Display Count of Prior Orders Submitted by Customer Number
Hi - I have a product ordering form that includes a Customer Number field. I would like to display a count of prior orders by that Customer Number as a new order is being placed. No detail of orders needed; just a count of the instances that Customer Number appears in all order forms. I know a pivot table can do a count like this, but am looking for more of a dynamic lookup based on the user entering the Customer Number. Thanks.
On Page Load vs On Form Load
I would like to run some custom functions / actions when a non-form page is loaded in my application. I can't find any documentation for this. I can only find this page. https://www.zoho.com/creator/help/script/form-actions-on-load.html The workflows on zoho creator also do not seem to support this either. Is it possible to execute actions on page load rather than form load?
Converting Lookup field from Bigint to String
Hi I am trying to retrive a decimal value based on the user input in a look up field, using the following script: temp = Product_Data [Product_Code == Select_product_code]; input.factor_stockin = temp.factor_product; Error message : In Criteria left expression is of type STRING and right expression is of type BIGINT and the operator == is not valid Product_Code is a string, the lookup field Select_product_code is a bigint. How do I fix this? factor_stockin and factor_product are in the same format
updateRecords from Creator to CRM HELP!!
I have a Creator form set up that acts as a calculator for Line Items in a CRM estimate. I set up a function on Success which submits the added subform records as Line Items in an existing estimate using the updateRecord() function. This works to an extent.... The issue is.. if there are more than one of the same product added as a Line Item it does NOT add the multiples.. it simply overwrites the first entry with the latter's values. I understand why this is happening but I can not come up with
Set Filter in Lookup field problem
Goodevening. I am trying to create dynamic lookup exactly like the example. I created a form called Country with a textfield to add the countries and a form called State with a Country lookup field and State Name as text field. I also did a form called Main which contains the lookup fields Country and State. When I am trying to add the set filter in State lookup then it is not possible to write Country == input.Country (as the example says). From the criteria it only accepts ((Country.Country ==
Customer Portal User ID, Username and Email
Good day, I have two forms each with a User field (with Customers), In the first form I setup an alert that shows me the input.Customer when I pick one in the dropdown list, it shows me the customer ID, with this ID I want to fetch a record in the second form where the same customer is selected. The problem is that in the storage record the User field takes a string value with the Username (or User Email). So I can't complete the fetch sucessfully because in my first form I have an ID. How should
Viewing all subform rows in a custom report
I am trying to create a custom report to display all the rows of data in my subform. Currently, I placed each of the fields in a column in a table, but when I generate a report, it shows all of that field's data in one box. I want to have the subform rows be listed like they are when you enter the data in a subform. Pictures are included because I didn't really know how else to explain it.
Updating all records based on "On Success" scripts
For our catalogue publishing Zoho Creator app, there is a code that runs On Success for both On Add and On Edit. The script concatenates several fields and pre-formatted info into one value. The problem is that I have added the code after the initial import of data. So with any new records or edits added/updated the information is generated correctly, but Is there any way of forcing the script to run on all of the records in the database so they are all updated at once? Thanks for your help.
Client list, automatized documents + CRM
Hi I am trying to sort out which apps are the best fitting my company needs. Please advice if anyone is using similar services: 1. customer list with first, second name, phone number, address and passport number 2. generate leads using the customer data 3. generate tour voucher and invoice for the customer (create two templates which take data from the customer list, leads and has necessary custom fields) 4. track the workflow of sales managers Thanks much
Inserting record to Zoho Creator by API in C#
Hi Team, i am trying to insert record in zoho creator using C#. When i run this program, new record gets inserted but the field value shows blank. For eg. i am inserting new department using below code, in department report i can see that new row gets added but value of department name is blank. class ZohoCreaterAPI { public static string zohourl = "https://creator.zoho.com/api/XXXX/json/"; public static void Main(string[] args) { string result = APIMethod();
Creator - sharing information with my team
Hi, something I can't figure out before deciding to proceed further with Creator for my Bookings system is - my challenge is that I want 3 or 4 of my team to have licenses to create and edit within Creator..but I also want to be able to share reports / data with my larger team (60 people) - I won't bother if I have to buy a license for each viewer. Can my wider team view Creator output (booking information) on the mobile devices without having licenses?
Auto upload of CSV file
My csv file resides on an ftp server. I want to upload every day at 4 am EST in Zoho Creator forms. Is it possible to auto upload? Thanks in advance.
Exporting tagged text for catalogue publising
For our Zoho Creator app, we are using the database to export tagged text to our publishing software (Adobe Indesign) to automate the production of a large catalogue. I have a small code which assembles the tagged text, a combination of preset strings and data from the form. The code looks like this: { input.Catalogue_formatting_Code = "<ASCII-MAC>" + "\n" + "<ParaStyle:2018 AMROD DEFAULT STYLE\:2018 CODE>" + input.Product_Code + "\n" + "<ParaStyle:2018 DEFAULT STYLE\:2018 NAME>" + input.Product_Name
How do I show result of an API call on the same Form?
Hi, I am able to use getURL deluge task to call a 3rd party API to do lookup from a Page and dispaly result as HTML. However, I wanted to know if i can use the deluge task getURL from a Form and display result in a table after the successfully response from 3rd party API call? Please advise if this is achievable.
Want to create Campaign from Creator
I want to create a campaign in Zoho Campaign from Zoho Creator. I wrote a function in the creator but I am getting an error. Here is my code: void Create_Campaign() { response = getUrl("https://campaigns.zoho.com/api/getmailinglists?authtoken=f4e70b7d0e52c18f22622f0e57ba30d8&scope=CampaignsAPI&resfmt=JSON"); list_of_details = response.get("list_of_details"); for each elmnt in list_of_details { listkey = elmnt.get("listkey"); } create_campaign = getUrl("https://campaigns.zoho.com/api/v2/createCampaign?campaignname=CampaignFromCreator&from_email=kaioumcse12@gmail.com&subject=CampaignFromCreator&
I want to Expand Creator to be more Flexible and Integrate it with CRM
I currently use Zoho Creator to manage my funeral business, however I want dot expand it to be more user friendly and increase some functionality, like contact logs, emailing clients, surveys etc. Can I do this by integrating it with Zoho CRM? Or is there another Zoho product that would achieve this?
creating a formula using the results of another formula
Hi - Newbie here again. This seems very basic: I'm trying to create a series of calculations. Many of them depend on the values returned from other formulas. How do I accomplish this? Those formulas don't appear as options in the Field list when creating my formula. I mean, that on a form I want to have a formula that calculates x+y (resulting in z) Then I want another field on that page to calculate = (z+ another value). But it don't show z the formula field
Converting values to string
Hi! I'm having some trouble converting certain values in a form to string. I'm trying to use these values to fill a multi-line text field, for example, TimeStamp, Number, Decimal Value, etc. and fill all of these into the multiline text area. I only get the string values. I'm trying toString() but I get a long number instead of the actual string. My script (latest attempt not working correctly) would look something like this: input.multiline_field = input.TimeStampField.toString("dd/MM/yy HH:mm:ss")
form workflows - many fields which go in calculation for a total price field
I have a form called bill of materials. In this form i have fields for e.g.: - quantity - length - width - height - uom (can be e.g. meter, m²,m³) - (m/m² and m³ - will be calculated related to the uom) - price/unit - total price (has to be calculated) (for the m/m²/m³ fields, i am checking right now if using a formula field is better i also use this form as a subform in form products) If i change any of this fields, the total price has to update. What is the best strategy. Do i need workflows Create/Edit
Meet the Zoho Creator Community Team in Mumbai, Bengaluru, and Chennai!
Hi everyone, We're extremely excited to invite you all to our first series of meetups in India. Whether you're a long-time customer or a new one, these meetups are the place to be. Prepare yourselves for a session packed with quality demos on various product features and key networking opportunities. Don't miss your chance to gain insights from our product experts and peers, share your experiences, and obtain helpful tips on your specific needs. Agenda 1. Registration and introduction 2. Community
screen capture creator
Hi, I need on app development for specific customer, once that QR code is read and that URL opens, the app capture the screen info and saves it as picture of file on the form, can this be done on creator C5? Thanks
Share with groups from developer account
There is any way for a developer account to have access to groups? and manage the users in the group or/and share applications /forms etc. to groups?
Best way to handle complicated calculations
HI All We are looking to migrate a complicated financial application to an app using zoho creator. There will be about 300 fields on 8 forms. each field contributes to a total calculation. so any time a field is updated it needs to call a function that updates a calculated field. Most of these calculated fields then also update a final calculation. What we have done so far is to create a function that is called via a workflow on edit of each field. If the function requires 10 fields then we must
I what to upload files directly to a google drive or dropbox from a form, how can I do that?
I need to store, all files uploaded to my different forms answers in a cloud drive. how can I do that?
Error In Validation - Sandbox Publishing
So I get the "Error In Validation" error when I attempt to publish 4 different reports from the Sandbox. All other modules (dozens) have published fine but these 4 various reports will not. I have inspected them and cannot find any commonalities amongst them. One of them uses Custom Functions but even when I comment those out, it still throws the Error In Validation" error. This error appears even before it asks for a version number. It is different than the "Error In Publishing" error. I cannot
Get/fech subform record by minimum value
Hello, please, I need help with this: I got this form: Products (Main form) ProductName EAN Etc Suppliers (Subform) SupplierName Price In other Form called Orders I got a Lookup of ProductName, in the script of this field I'm trying to get the cheaper supplier of the product and put the values of supplier / price in fields inside Orders form. Many Thanks.
Creator 5
I do not see the "Try New Builder" but I would like to use Creator 5.
How to get full response header of getURL method.
Hi guys, I need to get the full response header of getUrl. Now I'm getting only status code and response text by using below request. <Map-variable> = getUrl(<URL>,<Header-Map>, false); How to achieve this task? Thanks regards, Termcon
Page with Reports based on Page Parameter
Hi i want to create a Dashboard (Page) based on the Selection of a "CustomerCode" Value Top Element of the Page should be a Selection Field offering all possible Values for "CustomerCode" once selected a Value the page should reload with all reports (tickets, invoices, ....) with "CustomerCode" as selection criteria (dynamic report) also Panel Values should limit their numbers based to the selection (eg open tickets based on CustomerCode) this works somehow with Page Parameters, but i cannot figure
5 way sync.
couldn't someone makeman app that synchronizes fields with every contact app? makes one centralized database that then pushes the new, updated, or deleted function to the contact being created, updated, or deleted? then no matter which of the 5-8 programs which require contact info to be updated, would all be updated at the same time? if i update or create from within crm, it gets pushed to every other app, likewise, if i update in contacts, zohocrm, zoho contacts, zoho appointments, zoho etc..
Exporting individual records when added or editied
Is it possible to export individual records as soon they are generated or modified? Preferably in TXT, CSV or XLS format (as opposed to PDF). As part of our catalogue publishing requirement, we are looking at exporting individual TXT, CSV or XLS files for each record to a specific folder on a local server on our network. This needs to happen when the record is either generated or modified. The folder contents would then be imported into our publishing software (Adobe Indesign) and dynamically incorporated
Importing XLS files with formulas
I have a complex XLS workbook with multiple sheets reverencing each other via VLOOKUP formulas. When I try and import the master sheet into Zoho Creator, the fields that contain the vlookup formulas are blank. Is there a way of importing the data without "flattening" the XLS to values before importing?
Real-Estate and Facility management custom Zoho CRM
Hello, I am looking for someone that can create for me a custom Real Estate and Facility management application using Zoho. I would like to have a face to face meeting with the developing person/company as many details to discuss. Location : UAE Dubai Thanks
The ability to add additional fields after the initial import
Our app will be constantly evolving so we would need the ability to add additional fields and then bulk import the data with the product code as the lookup value to tie the data together. Is this possible with Zoho Creator? Or will I need to export the data, do the lookup in Excel and re-import the data into Zoho Creator after adding the corresponding fields to the Creator app?
calendar report print template -- use information from other forms/reports
Hi, Is it possible to use information from other forms/reports in a "print template" of a calendar report? I have created a custom print template that i would like to use other information for. Or what is the best way to create such reports? thanks!
Calculator of labor benefits
Hi, i´m trying to making a calculator of labor benefits but i don't know how to put the formula to get an especific date like Year(Date_1);12;30 . Where 12 is the month (December) and 30 is the day.
Mobile application, lookup field, add new - doesn't work, for complex form (iOS, Android)
Lookup field, can't add, new record in "add" or "+" for complex form. Android, iOS mobile application "Zoho Creator" -> sample application "Order Management" -> "New Order" -> "Customer" -> 'Add' or '+'->fill form "Add Customer" return error: 'An error occurred. Do you want to report this issue' hit OK 'Content is not allowed in trailing section' or in other apps: ' The element type "value" must be terminated by the matching end-tag "</value>" ' Record for Customer is created but it's not available
Map(Added_Location) problem
We enabled geo tag in our application. But some of the records are not showing expected result and we can not see the results in the map. Please take a look at the image.
Select multiple days on calendar report
I would like to select a range on a calendar report, then have the form open (as it currently does, on click of a date), auto-filling the start and end date. Is this possible? or is there a workaround that i can employ for this?
How to calculate number of days in service
Hi, I need to calculate the amount of days a truck's been in service. I plan to update this with a workflow or schedule every day. I could sum up all days, but I need to exclude the days in which the truck has been in standby were no shipments have been made by that truck.
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