Can't find the organization contacts
I think my account is totally out of wack. I tried to add users to to Groups and manage sharing using Groups. The screenshot shows I have 14 contacts in my organization but none is shown. This is not the only thing wrong with my account. I submitted multiple posts this afternoon about various inconsistency across the board. Also, how do I change the organization ID? right now, it's using "lexshan1" as organization ID, which looks like a personal ID. Very confusing again.
Can a Zoho developer create a customer portal for me?
I am looking to create a customer portal that has the following: Client's past invoices from Zoho Books, see remaining balance on invoice, pay with credit card (already configured in Zoho books) Client can upload their multi-media assets (this could be tied into my dropbox or another storage program) Submit support ticket (could be linked to Facebook chat) See available product upgrades and request account manager to contact them See available promotions See news and updates Written instructions
OpenURL not working "On Add - On Validate"?
Hi Zoho, I have the following script on the "On Add -> On Validate" of a form: Current_Ins_Amount = (Insurance_Insured_Amounts[(Project_Name = input.Project_Name && Ship_Name == input.Ship_Name)].Insurance_Type).getall(); if (!Current_Ins_Amount.contains(input.Insurance_Type)) { alert "There is no amount entered for this insurance type. Please update the amount in the following dialog box"; openUrl("#Form:Insurance_Insured_Amounts?Project_Name=" + input.Project_Name + "&Ship_Name=" + input.Ship_Name
Edit Record from Search Interface HTML Page
I am essentially building a html search interface similar to the one here: https://www.zoho.com/creator/help/tutorials/advanced-app-building.html However, I would like to be able to select the records displayed in the results table to edit. So in the example, I would like to be able to click on the email address for Tina and be able to edit this record. I have almost managed to do this by using <a href="<thiscode>"> where thiscode = http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>?recLinkID=<recordID>&viewLinkName=<viewlinkname>
Accessing Multiselect Field from another Form?
I have a user information record (setup by Form A) that has a multiselect field (Fielda) that is set by doing a lookup to another form (Form B) Now i need to access my user information from Form C to verify correct access. So, i can easily access the Form A information that is "native" to Form A - but how do i access the multi-select field in Form A that was set by the lookup field from Form B. (they were string fields originally setup in Form B) hope that makes sense thanks
Having Reports embedded in email to send out to clients
I want to be able to send certain records out to our clients in an email (embedded in the email) It must look nice. How can I do this?
Google Earth, GPS coordinates in Creator App
Hi all I have created a report that our managers must fill in when they respond to incidents (crime and investigations) I want to have a Google Earth map embedded, i.e if there is coordinates that they supply, for it to be pinned onto a map. Then at the end of the month I want to be able to see all the incidents that occurred in that area and if you click on each pin, it should bring up the record for that incident (the report) Is this a possibility with creator? How can I do this, or is there someone
Access Creator Table
I am trying to define a workflow in CRM that needs to lookup a table (to get the approving manager). I would like to use a simple lookup table in Creator which I would access from a deluge script in CRM. But I have having trouble accessing the Creator table from the API - it returns "permission denied." I have a subscription to CRM but not to creator. Will the free account work for what I want to do?
List of records in Multiline field
Hi, Say that I have several records that complies with the same selection criteria. The content of these records I would like to show them in a Multiline field. Example: The table have the following entries Company1, Name1, surname1, age1 Company2, Name2, surname2, age2 Company1, Name3, surname3, age3 Company3, Name4, surname4, age4 Company2, Name5, surname5, age5 Company1, Name6, surname6, age6 In the Multiline field when selected Company2 I would like to be able to display; Name2, age2; Name5,
setting <style> for all html pages from one spot?
Hi, Is it possible to define a style in Zoho that will effect every html page I write? In a function maybe? or anywhere else? Thanks! Ravid
Push and pull data between Zoho and FileMaker
Hi There, I need to find out how I would go about setting up a push/pull environment between a Zoho Form and a FileMaker Pro database. I have had a look at the integration tool, but I see that it is only for Windows, so I can't test it as I am currently on a Mac and I don't have access to a Windows machine. I would like to use Zoho Forms for my users to enter in data, and then be able to query my FileMaker database to either create/update/delete records. Is this possible?
Cross table pivot chart
Hi, I have a table of Orders and each Order has multiple Task and a Order_Total currency field. each Task is assigned to one Staff. How can i create a chart like the following X-axis: different Staff Y-axis: the Order_Total of all Orders of the Staff on x-axis. My difficulty is, when I create a chart base on Task, i can't reference the Order's Order_Total field. If i create a chart based on Order, i can't set the x-axis to Staff.
Weird identity issue
Zoho Creator's identity management has confused the hell out of me. My screenshot shows there are 4 different IDs associated with my account: lexshan1 lexshan8 lexshan@walkintour.com 51551681 I think lexshan1 and lexshan8 is related to data corruption. I might have two user accounts at one point. Such as one registered through Google Apps and another directly with ZC. Can someone explain to me how to consolidate these? I have another record access control issue which may relate to this. Application: https://creator.zoho.com/lexshan1/order-manager-v2/
Record Summary - formatting
In the Record summary, I need to format the sub-form Item like the invoice template in zoho help https://www.zoho.com/creator/help/images/record-summary-invoice-details.jpg how to do: formatting the Item rows (add line under each record) set the data position vertically (top /middle/ bottom Omar
Need a BUTTON that will increase the value of a number by 1. How do I code this in deluge?
Any assistance would be greatly appreciated. Say I have a shopping cart line item with a count value of 0. I would like a button to the right that increases the count by increments of 1. Is this possible in deluge? Thank you
Use same script for multiple pages
Hi Zoho! I have several pages in my system that use nearly the exact same script (2 different variables) How can I make the script to auto-update in all of them when I update the template? Maybe create some function that has the complete script inside and just get the two changing variables? Will really appreciate any suggestion on this one Thanks! Ravid
OnClick OpenURL?
Hi Zoho, I'm having some trouble here - I'm trying to create a button with an "onclick" event, theat will open a url using OpenURL command. this script <a class='zc-formbutton' onclick=openUrl("#Page:Pyxis_Loan_Lea", "Popup window") >Click me first</a> created a button, but clicking on it did nothing. What an I missing here? Thanks Ravid
Help please
I think Zoho is great but I am not a coder I am trying to fetch an email record for a customer from one form into another. I have Two forms Form 1 “New_Contact” Field Names are “Company_Name” and “Email_Cust Form 2 “Order_Details” Field Names are “Customer” and “Email” When I do look up of customer in Order_Details in field “Customer” I want it to fetch “Email_Cust and put it in “Email” Can anyone help me with the code.
Special Characters remove / replace
Hi Zoho, I need check for special characters in one of my string (text) fields in a form. How can I do this, except for a veryyyyy long "If" command listing all the possible characters? Any build-in function? I've tried if (input.Insurance_Type.contains("[/\-\(\)_@#\^!\$%\&\*:;`~ ]")) { alert "Special characters are not allowed in Insurance type field, please re-enter"; } Both on field -> on user input and on the form's "On validate" - but nothing happened Ravid
Rquested products total amount in report
Hi Zoho Community, I am working on a purchase request form. Through this form all company departments make requests of the products they need to the purchase department. Currently the report shows a row per product, in each row there is a quantity field. So for example, if 3 departments ask for 2 apples I will have in the report 3 rows of 2 apples each (it is ok,I need a report that looks like this too). I would like to have an other report that shows the total amount requested for each product,
Language Problem!!!
I have changed my language to English, many things are now seen in English, but a lot of important things are still in Japanese! Why? How can I have only English?
Does Sendmail rely on the local email client or is it cloud-based?
I have created a Schedule that scans a table for overdue tasks and generates a reminder email to the task owner. This runs nightly and works fine, but I just noticed that all the generated emails appeared in the Sent mailbox of my machine, which implies to me that emails are NOT being sent through the Zoho cloud host but rather through my local email client. That is not good, because it implies that if my machine doesn't happen to be running (and logged into Zoho, I guess), the emails won't go out.
Need ability to print a record
Is there a way to allow the user to print a retrieved record? I have read all user docs, developer docs, and posts related to this but there does not seem to be a way to do this. Thanks for any help -Greg
Stateless form on success insert to other form
I have a stateless form set up whereby people will enter details from a drop down look up. If (Health_and_Safety_Assesment (SurnameHSA == HS_Sign_In.Surname == null); insert into Health_and_Safety_Assesment; { Added_User = zoho.loginuser; input.SurnameHSA = Surname; } it is coming up with error on line one
Creating a Vendor Bill in zoho books using Creator
Hi i have a requirement to create a vendor bill in zoho books passing value from zoho creator.Please Help with the needed info on how to go about it for that. Thanks Giriraj.R
How to delete a Auto Number field?
Hi I want to delete a Auto Number field from FORMA but when i try it says it is linked to another FORMB. But when i go to FORMB, the field is not there in the form builder but i can see the field in field actions(strange). How can i delete this field from the FORMB so that i can delete it from FORMA?
Custom Action doesn't work from inside a Lookup
I have setup a simple Custom Action that uses OpenURL to open our Client Form in a new window. This works just fine when clicked from the clients report. I have an additional report with a list of tasks related to our clients. This report lists tasks from a form that has a Lookup field that looks up the client. The report shows the client's name, and when I click on the name, it opens up the client's record, so I can see his details. So far so good, and everything is working as it should. However,
Users Logins and Filtering Data
Hi everyone, I am a new user of Zoho Creator. I like it very much and I would like to create a database to mange monthly reports that I receive from couple of agencies. I am currently use MS Excel and Access. My question is related to users' logins and filtering data. Below is my question(s) based on what I want to do: I am the main user/administrator of the database, and can see and manage all data from all different agencies. Let us say that I deal with 4 completely different agencies (A, B, C,
Adding users / sharing the application?
Hi Zoho! I'm trying to add users from my company to use the Zoho Creator system I've created. Right not I have 7 separated pro accounts that are shared to the application - I think this is not what I was supposed to do... When trying to add the users on the "Share" tab under the application settings, it contradicts something in the system and the users cannot access the system at all. What do I supposed to do than? How can I set different permissions to users in that way? Thank you Ravid
Can I create a relational database
Hi everyone. I am trying to figure out how to link tables (or forms) with relations using Primary Keys and Foreign Keys, something similar to what in MS Access. Does Zoho Creator do this? and how? Thank you.
Image not displaying in PDF
I have a rtf that contains an image. The image shows correctly when I view the record using a record summary. However if I use the export as PDF link the image shows as a blank box. There is also a signature field that does show correctly. If I use the print button and print to a PDF using PDF Creator the image shows correctly. Is there anything special that needs to be done for an image to show using the built in PDF? Such as publishing the underlying report or form?
Webhooks into Zoho Creator
Hi I'm looking to integrate Zoho CRM with Instamojo payment gateway. Instamojo will post transaction details on to a webhook which need to provide to update my Zoho CRM database. The Instamojo webhook request is a request with content-type application/www-form-urlencoded. Are there any provisions in Zoho Creator to enable this? Regards, Varath
Alert if a record already exist
Hi Zoho community I would like to create an alert message if a record already exists in a report. can someone please give me a hint on what should I write or where should I read? I am trying this: if (Objecion[Factura == input.Factura].count() > 0) { alert "Este número de factura ya existe, Favor verificar estado."; } with no success am I in the right path? any help will be appreciated
Fetching Data
Hi, I am new to Zoho and i am currently stuck on something. Here is my scenario i wonder if you can help. My Girlfreind has a hairdressing company so i have created her a job record , payment tracking system. The form has the following fields. Date Name Of client (drop down selection using realtionships) (from Clientel form) Discount (dropdown list, with values set on the form) Job Undertaken (Multiple selection list using relationships) (from Price list form) Number : (used to calculate price from
custom apps- workflow task forms
I am trying to create a workflow task form. step 1: a user will inform that a new staff member will be joining (this is standard info-name/ start date etc) step 2: the contents of this form will flow to the IT department for them to action ( i am not sure how to get the filled in information from step 1 to come into step 2 (non editable just visible) step 3: some information gathered in step 1 & step 2, will be sent to another department for them to action some internal steps. step 4: a welcome email
Latest Version Bug with Subforms & Bidirectional Relation
@ Zoho Creator Support, In the latest version there is still an issue where the Bidirectional Relation field in the subform clears after updating the main record. I sent a support request about this a month ago. Since then I am using multiselect lookup fields in place of subforms, but I need to use a subform now(lookup field won't suffice). I have sent another support request. Can ye please fix this issue. Thanks, Damien Cregan Hire an Expert
Problems importing related data
I have an employees form (167 records) that includes a sub form to position history (330 records). The forms work properly when I manually add test data through creator. But I can not get the data to relate on import from excel. I've tried uploading both forms separately, and I've tried combining excel files then selecting the option to upload sub form data on creator import. Uploading separately populates the forms correctly, but the data is not related. Uploading a combined file creates 497 records
No scroll bar in upper banner on edit mode
Hi Zoho, On some screens there is no scroll bar on the upper navigation pane in edit mode, so I cannot reach some of my pages, reports and forms. Screenshot attached: Ravid
How to access data from one application through a page in another application?
Hello everyone. I am stuck in a part here. I want to access data from one application through a page in another application. Please do voice out your ideas and fixes please.
Scripts for multiple subforms
Hi, I have multiple subforms in a form and want to sum up the score fields in each one. I am using this script b = 0; for each row in input.General { b = (b + row.Score); } input.General_Score = b; c = 0; for each row in input.Hygiene { c = (c + row.Score); } input.Hygiene_Score = c; But I get error Variable 'row' is already defined of data type 'ZC_SUBFORM_85' but trying to update 'ZC_SUBFORM_60' data type Any help is appreciatted Ant
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