Approval flow for embedded forms
Before I go too far down the rabbit hole trying to get it to work, can someone confirm if the approval flow works on forms that have been embedded on a website for the general public to access/fill out? I'm trying to set this up on a referral form for people to refer families to our program, and I'm setting up a flow such that once they submit a referral it comes to us for approval. If approved, I have another workflow set up to create a new record with data from certain fields that were filled
Stock Update
Hi, I have Design No., Shade No. and Meter in Stock I have multiple entries in same Design No. and shade No. (for Understanding purpose please refer the attachment) I am updating stock when the "Dispatch challan" is updated. Now For eg: I have dispatched 40 Meters, Stock should get updated as follows: 56459>250 0.00 90.00 But the Stock is getting Updated like : 56459>250 -10.00
get minimum value
Hello, can you help me with the code how to get minimum value in a form? My client has multiple purchase prices for a product. I need the lowest value of the prices. Thanks
How do you link the zoho creator apps to your zoho one data
For instance there is a zoho creator app called Lead Management, how does this get linked to my Zoho CRM. All of the apps are not linked to the relevant items in zoho, for instance the Creator app called Project Tracker' is not linked to Zoho Project?
Set up a reminder automation
Hello! I am having some trouble figuring out the Deluge script for an automation I would like to apply to my database. I have a main profile form that has several subforms connected to it. One of the subforms is an assessment that is done every 6 months for the family associated with the main profile. How can I set up an automation that would send an email reminder to the consultant (who is a user in the customer portal, and they are associated to the family within the main profile form) within
Insert rows in Subform not Working
Hi, we're having problems inserting rows into a subform dynamically; We have this instruction that suddenly stopped working: input.Notes.insert(newNote); the syntax is correct based in the docs ( input.<subForm_linkName>.insert( <variable> );) and it was working fine until today. Now is throwing the following error: Hope you can help us. Thanks
Renaming an Application
Hello I created a Creator App named "App A". Everything is perfect. Later I renamed in the Settings, "App A" to "App B", and updated the URL accordingly. From the Application, it looks the renaming went right. But in our Zoho One dashboard, the application is still displayed as "App A". In the Admin dashboard, the application is also displayed as "App A". When click on Edit, The display name can't be change, only "Display app to users" checkbox can be checked. BTW I'm the administrator of the app.
Sandbox Removes Custom Sort from Report Upon Publish
Anyone knows how to put Custom Sort back to their report in the live version? I changed the view of a report and make sure the report also have Custom Sort applied on sanbox, but when I publish it, it removes the cutom sort. This is really annoying since the status have Cancelled and Waiting for Resources and of course the Waiting for Resource is way more important than Cancelled. Cheers, Gabe
Using Multiple fields to update Stock
Hi, I want to use multiple fields to update stock for eg: i have Design No., Shade No., and Meter using the reference of Design No and Shade No meter should get updated. Note: Design No. and shade no. can have multiple entries of same number. I have tried that but it doesn't seem to work. Following is the code i tried. for each Stock_Record_Obj in input.Fabric_Details { //fetch fabric stock record by using the ID of the record from the lookup field product_Obj = Fabric_Stock[ID = Stock_Record_Obj.Design_No];
Zoho Creator App - data lost if another activity is opened
I'm trialling Zoho Creator and it meets most of our requirements. One problem I'm having is when testing on an Android device using the 'Zoho Creator - Business Process Automation App' if I start filling in a form, and then switch to another android activity and then back again - when I come back to the Zoho Form all the data I've filled in is gone. Can this be prevented / can the draft be saved and restored?
Zoho Creator Offline Mode
I'm trialling Zoho Creator and it meets most of our requirements. One problem I'm having is when testing on an Android device using the 'Zoho Creator - Business Process Automation App' if I submit a form when there is no internet access I'm presented with a grey "No Network Connection Page". Whilst the submit does happen when I turn internet access back on it would be better if a message could just be displayed indicating the submission would be uploaded later.
Fetch 2 records in one collection variable?
Hello Can i fetch 2 fields record in one collection variable?
Emailing Images with Zoho Creator
Hello, I wrote some very simple code to automatically send pictures to an email when its on a successful submission. The images appear in the form correctly, but in the email the pictures show up but they are not able to be opened. Is this possible to fix? Customer1 = Customer_Form[ID == input.Customer]; sendmail [ from :zoho.adminuserid to : Customer1.Email subject :"Hello! Here is your mail for" + zoho.currentdate+"." message : input.Mail + input.Mail2 ]
Inventory Update using Deluge
Hi, Can someone share the code on how to update Stock after product is Dispatched automatically. Ex: I have Design No., Shade and Meter in stock and i would like to update them on Dispatch. I tried but i am not able to find an answer for that. Please help me ASAP
Filtering Report Passing URL Parameters
Good day, I create a report to be accessed with a Url Link that pass filtering parameters to the report view, in this report I have available the search tool, when I search something and then click on cancel search button the filter disappear and the report show all the records. How I can protect this records views for undesired users, Best Regards,
Zoho Creator App Post Submission Redirect
I'm trialling Zoho Creator and it meets most of our requirements. One problem I'm having is when testing on an Android device using the 'Zoho Creator - Business Process Automation App' if I submit the form according to how I've got the settings setup it's supposed to redirect to a completion page... but it does not - it simply reverts to a blank form again:
How can I update Inventory record in Zoho Creator Subform
Hey there, I am trying to build the app for Inventory Management in a subform. I want to update stock selected in a subform to be subtracted from my master inventory in terms of quantity. How can I achieve this in a subform using Workflow. Any help would be appreciated! Thanks in advance!
left expression is of type BIGINT and right expression is of type STRING and the operator == is not valid (Deluge error)
Hi, I want to fetch records from my Dispatch and update Stock but seems to have problem in the field type and the field type is supposed to be String This is my code: for each Stock_Record_Obj in input.Fabric_Details { product_Obj = Fabric_Stock[ID == Stock_Record_Obj.Design_No]; product_Obj.Meter = product_Obj.Meter - Fabric_Details.Meter; }
Aggregate a month sale performance
Hello, Can someone please help me with a code how I could aggregate a performance of a salesman in C5? I have a formA where I collect product details of sold items in normal fields (not in subform). If a product is sold I'd like to add some records of the form to formB to a subform. I'd like to do it on monthly basis, so records belong to the same month are expected to be added to the same form, and a new form should be opened when the first sale of the new month happens. Some of the fields of formA
Pre-purchase newbie questions
Hiya, my name is Simon and I'm a UK based web/marketing freelancer. A client recently told me that he runs his entire contractor database, that runs his event staffing (festivals and mass crowd events) via an excel spreadsheet. I suggested (sensing the opportunity to do something different) that there might be some off-the-shelf database technology that could be adapted to his business with a relatively low build time and cost. …and he agreed to let me pitch an idea or two. I did some research and
Update records in Zoho Forms
Hi, I'm trying to build an app which will calculate Days assigned for an user based on total duration for tasks when a Task is assigned. following reports/ forms are used: Task - contains subject, duration(in days), etc User - Contains Full name, availability(for each day), email Assignment - User Full name (lookup value from 'User'), Day1, Day2..(drop down/ lookup value of Subject from Task form) What to achieve: When I assign a task to User 1 for Day, I want to subtract 1 from total duration days
Deluge script to identify blank dates
Hi guys, I'm trying to add a script that says if a client relationship status is terminated i.e. changed to "N", that the date of the termination and a reason for the termination is included and if it is not entered then cancel submit. My problem is that if the if I put if(Status == "N" && Termination_date==""|| Reason == "" The script is rejected as it requires a date format, without the Date query the script works so all I need to figure out is there a work around for this?? Thanks
How to call Gmail API from Deluge within Creator
I need to call the gmail API from Creator for the currently logged in Zoho user (I assume using Deluge). My purpose is to lookup an email thread related to the record. Is this possible?
Help with customer Portal
Hello, I am currently using the customer portal to setup people being able to see mail. Is there a way to set it up in a way that each customer can only see their mail?
I want to create registration process(register/login) forms
Dears, I created test app to get the food order and i need to create a registration and login form for my app .. is it available. Can i create form for registration and other one for login and using the Relationship Diagram to create the customer table .. it is avaliable .. cause i find not avaliable threads about this topic? thanks
How to limit decimal places in formula field?
Hi! I have a formula field with a calculation. Sometimes it de result has lots of decimal places, but i want to limit it to 2 decimal places. I tried the ().round(2) function but it's not working... any ideas here?? ( if(dBA = null,"",if(dBA < 80,"",input.TE * 100 / if(dBA > 100,1,if(dBA > 97,25,if(dBA > 94,50,if(dBA > 91,100,if(dBA > 88,200,if(dBA > 85,400,if(dBA > 82,800,if(dBA > 80,1600,2400)))))))))) ).round(2)
What are the limitations of Zoho Creator?
Kindly share your insights and experience with Zoho Creator. Regards, Yaali Bizappln Solns
Send Template via Worklow
Hi, is there a way to send a custon template vía email? Like when i submit a form. But i need when i push a button action. is here any deluge code?
Deluge statements with single line field QR/Barcode enabled
Good day all, I am working on an app that has a single line field with QR code\Barcode reading enabled. It will be used to scan barcodes on vehicles populating the field with the VIN of the vehicle, which is a 17 character alpha numeric value. I have limited the field to only accept 17 characters. Some makes of vehicles include an " i " character at the start of the VIN when you scan the code. The " i " character does not make up part of the vehicle's VIN and therefore should not be included in
"Loading View..." when exporting Page with embedded Reports
Hi I need to export a PDF of a Page that contains multiple embedded reports. When I do, all I get is "Loading View..." repeated as many times as there are embedded reports. Is there a way to export a PDF based on a page that's already loaded? Similar thread: https://help.zoho.com/portal/community/topic/schedule-html-pdf-view
Diasable Custom Function Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
Dynamically populate drop down based on selection of previous record
Hi Chat2ram, Dynamically populate drop down based on selection of previous record: Please follow below URL link processes, After that follow below steps to configure dynamically dropdown listing of Country, State and City. The process of Country, State and City as a dropdown...
Customer Portal Invite Users
Hi, I want to know if it exists a way to automate the user invite in the Customer Portal via a custom Form, or other via without user interaction. Thanks Gowsalya
Llenar tabla de llamas únicamente de un cliente es específico
Hola buenos días soy novato en ZoHo, alguien de aquí que hable español que me pueda apoyar con unas dudas que tengo con Creator y CRM. Lo que pasa es tengo un ejemplo de datos donde tengo clientes en un reporte, los importe de un documento de Excel que tengo y lo que estoy intentando hacer es traer las llamadas por clientes y no traer todos de juntos ya sea en un reporte o una página. Habrá alguien que me pueda apoyar o guiar un poco. Saludos y excelente día.
Schedule HTML PDF view
I have created a report based on a number of reports collated into a single HTML view. I would like to schedule the email of this report as a PDF. Creating a PDF of the HTML renders nothing, except for: Loading ... Loading View... Loading View... Loading View... So I can't even attach a PDF of the view to an email, so this would need to be fixed first.... It would be great to have the HTML pages included in the Report Schedule choices. It would allow for much greater customization and customized
Question regarding the https://creator.zoho.com and https://app.zohocreator.com
Good Evening, As we know the applications which starts with https://creator.zoho.com/<zoho.adminuser>/<zoho.appname> redirects to https://app.zohocreator.com/<zoho.adminuser>/<zoho.appname> in the new ZC5. Can you please inform us for how long this redirection will be on air? Will you have it forever? Do we need to change these links (in openurls etc) in older applications which we have created using the older builders?
insert report in XML format into an external web service through a workflow, with API call
Hello! I need to know if someone has been able to insert a report in XML format, with a workflow in an external web service. And if they have succeeded, how have they done it? I have tried the map () function and I have not succeeded, I get an error due to URL extension since it exceeds 2048 characters I have also tried doing an addition of variables <URL> + <XML> And I get the same result as in the previous paragraph When trying to perform with the Postman it indicates the same error But if I enter
List report grouping redesign suggestion
I find using multiple grouping in list report to be quite confusing. Having the first group label been repeated prior to each subgroup is very repetitive and not as readable as it could be. Here is a suggestion. Its a simple hack, but it put emphasis on the subgroups which makes the whole thing easier to read. Looking forward to your feedback. B.
Process of Creator App & Form creations
Process of Creator App & Form creations : The ZOHO Creator is a cloud software to create custom applications. A Form is the component of ZOHO Creator App. It used to collect and store data and enables your users to enter data into your app. First, Login in your Creator App portal and follow below steps...
Zoho Creator Integration with PhoneBridge
Hi Zoho, Would like to know if there are possible ways of integrating Phonebridge with Zoho Creator. For starters, we want to use ViciDial as our Dialer to call from Zoho Creator. Would most likely need the Click to Call functionality and being able to store recorded calls. We would also need to have a way to implement autodialing features and gathering data like average handletime similar to any telephony applications like Avaya.
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