Open Form in Same window as Page from embedded Report

Open Form in Same window as Page from embedded Report

I have a page that has an embedded report, as shown below. 

When I click the + sign to add a new record, the form shows up inside the page where the report was embedded. 

I know that I can add a custom action to the report grid or report detail view and write a workflow that will open the form in the entire page but I was wondering if it was possible to tell the default Add and Edit to open in the parent window vs opening in the embedded report grid.

Thanks,

Josh

    • Sticky Posts

    • Share your success story

      We would like to hear from our passionate users how much Zoho Creator has changed the way you work and benefited you. If you would like to share your story to us and be featured as a proud user of Zoho Creator, then this is for you. Fill up the form below and if you want to be included in a case study, we will get in touch with you to get further details. So what are you waiting for? Tell us your story. Charles

    • Merge and Store v1 API depreciation

      Hi Zoho Writer users, The Merge and Store v1 API allows you to store the merged document in Zoho WorkDrive. The response of this API will be returned with the document's ID only after the merge is complete. In Deluge, the maximum timeout for operation

    • Zoho Creator Developer's Conference 2017 !!!

      We welcome all our Creator Developers! You're invited to join us for our annual Zoholics Developers conference August 29th–31st! This is your chance to get training and guidance on Zoho Creator from our most knowledgeable custom app builders.       Zoholics Developers is a three-day event where you'll participate in interactive workshops to hone your app-building skills, get questions answered by Creator experts with personal one-on-one sessions, and connect with other Creator developers from around

    • Recent Topics

    • Using gift vouchers

      We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:

    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

    • BUG: Related List Buttons with Client Script action now erroring

      There appears to have been a bug introduced over the last few days with Related List buttons that invoke a Client Script action. Button configuration: Configured Client Script: Results: The default loader is presented at the top of the page, and an error

    • Function #4: Schedule Customer Statements

      Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on payments. While you can generate the statement of accounts and have it sent over

    • List of Contacts/Leads with Scheduled email

      Hi, I was wondering if there is way to derive a list of contacts/leads for whom emails have been scheduled in Zoho CRM Can we use filter for this? If yes then which and How? Regards, Karan

    • Account Reconciliation via API

      I am suggesting that the Zoho Books team considers making it possible to do an Account Reconciliation via API. The use case I have in mind is specific, but also fairly common: merchant services clearing accounts. Currently, the only way to reconcile an

    • Get item's custom field data for a custom button/function

      Hi, I’m working on a custom button for the Invoice details page in Zoho Books. I need to calculate a Tourism Levy only on some items. I already created an Item custom checkbox field: cf_tourism_levy In Zoho UI, the field is there and I can see it on the

    • Writer to Self Hosted Wordpress Posting without styling

      I have set up Writer to be able to post to my self-hosted wordpress website. The posts come through fine. However, they are including all of the styling from the Writer document.  This creates "inline" css code in my blog posts.  This is not a good situation for SEO and site speed.  I tried to match the site styles, but this still brings in the code as inline.  I tried entering HTML on the Writer document, but it just brings in the code as actual text.  So, instead of <strong>bold text</strong> 

    • Can I create a CODE 128 custom field for my items in Zoho Inventory and then use it for generating Sales Orders?

      Can anyone helps me, I don't want to use the SKU code for scanning my products.  ​Because all my products have a CODE-128 label attached.

    • Critical EU Server Routing Mismatch: Office 365 Graph API & IMAP OAuth Integration Failing with URL_RULE_NOT_CONFIGURED / AADSTS65005

      Hello everyone, Environment Details Subscription: Zoho One Data Center / Server: EU 1. Initial Office 365 Integration within CRM Attempt via Graph API When trying to integrate Office 365 into Zoho CRM via the Graph API for the first time, the process

    • Google Calendar Import in Wrong Time Zone

      Anyone else have this problem?  Google Calendar is only importing my events in "(GMT+00:00) Dublin" time, rather than Central Time.  For the life of me, I can't figure out how to get it to import properly. How can I fix this?

    • Microsoft Teams now available as an online meeting provider

      Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

    • Zoho Mail Android and iOS app update: Classification labels

      Hello everyone! We are excited to introduce classification labels on the Zoho Mail mobile app. This is designed to protect sensitive emails with policy-based access and permissions. Classification Labels enforce secure access by restricting email visibility

    • Set Custom Icon for Custom Modules in new Zoho CRM UI

    • Zoho RPA named a Leader in the 2026 RPA Technology Value Matrix by Nucleus Research

      Zoho RPA has been named a Leader in the 2026 RPA Technology Value Matrix, published by Nucleus Research, one of the most respected technology research and advisory firms in the industry. This recognition places Zoho among a select group of vendors that

    • Super Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

    • Important changes to note for Zoho Sign users in Saudi Arabia

      Dear Zoho Sign users, If your Zoho Sign account is hosted in our Saudi Arabia data centre, here's an important update on digital signature certificates in the Kingdom of Saudi Arabia. What's changing Going forward, the "Sign via Zoho Sign" option will

    • Client Software Now Requires Computer Admin Password

      Recently whenever a user tries to run ZohoAssist.exe so that I can remote into their computer, it requires them to put in the computer administrator password, meaning they can't connect to the remote session. Before, it would allow them to run the exe

    • Using Another Field Value for Workflow Field Update

      I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but I would like the new value to actually be taken from a DIFFERENT Field's on the Lead record (vs just defining some static value..) Is this possible? Could I simply use

    • How can I see content of system generated mails from zBooks?

      System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.

    • Please implement UAE Central Bank FX rates

      Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

    • matching vs categorizing credit card payment from bank account

      I have a checking and a credit card in my Banking accounts. When there is a card payment (basically, a transfer from one to the other), does it make a difference which one I categorize first, then match with the other? I noticed when looking at the checking

    • SalesIQ browsing and attaching files directly from Zoho WorkDrive.

      Hi Developer SalesIQ Team. I think It would be much easier if we could browse and send existing files from Zoho WorkDrive directly through the reply dialog. I checked the Integration menu, I don’t see Zoho WorkDrive listed there. I hope this feature can

    • Découvrez les fonctionnalités d’enregistrement IA de Zoho Webinar

      Des enregistrements plus intelligents, des suivis plus simples Les nouvelles fonctionnalités d’enregistrement basées sur l’IA de Zoho Webinar facilitent l’exploitation de vos webinaires après leur diffusion. Grâce aux Résumés, Transcriptions, Chapitres

    • CNY not converting to PKR in P&L In reports.

      Hello Zoho Support Team, I am writing to report a multi-currency reporting issue in Zoho Books that is causing my Profit & Loss report to display incorrect Cost of Goods Sold figures. ISSUE DESCRIPTION: I have vendors set up in CNY (Chinese Yuan) currency.

    • RouteIQ for Zoho FSM

      Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning

    • Please remove IP from greylist

      Currently, our mailserver 62.138.185.41 is greylisted by Zoho's mailserver. Please remove it from the greylist or tell me how to do it myself. And while you're at it, remove 49.12.112.150 as well. This will be our future mailserver. May 22 13:46:44 mailer

    • Print a price list or price book

      Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

    • Reply dialog is not in dark mode when embedded in the "Chat Tab" on Zoho Desk.

      Reply dialog is not in dark mode when embedded in the Chat tab on Zoho Desk. When using SalesIQ from the “Chat” tab in Zoho Desk, the reply box shows up in white instead of dark mode. But when I open SalesIQ from salesiq.zoho.com, it works fine and the

    • Popup / Expand option not showing for Subform with less than 20 rows in Zoho Creator

      Hi Folks, I am working on a project. Where there is a subform with around 15 Columns. In order to see other columns, we need to scroll to the right. We have a popup option for Subform, with which we can view the subform data in a popup view. But the issue

    • Zoho Books | Product updates | May 2026

      Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

    • SalesIQ > Configure Allowed File Extensions for Chat Reply Attachments?

      Hi SalesIQ reply: We would like to send .zip and .pdf files to customers. Is it possible to configure and allow specific file extensions? Attachments be shared directly from Zoho WorkDrive? Currently, the Share Attachment menu in SalesIQ Chat only allows

    • Having the possibility to filter by Caller ID & Dialled Number on Workflow - Calls module

      When creating a Workflow in Zoho CRM related to the Calls module, we can't filter with some fields (like Caller_ID & Dialled_Number). So to perform any action based on these fields we need to do it with a custom function that will use more CPU usage and

    • Broken link for Bulk Schedule sample file.

      Hi, The bulk schedule sample file link does not work: https://workdrive.zohoexternal.com/external/6OxchwD4grB-J8HFH Is there a new link somewhere or can someone share a sample file for me to work from please. Thanks, Pete

    • Create new records with field values of dropdown or checkbox in Workflow rules with record value (merge field support)

      Hi, I am trying to insert a new record to Contacts module via Workflow rules. Value should be the field value in the Leads module. This works for string fields. But for checkbox or dropdown this option does not exist? You can only assign a fixed val

    • The PEPPOL Nightmare with Zoho Books

      After much hesitation — as I have always defended Zoho products despite their imperfections — I have decided to post this review on this forum. Indeed, for more than 5 months, the numerous issues related to PEPPOL invoicing seem nowhere near being resolved,

    • Automation Series #6: Blueprint vs Workflow in Zoho Desk

      This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations through real scenarios and business processes, so you can clearly

    • Use Zoho Billing's MCP Server to Catch, Recover, and Win Back At-Risk Subscriptions

      MCP (Model Context Protocol) is a standard that lets AI access and act on your application's data through plain-language prompts. Zoho Billing's MCP Server connects your Zoho Billing data directly to AI like Claude and ChatGPT. You can easily get information

    • Marketing Tip #35: Drive seasonal sales with dedicated landing pages

      Seasonal shopping has strong intent. When customers are looking for something specific, like Diwali gifts or summer essentials, a dedicated landing page helps them find relevant products faster and makes your promotions feel more curated. Instead of sending

    • Move Timesheet from one Task/Issue to another

      Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employee

    • Next Page