Tip 2: Recursive functions in Deluge: How to dynamically run a function for a specified number of times.
Hi folks, As part of the Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on Recursive functions. Let us first quickly understand what Recursive functions are: A function that calls itself one or more times is known as a Recursive function. That is, you can execute a function to perform a particular action a specific number of times. And, at the end of each iteration, a new output is generated. Recursive functions are commonly used by programmers as it enables
Tip 19: How to display images in Pages using ZML snippets
Hi folks, We're back with another tip on how to use Zoho Markup Language (ZML) to create interactive pages in Zoho Creator. You can use ZML snippets to add various kinds of components to your pages and structure them in meaningful ways. That's not all, though—using ZML you can ensure your application is automatically compatible with all kinds of devices without any inconsistencies. We often get questions from users about how to invoke Deluge scripts within ZML code. Here's a simple use case for adding
Tip 7: How to fetch data from another application?
Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most popular questions asked in our forum. This tip would help you fetch data from another application(App B) and use it
Tip 26: How to hide the "Submit" button from a form
Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in. Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then
Tip 12: How can you customize the display name while sending emails from Zoho Creator.
Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience. Let's say you have a Student Registration form for your dance
Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria
Hi folks, I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit
Tip 14: How to iterate a set of Deluge code a specific number of times.
Hello folks, As you might already know, recursive functions are used to perform a particular action a specific number of times. We had explained this in detail in our Tip #2. Similarly, there is another way in which you can iterate a set of Deluge code 'n' number of times. All you need to do is to create a List and use the For each index task to iterate it for a specific number of times. Here are a few use cases where this would be useful to you: To create 'n' number of duplicate records for
Tip 9: How to word wrap content in notes to fit your window size.
Hi folks, I hope our previous tips have been useful to you. Today, we are back again with an easy hack that will help you to auto-adjust form notes to fit your browser window size. Add Notes Field is one of the most commonly used fields while creating forms. We use the Add Notes Field to either provide some instructions to the users filling the form or to display a disclaimer. Whatever may be the case, it is essential that we should be able to auto-adjust the content in the Add Notes field. To do
Tip 24: How to generate a file preview in a report without downloading it.
Hi folks, This month we will teach you how to preview a report file before sending it to someone or sending it for approval. While viewing reports in Zoho Creator, users cannot access or preview files uploaded through the File Upload field without downloading them. In this tip, we'll show you a way to do this. Key concept: The best way to achieve this function is to preview the uploaded file's content using the Add Note field in a stateless form (pop-up window) based on the record ID. Use case:
Tip 3: How to dynamically filter reports using URL parameters
Hi folks, As part of Zoho Creator - Tips and Tricks series every fortnight, we are back today with a new tip on how to use URL parameters to filter reports. You don't always have to play with filters to drill down reports. Yes, that's right. You can pass URL parameters to set filter values and view only the required data. This technique is quite useful while linking reports in an email, a document, or when bookmarking an important report that you would like to view on a regular basis. For example,
Tip 33: How to create custom forms and reports using widgets
Hi folks, In this month's tip, we're going to talk about how to use widgets to create custom forms and reports in your Creator application. But, before that, let's cover a few basics. What are widgets? Widgets help you extend the capabilities of your
Tip #25: How to add background images to forms
Hi everyone, The world is going through a difficult time right now, and we hope you're all staying safe. We're here with another Creator tip—this time on how to add background images to your forms. Sometimes, to add some context or make your forms look a little better, you may want to add a background color or an image to your form. Let's go over the three easy steps it takes to get the job done. Use case In this example, we have a New Order form, and we'd like to add the company's logo to it, to help establish better
Tip 10: How to fetch data from a custom module in Zoho CRM.
Hi Folks, A fortnight has gone by, and we are back with a new tip that would help you fetch data from a custom module in Zoho CRM and use it in a form created in Zoho Creator. As you may already know the default integration field does not list the custom modules that you have created in Zoho CRM. The current integration task will only allow you to choose from the default list of modules available in Zoho CRM (as show in the below-given image). However, if you want to fetch data from a custom module
Tip 23: How to create a custom page using HTML
Hi folks, Reports and dashboards help you analyze your data better and make meaningful decisions. And while Creator handles most reporting right out of the box, it's not uncommon for a business to have its own particular reporting needs. That's when custom reports or pages come in handy. So this month, we wanted to cover a simple use case to show you how you can create a customized page using HTML snippets in Zoho Creator. Use case: Employee details are collected using the Employee Details form,
Tip 6: How to calculate the business days between two dates.
Hi everyone, Following our Zoho Creator - Tips and Tricks series every fortnight, we are back today with a tip based on one of the most asked questions in the forum. That's right. This tip would help you calculate the business days between two dates excluding the weekend. For example, if wish to know the number of working days in a particular month, you need to write a custom function to do this calculation. Functions are nothing but a unit of code written to perform a specific task. Let's see how
Tip 21: How to dynamically auto-populate rows in a subform
Hi folks, In our last tip we discussed how to autopopulate values in subform rows while clicking on Add New. As promised, in this tip, we'll show you how to dynamically insert rows in the the subform without clicking the Add New button, using our new feature—Insert rows in Subform dynamically. Let's say you have an application where you have the product name in the Mainform field, and you need to automatically display the price of the product in the subform field based on the choice selected in Mainform
Tip 4: How to dynamically display images in a live form.
Hi everyone, We hope our previous tip was useful to many of you here. We are back with a new tip that would help enhance the user experience of your app. Yes, that's right. Today, we will look at how to display an image in a live form that is already uploaded using another Zoho Creator form. That is, we will auto-populate the image within the Add Notes field based on input in another field. The logic behind this is pretty simple — just store, fetch, and display. To get a better understanding, let's
Tip 28 : How to auto-assign profiles to portal users
Hello everyone! This tip will talk about our most popular feature—Customer Portals and how you can auto-assign profiles to your portal users. But before we deep dive into this tip, let's run through some basics: About Customer Portals Portals are web
Tip 27: How to upload files to Dropbox using the Dropbox API in Zoho Creator
Hi folks, It's been a while since our last tip. Hope you're all safe and doing well! This tip will talk about the Dropbox API that helps you upload files to Dropbox. It's one of the most common actions that you can perform by integrating Zoho Creator and Dropbox. To understand how this works, let's create a sample application called File Management App and learn how to upload files to DropBox by adding the Dropbox API to a workflow. Application flow The end user will upload a file to the file upload
Tip 32: How to set form field values using custom functions
Hi folks, We're back today with our next tip—how to set form field values using custom functions. Before we get started, though, let's take a look at the basics. What do you mean by setting values for a field in a form? To assign a value to a form field
Tip 15: How to schedule a task that runs at specific time intervals
Zoho Creator lets you schedule most of your routine tasks, to help you focus on the important stuff. You can automate things like: Generating invoices once a customer places an order. Generating monthly revenue reports. Setting up acknowledgment emails for users or customers. With Zoho Creator, you even have the flexibility to schedule jobs that run multiple times a day, or at specific time intervals. For instance, you might want to set up workflows to send out a project progress email on a daily
Tip 30: How to perform Google search from Zoho Creator
Hi everyone, Hope you all had a chance to try out our last tip. This month we have another interesting one for you—how to perform a quick Google search from Zoho Creator. This tip can be useful for redirecting your users to Google to find relevant information
Tip 29: How to automatically trigger messages from Zoho Creator to Zoho Cliq
Hi folks, Hope your holiday season has been a good one! We're back today with our next tip—how to automatically trigger messages from Zoho Creator to send to people and channels in Zoho Cliq. What is Zoho Cliq? Zoho Cliq is a business messaging app
Tip 20: How to autopopulate values in a subform
Hey folks, We know that many of you use subforms extensively in your applications, as it helps you get the job done more efficiently. In this tip, we'll show you how to autopopulate values in the subform using a special syntax called "row." Let's look at an example. Consider you have an application where you need to automatically display the price of the product in the subform field based on the choice selected when a user clicks Add New in the subform. Let's say you have a form called "Mainform"
Tip 22: How to allow employees to check in and out, and then automatically calculate their total work hours
Hi everyone, Keeping accurate track of employee hours is crucial to smoothly running business. So this week, we wanted to go over how you can automate this whole process using Zoho Creator. With this tip, you'll learn how to set up a page that will make it easy for your employees to check in and out, and help you track their work hours on a daily basis. To do this, let's create a sample application called Attendance App, and show you how you can use it to track the total work hours of each of your
Tip 8 : How to dynamically add rows to a subform via script.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically add rows to a subform via script. To understand how to do this, let's put ourselves in the shoes of an event manager. As an event manager, we need to regularly keep track of on-going events and the number of registrations received for each of the events. For this we need to create a form to record the details of all our events. Let's name this form as Events. This form would have the following
Tip 18: How to add scrollable Add Notes field to a form.
Hello folks, In Zoho Creator, the Add Notes field is commonly used for providing instructions or additional information to users, like to display "Terms and Conditions" or other important info. But how do you add lengthy text to the Add Notes field without making the form too long? The answer is to use HTML to add a scroll bar to the Add Notes field. Follow the steps below to add a scroll bar to your own Add Notes fields: Step 1 Drag and drop the Add Notes field into the form builder and click
Tip 17: How to add an image to the pop-up that appears on successful form submissions.
Hello folks, In Zoho Creator, any time you submit a form or add a new entry to a form, a window appears with the message—"Data Added Successfully". It's the default message shown to all users for all forms that you create on Zoho Creator. In this tip, we'll show you how to add an image along with that default message. Using a Page to add the HTML script Step 1 First, let's create a dummy form and upload the image we want to display in the pop-up window. Now go to the report, right click on the
Tip 16: How to mask customer data to ensure privacy.
Hi folks, As users, we often hesitate to share our contact numbers or email addresses, as we don't want to be bombarded by newsletters, promotional messages, or sales calls. In this tip, we'll talk about how you can mask data entered in Zoho Creator applications with just a few clicks! What is data masking? Data masking, in simple terms, is a process used by businesses to hide or replace real data with random characters. Names, addresses, phone numbers, and credit card details are examples of data
Tip 11: How to extract the time from a Date-Time field.
Hi folks, Over the last few months, many of you have been asking for a Time field in Zoho Creator. We realize how important this field is to you all, and we promise to support this as soon as possible. In the meantime, here are a couple of workarounds that will help fetch the time from a Date-Time field. 1. Using the in-built String functions The easiest way to extract time for display purpose is to use a toString() function with preferred time format we need. We shall get the 24 hours format or
Tip 1: Avoid the most common error while using a Lookup in Deluge.
Hi everyone, Today, we'll look at how to compare different data types. Like other programming languages, Deluge supports seven different kinds of data types -- String, Bigint, Decimal, Timestamp, Boolean, List, and Map. To perform particular actions, we often try to compare or match two different data types. Let's look at a simple example: In the below given IF condition, we are trying to check if the left expression which is a text field is equal to "Jack". if (input.name == "Jack") { alert "Hi
Tip 5: How to dynamically view filtered data on a page.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically create views based on the data entered in a form. The Page builder is one of the most powerful features of Zoho Creator. It helps to represent important information graphically on a single screen. You can create different types of pages that can include various components like panels, charts, reports, snippets, buttons, forms, and embedded links. Now let's look at how you can dynamically filter the