Passing a parameter to a drop-down field
Hi Zoho, How can I pass a parameter through the URL to a drop-down field? Thanks Ravid
SaaS Challenge - No Admin or ability to preload data, what are my options
Dear friends As we all are aware Zoho is launching a SaaS model, and I know there has been quite a heated debate - and as it is still early days, more debate to come. Personally I think it is a good move, but it is posing some challenges. You might be aware there is no Admin function (from developers point of view) so only the customer has access to their instance. This is mostly OK. You may not be aware that there is no Audit function, nor is there the ability to preload a form with data. The audit
Error with json response in REST API - List Forms in Application
While working today on an application, i needed to fetch all the forms in my application, using the REST API - List Forms in Application to perform some functions on it, then i noticed the json format ruturned - the "display-name" was interchanged for the "component-name". here is the response in json below: {"application-name":["chservicesalesmgt1-ide",{"formList":[{"formCount":20},{"linkid":26,"displayname":"Add_Invoice","componentname":"CheckOut","type":1},{"linkid":27,"displayname":"Add_Discount","componentname":"Add
What is the difference between customers & users
Hello, I don't understand the difference between customers and users. Can someone explain it to me? What are the limits for customers? Thanks, Stefan
Write a common function for invoice calculation.
I have an Invoice form. I need to calculate invoice totals every time there is change in some fields (for eg. product, quantity, price). Is it possible to write a common function to calculate the totals instead of doing the calculation in every field.
Access MainForm dropdown selection in subform
Hi I have a lookup in a subform that i want to filter based on a lookup selection in the main form. how to do this? e.g Main form i have a dropdown called Customer - based on the customer selected, in subform, i want to show only products pertaining to that customer. I did a set_filter for the lookup in the subform: Customer == Main.Customer This doesn't work. If i hardcode a value, Customer == "abc" it filters correctly and shows
Pivot Table - Query - Last Records
I have a log of sorts. Each log has a unique key pair (two values) and based on random dates, I add an entry. For example: Item 1 - Sub Item 1 - 01-01-2019 - value1, value 2 Item 2 - Sub Item 2 - 02-13-2019 - value1, value 2 Item 1 - Sub Item 1 - 06-05-2019 - value1, value 2 Item 1 - Sub Item 1 - 07-01-2019 - value1, value 2 Item 2 - Sub Item 2 - 04-14-2019 - value1, value 2 I only want to produce a report that is based on the key pair - Item # plus Sub Item # for the last date. So the report would
Change Text Color for each choice in a drop down box form.
I have attached a partial image of my form. Under the Status Field, I have 5 choices in the drop down box. Is there a simple way to change the background color for the text? I would like to have a different background color for each choice in the drop down box Is an html page used? If so, how is it done. Thanks so much, David
Import - CSV or Paste
Hi, If I import this data, the import date-time field shows up blank. Any suggestions on why?
How to round down?
I'm not sure what I'm missing here. But I cannot find a way to round down. In my situation I'm calculating the amount of Years between two dates represented by a Decimal with only 1 decimal place. I'm calculating this based on the days between the two dates. If I have two dates that are not quite a year off say 0.9888888888888889 days, then .round(1) will give me 1.0 and returning 1.0 when it's less then a year would not be accurate. I need it to round down to 0.9 but I can't seem to find a way to
OpenURL to pass ID to stateless form within a page
Hello All. I have a Form called 'First' A Report called 'All First' A Stateless Form called 'First_Party' (identical to 'First') And a Page called 'Ticket' On my Report I have a Button (report workflow) that runs the following when clicked: openUrl("#Page:Ticket?Field=" + input.ID,"same window"); 'Field' is a single line text located on the Stateless Form (First_Party). Expected behaviour: The Page is opened and 'Field' dispays the ID Actual Behaviour: The page is opened and 'Field' is blank. Can
How can perform a bulk record deletion in a zoho creator app?
Hello, I am Developing a solution and i am trying to create a function that will delete all records in all forms in the application. here is what i've been able to come up with: string AppConfig.clearAllAppData() { /**********************************Log variable declaration**************************************/ fullLog = ""; name = ""; recCounts = ""; deleted = false ; /**********************************END-Log variable declaration**************************************/ /*************************CONST
filter multiple reports on a page by clicking on a record
Hello, I would like to filter several reports displayed on a page by clicking on a record. Example: I have a parent form: "Patient" and several child forms: "consultations", "sport" etc ... displayed on a page. By clicking on a "patient", I would like the "children reports" to display only the data for this patient. Here is a diagram. I thought to define a variable "Patient_Id" then to filter the other reports using this variable but I block at the level of "Filter". Thanks.
Import - Excel - Number to Long
I am importing an excel spreadsheet and during the import, one of the fields looks like this .. 32.799999. However, in excel, I put 32.8 and format the cell to only 2 decimals. Is this is a bug in the XLS import?
Update All Rows in Sub form
Hay , Have one Form Named as OWNER with fields:- NAME (Name Field) CURRENT ADDRESS (Address Field) ADD CONTACTS (Sub Form of CONTACT- CONTACT is Different Form) Sub form Fields- TYPE , COMPANY , ADDRESS , DATE , COMMENT , BID i need when user enters NAME , then Automatically TYPE = "OWNER" , COMPANY = input.NAME , ADDRESS = CURRENT ADDRESS , DATE = zoho.currentdate in each row in sub form . And Disable NAME ,COMPANY,ADDRESS ,DATE in each row too. if NAME updated in future then COMPANY = input.NAME
Example of use of 'contains' to search for a sub-string when using zoho.crm.searchRecords - needs asterisks (wildcards)
In case anyone else has this question...I wasn't as clear from reading the documentation how to make this work...so I did some experimentation and came up with the following - the trick is to place asterisks directly before and after the 'substring' you are searching for (it doesn't make sense to me to ask users to do this)...note I am searching the 'First Name' field of CRM records... searchSubString = ""; searchSubString = searchSubString + "(First Name|contains|"; searchSubString = searchSubString
Populate data in SubForm from other Form
Hi there, I'm a little bit lost creating a subfom script to populate in this subform data from an other form. Let me explain it: I have a form (Products) to define products details... In this form, I have the following fields: - Product_Number - Product_Name - Product_description - Product_Stock I would like to have a second form (Requests) where I have the following fields: - Date - Requestor_Name and a subform (SubForm_Requests) with the list of all products defined in the Products Form and 1 additional
Use variable for show/hide field name
I need a way to use a variable to show or hide a field name (ultimate goal is to show fields based on the values in a different table) Let's assume that there is a field called "Email" What I need to happen is: foobar = "Email"; hide foobar; Unfortunately this results in an error message: "Variable 'foobar' is not defined. Is there any other way to show/hide a field where the field name is determined by a variable rather than the exact field name?
Condition Filter for a lookup field
I have a lookup field for equipment when a user is entering a transfer of equipment. This form first asks if the user is transferring equipment IN versus OUT. I want to limit the lookup results to contain only items that are IN inventory ( a field on the equipment table called In_Inventory) when the user selects transfer OUT (you cannot transfer what you do not have in inventory) and the opposite when transferring IN (you cannot transfer IN what you already have with a serialize inventory item).
Auto-populate Field from Previous Record
I'm building an estimate and have a couple of values that I'd like to pre-populate from the last record created in that application. The first is a lookup record, my Project Name called Project_Name from the New Project table. This is being used to tie all budget items to a specific project. I'm currently choosing this in every entry I make. If there is a better way to do this, please tell me. While this works, It's a bit cumbersome. The second field I'd like to auto-populate is my accounting code,
Image - No Preview
Hi, I am using the Report Customization - Tablet - Detail View The image field is not showing the image - just the basic image icon. If I edit the record, the image then shows but only on the edit screen. Any thoughts? It seems to work fine on a laptop - testing on an iPad
Validation on hidden fields
Hi, I want to know if there is a better way to add validation (make mandatory) to fields which conditionally show and hide. At the moment, it seems the recommended method to do this is to add deluge script in the validate form action to cancel the form submission if the field is empty. Another method would be to make your fields mandatory and add initial values for all of your hidden fields. I feel like Zoho can improve in this area by automatically bypassing the validation if the field is hidden.
Populate records on imported tables from MS Access
Hi I imported 2 tables from MS Access into Zoho creator. One table whose form was the main form and the other table formed the basis of the subfrom in MS Access. Now imported in zoho creator these 2 tables from MS Access are disjointed ie. if i click a record in the main form, the subform doesnt populate. Can someone show me the code when i edit the record in Zoho creator to be able to pull up all the data related to the mainfrom? Below is the information you can start with: Zoho Creator Form A has
How To Search A Custom Field In Zoho CRM Using API ?
Hi, I have created some custom fields in zoho crm and wanted to search that custom field value from zoho creator. I have tried using zoho functions such as "zoho.crm.searchRecordsByPDC", "zoho.crm.searchRecords" and also the following API, http://crm.zoho.com/crm/private/xml/Contacts/getMySearchRecords?loginName=test@test.com&apikey=test&searchWord=test But all of the above mentioned search functions are accessing only mandatory or system fields of zoho crm and not able to retrieve the custom fields
Gmail - Parse Emails
Hi, Is it possible to parse emails (gmail) and create a record - attach PDF? Thanks Chris
How to find the parent form of a subform entry?
Hello, I created 2 forms (Main and Sub) in Creator. In the Main form, I add a subform field, pointing to the Sub form. When I add a new entry in Main form, and add 2 entries in the subform field, I see the 2 new entries in the Sub form. That's fine. Now, from this Sub form, how can I find the "parent" or linked record in the Main form ? Is there a hidden field linking a record from the main field to the sub field ? How Zoho manages that, and how can I get advantage of this (may be in Deluge )?
Fetch Email Address of Customer Portal Roles
Hello, Are we able to fetch a list of emails for all customer portal users that have a specific role? That would be very helpful for automated email reminders so as people leave the company we just have to assign the new employee to the proper role and they will receive automated emails without having to change every single email notification. Does anybody know the feasibility of this request? If it is not feasible, then I would definitely recommend this be included in the road map. That would really
Zoho Creator to create a Bill in Quickbooks
Hi, I'm integrating Quickbooks into my Zoho Creator app. I was able to push Vendors and Customers from Zoho Creator to Quickbooks easily just using the intuit.quickbooks.create() task provided by Zoho Creator to add a record in any of the supported modules of the QuickBooks account (link: https://www.zoho.com/creator/help/script/quickbooks-add-record.html) I also need to create Bills on Quickbooks, but the Bill module is not supported by the intuit.quickbooks.create() task: I see Zoho Creator supports
What can be shared across applications?
We have a community application for managing terms and definitions. Some people would like to have a copy of the community application and create their own team specific application for terms and definitions. What is the best way to expose the data from community application to team application? Thanks.
How to configure a sales funnel?
Hi, Anyone can help me, please how to configure a sales funnel? What I could find in the guide is not enough, or did not help to solve my issue. I could create a funnel, but it is an inverted one (customers on the top, leads on the bottom). I have a drop down with three categories (leads, potentials, customers), and I get the current status in the funnel. And it is not supported to aggregate the individual statuses. Thanks G
Application Design Blueprint | Best practice
I would like to hear from the more seasoned developers out there, how you design your applications before the actual building of same. We are currently using Lucidchart for same, but tend to think that as an application gets more complex, I start to lose the full picture of the solution. Hence reaching out to learn if any-one is willing to share any smart way you are using to map out your applications?
Zoho Creator Name Field & Fetch Records Bug
I am experiencing an odd bug while attempting to access contents stored in a name field. I will explain how to replicate: Say we have three forms: Form_A, Form_B, and Form_C. Form_A fields: Lookup Field A --> Form_B Form_B fields: Name Field name Single Line sl_1 ... Single Line sl_N Form_C fields: Look Up Field C --> Form_A Form_C Deluge: On User Input of Lookup Field C for each form_a_record in Form_A [ ID == C.ID] alert (form_a_record.A.name) // ERROR alert (form_a_record.A.name.first_name)
ZML snippet text criteria throws ZML error
I'm trying to fetch and display a value in a panel, based upon a Form Data criteria, per the example in the help docs. I keep getting a ZML error. Here's what I am doing: - Application name is spotlight - Summary is a field in the referenced form (project_summary1) - I have obscured the true email address in the pasted code below <%{ %> <panel> <pr height='fill' width='fill'> <pc width='100%' bgColor='#FFFFFF' padding='20px' hAlign="left"> <text type='Form Data' value='spotlight.project_summary1.Summary'
How can I edit the signup/Signin page for Zoho Creator - Customer Portal
I see an option to put header. But, I am not able to update the text on the Signin/Signup page. e.g. I have a restricted portal (dg.culytics.com) and want to update the message, asking people to get on the wait list. Any ideas.
Hotel Management Built in App issues
Hi, 1. There are many flaws in the Hotel management bulit in app.we are not able to completely use it or refer it to cumstomers. 2.(Eg) in the subform the "Mandatory Fields are Hidden" . When I fill the form and Submit, it throws an error that fields should have value. In this scenario how can an user fill the forms?. 3.This app is not full fledged and ready to use. 4.Have you completely tested it and checked or not?
How to convert a number to a string of the month name
Hello, I am using the .getMonth() function that returns the number of the month of a date field. How do I convert that number to a string of the name of the month. Example, how do I convert the return value 1, to display "January" as a string? Thanks in advance!
Offline Access - Not via mobile!?
Hello, I'm looking at Zoho Creator for creating a sales tool. This is so our sales team can generate quotes on a bespoke level when in a face to face meeting with the customer. Our sales team will not have internet access during this meeting, I see you can get offline mobile access, but our sales team use laptops. Is it possible to get offline access via a web page of some sort? Thanks Danny
Pivot Table - Last Entry
Is there a way to setup a Pivot Table filter for the last record, by date for a known key pair? For example I have Lease - Tank - Date I only want to show the last Date for the given Lease + Tank in the table.
Populate a drop down list in one form with items from a subform in another form
Hi all, I'm new to Zoho Creator and could use a little help. I have two forms. For simplicity, let's distill them down to what's described below. The field I'm trying to populate (with Deluge code) is highlighted in red. Form #1: Orders - Client Name selector: This is a regular lookup field that is populated with all the Client Names from the Client form below. I use this to select the Client for whom an order is to be made. - Client Users Names selector: This is a drop down list containing the
Date and Date-Time field need to be unified
Lakshman & Creator Team, thanks for the exciting updates! Proud to be a Zoho Creator Partner for almost 8 years now. Reg the 'Date' and 'Date Time' fields : we need just one field type for both. And in the field properties, I should be able to set the format for display, whether it's only date, or date plus hour, or date plus hour plus minute and so on. The reason behind this : sometimes, when we build apps for customers, the initial requirement might be just to capture the date in the form. But
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