I've figured out how to do some custom actions / functions within zoho -- but now I'm trying to figure out how to have a custom action in a VIEW populate 2 fields in a FORM.
This is an application that helps us manage child sponsorships in South Africa, Moldova, and Brazil. We're trying to add a little more functionality -- and have photos, ages and first names available for people to look through as they are setting up a new sponsorship.
User Action would be like this:
- User goes to VIEW - which lists all the unsponsored children records.
- User selects one record by clicking the custom action button that would take them to the
- FORM, where the record they had chosen prepopulates 2 fields within the FORM.
I am positive there's a way to make this happen - something with set variable and post url -- or something like that!! The view and the form are both within Zoho ... and they are both PUBLIC. Right now we're including the view and the form on our site using the javascript. If the iFrame would work better for this - no problem. Just need to find a way to make it work :)