The "Discovery Portal" Version 12.0 Canvas Expert Prompt Objective: I need a Zoho Canvas expert to build a high-efficiency "Express Quote Discovery Portal" for the Contacts Module. This is a robust, live-phone-intake interface designed for clinical speed and data integrity. The backend Deluge scripts for address mapping and Vendo syncing are live; I need the front-end UI/UX built to match the attached Version 12.0 mockup.
1. Technical Scope of Work (The "Single Pane of Glass") 3-Column "Flex" Layout: Utilize a strict 3-column hierarchy on a high-contrast light grey background.
Column 1 (Property Intelligence):
Address Stack: Place Street, City, State, and Zip Code fields at the top.
Data Masking: Apply field masking to the Zip Code to ensure 5-digit integrity.
Widgets: Embed a large Google Street View iframe and three blue action buttons for "ZILLOW," "REALTOR.COM," and "COUNTY TAX".
Column 2 (Live Intake & Product Specs):
Phone Masking: Format the phone field as (XXX) XXX-XXXX.
Numeric Steppers: Use Canvas steppers for "Total Window Count" and "Total Door Count".
Color Palette: Build two rows of interactive square swatches for Interior (5 colors) and Exterior (8 colors).
STRICT Grid Selection: Create a 2x3 grid for exactly six unique Window Styles (Single Hung, Double Hung, Slider, Casement, Picture, Awning).
WorkDrive Slot Logic: Build a 2x2 "Drop Zone" grid for specific photo slots (Front Elevation, West Elevation, Front Sill Rot, Rear Slider).
Action Zone: Place the "SEND TO VENDO" button at the bottom with high-contrast amber/gold styling.
2. Advanced UI/UX Requirements Conditional Logic (The "Stop" Guard): Program the "SEND TO VENDO" button to remain Greyed-Out/Disabled until the Address, Window Count, and Window Style fields are populated.
Active Status Indicators: Add a green "ACTIVE" status dot next to the "ENRICH DATA" button and a "SYNC ACTIVE" dot for the WorkDrive folder.
Discovery Notes: Use a Rich Text field for notes, allowing for bolded emphasis on critical wood rot details.
3. Ideal Candidate Qualifications Zoho Canvas Mastery: Must demonstrate the use of Canvas Tab Components and Conditional Styling for buttons.
Deluge Awareness: Ability to build the UI around existing scripts that handle Mailing Address to Job Address mapping.
Visual Hierarchy: Expert use of negative space to prevent a 3-column view from feeling cluttered during a live call.
Here is the Technical Validation Checklist for your Zoho Canvas expert. This document serves as a "Pass/Fail" grading sheet to ensure the developer builds the interface exactly as specified in the Version 11.0/12.0 Discovery Portal.
Canvas Expert Validation Checklist 1. Data Integrity & Masking [ ] Zip Code Validation: Does the field restrict input to 5 numerical digits only?
[ ] Phone Formatting: Does the field auto-format to (XXX) XXX-XXXX as the rep types?
[ ] Address-to-Map Trigger: Does clicking the VERIFY ADDRESS button successfully update the Google Street View iframe?
2. Product Specification Logic [ ] Window Style Grid: Are there exactly six unique options (Single Hung, Double Hung, Slider, Casement, Picture, Awning) in a 2x3 grid?
[ ] Glass Options Row: Are the five new checkboxes (Dual Pane, Triple Pane, Grids, Tempered, Privacy) present and functional?
[ ] Color Palette: Do the Interior (5) and Exterior (8) swatches allow for single-click selection?
3. Asset & Workflow Automation [ ] WorkDrive Slot Mapping: Do the four labeled drop zones (Front Elevation, West Elevation, Front Sill Rot, Rear Slider) map to the correct sub-folders in Zoho WorkDrive?
[ ] Sync Status: Does the SYNC ACTIVE indicator turn green once the WorkDrive connection is established?
[ ] Conditional Button Guard: Is the SEND TO VENDO button disabled (Grey) until the Address, Window Count, and at least one Window Style are selected?
4. UI/UX & Visibility [ ] Enrich Feedback: Is the ENRICH DATA button clearly labeled with an ACTIVE status indicator?
[ ] Discovery Notes: Can the rep enter multiple lines of text, and does the "wood rot" emphasis appear clearly?
[ ] Timer Accuracy: Is the 24-HOUR GUARANTEE TIMER syncing correctly with the Lead_Created_Time field?
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