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.
Zoho Creator - LookUp Field (Text) in In Formula displays number
Greetings from a Newbie :-) Think I'm missing something relating to Import formatting, can anyone point me in the right direction? When I include an imported field in a formula (string) (below) The result displays a number rather than text I've reviewed the import help file https://www.zoho.com/creator/newhelp/forms/create-by-importing-data.html And thought it was a UTF-8 issue , but still am having issues. A million thank yous in advance, David P.S. Thought this link was interesting, https://stackoverflow.com/questions/2241348/what-is-unicode-utf-8-utf-16
Payment Form
Hy , How can we create Working Payment Form in Zoho creator ?
help, trying to verify my portal, what im doing wrong?
i added the CNAME already on my domain, then when i verified the domain it went trough but when i try to acces the site i cant what other step do i need?
Search Interface In Zoho Creator
Hi, I am trying to create a search interface in Zoho Creator, but my unfamiliarity with Deluge script is hindering me. I have tried to follow the tutorials at https://www.zoho.com/creator/help/application/search-interface.html and https://www.zoho.com/creator/help/views/create-html-views.html but they are not complete. Could you please publish the entire solution for the example in https://www.zoho.com/creator/help/application/search-interface.html or send it to me? Thanks MArk
Custom Application Table - share with Inventory as a drop-down to select from
Hi, I have created a custom application purely for the purpose of having a list of specific locations across Australia. I want use this to populate a drop-down list (to choose from) of a custom field in the Inventory module. Is this possible and if so how? Very new to Zoho so any help would be greatly appreciated. Thank you Al
[Solved] Change Lead Status in Leads Form but Failed
I have Leads form that have dropdown lookup to LeadsStatus Form (Call In, Follow Up). I want to make a "Follow Up" button in the report that change particular lead status from Call In to Follow Up, but I encountered an error. Here is my code // error /* input.Add_Prospect_Status.StatusProspek = "Follow Up"; */ // error // input.Status_Prospek = "Follow Up"; // error // input.Status_Prospek.StatusProspek = "Follow Up";
Concatenate Lookup Fields
Hi, I have a form w/ the fields(type) - Year(single line), Make(lookup), Model(single line), Color (lookup) A Formula Field NameLong with the formula input.Year + input.Make + input.Model + input.Color Result should be 1995FordMustangBlue Instead the lookup field data is being replaced with long numbers such as 19953877384000000039079Mustang3877384000000039015 Can anyone help please. Thank you
"Capture geo coordinates" Option in Zoho Creator Breaks Address Field!
Recently Zoho appears to have added a "Capture geo coordinates" option to Zoho Creator Address form fields. By defaulting this option to ON (and not properly testing it) the addition has partially broken the Address field in Zoho Creator Forms. If a user inputs a # symbol into any of the Address fields the form will immediately throw an "Error Occured" message and the only solution is to reload the form and re-enter all data without using a # symbol. The "Error Occurred" message appears immediately
Update the last record with certain criteria using Rest API (Edit Record)
Hello, I am trying to edit a record based on two criterias that are name and last entry in a column, as of now the function is working fine and updates based on the first criteria {Empname == } but for every record, how can i set the second criteria to narrow the update record as the biggest time stamp belonging to the Empname; as; criteria = {empname == "Smith" && Timestamp = (Last Timestamp)} Thanks,
Separate Customer and Leads Form?
I have customer and leads form. They have same shared attributes like Name, Phone, Address and Leads have it's specific attributes like First Contact Time, Contact Via. I want to separate Customer and Leads into different form but my boss want to add Customer into Leads form as a subform they have same attribute so no need to have Customer form. My question are: 1. What's the pros and cons of each? 2. For the second option (Customer inside Leads form as a subform), how to design the form?
Add normal field values to another form's subform
Hello, I have two forms. I’d like to add normal fields from FORM A to subform fields in FORM B. I have product details in normal fields in Form A (Product, Price, Date, Staff in charge). And I'd like to add these records to a subform in Form B. Can you help me how to do that please? Thanks in advance
Removal of repetitive item from Lookup field
Hi Friends / Team Need help here for repetative data from lookup field, The details are below I want to achieve as Country >> State >> City Form 1 :Created form and added country in a table Form 2 : Created another form and added lookup for country field and text field state to capture state now the problem is one state belong to many cities, so i have to create another form to add state as lookup field and city as text field. If I add the city along with state in form 2 and want to add municipality
stored data encryption
Hello: I have a project that requires sensitive data is stored encrypted, and subsequently unencrypted for presenting in views. Is this possible with ZC? Thanks! Kenny
How to create a calendar view of a form that has 3 date fields - using all 3 of them?
Greetings, I am new to Zoho Creator and it seems fairly easy to create a calendar view of a form using a single date from that form. However, has anyone got an idea how to include 3 date fields on a form on a calendar? I don't see how to do this, but perhaps using Deluge it can be done. I did see a post about how to gather dates from multiple different forms into a singe form as a list and then create the calendar from that; perhaps that is the solution I need. Thanks for any tips! Jennifer
Not able to retrieve a parameter passed to an HTML page
I pass a parameter to an HTML page, like so: htmlpage Pass_Parameter_Between_Pages() displayname = "Pass Parameter Between Pages" content <%{ varparam = 1; %> <table> <tr> <td> <a href = "https://creator.zoho.com/selbaum/time-money/#View:Receive_parameter_from_a_page?<%=varparam%>">Click here to pass a parameter</a></td> </tr> </table> <%}%> But the parameter is not received on the receiving side, which is as follows: htmlpage Receive_parameter_from_a_page(varparam1) displayname = "Receive parameter
Access and Change Dropdown Value
Hi all, I'm creating a simple leads management app, but now had a problem with dropdown. In Add leads I have lookup value to "Leads category" which is a single line that showed up in "Add Leads" form as a dropdown. In "Leads category" there are some category like "Call In", "Follow Up", "Booking", "Paid". I want to set default leads category for each new leads as "Call In" but I got an error when submitting form because of different data type. Here is my code input.Leads_Status = "Call In";
How to include creator record ID (system generated) in a script for a workflow which creates a task in Zoho CRM and populates the task fields with the creator record values?
Hi I have an app that we will use to record customer cancellations. One of the workflows associated with this app involves creating a task in Zoho CRM for a colleague to contact the customer. The code I have used is below; taskinfo = Map(); taskinfo.put("Owner",{"id":"3052082000000264001"}); taskinfo.put("Due_Date",today.addDay(7)); taskinfo.put("Subject","Cancellation Request"); taskinfo.put("Description","Please contact re cancellation request"); taskinfo.put("$se_module","Accounts"); taskinfo.put("What_Id",{"id":input.Organisation_Name.toLong()});
Subform Help
Guys I have a main form called vehicle_transportation and 4 more forms on the same app customer_form auction_form destination_form make_model From the main vehicle _transportation Form I have look up fields to all these 4 forms and everything works perfect to capture the data and generate the records. now i created a new form to invoice the operation, on it I added a subform with a lookup to one field on the main form (vin_number) and im able to select from the drop down the proper vin corresponding
Unable to find Map function
Hi, Here is my script: DealId = ID; mp = Map("Mise_de_fonds" : Prix); resp = zoho.crm.updateRecord("Deals", DealId, mp); ID is a refer field. I get this error: Not able to find "Map" function (See screenshot). What is going on? Thank you.
Hide scrollbars in embedded report.
I have embedded a report in a page. The page displays three scrollbars. How to hide the additional scrollbars. Please see the attached screenshot.
Set iframe width?
I am experimenting with iframes and how to add them to sections of Wordpress sites. How do you set the iframe to occupy a certain width? If I leave the width at 100%, then it requires the user to scroll side-to-side on the web page. https://photos.app.goo.gl/vapWharBSyjwWqjR8
Reports - format decimal number
I have a decimal field in my form. I want to show the decimal number with comma and decimal formatting in the report only. Is this possible without using a formula field?
Microsoft BI & API
We currently utilize Microsoft BI and will continue to do so. We are trying to connect (only need Read access) using the API utilizing the documentation found at https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html. We are not getting any errors when connecting however we are displayed a table with the following columns {kind, name, children, text} (see attached image). We have verified the authtoken is correct, scope and zc_ownername are also correct. I am the owner
is there any way to create a customer for my portal via script?
what i want to do is, if i create a record( lets say a client ) on my custom module in CRM i want to create at that same time the customer login for my portal via scripting, that way my zoho crm local user wont have to login to Zoho Creator to make a login for that client to be able to use the customer portal.
report with multiple forms
I wanted to open this up to the community to see if I am on the right track or if there is an issue with my design. To fully accomplish what I have in mind with my application in Creator it would take 141 fields in a form to have all of the data in one place. Knowing I cant do that I wanted break down those fields into common areas with each area as its own form no more than 30 fields. For testing, I simply created a contact form, call results form, & email result form. Each form will have a auto
Filter lookup to prevent selection of previously selected values
I have a main form which stores profiles of children. A second form creates a health record for each one. I only want one health record per child. The health record's first field is a lookup to select the child it stores health information about. How do I dynamically adjust the pick list to only display the names of the children who have not yet had health records created? I assume I need a Deluge script for this and it's a bit beyond me at the moment. (Still learning!) Any hints would be appreciated!
Zoho Creator - Public Form - Prefill data in url
Not sure but I have not been able to succeed in getting data prefilled in Public form. I want to sent person form with details prefilled to know his opinion for that particular project/row. Kind of getting rating from client.
Subtract the value of the field in the subform from field in the mainform, When user deletes the record in Subform
Hi, i have a field called subtotal in the subform and a field called GrandTotal in mainform, when user deletes the record from the subform i want to subtract that value from the GrandTotal . Please help me with the deluge script . Thanks in advance .
About zohot
How to get a number as User input ?? and How to process it ??
Toggle for Iframe or PopUp in Pages
So the default behavior for the edit button in embeded tables on a custom page is to load the edit form inside the iframe/table. If one has multiple tables on a page, some of these tables are only 100px hight. To load the form in an iframe makes for a horrible user experience when the iframe/form is only 100px height with a scroll bar. The only way to get around this is to create a custom button/action that would edit the form in a pop up. Now I have over 20 tables in my application so now i have
Zoho data storage in Canada
We are thinking of using Zoho Creator to create an app for patient information. For information loaded into the zoho creator app, can the data be stored on a Canadian server?
Return the days between 2 date fields in a list
Hello, I have two date fields "From" and "To" I would like to return a list with the dates between these 2 fields. How can i do it? Example: From: "15/9/2019" To: "18/9/2019" List: {15/9/2019, 16/9/2019, 17/9/2019, 18/9/2019}
Update Date Field(AddDay)
Hay, I have three fields 1. Terms- is lookup field - number field from different form 2. Today's Date - is date field - which is zoho.currentdate 3. Due Date - is also a date field i need whenever any number put in Terms field, automatically that numbers of days add on Due Date field example if Terms - 10 Today's Date - 6 Sep 2019 Then Due Date - 16 Sep 2019 Is That Possible ? if Yes then How ? Any Help is Appreciated . Thanks in Advance .
Has ANYONE had a Bad experience migrating to C5 from earlier versions?
I have some large C4 apps and am looking at the upgrade as I am told the deluge framework in C5 is faster and will then allow me to use C5 features like the kanban report. BUT I don't want to dive into other bugs or issues with C5 at this stage... anyone had any experience they are willing to share???
Retrieving image file size and dimensions from an Image Field
When an image is uploaded into a form, I need to get its file size and dimensions for validation. Is there a way to access this information? Perhaps using Deluge?
Parsing json response in deluge Script
Hi, I am using a rest api call which returns the response in JSON format. How can I process it in deluge script to get access the values from that response? For example my response looks like this, {
"name": "mkyong",
"age": 30,
"address": {
"streetAddress": "88 8nd Street",
"city": "New York"
},
"phoneNumber": [
{
"type": "home",
"number": "111 111-1111"
},
{
"type": "fax",
"number": "222
zoho integration with salesforce
how can i integrate zoho with salesforce
Dynamically Filter Street Address Lookup Field
Hi - Form A collects data for incident reporting. It includes a lookup to Form B that includes a single standard address field. Is there any way to dynamically filter the address field when completing Form A, either through a series of separate fields, i.e., Country>State>City that lookup the same address field in Form B, or within a single location field that drills down as the user inputs Country>State>City. Hoping to do this through the single address field in Form B without separately collecting
Send Email - <table>
hello, i have a form i which your fill ifnormation with products, quntity, price, etc, (you can select multiple products) and after you hit "Submitt" button an email is send with the detail in a table, but the problema y have its that all proctus, for example 4 products, are filled at the same row and i need to be filled in one row for each product. information is showing like the image below: next its my code if you could help me please: sendmail [ from :zoho.loginuserid to :Despacho_Realizado.Customer.Email,Despacho_Realizado.Customer.Email_2
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