and the module he works for. See a list view of all the team members (and the respective modules).

3. It has a form for filing issues. Each of the issues filed has to be assigned to the appropriate team member. Since we have already defined the person in charge for each of the modules, it will make more sense if the items in the ‘Assigned to’ picklist gets updated every time the module is changed, listing only the relevant entries.

If ‘Persistence’ is selected in the ‘Module’ picklist, only those members of the team, in charge of the ‘Persistence’ module should get listed in the ‘Assigned to’ picklist. In this example, Edward and John should get listed.

This can be done by writing an ‘on change’ event for the ‘Module’ picklist.

Deluge code snippet:

must have Module
(
    type = picklist
    values = Add_Module.Module_Name
    on change
    {
        team = team_member [Module == input.Module];
        for each t in team
        {
            Assigned_to.add(t.name);
        }
    }
)


Explanation:

The code snippet given below fetches all the members of the team, in charge of the selected module.

team = team_member [Module == input.Module];

Since the variable team is an array, it has to be iterated to get the properties of each team member.

for each t in team
{
    Assigned_to.add(t.name);
}

The names of those team members in charge of the ‘Persistence’ module are added to the ‘Assigned to’ picklist.

Assigned_to.add(t.name);

I have taken a very simple use case to explain this feature. But I am sure our users will exploit its full potential and use it in a lot more interesting ways to enhance their applications.