Restrict Visibility of New Report
Hello, When we are creating a new report, The default Allow visibility is for All Users, I suggest to be only me as a default to avoid displaying data for all users. Thanks, Omar Khamam
Question about data entry in the zoho creator report criteria / portal
Hi, There is an option under reports criteria to get selective data presentation, this is the option : Added_User equals to zoho.loginuser But then it's only possible to show the customers data after has done his data entry. Is there an alternative to get it upfront? like .... Email_adres equals to zoho.loginEmail or something like that? pls help me out.
Feature request: default value in Lookup fields
I would like to be able to give a lookup field a default value, so that the user can tab straight over it if the default is correct. This is particularly important when there is only one value to select from. As it currently is, it is clumsy: the user has to click the down arrow and select the only value, which is two unnecessary mouse clicks. Also: any chance Zoho could get rid of the word -Select- in these fields? The nature of the field with the down arrow on the right hand end makes it pretty
Issue in Zoho Field
Hello, I have a query regarding templates. There is a field in the template with the expression. ie ${Contacts.Desired Neighborhoods}. When user put values from website, this expression took multiple values. but the issue is these values comes in the single line and hide after particular width.I want <br> after each value so each and every data can readable. I have sending the file with, I really appriciate your response. Thankyou
some predefined text should not update in textarea
Is there anyway to keep a user from typing over the header text? T he text that is in yellow I am calling headers. If they are altered in any way then some of our functionality will not work. Thanks in advance!
Formula Fields
I have a Form with existing records, and i want to add a Formula field which shows the time between now and a date in the form. That's pretty straight forward: (Contract_Termination_Date - zoho.currentdate) However, on making this change, all existing records get wiped out - is there a way to avoid this?
Show the latest of a client's records that matches a certain criteria
Hi, I have a table that contains a few clients. Each client has a few records by its name on a certain view. I would like to show only the latest record of each client that matches a certain criteria on that view. For example - show the latest record of each client where its 'Rank' field contains the string "KYU" How do I do that?
Pending Order Summary
Hi I have Form-1 - Which stores New Orders with total quantity Form -2 - Trip Master - Used to allocate vehicles to dispatch the orders under form 2 another subform which actually has the Order Number and the quantity dispatched Now i need to populate a report which shows total quantity and Quantity Dispatched and Pending Quantity of that order I have actually created a report with Form-1 and have order id and Tot-Qty Recd.But now i need to display what is the pending qty to be dispatched.
Pass a record to a function
I have forms that represent categories and subcategories of items. I allow users to drill down into groups, categories, and subcategories, etc. I'm using a Rich Text field in each record to create a set of hyperlinks to go back to the parent records. For example: Group -> Category -> Subcategory. I group my reports by this field and users can click on any level to go back. I find myself repeating similar code for populating the Rich Text field in all of these forms. Is it possible to pass a record
Creating Automation/Workflow
Hi, We are looking at creating an automated on-boarding process for potential partners. The process would go as follows; 1) Salesperson has meeting, enters prospective partner info into CRM (as lead) 2) Automated email > Business Partner Profile Contact Form 3) If they complete & submit the form, that triggers another automated email with 2 more forms to be completed. If they don't complete the form, for whatever reason, that non-completion should trigger an automated email reminding them to complete.
Data entry through HTML Form in ZC
Hey Guys, I have an application with all workflows and everything defined in the back end of my forms. Is there any way I can create a HTML("Page" in ZC) page and make my application form use the HTML UI instead of the form itself? Please note that I will need to use this from my phone/tablet. Best, R
Accepting Credit Card Payments into Zoho Creator
HI, I have an existing creator application that takes booking for Hotels - about 100 bookings per day. I was thinking about adding the facility to take credit card payments directly into the creator application. Has anyone there done this before? How easy is it (assuming that one has deluge expertise etc)? Does it take long to do? Does it work well? Thanks all, Padraig
How to show total sales in a month
Sorry, Im as new as they come.. I have created a form that records sales each day. I have also been able create the report that shows all the entries in a spread sheet. How do I create another report that will total all the sales in those entries? Once again I apologize for my probably ridiculously easy question.
Changing mobile/tablet interface - Zoho form
Hey Guys, I have an application created in my zc account. I was wondering if there is any chance of changing the look and feel of the form when opened from a tablet/phone? For example, I have 10 vertically aligned fields in my forms and I want to show them in 2 columns instead of 1. I have changed the layout to "Double Column view" and it works when I open it on my laptop but when I open from my tablet, it shows the old format (1 column view). Any way I can get the double column view on my tablet?
Total of Sub Form in Main form
Hi I am new to Zoho Creator and started to create forms I am creating a Main-form and sub form Main Form Contains Trip Details Sub Form Containes Trip Materials One Trip can contain many materials. I want the total quantity of materials entered in sub form to be displayed in main form Field Deluge Name for total in main form is : TOTMT Field Deluge Nameto enter qty in sub form : LQTMT So the total of LQMT is to be displayed and stored in TOTMT as and when the user types in LQTMT I already tried
Captialise Text Entries
Please can you advise how to auto capitalise text entries into fields. Have seen this: properCase = proper(field_name); but not sure where to add it? Help!
creating a list
I would like to insert a list into a multiselect during submission of a stateless form. Is this possible. Example in my stateless form I am creating a list in a multiselect. when I submit that stateless form I am inserting a new record into another form and i want to insert that list into the form as well. make sense?
Integrate Zoho Creator With Dropbox
Hi, Anyone could you please tell me how to integrate Zoho Creator With Dropbox with step by step Regards, Lionelmartin
Please Wait... submitting a public record-edit
I email a link to edit a form to my public users in the following format https://creator.zohopublic.com/<user>/<appname>/<formname/record-edit/<form_report>/<record ID>/<public key> The record is displayed correctly. But when they hit Submit the form is never saved. The Please Wait... stays on the screen. However if I am logged into my Zoho account on another tab the record saves properly. I have removed all the code in the On Validate and On Success sections and it still will not save for a public
Search box activate pr user
Hi, The general "Search box" on the top of the page is only visible for the administrator. Where is the setting for box for activating pr user? I can see the options Application settings - Search where it is activated and one can choose forms. But no info on how to activate for users. Best regards, Brynjulv
Dynamic picklist based on values of other records (same form)
Hello, I am a new user and looking for some input on how to accomplish a task. I am running a membership database. After being a member for a year, you are now authorized to sponsor other new members. On a user record, I typically enter who their sponsor is. My goal would be to have this be a dropdown, or lookup. However, I only want to show other members that are eligible to sponsor. So, the criteria when someone clicks on the dropdown would be to look at all of the other records and only show
How can you relate two Accounts together
On the Account form I wanted to place a Look Up field to select another Account "Parent Account". This will establish a Parent/Child link between accounts. When I place the Look Up field into the Account form, I don't have the option of selecting another Account form. Is there a workaround for this kind of simple Form A to Form A relationship? Thanks, Kurt
Limit on filter values?
Hello We have designed an application for a client and they need to be able to filter the data by month. Unfortunately, they have now been using the app for more than 50 months, which means that the most recent month (ie January 2016) is no longer turning up as an option in their filter menu. (There is a limit of 50 with date-time filter values -- see https://www.zoho.com/creator/help/views/set-filters.html). I can't create custom filters because the sheer number of views involved (ie hundreds),
How do I extract the file name of an uploaded file in Deluge script?
If I just do the following sampleForm.UploadField I get the a long number followed by the file name (eg. 12123243434_ThisIsTheFileName.pdf) But I just want to get: ThisIsTheFileName.pdf I could cut off the number part in script. But the next time the behavior of the Upload Field in Zoho Creator is changed (like it recently has) I would have to adjust it again... Thanks, Filip
Hide a form with control statement
Hi, I would like to hide a whole form depending on who is logged in. I know that a form can be hiden or shown but for all situations. I have noticed that while exporting the code the way zoho hides the form is by putting hide=true before the form definition but it is not possible to define the control statement there directly. I would appreciate any help here, Thanks in advance SerGo
How to set a date field to default to today's date?
I would like today's date to be the default and automatically populate the date field. I need baby steps, please. Thank you
Could not copy sample apps
I am testing some examples from the Zoho sample applications. I tried to copy the sample app to my own Zoho Creator account but the option is not there. For example this sample app: https://creator.zoho.com/sampleapps/collectionvariable/#View:FormB_View Can someone help
How to test if input.Lookupfield is blank / null?
I am trying to understand how to best determine whether the current user input value for a dropdown lookup field is currently null through deluge i.e. displayed or selected as default "-Select-" on web app or "Select option" on mobile app. Currently I have the following code which works on the web site where the if formula is presenting code from calculating a Due_Date if all of the necessary input variables are not yet selected by the user: if ((input.Service != "-Select-") && (input.Priority
For each row not working
Hi, Probably doing a misstake, but needed to check. I have a form that has two states. Either its billable or nonbillable. There is a subform that has products dropdown that has some product and one of them is "Non billable product" If its NONBILLABLE (Main form) then all the products dropdown in each row should say "Non billable product". The rule works for the FIRST entry, but not for the following rows. Cant seem to make it work. This works for the first entry: if ((input.Typ_av_faktura = "Ingår
Do API Data Posts count towards API usage limit?
I want to post to data from my HTML/PHP form to my Zoho database forms, does this count against my API usage limit?
Report with multi-select criteria and related forms
I have a form created for individual freelance employees with a related form tracking their availabilities. For example, the employee might not be available for a certain date range, and then be available for another date range. In addition, the employee has certain software skills that I've got in a Multi-select field. What I'm trying to do is to create a simpler way to get employees matching certain criteria including the software multi-select and the availability. I have another form that allows
A beginner's workflow question
I have a table that has one record per day. Each record contains the date, total sales for the day, and total cost for the day. I update the table with new information daily and would like to routinely generate the cost % of various ranges of days (week, month, etc). What is the most efficient way to do this? I assume there will be some querying involved, I am versed in SQL, I just need help with the most efficient path from A to B in Zoho.
GUID as line ID
I wanted to create a GUID column as line ID, instead of using the Zoho generic ID as line ID. The GUID value once generated should never be changed. This is for internal controlling purposes.... is there a way to do this?
Jira Integration
I am evaluating Zoho Creator and was just curious if anyone had integrated Creator with Jira. Need to create tickets, change status, add comments, etc. Thanks, Troy
Using formulas and data logic in field rules
It would be very helpful to be able to use math or logic formulas in the field rules Like if the number in dropdown2 is > dropdown1 then show dropdown1 in singleline1 What I am trying to do is to have 4 input single line fields the user inputs numbers into each of the first 3 fields and I would like the form to automatically figure out the highest number and input that into the 4th single line field
Checklist made of hyperlinks
Hi, I'm trying to create a checklist, using a few checkboxes with a few options in each one. I need every line (every option under every checkbox) will link to a file in our Google Drive (the name of the option will be a hyperlink) Another (maybe better) option will be an "upload a file" link next to the option text, that will upload and save the file to out Google Drive, and after the upload will change to a link to the uploaded file. Is any of these options possible under Zoho? Thanks! Ravid
Mobile app IOS Split screen only partly working
Using an IPad Air 2 It would be very useful when filling out some ZC forms to have information available from a different app in a split screen. For example contact information from Contacts, to use in the active ZC form. Although this works fine with most apps, for example the Contacts app can be open in one half of the Ipad screen and Safari can be open in active window next to it, the ZC Mobile app does not appear to currently support this. It appears that both apps cannot be active at the same
Sub form "+ Add New" function not available on mobile app
Hello I have an application that has a number of subforms that hold lists of items. The number of items per use can vary. In the web application, the subforms have a + Add New button that allows for adding additional rows in the subform to add additional items. The mobile app of the same does not seem to have this function and does not allow me to add additional rows to the subform. Any ideas on how to get around this other than setting the Default Entries to a large number to allow for a range
Copy to a lookup field
Hi, I would like to populate the value of a lookup field through a a copy of a field using custom action buttom. Example. Form1 have the fields CustomerID, Product1, Features and several more The CustomerID field is a number Form1Report have the same fields and a Custom Action Buttom for copying fields CustomerID, Product1, Features into Form2 in Form2 I want the CustomerID field to be a Lookup field to a table called customers. So the fields in the customer form can be used in the reports created
store script in record
Will try to explain this the best I could . I am trying to be able to create email templates to be used in the send mail function . A new record comes in it validates its ownership and fetches a record from its owner how to be notified record. In the end I will need to do this with sendmail and posttourl but right now just trying to get one to work . So I added a multiline txt field to the needed form and it fetches correctly . The problem is that it doesnt pull information from the new form / I
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