Can Zoho Creator use API to talk to other systems like Google Places?
I don't need to know how to do this just if this is possible. With our current custom CRM, we have records called Buildings which are basically addresses, and then we list all companies at that address. We have a button that when pressed, queries Google Places via their API and in a popup shows a list of all companies at that address. The user can then select "Add" beside any of them, and it will automatically create a company record in our CRM with that company info. If that company already
[Suggestion feature] Allow for multiple emails and phone one field
Hi there, It would be nice to be able to input multiple email in one Email field. Here's a use case: an app for wedding organizers with a Contact form to store the client's information. A single contact consist of 2 people (getting married) and communication must always reach both. The normal method would be to use theses fields: Name field: Bob and Ann Phone #1: 123-456-7890 Phone #2: 123-456-7891 Email #1: bob@contact.com Email #2: ann@contact.com This requires report to always display the 4 contact
ZC to add request to ServiceDesk Plus with attachment
Hello! I have a Zoho Creator form that adds a request to ServiceDesk Plus via API. I need it to also add an attachment to the request when creating it, however I cannot get it to work. Has anyone done something similar? When using postman I can get the request with an attachment to go through (the attachment info is added to the body) but I'm unsure how to add a file to the body in the deluge scripts. Any help is greatly appreciated!
Custom app sending webhook to creator
New to this but I am not finding exactly what I am looking for. I have an application in Creator that I want my custom app to send information to. What I am looking for is the steps or an example please. Custom App in cloud sends json field information for example cust_id, firstname, lastname to any url when custom app triggers an event. I want to see an example of the Creator application that has the fields in the form to receive the information and populate the three fields. I believe my issue
Select and Deselect in a sub-form field
I have a script that will update a field in a sub-form here: Contacts_subform.Event_Role = "Venue Contact"; //(this works) However this method will remove all other options and only add this option. I want to be able to add a selection with select() and remove just one option with 'deselect()'. by using this: Contacts_subform.Event_Role.select("Venue Contact"); //(this does not work) Unfortunately I get the following error: 'Event_Role' does not exist in this form.
how do you guys create a custom calendar?
Hi, just curious how do you guys create a custom calendar? Is it possible for me to create a hotel calendar looks like the one that I attached? If it yes, what should I learn? HTML? ZML? I need a sort of table that could accommodate my user to see all the room list, status and how long the room will be occupied. I wonder this table also appear based on user record. Do you guys have any Idea or reference for me to chase my dream? I'm pretty new to coding or web programer things, but I'm eager to be
Lookup field renders incorrectly (ID instead of value) when used in record template
I have a custom record template I send using sendmail as an attachment on button click in a report's record. Most of the fields show up correctly but one field which in the corresponding form is a lookup to another table shows the IDs instead of values. Any idea how to fix this? See the last row "Products of Interest".
Holiday Self-Scan
I am working on a HR application that needs the functionality to let employees book their on holidays for approval. I want this holiday to be tracked and to tie it to a certain number of days. For example, the maximum holidays per year is 30 days. How can I set up the holidays so that when a holiday is booked it takes that number of days away from the 30. I would also like a way of displaying hw many holiday days an employee has left. Thanks!
What upgrade do I need to publish as an app
I have a zoho app built in app builder, but it says I have to upgrade to use it. I am a Zoho One account holder, so not sure what I am upgrading too. Can anyone here help me.
Help with function
Hello, I was wondering if someone could tell me why my function is not working. Here is my function that I have: String Bar_Code(String X) { //remove serial if(X.contains("--")) { sku4 = X.getPrefix("--"); } else { sku4 = X; } //Find Book if(sku4.contains("97816804") == true) { Book3 = Books[Barcode == sku4]; } else if(sku4.contains("9781942") == true) { Book3 = Books[Barcode == sku4]; } else if(sku4.contains("9780934") == true) { Book3 = Books[Barcode == sku4]; } else { Book3 = Books[Book == sku4];
Creator Evaluation Questions
Dear Zoho Community: We are evaluating Zoho Creator for a potential ERP solution for our social enterprise. We need a combination of POS, Inventory Management, People / Customer Management, and a few other custom modules. While reviewing, I had a couple of questions, the most important around the integration of various Zoho apps. First, a small (and hopefully simple) question - who exactly is the user that Creator's pricing is based on? Any and all staff who will interact with Creator? For examplme,
Append value to field without replacing
Hi, We are attempting to set up a field ('Source') so that when updated a value is added to it rather than merely replacing it. In some other CRM systems it is possible to do this by beginning the value to be appended in the file with a semicolon ; or comma , - is there an equivalent functionality in Zoho? For example, a contact has 'Subscription Centre' in this field. Is there a way to format an upload where the field is 'Event Form' such that after the upload/merge the field reads 'Subscription
Adding SubForm rows via script
I am having a hard time figuring out if this is possible or not to add rows to a subform through script. What I want to be able to do is have a stateless form where I indicate the record to be updated and the record to be updated from. It works fine for all of the info I want to duplicate expect for the subform data. The subform are bidirectionally linked to the main forms, but I can't figure out a way to add them to the record getting the duped data. I would love some help. -- Gabe
Error on subtracting variables '1.50' and '0.00' due to mismatch of types
I have a subform where users can add rows and in the rows articles for sale But for example if a row is not filled and the user wants to delete the row again by the delete button I get the error notification: Error on subtracting variables '1.50' and '0.00' due to mismatch of types Hope somebody can help me. With kind regards
Navigation between divs always loads the whole html page
I would like to create an html page in ZC5 in which I will have 2 buttons and 2 divs. When I click the first button it will navigate to the 1st div and when I click the 2nd button then to the 2nd div (in the same page). In the future I will add more buttons and divs. As a very example <a href='#restaurants'><button >Button 1</button></a> <a href='#cafes'><button >Button 2</button></a> <div id="restaurants"> <p>Text 1..........</p> </div> <div id="cafes"> <p>Text 2.............</p>
Send Email to Group of Users Selected in Multi-Select User Lookup Field
Hi- Users in Form A select employees in Form B to send emails to. The email addresses of employees in Form B is set through a user lookup field called Email_Address. On successful submit of Form A, I'd like to send an email to all employees selected..I have the following script, which is not triggering an error but also is not triggering any emails....does this have something to do with the source of the email address coming from a user lookup field? for each r in Employee_Database[ID = input.Assigned_to]
Calendar Actions - On Click of Available Time/Date
Is there a way to have a stateless form open when clicking an available Date/Time on a calendar view instaed of having the default Add New Record Form?
Customers to see entries from other customers in a report AND Approval query!!
Hi there, I an app which a sort fo banking app for my company. I need to know how to do two things: 1. Allow 2 customer to log in and see exactly the same information as each other. For example if one customer enters a form and this then shows on a report i want the other customer to be able to see this report and the information the other added. 2. This is an approval system i need in place. I need one customer to log in and fill out form. Then another customer to log in and be able to approve said
Coloured relationship diagram arrows
I suggest to distinguish single-select and multiple-select lookup fields in the relationship diagram by using different arrow colours when hovering over them. Currently all arrows are shown in blue.
Trouble Setting Multi-Select Field on User Input
Hi - Having trouble getting a multi-select lookup field to pre-populate based on user input. Form A contains list of all Employees and the Location where they work. Form B creates new projects and includes a lookup field to Form C containing a list of project team groups and a multi-select lookup to Form A allowing the user to assign employees to the project. I'd like it so that if the user makes a certain selection for the team group (say, "New York Employees"), the multi-select field will pre-populate
Two way reports on Meetings and People
I have what I thought was a very simple requirement for a small application: In Contacts Form, I have a list of people In the Meeting Form, I have a list of Meetings Contacts attend multiple Meetings, and Meetings have Multiple people I need to generate two reports: 1- For each contact, the list of meetings attended 2- For each meeting the list of people attending And be able to enter quickly the contacts in each meeting or the meetings attended by each contact. Thanks
How can I get a date in date format only without hours
Hello, I need for flow to close a deal a current date in the format "dd-MMM-yyyy" I did this function: string today() { return zoho.currentdate; } But it return : "today_7": "08/08/2019 00:00:00" with hours. ==> Do you know how I can write the script to get the date format only Thanks for your help Have a nice day
Access array of complex JSON objects with toJSONList()
Hi, I'm trying to create a json list using the result of an api call and parse it with the toJSONList() function. The API call works fine, but unfortunately I'm not able to find out how to process the result and create a (json) list of it to be able to do something useful with it. I'm using the following Deluge code snippet: header = { "X-TrackerToken" : "SECRET" }; projects = getUrl("https://www.pivotaltracker.com/services/v5/projects", header); projectsJson = projects.getJSON("{}"); jsonList =
In ZCreator-Reports, can we pass filter values dynamically via url?
Hi there I have a bar chart (generated via Zcreator - Reports Tab). This has the Subject and the exam titles as bar chart ie.. all subjects, all exam titles I want to set the filter Subject= Science and see only the exam titles assiciated with science (Works great with filters) However, i want to pass the filter values via url? is it possible? Note - https://help.zoho.com/portal/en/community/topic/zoho-criteria-in-zoho-creator-reports-dynamic-filtering-in-reports Re: ZOHO_CRITERIA in Zoho Creator
Edit relationship form record
All, I need some inspiration as to how to make an intuitive way for users to edit a related record. The issue at hand is, that users per default are working with Form A in Report A. In form A there are relationship with form B. Users would often have to edit and amend the data in Form B while they work in Report A. However, as the current behaviour in ZC5 is that you can only view Form B, I am looking for ideas to a user friendly way of accessing and editing the related Form B. Mock-up of the missing
Change Redirect of Add Button on Embedded Report
Hi - I have a report embedded on a page. When I click on Add, it opens a new form within the small report window. Is there any way to redirect this to a popup off the page so that the full form is visible? I tried creating a custom function but there does not appear to be any way to add that to the menu bar of the report near the Add button. Thanks.
Importing CSV not triggering the On Success Code
Hi, I have a timesheet form that my team use to log their time on. Once their hours have been filled in and submitted this gets grouped together with other entries for that job and the sum get displayed in the jobs records form. I can then view all the jobs I have to see compare what jobs are over / under time. When I conventionally add a single entry form submission this all works absolutely fine. However when I import a CSV into timesheets the On Success code doesnt trigger so my job sheets dont
Two simple ideas to significantly improve Creator Form Workflows user interface
Workflows: Make it possible to re-order workflows. Complex applications need a lot of workflows, the possibility to re-order workflows based on type and importance could save time and make things much more organized. Ideally, we should be able to create and sort under groups for even more clarity. (Pic1) We should be able to rename Actions under workflows instead of them being all generically named, e.g. "Deluge Script - on user input [form_field_name]" or "Deluge Script - on load" or "Deluge Script
Zoho CRM integration not working in Creator
Hello, Our business relies on Zoho Creator integration with Zoho CRM to conduct critical business operations. As we reported 24 hours ago, a total failure has occurred with our longstanding integration. We were forced to spend substantial staff time yesterday implementing an imperfect workaround to continue operations and, despite continued inquiries to your help desk, we have no resolution and no update. We require immediate escalation and feedback. Our issue is that we are looking up CRM information
Creator to sheets to books
Is there actually a way to let creator create a form that is then calculated into sheets and their results are then created in books as an offer I have such a use case where I can not get any further. Calculation in Sheets works great, but I do not want to include Sheets on the website, as this is not user-friendly in terms of responsive design on the smartphone. bg Martin
Date Input Masks
I’m having difficulty with input masks in date fields. If a user manually enters a date using the keyboard and enters anything other than the date separated by dashes, the date is recorded with very strange years. For example, if the user enters 1/1/2019, the date appears as 01/01/0001. This is pretty unacceptable and makes for a terrible user experience. Is there any way proper manual date entry can be supported? I'm using ZC5. Thanks!
Zoho CRM - Bring Fields from Accounts to Leads
Hello, I am starting to work with Zoho CRM and I have been doing some tests related to the Leads module, I have been trying that when a new Lead is created if in the Company field that it is mandatory to fill the company exist previously because we have sold it before another project or service, the information that I already have stored in the Accounts module for that client is automatically complemented in the Lead for example like tax identification number, business address, point of contact,
CRM Display Radius in Navigator
Hello Is there a function that can be used to display the radius search in CRM? I often search for our customers for contact addresses of our craftsmen and which of the artisans, e.g. is positioned more favorably. And the most of our craftsmen have a special radius in which they like to work for their customers, eg 50-100 km greetings Martin
ZML or HTML Deluge Snippet
hi i am just working on a Dashboard Page. i have a simple question: When is it better to use ZML and when HTML Deluge snippets? thank you L
Will Customer Portal do this?
Hello, We have a creator 5 application, a register of people, each record is one person. We would like: - individual access for each person to their record with a name/password - the person must login with password and then only see his record. Some fields read/write, all other fields read only. So here are my questions, I have numbered them. 1. Will the Customer Portal addon bring in this functionality? Or would this need to be customized? 2. And if 1 is yes, will it work for existing records.
Using Creator as a Proposal Presentation Tool
Currently running a trial of ZOHO creator to evaluate if it is capable of performing the tasks I would like it to. Wondering if the community can help. Background: We are a construction company that currently uses ZOHO crm. We generate designs for a customer in a CAD style program, which can export these designs as images (jpg). We then use either a 3rd party program to generate a financial proposal, or an excel worksheet and upload that information to our sales reps in ZOHO CRM as a PDF attachment.
Naming strategy for Form Links and Field Deluge Names
A general question as I have encountered what many have probable encountered before me, when you set out on building your applications you find yourself a few years down the road, with a mess of a backend due to lack of clarity of what a field represents and does. I am therefore interested in knowing if someone has a clever, generic system on how to name the Form Links and Field Deluge Names in a hierarchical way so everything is easily identied? As a thought example in Application A, we have form
Auto-populate selection from sub-form
I have two forms, one being a series of art works, the other being a list of experts who may write about it. I want to assign multiple experts to a work and then have a "confirmed" check box next to it. To do this, I created a form called Expert_Assigned, consisting of a look up field and a sub-form. The look-up field allows a drop down list of all of the art works. I select one. The sub-form pulls from another form called "Experts". If I type in a name, it adds it to the "Experts" list, which
Compare 2 fields of type date and time in CRM by Deluge
Good morning Zoho team, I need your help, I am performing a personalized function in which I verify that the data that has been entered in the subform, before going through the management approval, have the correct prices. Before that, I need to know if the date of inclusion of the data in my subform is less than my management approval date I have the following if(Datecomp(fechaInclusionAccesorio) < Datecomp(fechaAprobacion)) { //Function In Sub Formulario } else { info "Not
Get ID of last record entered by a user
Hi All, I'm struggling to develop a script to get the ID of the last record entered by a user by latest Date and Time. Can anyone help me out please? Many thanks Chris
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