Fetching data from another application
Hi Zoho Forum! Please can you help me :) I want to use the Aggregate Records code to fetch data from another application in my account and use the data on a "PAGE", but I don't know if this is possible.. Example below (which doesn't work) <variable> = [Application name] formname[criteria].sum(<fieldname>); Best regards, Rob
Count records which have had a subform record added this week / month / year
WeekCallcount = Company[Call_Logs.Time_of_call in this week].count(); MonthCallcount = Company[Call_Logs.Time_of_call in this month].count(); YearCallcount = Company[Call_Logs.Time_of_call in this year].count(); Company = my form with Company records and subforms for contacts / Call_logs Call_logs = subform within Company, used everytime customer is contacted The functions above list total amount of calls in the time periods, however I want to add another set of functions which contains
Pivot Table doesn't work in smartphones
Everyday I have issues with the pivots of my customers whom use smarphones because some pivots NEVER, NEVER are synced. I was informed that a pivote takes 10 to 20 minutes to be synced but that doesn't work. The last solution suggested was to use the "Regenerate" button but it doesn't available for smartphones. My customers are very dissapointed with the Zoho Solutions because we can't trust on pivot table reports. Are we the only business with this issue? We have reported this situation 2 months
Any ideas to improve the screen display speed of Zoho Creator’s form that has lookup fields.
Hi, I need design ideas to improve the screen display speed of Zoho Creator’s form that has lookup fields. Some lookup destinations has over 400,000 records. I think that the lookup fields automatically read the records of the lookup destination at the timing before the lookup fields is displayed, but is there any way to disable the reading or control the number of records to improve the display speed? We'd tested to investigate what is the main reason to slow the screen speed as follows: Testing
How can I submit eMail data from a service account.
Hi, Before the restriction on 'public sharing', I was able to set up a form for eMail data import, and I would be able to have our SQL server use a service account (email address) to send data into ZOHO. Now the restriction is in place, I cant do that, and I will have to set up the SQL Server account as a user in Zoho, however this is not an email box that accepts incoming emails. So I cant authorise the Zoho account. How can I achieve email posting of data, as I used to with the applications that
Sending Email to Collection of Records
Hello, I need to send an email to the collection of records, where collection of records belongs to the single contact no or email. So I need send a single email to those collection of records. So, I tried with schedule by added time, there i have given the criteria but it was also not working for me, it is sending email with collection of records for collection of record's count times. Say example, if i have 10 records as a collection belongs to a single contact or email, it is sending 10 emails
Using Deluge to programmatically insert a URL into a URL Field
Hello. I'm evaluating Zoho Creator and have a question about using deluge to programmatically insert a URL field on a form. My URL looks like this and works when I paste the URL portion of the href into the address bar: <a href="https://app.zohocreator.com/<myusername>/<myapplicationname>/#Report:MyReport?Jobs=DBA&TheSkill=Innovation" target="_blank" title=""><Innovation></a> To insert the URL, I'm using the Add Record deluge task which uses INSERT INTO <formname> URL_FIELD = my_URL_shown_above.
Function calling a condition
I'm trying to set up a function to set a variable based on the current logged in user. void fuction_name() { if (zoho.loginuser == zoho.adminuser) { path = "path_1"; } else { path = "path_2"; } } But I'm not sure how to invoke this function when loading a form. The form will need to do things with the variable "path" but after invoking the function, it errors saying "variable path not defined". thisapp.function_name(); Single_Line=path; What am I doing
Changing Field Name value
Hi Everyone, Is it possible to change the field name on a form base don the value of another field ? So I have a drop down where I select the account name and then based on that account name I would like a particular field name to change. Field deluge is "Reference", can you change the field name So for account 1 the field name would be "REQ#" For account 2 the field name would be "TASK#" Thanks Matt P
Brain Fart - Simplest way to update many records in another form with my current form?
I feel like I should know how to do this, but my brain mapping of how to solve this just isn't working, or maybe I'm overthinking it, or probably both. So I have a form for my products, called "Add_Product". This is where data is stored about each product, like its name, size, quantity on hand, etc. Then I have another form for quick inventory updating called "Add_Inventory". In this form, I have a field for each product (I know this probably isn't the best way to do this, but it seems to work
How to insert records in a HTML Page/custom created HTML Form in Creator?
Hi, I created a custom HTML Page. I have 3 fields namely name, email and contact number. Using this custom page, I want to insert records. Basically, I want this page to mimic the behavior of a standard Form created in Zoho Creator. I tried to put the Deluge scripts to insert, however it is not working out. Also, tried to use a function with parameters, did not work out. Please let me know if this is possible in Zoho Creator or not. Unfortunately, the documents to create custom functionality
ZOHO CREATOR NOTES (CRM STYLE)
Hey guys! I'd like to create a notes field in my Zoho Creator form that automatically time/date stamps the note...and allows me to continue adding more notes by clicking a button such as "new note". This function is available in Soho CRM...BUT i'd like to build a similar function within my Zoho Creator...is this possible? Thanks!
Section doesn't show on menu
I have created a new section and added a couple of reports to it, but the section does not show up on the menu bar at the top. I am the administrator/owner of the application so I should see everything. What am I missing?
Inventory in zoho?
how to make an inventory in Zoho, do you know any tutorial? thank's
Sorry Public, you are not allowed to access....
I created a page and made it public. I also created a report and made it public. Both links work for users with no password. When I embed report in the page and try to access the page from the published link I get This report is not accessible. Sorry Public, you are not allowed to access current_dogs. Please contact your administrator to get access. current_dogs is the report that is public on its own.
Cookie disabled error accessing application
I've just created my first form. I've clicked the "Access this application" button and I get the message: Note : Cookie is disabled in your browser. Please enable the cookie to continue. I'm sure cookies are enabled. Another thread suggested this was the website, so this is the URL: https://app.zohocreator.com/zoho_david2253/railway-article-database/#Form:Railway_Article_Database Thanks, David
Populate Lookup Field Based On Previous Field Entry
Greetings, I have created a form and need to populate a lookup field based on a previous selection. This is the example. I have a form that has client information. The client information form has 5 statements provided by the client. In the evaluation form, we select the cleint from a lookup field. The next field needs to look up the 5 statement from the client information form based on the client that was selected. Is this possible?
Form Schedules with bulk records
I need to send messages in bulk messages at different times of the day. Is Form Schedule right way to do this? What will happen when bulk records scheduled at the same time?
Fetch records from multiple subforms
Hi, my set up is as follows: Form1 >Subform1 (Name) >Subform2 (Address) >Subform3 (Bank Details) Form2 >'Name' Lookup field to Subform1 (inputs name from Subform1 'Name' field) >'Address' field (Want to input corresponding address that was entered into Subform2 at the same time as Subform1/3) >'Bank Details' field (Want to input corresponding bank details that were entered into Subform3 at the same time as Subform1/2) How do I link the subforms together? Can I fetch from a combined report? Unless
Shall i use ZOHO @ Offline
Hi, How can i use ZOHO in offline mode. If any Setup is there please share to my mail id narendaran75@gmail.com
Populate other form fields based on a dynamic Dropdown selection
I am using a dynamic Dropdown field to pull in filtered records from the CRM Vendor module e.g. CRMresponse = zoho.crm.searchRecords("Vendors","(Vendor Name|starts with|A*)"); for each vrs in CRMresponse { Dropdown:ui.add(vrs.get("Vendor Name")); } reference: https://www.zoho.eu/creator/help/fields/add-to-picklist-dynamically.html I now need to Auto-populate other Form fields based on the selection made within this drop down. e.g. pull in the "Email", "Phone" etc fields from CRM for the selected
Subform Update Problem [Solved]
Hi, I have a Form ("Residents") with First_Name and Last_Name fields. On Success or Edit, these strings are added together and put into the Full_Name field. I use this Form as a subform. When I add or edit a record through the Form itself, this concatenation works fine and shows up in the parent report; but it does not execute when I add or edit a record via the subform field nor does the record update in the parent form. Edit: Here we go. https://help.zoho.com/portal/en/community/topic/update-records-within-subform
Is there any Custom Function execution time limitation?
I need to send bulk sms messages through a custom function which invoked when a form is submitted. Is there any execution time limitation on custom functions? Any Timeout time?
Link a zoho user to its correspondent record
Hello, how come can I link a zoho user, i.e. "user@application.com" with its correspondent record in my data base, (which has more information) than just the username from zoho? I'd like to have a record with its zoho user and also the name and other information which is related to that specific zoho user
dynamic changing default value of field
I have a form which is used to track inventory activity. There are 4 options in a dropdown. (can just as easily be changed to a radio) two of these options are "parts received" (added to inventory) and "parts used" (deducted from inventory) The default is "parts used". When a record is saved, a new blank record is presented with the default value selected. Here's what I would like to be able to do. When a record is saved and want the next blank record to default to the previous value. When I
Regular Expression help
Hi, Can anyone please help me to write reg expression of below. I want to validate a string field so it will not allow user to enter any of the below special characters Characters : ~ # @ * + % { } <> [] | " \ _ here is the example something I have been using for validating phone number : phoneNoFormat = input.TFN_01.toString().replaceAll("^[0-9]{3}-[0-9]{3}-[0-9]{4}$","correct"); if (phoneNoFormat != "correct") { alert("Phone Number should be in the format of " + "<b>"
Box.com Integration with Creator
I see on this feature list that there are in-built Integrations for Box.com. https://www.zoho.com/creator/images/zoho-creator-pricing-comparison-in-usdollar.pdf Where can I find the documentation on this? Thanks! Patrick
Subform - get value from the row above
Is there a way to fetch a field value from the row above in a subform and input into the row below? Basically - on user input, we need to fetch a field value from the above row, modify it, and input into the next row? Any ideas much appreciate Thanks!
Using tablet
I can't seem to edit a form when I'm using a tablet. What am I missing?
getting null response when executing post url task
Hi, I am getting response as null. when i execute the below code. get_cus_id=Product_Load[ID == request.ID]; get_cus = Customer_Master [ ID == get_cus_id.Customer_Name ]; finalmap=Map(); finalmap.put("customer_id", get_cus.Zoho_Customer_Id); finalmap.put("Customer Name", get_cus.Customer_Name); finalmap.put("date", get_cus_id.Invoice_Date); finalmap.put("invoice_number", get_cus_id.Invoice_No); //Line Item //LIne Item List line_item_list = List(); for each rec in get_cus_id.Enter_your_product_details
Subform feature
Hi , Can i change the name of "Add New" button to "Add Product" in sub form? Thanks, ITKES Admin
subform feature
Hi, Can I change the name of the "Add New" button in Subform to "Add Product"? Thanks, ITKES Admin
Decimals
I have created a field to input a decimal (ex. 12.9) and disable(lock) the field upon user input. However, it disables immediately upon input of the "1" and won't allow the complete input. Is there a command to allow full input before disabling?
How to make numbers field align to the right?
My currency fields are all aligning to the left in the List report: How to make them align to the right ? In some case, the currency is missing the $ sign too (like the Achieve field) . Please help. Thanks!
Global Variables
I am fairly new to Zoho and have been following the instructions relating to global variables here: https://www.zoho.eu/creator/help/script/sample-application-global-variables.html I have two questions: I can get this to work populating a field in a 'results' form using a script on the 'result' form's onload event but what I would really like to do is to call the getGlobalValue() function in a formula field - is this possible, I cannot seem to get it to work. The function works on strings, if I
Will a record with incomplete mandatory fields be saved if created or updated by delute script?
I am trying to modfy some existing code in an application to add two more fields to a function for updating a record from another or create a new record. However I have found that the record that is being written to or created (destination) has three fields that are mandatory whilst the record used to supply the data (source) does not have these three fields mandatory. So my question is, will I be able to save the record if any of the mandatory fields on the destination form are incomplete.
Create records in embedded subform
Hello, I have a main form (Scheduler) and added a subform to it (Product_Subform).. I can create records to add an new appointment repeating every X weeks that matches an existing appointment... but I want to also duplicate the subform records in the new appointments that are being created. Thanks, Jason //get current appointment record myApptID = input.ID; //repeat appointments repeatInterval = input.Reoccurring_Appointment; if(len(repeatInterval) > 0) { //get substring repeatIntervalDuration =
Will old Perma-Links still be valid if I change to the new UI
I read that the new UI, uses a different URL structure. However I have a number of users accessing published perma links to forms (without having to sign in) to enter data, will these old URL's still work if I opt to upgrade ? Are their any other migration considerations when moving to the new UI. I've been very happy with the old UI for many years, but maybe the time has come to update ! Thanks Neil
Get key name from map based on index value
Is there any way to get the key name in a map based on the index value of the key -> value pair? map.getkey(0) or something like that?
Subforms IDs instead of data using REST API
Hello. I have defined a form with subforms, and an associated report. When I download the report in CSV format using the web interface, the subforms data appear ok. But when I download the same report using the REST API, subforms IDs appear instead of their data. How can I make the real data appear instead of the IDs? Thanks in advance.
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