Update Button to Send Confirmation Email
Wish to have the Update button execute Send Confirmation Email in the same manner that we can set up the Form Properties / Success / Send Confirmation Email
Make A Field Equal To The Result of a Calculation of Other Fields
I'm sure this is a simple one but I have some fields that I want to be equal to the calculation of other fields. I just don't know the syntax to do this... For example...I need a field called Delivery_Weight to be the result of Total_Weight minus Direct_Ship_Weight. There are a few other fields I need to do this one but if someone can lead me in the right direction for this, that would be great. Thanks... Brian
Success Message
How/where do I change the msg that appears when ZOHO has successfully saved my record ? I've looked everywhere and cannot find it. The words, "Data Updated Successfully" completely cover my info so that I must wait for it to disappear before making anymore changes. I'd like it to just be "OK" or be able to have it appear elsewhere on the record
Customer Portal Usage Limitation
I have my app ready for my customer, but I noticed that there is a limitation for customer portal user. if I want each of my customer has their own login account to access their own data, is there any better way to do this. (Our company currently have over thousands of customer)
show REPORT and not form to public
I am trying to show a final report to all viewers, but when i do that, the FORM I use to prepare the REPORT also is available to all. How do I ONLY make the REPORT available. If they see the form then they can change the data which I do not want.
Fetch from Another App?
Can you use the fetch command to lookup data from a different app? I have a look up field that references another app. However, if I try to access the selected field data in deluge, it returns the ID number. I need to use the selected data from the other app in deluge. Something like: MyCollector = AnotherApp.SomeForm (ID == input.MyLookup); ItemColor = MyCollector.Color;
Removing custom actions button from print
Is there a way to remove the custom actions buttons when exporting to a pdf or printing?
Stateless form button 'on click' won't update record (or do anything at all!)
I'm going crazy over this one since I can't figure out what's wrong. I have a stateless form that fetches data from an existing form in order to update a specific record. I know that the code works because when I use it on another field (on input) it does updates the records, but the same code when used under on click on a stateless form button I doesn't do anything. I tried an alert, or using openURL to open a new window, just to see if the onClick was doing anything but it doesn't seem to be. This
Creating a new module
Is there a way to create a new module that will populate with information from the leads module once a certain tag is applied and the convert button is clicked without populating the contacts and accounts module? This module will also need to have other information entered manually. See attached. Thanks
Trouble showing siganture fields in Record Summary PDF
Hi, I just found an error in a record summary export to PDF of a form I have been using for several months. The record summary includes different fields in different formats, and at the end it shows two sigantures from the same type of fields in the form. I have a sendmail function with the record summary as PDF in the attachment, and the image file show a broken file icon. I tried modifying the record summary by inserting the signature field directly or with an image link and does the same thing.
Transfer data
We have a custom app in creator but it would better serve us if it was a module in the crm. It links back to our crm anyway. Is there away of bringing that data over and cpmeeping the correct links. I have had a go but cannoypt get it to work?
The DBID passed as a request parameter does not match the OBJID
when i want create a report pivot table, generate this error The DBID passed as a request parameter does not match the OBJID. i need help
Warn users before making changes to deluge
@Zoho Recently changes were implemented in deluge which changed the way integration functions returned the result. Due to these changes code which previously worked as intended is returning errors. Please provide notice of these changes in future. Via email would be good as not all users access these forums. Damien
Editing records of a different form (selected in a lookup field) from the first form
Got a work authorisation application in which a work package may include one or more specific jobs. So the work item record has a multi-select lookup field. Great you can easily choose and assign specific jobs to a work package. Problem is my users constantly moan they they want to work with a single form (mainly using mobile version creator) ie be able to edit the job records directly from the work package and NOT have to constantly flit between different reports and edit forms. I played with sub-forms,
Module Aproducts linked to Accounts Name
I have csv file with Acompany, Aproduct fields and meaning : Products Acompany is making. Some times one product sometimes more than 10 Aproducts. Upon importing I iike to have the existing AccountName linked to Acompany, and that it is visible in the accounts Äproducts"module (like the Contacts e.g.) S Johnson Comp make Product a, product b product c Mayer & Co making Product y,y z. etc. Csv files looks like Johnson Co , Apples Johnson Co , Pears Mayer Co, Tomatoes FieldCo, Prunes etc etc. It are
Word Order System: Close Order only if 2 conditions are met.
I created a basic Work Order system which I use to keep track of my projects. The WO system has a STATUS field which allows me to set the status of each project to any of the following: o In Progress o Awaits Approval o On Hold o Needs Invoice o Invoiced o Closed It also has another field called "CAPTIONS NEEDED?" which I use to remind myself of this additional service which *must* be done for every project. The options for this field are: o No Captions Needed o Yes o Done I need to add functionality
Can a form be saved for later submit?
We have a form in our Creator app, when it is submitted an email notification goes to the admin as well as an email address that is in a field on the form itself. Would it be possible to create a Save button, where the form gets saved, but the notification does NOT trigger? So we'd have two buttons on the form Save and Submit. Please let me know if you need further clarification.
record gets created in two sections
I have a form called "National Chapters" with two entries "region" and "chapter". I have another form where a new member has to fill out and one of the questions is which region and which chapter they want to join. my question is: Is there a way using the lookup to first choose the region and then based on that selection they get the lookup for the chapter. Also when the new member chooses the chapter that they want, that record gets created in two sections the section of the chapter and also the
Looking for advice/code samples for Zoho Creator to Zoho books
i've created a Work Order system using Creator. Once the Work Order is complete I want to send the data to Zoho Books so an Invoice can be generated. Bear in mind that Im also using Zoho CRM and have synced "Accounts" to the Zoho Books "Contacts". My goal is to send the invoice to Books in the proper client account. If there is anyone here who has some code examples on how to obtain the correct contact ID in Books based on the Account ID or Account Name that I have access to via CRM, please share.
Find & Replace
I believe ZOHO Creator really needs a "Find & Replace" feature, as in any word processor. I am aware of find and group edit, but I am talking about finding a specific word or phrase and replacing only that with whatever is desired.
I need help to build an app for my tax shop
How can I find Zoho Creator experts to help build a simple app for automating the processes in my tax shop? Basically, a simple blend of CRM, Project management and Invoicing features. I have a simple spreadsheet which explains what the tool would do.
Failed to add data (error in send confirmation mail)
In these two last days e-mail notification does not work. Anything changed ?? The message error is the following: FAILED TO ADD DATA. Furthermore, include user submitted data is blank. Is it a commn problem ?Please not that is urgent for my work to solve this problem.... I changed anything in the form at the voice SUCCESS - SEND CONFIRMATION MAIL. Here it is the attachment. Can you help me as soon as possible ? Thanks ! I think the error is in the second field input.indirizzoemail....
Script to extract records from a Zoho Creator Report and create invoice in Zoho Invoice.
I have a report in zoho creator that includes several records. I am trying to create a Custom Action button that when clicked, will transfer the data from the selected records to Zoho Invoice to obviously create and invoice that includes all of the selected records. Can you stair me in the right direction?
Report legend
How to change values of report legend? I find 1 to 5 - 6 to 10 - 11 to 15 - 16 to 20 - above 20 but I need less than 0 - 1 to 30 - above 30 (see attachment). Thanks
Creator - Offline Mobile App (iPhone)
The Creator documentation states "The Zoho Creator mobile app can cache recently accessed Forms, so it is available when a user's device is offline or unable to connect to Zoho Creator." (copied from here: https://www.zoho.com/creator/help/application/offline-mobile-access.html) But on my iPhone, if I have no Internet connection, my Creator app opens and shows none of my apps. There is a "+" button to add offline apps, but they are all generic stock apps, not MY app. How can this offline feature
iFrame Zoho mail in Zoho Creator?
I am trying to iFrame the zoho mail app in an HTML page of Creator, but the iframe is just blank. How do i get this to work?
'Data Added successfully' message optional
Hi. I use the Zoho creator app for my work. It works very well and I am mostly pleased with it, but there is one aspect in particular that is highly annoying and time inefficient. When I press the submit button and successfully submit data, it pops up with a 'Data Added Successfully' message. I then have to click the ok button to acknowledge it before it reloads the form. I would like to request that this message be optional, or even that it be like the desktop version, where the message is displayed
for each <myvariable> in
I am trying to sort records in a for each loop and it appears that it is not sorting. The records always appear to sort in the order of the record ID rather than the field name 'Priority'. Here is my actual code. for each bldCycle in Build_Cycle_Form[Status == "Pending" || Status == "In Process"] sort by Priority I am pretty sure this was working last week. I am still working in my sandbox. I have not published this application yet.
How to restrict user to download the attachment and is it possible to view pdf attachment in browser with out downloading ?
How to restrict user to download the attachment and is it possible to view pdf attachment in browser with out downloading
How to fetch data of a blank subform
Good Morning, I have a form with deluge name Sales_Manual which consists of a decision box (Name 'Upload') and a blank subform (Name 'Spa_Table'). Blank Subform has two single line fields 'Location' and "Main_Building_Level_3" I would like when I click the decision box then to load in the blank subform the values of a specific (already) inserted record. I am doing something wrong in my code (inside the loop) because the below returns the same value in each record of the subform if (Upload) { for
which field is suitable for calculating minutes. the function is with two data&time return type as string.
the function for two date&time fields is as below written. string calculator.get_hours_min(date Finish_date, date Start_date) { mil_sec = Finish_date - Start_date; actual_minutes = mil_sec / (1000 * 60); mins = actual_minutes.toLong() % 60; hours = (actual_minutes / 60).toLong(); time_string = hours + ":" + mins; return time_string; } Executed Successfully Return Value: 0:3 my requirement is to get the output on an other field. which has to be display output of above function.
Custom function to create event is adding 6hrs to start time?
My custom function works except it is adding 6 hours to the event start time. I've tried various solutions but none have worked. Any suggestions? It's pulling the datetime from a custom field in my Lead record. The event date/time in my lead record field is named 'Product Demo'. My code is below. void new_event_demo (int leadId, date product_demo, string meeting_id, string meeting_url ) leadDetails = zoho.crm.getRecordById("Leads",input.leadId); start_time=input.product_demo.toTime(); end_time=start_time.addHour(1);
Deluge - Fetch Records
Hi, all! I'm new here, and new to using this platform. I've got a form with a whole lot of radio buttons and dropdowns, and I'd like to add a feature that would copy the previous record's entries to the current form. So, I don't have two different forms with a relationship between them, but rather a form that is filled out, and then on to the next record. I'm told there's no single function for this, but that a Decision box plus Fetch Records can accomplish this; but I'm not quite seeing how to do
Search Action on Page?
i have a page with 4 different reports adding on it , In every Report there is a field Customer so i want when i search any customer name then only related record shows up on list from all 4 reports . is that possible to make single search action for all reports ?
Passing a parameter to html page
Hi Zoho! I just realized I can pass a parameter to an html page through its URL. for example, to have the url as: #Page:test_page?Project_Name=ProjectText and than the Project_Name variable inside the html page will be updated with "ProjectText" Question - what should I write inside the html page in order it will get the parameter from the url? Thanks! Ravid
Combine Applications
Hello! I have searched for my problem but haven't find anything. So... I have two applications for my two companies. For managing payments there is a money form (fields as: date, account, purpose, amount etc.) in each application. I have third main application where I want to put all the combined data collected from these two applications into one form/table. Please, need your advise - how it is better to be developed. I have no ideas. I've tried direct links as: insert into application2.form_name
Record summary
hello, I have two templates of Record Summary, I'd like set as Active the default and I'd like create a Custom Action for generate the other. How can I do? Thanks
Automatically populate the zipcode , city name, country name based on the Address ?
basically i need when someone entering address they will get drop-down options of similar what they are typing and after filling the address other fields(Country , City , Zip-code) are automatically filled shown in below pic.
Zoho Creator Crashes on iphone
Hi Zoho people, Zoho Creator app crashes on iphone. Please advice me to fix this. Selva
Show only date in report date / time field
So we want to have a report that only shows the date portion of a date / time field instead of the hours minutes and seconds. Also can you get rid of the seconds field when adding the date/time, we don't want to have to set them seconds or minutes really, we want to have to only set the hours and not have to worry about the minutes and seconds. even if you could make it so that the minutes and seconds were there but preset to 00:00 leaving you to just set the hour. thanks I hope my question is clear.
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