CRM custom functions: Update fields cross module based on look-up field type
Hi there, We are linking our products records with our contacts records using a look-up field between products and contacts module. Is it possible to (via a custom function and workflow automation) update a field in the product record based on a value from the contact record associated to the product record via the lookup field? Kind regards, Bo Thygesen
Adding record with multiselect using Creator API
Hi, Is there an issue in adding records with multi select fields using Creator API? I can add the record if there is one option selected but doesn't allow me when there are multiple options selected. This is part of my PHP code $opts = explode("##", $form_data->contractorOptChk); $this->XMLString .= "<field name='fieldname'>"; $this->XMLString .= "<options >"; for ($j = 0; $j < count($opts); $j++) { $this->XMLString .= "<option>" . $opts[$j]
Give a scroll bar to a text field in a view?
Hi, I have a text field for notes in my form/view. When there's a lot of text entered into it, the row becomes quite high of course. Is there any possibility to provide the field with a vertical scroll bar or at least to limit the height in the view? Thank you. Jens
Charts and Graphs not forming after a certain date
I've created an application, regarding booking and collection in taxi services, I generated some reports too, but after a certain date i.e. 13th October the charts and graphs stopped taking data from the reports. And posing difficulty for us in analyzing the data. Pls. tell what might have gone wrong.
Zoho improvements
Zoho is fantastic. I think it could become perfect if anyone reach these features: treeview google maps or other maps integration I hope, thanks!
Trying to create a stateless search form
I'm trying to create a stateless search form with the instructions on this help page: https://www.zoho.com/creator/help/application/search-interface.html I'm not able to completely follow it though because it uses the code example from the old employee management app: https://creator.zoho.com/sampleapps/employee-manager/#Page:Dashboard I can't add that app anymore to my account and see the original code. The help article only has snippets. This is a frustrating thing in general that much of the help
Rest API Help
Hello I have just started working on a portal to add records to Zoho Creator. I have successfully added records, however the page automatically downloads a json file with the data I posted. How can I stop this from happening?
How to Use a Custom Action to Invoke a Function to Send SMS/Email to Users selected in a report?
Hi Everyone, I would love some help with the logic on how to accomplish sending SMS/Email to many users selected in a report, then using a custom action to invoke a function. Here is what I have: My Report: As you can see I have many "Users" (Email, phone etc.) for each row. When I create the custom action I cannot pass the ID of the user, instead I am limited to only pass the ID of the "Delivery Location". Question #1: How do I create a "for each" loop that gets the ID's of the users after passing
Problem with purchase to Zohocrm from Creator
Hello all, i have a code to create a purchase order in zoho, work in generally fine, create the PO in zoho, but dont add the product detail.. i dont know what is the problem, if i dont send all data requirement or is a wrong format.. respuestaPO = zoho.crm.create("Purchaseorders",{ "Subject" : (("" + infoso.get("Numero de orden de venta")) + " t4 ") + infoso.get("Subject"), "Status" : "Created", "Vendor Name" : "" + infoso.get("VENDORID"), "Orden de Venta_ID" : "" + infoso.get("SALESORDERID"), "line_items"
Copying value of image field to another image field creates a broken link
I have a form that has five visible image fields and three hidden image fields. There are five check boxes that are used to select up to three of the five photos to be displayed in the report. In the OnSuccess action I have the following code: input.Hidden_Report_Image_1 = null; input.Hidden_Report_Image_2 = null; input.Hidden_Report_Image_3 = null; if (input.Include_Image_1_In_Final_Report) { input.Hidden_Report_Image_1 = input.Image_1; } if (input.Include_Image_2_In_Final_Report) { if (input.Hidden_Report_Image_1
Sync Google Contacts with Contacts in Creator
Is there a way to sync my contacts from in my creator app with my google contacts? Is coding with APIs the only way? I know some deluge but don't understand how to use the APIs.
Create multiple events concurrently
Hi, Any idea how can I program to create multiple events at one shot at fixed intervals, instead of creating one after another. Such that, the form allows users to select the frequency of the event (E.g. Daily, Weekly) and the number occurrence (E.g. span of 8 weeks). Gerald Lim.
Need a Zoho integration consultant in Los Angeles.
Anybody know of anyone? There are many on UpWork.com but I would prefer connecting through an introduction. Thanks! David
Report based on multiple forms without relationship
Hello, I have two forms and I would like obtain a report of either. I'm interested of two fields (one date and one integer) and I ask how could I join this like sql. This form doesn't have any relationship. Thanks, best regards Maurizio
Subform : Report with subform rows and relationship with main form
I have Form A with a subForm B. 1 record in form A has 3 records in subForm B. I would like to have a report with the 3 subForm B records and with also some fields from Form A. Is this possible ? Many thanks !
Jump to a specific place in a form
Hi Zoho! I'd like to give the users a link to a form, that directs them to a specific field in it. (So the form will open with the window scrolled down to the field) How can I do this? Thank you Ravid
How to hide the field before submitting and updating after successful saving
Hi All, I am trying to develop ticket management application for practise. I have added below fields in form. Status List should not be visible while submitting the form. Once form is submitted Status list should be visible with assigned value. 1. Subject 2. Decription 2.Product 4. Priority 5. File 6.Staus -- 1. UnAssigned 2. Assigned 3. Completed. After submitting the form Status should be UnAssigned. Regards, Nagendra.
Alphabetical order in lookup field not working correctly with spaces
I have a lookup field that has people's names, and the options are sorted alphabetically. They are correctly sorted by first name, but if there is multiple people with the same first name, then the last name isn't being sorted alphabetically (see screenshot). The options for the lookup use a formula field which returns: First_Name + " " + Last_Name
BUG
Hi, I am try to create "library management software" by using ZOHO CREATOR.I have a "ADD BOOKS" as a form.In that form,I have a LOOKUP field.Now, I am not able to see that field in form but I am able to see that in WORKFLOW and in LIVE MODE OF APPLICATION. Kindly,help me. Thank you.
Error - There is no such view in Zoho Creator
i used HTTP JSON request to access to my views but i have the response : There is no such view in Zoho Creator i use the url : https://creator.zoho.com/api/json/jb10/view/KC_Masters_ExtraTools can you please help me
If statement within Add Record
Does Zoho Creator not let you put an if statement within an Add Record function? I have coded my form so that when you submit it, a record is automatically added to another table using "Add Record". I want to put an if statement within this to specify different values of one of the fields based on another. See code below: insert into Healthlink [ Customer_PO = input.Customer_PO DeliverToCode = input.Healthlink_Customer_Code if(input.Number_of_items == "2") { ItemType2="S"; } else
Schedule Report as Excel
All, I would like to know if it is possible to schedule report and send it as attachment as Excel and not as PDF. I didn't found the option so by default it send PDF. Do you know if it is possible? Thank you Riccardo
"Loading View..." message when viewing page with view components
When i go to any page with a view component (even if the view is the only thing on the page), I just get a "Loading View..." message appear. I have left the page for 15/20 minutes, but it hasn't displayed correctly. Other pages work as expected. Appears to have started earlier this morning. Is anyone else having this issue?
[Solved] sendmail subject line expression as lookup field
Hi, On my form name: Wesmar With zoho support's help, i've finally managed to craft a form that functions the way i want, and seems to display properly when scripted to sendmail (except the template does not display more than about 20% of content) However when i try to use the expression in sendmail subject line "input.Customer_Name" - it outputs a string of numbers like 2511901000000054103.. Note, it does this when Customer_Name is a lookup field. It works fine if it's a normal Single Line field...
Automated delete records
Hi, I would code a custom schedule to delete records after 1 month from creating. Any idea how can I do that? Gerald Lim
Edit Report
I have created a report with criteria to display only certain fields. When I hover over a record, the pencil edit icon appears. When I click the pencil (edit), the form that the report was built upon displays. The display only shows those fields which are in the report. (Which is what it is supposed to do.) Is there a way to display all the fields on the form when I click the edit button instead of just the fields in the report. In my case, I want to have quick access to some information not on the
How do I add an item to a lookup list via a script
Hi I am looking to add a value to a multi-select lookup field. I have a employee record with a list of countries that the employee work in. We have a new country and I am looking to automatically add the new country to every employees record. I am looking to do this via a workflow script excution. It would appear that I need to use the following. "<picklist field>:ui.add(value); " e.g. employee.country:ui.add("UK"); However the interface reports the following error. 'ADDTOPICKLIST' can be used
Help with pivot table!!!
El problema que tengo es que tengo que multiplicar el valor con 2 columnas, que dice SaldoBodega con el costo, para traerme este inventario de almacén, y cada bodega tiene que realizar el mismo procedimiento. Ejemplo: Agradezco cualquier ayuda.
Syncing data from Zoho AppCreator
Hi, Is there any way to programatically access the CSV download from the backend. Right now the link to CSV download is behind a login wall. Is there a way to pass the login details to the download link? Or any other way to sync Zoho AppCreator backend data with our system?
[Solved] Auto Complete <datalist> vs zoho
After searching forum topics for related posts, I still feel i need to start a new topic, especially with HTML5 existing now. I'm working on creating my first couple apps with Creator. Prior to that i just have a couple prototype forms custom made via the Sites app. Since discovering how cool autocomplete within input fields via <datalist> (I use Google Chrome), I just have to have an autocomplete feature for some single line input fields. It definitely seems like I would rather go the route of having
CUSTOM ACTIONS
Hi, Is it able to send mail with record summary ,while clicking custom action button?
Custom Action
I created a custom function called Sign_Up. This function will appear will appear whenever I click on an event on the calendar report. When clicked on the Sign_Up button, it will bring the user to the Events_Sign_Up page for users to register for an event. How can I program such that when the user is brought to the Event_Sign_Up page, the Event_field_name is automatically selected based on the event the user clicked on at the calendar report?
Date & Time Picker - NOW() button
I populate my date and time field with the last date and time from the last record. When the date/time picker shows up I would be nice to be able to click a button that will set it to right now() Kind of like the NOW() function in databases. It could be placed above the time selection fields. Just a suggestion.
Restore the last date the user selected.
I have a form that adds log records. When the form is first opened up I want the date field to default to TODAYS DATE, But if the user changes that date and saves a record I want the date field to default to the LAST DATE they selected. I seem to only be able to do it one way or the other. I can write the code if I knew the form was the first time ONLOAD or after a record was added and its the second time ONLOAD. If that makes sense. Thanks Andy
Passing multiple ID's through a URL to a Lookup Field
I am trying to send a message from the a text field to many custID's. When selecting many users (after applying a filter on a view) I have a custom action that has the following code. void SMS.sendsms(Setup_Customer_Contacts VCustomer) { querystring = ""; for each cust in VCustomer { querystring = querystring + "custID=" + cust.ID + "&"; } openUrl("#Form:SMS_Content?" + querystring, "popup window", "height=200,width=400"); } For the popup window, on "submit" I have the
Returned value of a Function in a Custom Action
Hi! I built a function that performs a calculation on all records of one form and put it in the report header as a custom action. It returns a number from the calculations. Is there any way to display this returned value? Alert cannot be used in viewing a report, so is there any other way to show this value when the custom action is clicked? Or do I have to create a page and put the returned variable there?
fetch issue on reports , stuck with my customers and partner.
We are unable to fetch this data, sorry! Please note that your data is SAFE.Report this problem to support@zohocreator.com i'm wait answer from support and 3 days without a solution and 0 communications for paid customer as me is a mesh.. uk number is an infinite loop and chat also is hard to get prompt answer please reply.
Archiving records
Hi all, Here is the business logic i want to achieve: when an Order Status== Archive, I want to prevent everyone from modifying any field in the record unless the user is a certain Role or Profile. I know i can write the code in OnEdit and OnAdd to disable each and every field. But this becomes a maintenance burden in the long run because I need to remember to update them when I add a new field. I have Enterprise edition, so Role and Profiel are available to me. Is it possible to achieve what I
Sharing needed for submit by email
When submitting by email what sharing is needed? Does the form need to be shared to the email address submitting the data. Is there a public option allowing any sender to submit data? Does the associated report also need to be shared? Can it be shared with a Customer Portal account? Is the sharing done by Application Settings->Share or are there other settings needed?
Lookup filter not refreshing on submit
Hi As part of my training management software I've created, I use a form to complete Active courses. The form contains a lookup for all courses that have 'Active = true'. The form works fine until I click submit and the course is then set to 'Active = false'. The form clears/resets but when I select the lookup, it still contains the record that I've just completed. If I refresh the page, the lookup then works properly and this record no longer appears. Is this a flaw with the system or am I doing
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