Is there any flexibility regasrding the layout and information shown in the preset approval process?
I have a client that is using the preset approval process for an app. We have ave been asked to edit the information shown to the approver in the mobile app, also to play around with the layout of the Approvals tab in the web app but have not found a way to do it. Any suggestions? Thanks Constantino
Is it possible to hide the product list price and total on customer quotes?
I'm looking to hide the individual product list price and total on a quote and just have the subtotal and grand total. Is this possible?
Using Fetch Fields for Subform
Hello All I am new to Zoho creator and I would like to Fetch some records from Form A to update both the Main Form B and the Subform. I am finding it difficult to get the subform to update with the information Can anyone help me please thanks Amanda
Is there a way to show a map report with sequence following the entry´s added time?
A client wants to see a map report with some indication of a timeframe when records are added to the app. Is there any trick to so this? Thanks
Modified LookUp Field
I can't seem to find the answer to this very simple request. I have two forms Company and Contacts. There is a lookup field in the Contacts form that has you select a company from the company form. I want to create a 3rd form that will have a company lookup field and a Contacts lookup field. I want the contact lookup field to only list the contacts that are have the same value as the Company lookup field on the same form. Currently it only shows all the contacts for all of the companies.
Dashboard Panel Button
Hi everyone, I have two applications. Application A is a dispatching program for jobs being called in by clients. Application B is a scheduler program for our staff. The Scheduler application has a calendar report which shows all staff available for jobs on which day etc. Our staff work 12 day shifts so I have multi day selections for availability. On my dispatch application I want to have a panel on the dashboard that shows me a count of all staff available today. I can get a distinct count
Report on Page filtration error
(((Status != "Completed")) && ((Date_of_Job in next 7 days) || (Date_of_Job is today))) I received following error when i try to add above Filter criteria on a Report in page. i need above criteria for customers not for users. users should view all records through original report, therefore, i cannot apply it on original report. Invalid request The parameter Date_of_Job_op should appear atmost 1 time(s).
PDF download button in report
Hi there! I'm trying to set a buton to download the record template as a pdf from the report. (see picture below) I have some doubts with the workflow.. i know i can perfor this with an Open URL task and > https://creator.zohopublic.com/<adminUserName>/<appLinkName>/record-pdf/<viewLinkName>/<RecordID>/<PreferredDownloadFilename>/<encryptedKey> I don't know how to get the record id of that specific recor in the report, an have no idea how to get th encrypted key... Any ideas?? Thanks!
Javascript can't handle Zoho Field ID from REST API
Zoho REST API returns an ID field for each record. Unfortunately Javascript (confirmed with Chrome 69.0.3497.81) can't accurately handle the field, I presume because it's too large to fit into a Javascript 'int'? Reproduced here: https://jsfiddle.net/cx8z9dhv/ Any suggestions?
Web Tab Titles
Hi Everyone: In our use of Zoho Creator we have many web pages open at the same time. It would be a great aid to navigating between the different pages if the page title in the web tab could be customized to tell the user which form, report, or page, was on which tab. Is anyone aware of a method to do this? i attempted the <head> <title> method for one of my html pages but that had no effect. Many thanks, Dave
Prevent workflow execution on API update
How can i prevent workflow execution on API update? the workflow is create to execute on Update and i need to prevent it happening during API Edit. what are the possible solutions?
Round-Half-Even (Banker's Rounding)
I'm trying to come up with the algorithm to round a number with the half-even method since the default round formula in Zoho Creator uses the standard Round-Half-Up. See here: https://www.eetimes.com/document.asp?doc_id=1274515#A2 The problem is my app is integrated with my accounting software, which uses the banker's rounding method, and as a result I'm getting conflicted values. Anyone has experience with using different rounding methods in Zoho?
How to create form by using Deluge in Zoho creator.
I have a requirement to create a form using Deluge. It would be possible? If yes then, what is the steps to follow? Please suggest syntax as well.
2/3 column view
Hi, any chance to have 2/3 column view in Zoho Creator form? J
Execute function, update fields in response to Button click in Add Note field
Hi guys I want to add an HTML button in an Add Note field that calls a custom function (which calls an external REST API). The function returns a List of data which I want to populate a drop-down control. Is this possible? Thanks
Autofill a Lookup
Hi there, I've got a report with my customer portfolio. When I swipe left (or right), it runs a workflow: openUrl("#Form:New_Event?Customer=" + Customer_Name,"popup window"); This workflow opens the Form New_Event. Also, I would like that autofill the field "Customer" that is a Look Up from the form "Add_Customer" "Customer" field is a dropdown, and it's not a string, so the code above doesn't work... Any idea?
FInd and Replace
Is there a Find & Replace feature in Creator similar to all word processing programs ? I want to highlight a certain word (s) and replace it with another word or phrase, across all the records in a database.
Customer Portal Access with different Customers
Hi i need to share Creator Records with my customers. The application is somehow a "Task Management". Either the customer (persons) can create tasks for me, or I create tasks for the Customer. One customer can have up to three persons, who can access the Portal and work with the tasks. - customer must not see any records created for another customer - it should be easy to maintain, if persons at customer change which approach should i take? my ideas User Field i create a User Field on every record,
Recurring tasks
I have a form which has a date field "Insurance renewal date". Does anyone know if it is possible to have this automatically update to same date next year once the date has passed, or is that asking too much? Thanks.
Unable to make it work... automatic date update after selecting or unselecting a boolen field
Hi, I'm trying to make something really easy (I guess...) What I want to do is to set a boolean field to be selected if I need to trigger 2 events in an application: another field updated with the current date and an automatic email notification to be sent. I created the following script, which is suposed to be run when I'm creating or updating my form, but for a reason that I can´t understand is only working after the first submision of my form (meaning only works while updating a form) if(Estatus_de_emision
Create Setting Page
Hi, I want to build a simple Settings Page from one record. Use Case: A Portal User clicks in the Menu on a Link (Component in a Section) with the name "Setting". This opens a specific record (not creating a new record) where the user can change field values. After he is finish with it he can save it and is redirected to the "Setting" again to make changes if necessary (Example in the Attachment). How can I do it? Thanks for your support Best Regards Marcus
Dropdown list input.FIELD gives an error when I try to parse it.
I have a dropdown list. I populate it with a LOT number + ~ + Date of the lot. ie: '123456 ~ 09/05/2018' This works because I can see the lot and date. If I used a lookup field it only showed the lot number and no date. The problem I have is when I save the form, in my onSuccess script I have the following code { ... lot = input.LOT; l = lot.startsWith('~'); ... } the line with the startsWith gives an error Mismatch data type for function startsWith at argument index 1 expected data type [TEXT]
Retrieving FIFO purchase price
Hello Would it be be possible to retrieve the last "purchase price" of an inventory tracked item according to the FIFO ( First in first out) track system? Using Zoho creator in combination with Zoho inventory etc. Kind regards
Deluge for embedded custom report filtering using multi-select criteria
I need to create a custom report, that I can embed on an html page. The scenario is this: Table 1 (generated by form 1) has a few multi-select fields. Table 2 (generated by form 2) has individual fields with the same choices of values available in the multi-select fields in Table 1 I'd like to generate a filtered report of Table 2 based on the criteria present in the multi-select field(s) of Table 1. For example: Table 1 has a multi select field with potential values of A, B, C (in any combination)
Select records with field value matching any one value in multi-select field?
Is it possible to create a many-to-one query? Value of multi-select field for record 1 is (TEST1, TEST2) Value of multi-select field in record 2 = (TEST1) Value of multi-select field in record 3 = (TEST2) Can I query the table to select record 2 and record 3 as matches for record 1, based on having one shared value rather than an exact match for both values?
String value assignment spanning multiple lines of input - similar to PHP's HEREDOC syntax or "Concatenation Operator" (Which is a period -> '.')
I've searched for quite a while now and have not found this question asked anywhere else. Does Zoho Creator support syntax similar to the HEREDOC syntax in PHP or some kind of concatenation operator?
Remove Text from a string.
I was wondering if there was anyway to display a certain part of a string that appears before a dash. Example: Report: - Item Record: R0000-00 Form: - Display: R0000
HTML formatting and editing lost in Creator 5 - workaround?
Previous version of Creator used to allow for inserting HTML on a page, and evoking a rich text editor to apply WYSIWYG type formatting. This functionality appears to now be gone in Creator 5 when using HTML snippets. Worse than that, HTML that IS formatted and displays correctly when using another HTML editor does not honor the text formatting (such as the /strong attribute). Previous pages migrated from old Creator have lost all of the text formatting. So none of the old Pages with HTML now look
"onaddrow in subform" Event in Form - only first row is executed
i want to pass data from a Parent form to a field in a subform and use the "on add row in subform" in the parent form. However this event seems to be triggered only for the FIRST row i add in the subform field When adding a second or third row - the script is not executed and the values are not passed to the subform :-( Any ideas?
Formula to calculate weight lost/gained
I would like to build a formula for a page I'm building that subtracts the weight field from the last record entered (the current WeighIn) from the previous record entered (last weeks WeighIn), in order to see how much weight was lost or gained. I was told to use the for each record command to iterate and return the values, but I can't seem to figure this out. I have this variable formula which returns the 3 test records I've inputted. currentWeight = (Weigh_In[ID != 0].Weight sort by Date_field
Select City Form
I have seen threads on how to auto-populate city, state, county, and country via Google API but I am wondering how to incorporate a "select city" form for when there are multiple "postcode_localities" returned. i.e. zip 33708 returns; "postcode_localities" : [
"Madeira Beach",
"N REDNGTN BCH",
"North Redington Beach",
"Redington Beach",
"Redington Shores",
"Saint Petersburg"
] Which then those six entities will go into
Ask the Expert 4: Live Q&A: Find out all about using Execute Xpath builder to fetch data from third-party services.
Hi everyone, As you might already know, every application that you create on Zoho Creator can be connected with other services — be it a Zoho product or a third-party service like QuickBooks, Zapier, or PayPal. In this way, you can ensure there is a constant flow of data between all your productivity apps. Also, Zoho Creator provides you with an option to fetch data from any third-party service in general web data transfer format (either XML or JSON format) and parse it using our Execute Xpath builder.
how to add an option to upload a file in zoho app creator
Plz help
Form Name will not rename in sidebar display
I have a form which contains a number of subforms. I added a subform and the name of the form itself changed to the subform I selected. I deleted the subform I added. But the form name stayed the same as the subform. I have used form properties to rename the form and it works in the display but it still shows the subform name in the sidebar menu. I cannot get it to rename. I really don't want to recreate the entire form just so I can get the name correct in the sidebar. Any ideas? TIA
Report Filters Using Zoho.Loginuserid
I'm building an app for client tasks. I've got one form to track company information and another to track company contacts. The contacts form contains a multi-select lookup field of companies. If a company is in that field, the user should be able to see its information when they're logged into the portal. Initially, I thought Great! I can place filters on reports so users only see information/tasks they've been granted access to using lookup fields and zoho.loginuserid! So I created a Client Dashboard
Dynamic default entries in sub form
Is it possible to set the default entries in a sub form dynamically through script?
Customer Portal - "This application is not accessible." during
user approval
Hi, I am setting up a customer portal for my application. I want my customers to register their accounts rather than be invited so that their 'username' is defined by them, which I have done and is working fine. I also want to approve the registrations in order to control how many accounts are created and who has access to them. This is working fine, however how can I be notified when the customer has signed up and is awaiting approval? My main question: When the customer is awaiting approval they
Scheduled execution under 1 day
Hello, is it possible tu run scheduled scripts under 1 day recurrence, like every hour? Thanks A.
Next Task is Null
i have a section that was built by someone else. when the emails go out, the Next_Task_Template Record displays as a null value. I believe it is due to a line "Found_Current = "No" If "Found_Current" is just a variable with a boolean, and with in the next loop "Found Current"="Yes", then why does the inner loop not run? All this script is doing, is checking to see if when changes are made, the next task email gets sent to the next person. When I use the "Info" is states records are empty. any suggestions
How to upload an image by script
Is it possible create a workflow that would upload an image file? Pictures are shared on a network drive that is mapped on my computer. I know the file name and directory path, but I can't figure the code to upload the file to a field in a record. Is there any way to do this?
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