Track mail conversations on client reports
hello there, i was wondering if it's possible to track all the mails conversations and see them on a report for every client. obviously it can work only if the person "A" send a mail from the address connected to the same person mail field. this would be very useful to create reports that include all the conversations between me and him. thanks
REST api Creator from vb.net or c# error 403
Hi, after hours of trying to call a request from vb.net or c# to upload a file i'm giving up and need you're help. Who has a working sample of code to call the rest api from creator out of vb.net or c#? the image is the Postman which does work, but every line of code (webrequest, httprequest, restsharp etc.etc.) gives me an 403 error... any clues?
Creating Dynamic URL to Filter Report on Name Field
Hi - I have Form A that contains employee names, and Form B that contains notes associated with the employee, with a lookup to Employee_Name in Form A. When a note in Form B is created or edited, the script below writes a link to a rich text field in Form A that when clicked in a report opens to a pop-up of all the notes associated with the particular employee. It is working fine by creating a URL where ?Employee_Name=lookup.Employee_Name.last_name, but I'd like to include first_name in the filter
populate data
i've got error when i try to populate data, helpme pls..
Single Field Dynamic Drop Down
I have three Reports(Tables), One is Manufactures that has a one to many relationship to Consoles then i have Games. I have a form for Games, i want to select the manufactures using the dropdown then it clears the drop down and finds consoles that relates to the selected manufacture using the one to many relationship. I would like to use a Deluge script no sub forms.
Database meetings... Help
hello there, i'm a realtor and i'd like to have a resume of all the property visited by a and for all the clients that went to visit a property. I'd like these relationship to be connected. So if Mr Brown visits the apartment A automatically on the report of the apartment A i can see that mr Brown went to visit that apartment And the same if I add an appointment on the Apartment form i would like to see on clients side that he went to visit that apartment on a certain date. I'm not sure how many
Emails from Creator are now going to GMail spam
On Success of saving a form in Creator I have a report template sending out an email. As of this week the Gmail recipients of the emails are going to spam. This is new. The emails come from : <my address> via usermail.zohocreator.com The via part is what GMail doesn't like and pushes to spam. I can't add sender to not spam because the sender is me. It's the via part.
Image gallery of a product in ZC5
Is there any way to create something like image gallery (3 or more images) or slider or carousel of a product in ZC5?
Patch command in zoho Creator ?
Is there any alternative of Patch command available in deluge / zoho creator. since only getUrl & postUrl functions are available to call any Rest API in deluge. and i have to Update data in a google spreadsheet using this API https://sheetsu.com/docs#patch provided by sheetsu which needs patch command to call that api to update records. I know the workaround , but if any direct command is available so that'll make my system more efficient.
Sending email notification upon successful submission of data does not work
Hi All I have some scripts under the on success of the form being submitted through Zoho Creator. Please note that the 'Cascaded_To' field is actually names of users with email addressees. I would like email notification be sent to the user being selected in the 'Cascaded_To' field. The data is successfully submitted through the form. However there is no email notification to the user being selected in the 'Cascaded_To' field including other email addresses specified in the 'To' in the sendmail
Is old.<fieldName> deprecated?
In the past, I've used old.<fieldName> to compare old values to new input in the On Validate workflow. I now get an error message that says "Variable 'old' is not defined." I know I could work around this by fetching the current value of the field being changed, but was hoping the "old" syntax was just replaced with something else? Also, if you want to send a confirming email saying the field has been changed from "old" to "new," there is no easy way to pass on the "old" value without creating
How to Fetch Yesterday's Date Records on Update those records on Schedule Workflow
Hey there, I am trying to create scheduled workflow on daily basis where yesterday's balance becomes today's balance by fetching yesterday's record. How Can I achieve such using deluge workflow? Any help would be appreciated. Thanks in advance!
Basic record update on other form
Hello there, i have a simple question but can't find the answer on forums or examples online. I have 3 forms On the 1st one I have the details of all the clients (Vendors and sellers). It has also a dropdown field (Buyer or Sellers) On the 2nd I have the products they want to buy (If buyers) with the prices On the 3th I have a form with products and price they're selling products (If sellers) I'd like that when I add a new client, if he's a seller to open the form "Seller" and update the lookup field
Payment workflow "Payment success" not triggering!
Hi guys, I just released an application yesterday using Creator for people to sign up and pay for dance classes. The form is embedded on a website. When they submit the form, they're redirected to paypal, since we're using a payment workflow. In "payment success" of that workflow, which is linked to the form, I set the current record to "Paid = 'Yes'" and create an invoice on Zoho Invoice. I was never able to test it because there isn't any Paypal sandbox on the new version of Creator. Today I've
How to do Dual Entry to credit and debit the balance?
Hey there, How to do Dual Entry to credit and debit the balance. I have field called deposit / withdraw (Currency) and account from and account to with their balances which are been fetched by fetch record. Now whenever I save the record it should reflect both the accounts resulting in credit and debit of the accounts. Any help would be appreciated. Thanks in advance!
Fetch Name Based on zoho.loginuserid
Form 1 collects user name, email address, and zoho user id. While creating a record in unrelated Form 2, I would like to fetch the user name from Form 1 based on the email address of zoho.loginuserid, and input as a field value in Form 2. I've fetched from other forms before but using zoho.loginuserid as the lookup in Form 1 has been throwing me off. Thanks for your help.
Fetching name based on id
Hello there, i have an app that matches clients services requirements with clients services offer. I created 3 forms: Clients informations (Name, email address, phone) Service requirements (Lookup Name clients, Service type, max price (The max price a client would like to spend for a certain service) Service offer (Lookup Name clients, Service type, price) On service offer form I should be able to see all the Names of clients that might be interested on that service and on the service requirements
Reporting on Multi-select lookup field
Hello, I have a question about Multi-select lookup field in Zoho Creator. I would like to report on each value in Multi-select lookup field. In my app I have 3 forms: Presenters Products ChildSKUs Forms are connected with Multi-select and Single-select lookup fields. How can I create Combined Report on multiple forms and report on Multi-select lookup fields? I have tried following this article but it is outdated. https://www.zoho.com/creator/help/views/create-a-combined-report.html
View uploaded files instead of download
My apologies if this has been suggested as an "idea" before, though I have seen several people asking the question. As a Zoho Creator is a database, we need to be able to view records easily, and part of our records sometimes include uploaded files (particularly PDFs). It is irritating that every time we want to view an associated file for a record we must download that file. There needs to be an option to view in a pop-up window or browser tab. I've seen several mentions that this is possible
postURL Issues and ZOHO auto formatting
I need to POST into a API I created for my own data base using dreamfactory. The format the data needs to be is very specific, it needs to be formatted in a certain way otherwise it will fail. {"resource": [ {"CLIINTID":input.CLINTID,"TRDPRID":input.TRDPRID,"TRDPRTNR":input.TRDPRTNR,"TRNSTS":input.TRNSTS,"TPSUBNO":input.TPSUBNO,"CMTYP":input.CMTYP,"HOSTIP":input.HOSTIP,"HOSTNAM":input.HOSTNAM,"HOSTTYP":input.HOSTTYP,"PORT":input.PORT,"USERID":input.USERID,"PASSWD":input.PASSWD,"ACCOUNT":input.ACCOUNT,"EMAILADR":input.EMAILADR}
How can I make the data from "Add Notes" special field appear in detailed report view for Zoho Creator?
I am trying to produce a report from a form in PDF. I want to show data entered Add Notes (Your notes content will be shown here) to also appear in a Detailed report view, where I can then align the Notes field with the captured data in the form. When I add fields in the detailed view the field name I created for Add Notes does not appear. Is there a way around this please?
Adding contact to Zoho Invoice from deluge not working!
Hey everyone, I've been trying to develop this super simple application that will let clients signup using a form I made in Creator. After submitting, they will be prompted to pay and when payment is successful, I want to send them an invoice using Zoho Invoice. All automatically. I started writing a deluge script to add contacts to Zoho Invoice when the form is submitted, but the only value that's actually getting saved is the "contact_name"... I've tried every single suggestion found on this community
if statement and operator
Good day, any idea what I am doing wrong with this bit of script? want to look if line one is true then if it is I want the field Adjusted Input to equal the field Install Torque Value by 6.1 and add that value to the Adjusted Input field. if ( Installation_Type == "TMRS" ) { input.Adjusted_Input == input.Install_Torque_Value * 6.1; }
Zoho Sign Integration
Is there a Zoho Sign integration if not any good links on how to build similar functionality?
How can I calculate a date within a certain amount of days, counting / not counting weekends into the calculation??
Hi, I need to develop a way to calculate a new date from a start date, a number of days (before or after said date), excluding holidays I have in a database (as dates), and make two variations; one that includes weekends for the final date (counts but cannot land in a weekend) and another one that doesn't include weekends (doesn't count and cannot land in a weekend) Thanks.
Report that Includes Dynamic Count of Records from Related Form
I was wondering if there is any way to add a field to a report that dynamically counts records from a related form. Specifically, I have Form A which holds Employee Names, and Form B which holds Tasks, with a lookup to the employee's name in Form A. I'd like to have a report based on Form A which includes a count of the number of tasks assigned to each employee from Form A. I think this can be done with a pivot table, but was hoping to do it in a regular report view. Thanks for your help.
Zoho Creator intergration with Slack ?
Hi Zoho, We're choosing email collboration system. I saw that Zoho Projects can be intergrated with Slack? is it the same with Zoho Creator? how can I reach it? Thanks Ravid
Sub Form Field Width
I had read that this has been fixed but it's not working for me. When I click on 'Add New' the field widths are way too wide and you have to scroll across to see them all. I changed to field widths in properties to make them smaller but it's not working for me. Is there a way to do it that I'm not seeing? Thanks
Create an Estimate on Quickbooks from ZC
I want to create Estimates with more than one product on Quickbooks from Zoho Creator. However, the intuit funcitons created by Zoho don't support the "Esimtates" module on Quickbooks. Could you help me please? I know I can use the Quickbooks API, but it's kind of confusing specially the part of the Access token expiring every 60 minutes. Thanks.
Execute Function from Rich Text Field
Hi - I was wondering if there is a way to hyperlink text entered in a rich text field so that it executes a function that allows editing of the selected record? I have the function working properly as a button, but would like to execute by clicking on the entered text rather than taking up column space with a button. Thanks.
how to change submit button size and colour?
hi! just made stateless form which embed to my website via iframe. how can i change size and colour of form's submit button?
Dropdown Blues....
Hi - new to creator - trying to develop 2 dropdown's that will change depending on what the user selects. The 1st dropdown is used and then will hide (or other) on the 2nd dropdown. Any pointers would be apprecaited.
Deleting subform row too fast
i script this "input.Sub_Total = input.Sub_Total - ifnull(row.Total_Price, 0.0);" in a subform delete row function. let say i have got 4 rows in the subform and i click "X" (Delete subform row) on the 1st and 2ndrow, the 1st click will not register and it result only 2nd click get the new total. it happens when i click the "X" button too fast with multiple row. any suggestion to prevent user delete row too fast ? do check on the video if my explanation is not clear enough. thanks
Using Templates via Deluge code
Is there a way to use Creator Templates via Deluge code and not by using default way from the Form.As i have a stateless form and can't use template on that !!
send mail function
Hello there, I've got a form in which I add one different invoice (Image) per record, with a little description an a field called "Sent" I'd like the system to send a mail, to a unique mail recipient, if the field "Sent" is "No" and, after sending the mail, change the field to "Yes" That's what I did but does not work Where I'm wrong? Thanks for your help
More than 1 lookup field braking report buttons
HI, We have a form that tracks the progress of quotes. I have a pre-filled box for "current quote status" set to "Sent" and then added in 2 button on the report that change the "current quote status" to "accepted" or "declined". In this form i also have 3 lookup fields for Site name, contact name and contact email. If all of these are filled the buttons do not work, they don't change the"current quote staus" field content. However if i leave 2 of them blank then it works fine. Confused! Does anyone
Calculating IRR
Has anyone had success using an IRR (Internal Rate of Return) function inside of a Zoho Creator app? Trying to set-up a proposal application and this function is crucial. I know it's a fairly simple function within Zoho Sheet (or excel) and was hoping it could somehow be available as a function in Creator. Thanks all!
Fetching Data
Hi there! I'm a new zoho user, i'm doing a project with zoho now, and i complicated how to fetch data. I want to fetch data from pict 1 to pict 3, but the company branch name must be suitable with the company. can u help me Pict 2 Pict 3 Pict 1
offline location
I would like to get a location, latitude, and longitude in offline mode.
Send attachments
hello there, I have a form called invoice in which i add, for every record, an invoice number, the reason of this invoice, the amount, a file upload fieldin which i add the pdf of this invoice, and a flag field called "status" Every record has a different pdf file. I'd like to send, by clicking on a button, all these files that are not "sent" to an unique mail recipient (Always the same one) Could you help me pls? Thanks
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