Rename a Templat as PDF
Est-il possible de renommer un modèle lorsque nous avons envoyé un courrier en pièce jointe? Par exemple, j'ai un modèle nommé "" DevisJour "" et quand je l'envoie par courrier, j'aimerais le renommer "DevisJour & N°" où N° représente le numéro de dossier renseigné dans le formulaire. Merci de votre aide
How can we shared creator app to public ?
Hi ,I have a customer who wants to create app which will be shared with its customer. Customer should be able to book appointment via app and pay via app. Customer will also get various reminders and offers via push notifications. In this case, number of customer is not fixed so how can Zoho creator license will work ? If my client has 500 customer does he requires that many licenses ? Regards, Nishith Shukla
Scope a zoho creator app
I’m developing a checklist app with zoho creator, so that each checklist is scoped to a particular entity and year. What’s the best approach to select and “scope” all forms to a specific entity and year, so the user doesn’t need to provide those details in each form/report/page?
How to display specific data in a form ?
I am trying to create a form for entering data of received orders of a store . *The products vary according to the store My requirement is to populate products according to the store selected . I already created a form for adding products in that while adding i made a drop down label for mapping the items to the store .
Multiselect Lookup field not available in Form Builder?
I need to create a Lookup Field where the user can select a single item or multiple items. The User Guide says to use the Display Type in the Field's Property Sheet to select "Multi-select" to achieve this. Yet when I use the Lookup Field's Property Sheet, the Display Type is greyed out and disabled. My Lookup links to a table of items which I want to be able to ad to - so I don't want to use a Multiselect field type which only allows for a static list of items. Can anyone advise me? Thanks!
How to use a template and send information somewhere else
I used Creator to build a form. I successfully created an approval process. I also successfully created a contract template with fields mapped to the form. However I cannot figure out (and the Zoho developer I worked with couldn't figure out) how to send the approved form information into the template and output into the CRM and attach to the account. In other words, the approved form data is stuck in the Creator app and I don't know how to export it to CRM nor how to use the template. There should
CRM API V2
How to create auth token using deluge script for v2 api for CRM ? as they share "https://www.zoho.com/crm/developer/docs/api/access-refresh.html" this document for createing auth token required lot of steps. and for this browse mode auth token does not support for api v2. deluge does not support for redirect url extracting data for get auth token form redirected url.
Zoholics Developers 2019 - Get special discount!
Hello App Creators, Zoholics Developers is coming up on October 2-3, 2019 in Pleasanton, California. This is a great chance to meet our experts in person and learn about Zoho Creator's latest features and best practices. You can also get a sneak peek of what's coming in the world of Creator. Our product experts will show you how to: Get started on the Zoho Creator 5 platform Set up forms, reports, smart data import, pages, and more Create unique mobile and tablet experiences Integrate third-party
Creator App details not saving in CRM
I have had a creator app made to create quotes for vehicles using an API to return vehicle data. It is NOT saving these quotes into Zoho CRM (Quotes). I have an error message appearing and need some advice on how to repair this and if I need to do anything over and above to have the quote put into CRM (do additional fields need to be added etc):
New Address Field - Have you tried it???
At the Zoholics conference in Pleasanton a few months ago it was announced that there would be a new Address field. Instead of using multiple fileds for address, city, etc. this would be an all encompassing field that would allow you to enter all of the info in one place. Has anyone used this yet? If so, how do you access it? I'd like to try testing it out with my app.
Fetch Last Record for Specific Form Entry ID
I am having an issue retrieving only the last record for a specific form entry. I have a form named Morning Report. Users select their project from a lookup in the form to populate a new entry specific to a particular project for updates. When they select the specific project, I need the form to auto populate the last entries of some of the form from that specific project. Right now, if another user enters in another project, the form pulls the last entries from the last entry no matter the project.
Can I change how the ID field within the Zoho Creator Add Record API response is created?
Hello, Upon performing a POST request to the Zoho Creator REST API (Add Records), a response object is sent back to me which contains an ID field. Can I change the way in which this ID field is created? I would like to use a specific format for my ID's. Is it also possible to add other field in the response object that is sent back to me? If so, I could a create a separate ID field and make it such that this new ID field is included in the response object.
Create Reoccurring Calendar Events in Calendar Reports
Hello, I was wondering if there is a way to create reoccurring events in a calendar report. For example, how do I create an event from a form that reoccurs every month? Has anyone had this issue and created a workaround? Does the Creator Team have plans to integrate a re-occurrence frequency when creating calendar reports? The feature is crucial to the integration of this application. Thanks in advance! Jake
Menu Top Bar instead of sidebar
In the CRM application (from Zoho Creator catalog) the forms/reports/pages list is shown as a top bar (navigation menu), instead of in a sidebar. How can I do the same in my custom app?
Creator API call via PHP not working.
I am trying to write a php application on our website that retrieves our list of members from the creator database we have. Unfortunately the info and descriptions I've found so far are rather poor or outdated, so I am working somewhat blind in making this work even in the most recent examples I've emulated. I do successfully retrieve a ticket, and my login, password, apikey are obscured for obvious reasons. My goal is to read records from a view "PHCP_Members_Know_Location" I've already created
Updating Added User & report visibility.
I have an application where different users login in and track their time allocated to a job. In the report view I used to be able to only show the logged in users records. The problem I have is that I have downloaded a CSV of all the records, updated a few things and then re uploaded to the system. It appears I have lost the "Added User" element. Previously I could use this formula to restrict records: Added_User== zoho.loginuser However, because I uploaded it it has loaded myself as the added user.
Email PDF Report on approval
HI, I would like to set up a workflow that sends a copy of completed form once it has been approved. Any idea how i might do this? Thanks in advance. Dan
Sending an email 4 weeks prior to a date field
Hi, I have a form that has date of a customers next service. I would like to have the app automatically send the customer an email when this data is 4 weeks away. I think i have set it up but it sends the email everyday?!? Any ideas on the best way of doing this? Many thanks
How to insert image (from the field in submition form ) into email notification
I want to send user data to another email and i can inser all fields excepts image field. Why? and how to use this field in email notification?
Changing hour when creating an event from calendar in mobile
Hi, When creating an event from a calendar report the date from the date-time field gets properly expressed, however when accessing the field to add an hour it changes the date of the calendar popping up to today. Which forces me to look for the date I want again. This does not happen when accessing from a pc... I've been trying different options (setting a predefined date-time, atempting to change the hour on-load,...) with no success. Does anyone have a solution? Thanks!
zoho.desk.getRecordById always null!
Hello, everytime i try to fetch a ticket out of Desk via the Creator, i get the Response "null" You can see the code and the response in the Screenshots attached. The OrgID and the TicketID are 100% correct, because in Postman i get the Ticket-Data with same OrgID and TicketID. Can you please help me with that fast, because of the Zoho Desk API Deprecation on today, i need to fix many rows of code... Kind regards Klaus Brandt
Time
Is it possible to both remove the calander and ss of minutes from the date field. I would only like the user to see a time and a time only to be displayed and stored in this field. Thanks
Add drop down answer to the On Success code
Hi there Im having trouble adding the code to send email with confirmation details with a drop down box. Here is half of my script, My drop down box called "Chain" Can any one help me with a script to add? sendmail [ from :zoho.adminuserid to :input.Email cc:"sample@gmail.com" subject :"new booking" message :input.Full_Name + ", <br />\n<br />\nIt was good to speak to you on the phone earlier. <br />\nAs discussed, please find below the details of your booking. <br />\n Please be
Name field issues with Deluge c5
Hello, I am attempted to "add record" in deluge. The problem is that the form I am trying to use has a "Name" field. When I try to use the following insert into Add_A_Contact [ Added_User = zoho.adminuser Assigned_User = EventInfo.Assigned_User Email = input.Email Contact_Name.first_name = input.First_Name Contact_Name.last_name = input.Last_Name Phone_Number = input.Phone_Number ] I get the following error: Field 'Contact Name is of type Name Object but given expression is of type STRING I have
duplicate value
in my service tickets I have a ticket number field. I am checking off "no duplicate values" but the system still allows those entries. When I go back to edit mode, I see the option is unchecked. What am I missing?
Linking a form to another application
Hi, I only have a basic understanding of the software so this may be a simple solution. I want to link a form in one app to another app. For example, I have both a HR app for the client, where they can request help etc and a work log app where employees can track their requests etc. When a client uses their application to submit a request log using the form, I want it to move to the employee work tracker application to be dealt with. Is this possible? Thanks
Change app's default language
Hello, I built my app in Spanish but as I have signed new customers from other countries I need to do English and Portuguese localizations. So I went to settings -> localization and apparently my app is configured with English as the default language (even if it's actually in spanish). I figured I would translate everything in the original app to English and then create Spanish and Portuguese localization but it seems counterintuitive. Is it possible to change the default language instead so it is
script version
can somebody please explain me how the script version works or how can it be used? see picture below. thanks.
INR in Words
Hi, In Zoho creator it is possible to get Currency in Words? for e.g Total Amount is Rs 3,09,986 In Words: Three lakh nine thousand nine hundred eighty six Only
Variables - How do I print values of variables?
Hi I am new to deluge and I am using the play with deluge application to learn. I am stuck. Pls see attachment. Many thanks
Fetch Record Data in CRM and Add to Subform in Creator App
I am having trouble figuring out exactly how to complete the following; I have a form "Add Lender" that has a subform "Lender Contacts Subform" Fields in "Lender Contacts Subform" Contact - Integration/look up to CRM Contacts Role - Picklist Email - Email Phone - Phone Mobile - Phone The goal is to look up the contact in CRM and once selected, pull in applicable info already there, which would be email, phone, and mobile. What I have is: Workflow executed in form "Add
Changelog Tracking
Hi, This has a couple of steps so apologies in advance. I am rather new to Creator and I am attempting to build an Asset Register. I am hoping to be able to develop an Asset history based around field updates of a record. Let's say I have the following fields: - Manufacturer (asset_man) - Model (asset_mod) - Asset Tag (asset_tag) [unique] - Serial # (asset_ser) [unique] - Status (asset_sta) - Location (asset_loc) - Notes (asset_not) When someone makes an update to either Status or Location, I would
Drag and drop in calendar from list
Hello all, We have a challenge since one role is separated in two roles. We work with work orders and these are planned in a calendar/agenda. Now two roles are applicable: One person creates the work order which gets in a list of open work orders Another person plans the work orders in the agenda Preferably the work order can be selected in a list view and dragged and dropped into the calendar. In this way, the gaps in the schedules can be easliy filled. Please find an example of the desired situation.
Help with auto calculating inventory
Hello, I am currently trying to create a program that will auto calculate a refill field and a threshold field and schedule it to run every night. We want to take 60 days worth of data and divide it by 2 to get an average for a month and then divide it by two again to get our threshold. I have not ran my code yet because I am nervous if it is wrong, it will change all the values to wrong. Any help/advice would be greatly appreciated. //Fetching all records from Book and Invoice Tables Books = Books[ID
Creator and CRM Deals Integration
Hello everyone. I wolud like to create a kanban report for ZOHO CRM but when I create form integration in ZOHO Creator there is no option to add Deals from CRM. Any hint? Thanks!
[Urgent Feature Request] - Auto logout after 5 minutes
Hi, Please please can you implement an auto logout feature with Zoho Creator. We use zoho creator daily (it's brilliant) but we use it to store sensitive data. My only problem is with the way the login system works. Our staff are permanently logged in. I think it's a serious security flaw in the system if the app your creating handles personal data. Would it be possible for Zoho to implement a 5 minute inactivity logout system? Surely it wouldn't take that much development
Zoho Creator Sandbox Access Revoke
Hi Team, Can we able to create a sandbox for a application for different-different developer.I am unable to access my sandbox Its says "Access Denied contact zoho support".Then i Revoke the Sandbox then i am able to view the application. Question:- If somebody has created the sandbox for me and other developer has made some changes so all the changes will removed or not ?? what happend when i revoke the access of the sandbox.
China block zoho creator?
my client travel to china and he complaint that the zoho creator mobile apps is not responding, web browser able to login but with extremely slow speed and that will not be able to use. Both zoho creator and zoho creator portal. anyone facing the same issue? any solution? thanks in advance.
Filtering a lookup via a multi-select field
Hi there, I have a filtered lookup called Assets which only shows assets that are added to a development. (Development A has Asset A and B, Development B has Asset A, Asset B and Asset C. When you select Development A you can only see A and B) That works great and is a multi select tool so if you select Development A, you can then select from Assets A-Z as per their record. What I would then like to do is have a subform where you select testing requirements (e.g. Asset G needs Test 1 and Test
Delete child record (from entire database) from parent form without deleting parent record
Parent Form: Incident Child Form: Task If I delete a Task from the "All Tasks" report, it is removed from the Incident Form. I used deluge scripting to delete the Task record when I delete the Incident record. If I delete a Task record from the Incident record (but I do not delete the incident itself), the Task remains in the "All Tasks" report. I need the Task to be completely deleted from the database if it is deleted from the Incident. Ideas?
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