Writing Custom Filters for Zoho Creator Page/Dashboard
I'm looking to create a dashboard where Teddy Teacher can see a report of all of his enrolled students. Student Name Sally Student Class Name Reading Email Address SallyStudent@school.com Teacher Name Teddy Teacher Class Name Reading Email Address TeddyTeacher@school.com I'm creating a page in Zoho Creator and using the Report Widget to create this report. How would I write the filter?
Importing data to a subform?
I have a link to the old help page on sub form import/export https://www.zoho.com/creator/help/forms/creating-subforms.html#Import_Subform_Data Is there a new help document for import/export of subforms in Zoho 5? I was hoping just exporting some dummy data as Excel from my report would produce an example of what my mutl-sheet Excel should look like for import ... but I just get the subform information inside a cell as comma separated info, no second sheet to help work out what to do. Regards, Peter
Assign different labels and values to dropdown items
Is it possible to assign a value that's different than the label displayed to the user? Specifically, I need to pass on some values to an API and they need to be in a specific format. For example, in a dropdown for form of payment, if the user selects Credit card then the value passed on to the API should be credit_card. I would prefer not to display the dropdown items like this, only pass the correct values. The only way I can think of is with a variable and an if statement. If user selects Credit
Set Lookup value from Single Line input value
Hi, I wonder whether it's possible for Lookup value to mirror value filled in Singe Line value ? I'm trying to build a lookup function for certain value, it works, but when I fill the data, it shows all the records which will contain private information and based on information I got, we can't hide the shown records. So I just wonder if Lookup value could mirror the Single line value while I hide the Lookup field. I tried using input.Lookup = input.Singe_Line; but doesn't work because BIGINT and
Comments in Workflows
The new workflow builder is amazing! It would be nice though to have a notes field, so I can leave a comment like I can in deluge. Just like with code, it's difficult to remember why a particular workflow rule was put in place when you have lots of workflows. While it's great to be able to easily click some buttons to make powerful workflows, right now I have to keep a separate document that tells me what the reason was that I put the workflow in place.
Writing Custom Filters for Zoho Creator Page/Dashboard
I'm looking to create a dashboard where Teddy Teacher can see a report of all of his enrolled students. Student Name Sally Student Class Name Reading Email Address SallyStudent@school.com Teacher Name Teddy Teacher Class Name Reading Email Address TeddyTeacher@school.com I'm creating a page in Zoho Creator and using the Report Widget to create this report. How would I write the filter?
Filter a report
I have a table of employees that includes their login email address and a field that indicates if they can see confidential information (Yes/No). I have a report with each record marked if it contains confidential information. When a report is opened I want to show only records that are non confidential unless the employee is allowed to see confidential information. In creator version 4 I would use a custom action that fetches the employee record based on the login ID. Then an openurl statement
Show image when select a product.
I'm trying to show the image in my field image when I select the product. I insert this code into my Product Lookup. //Fetch Product Record product_info = Products[ID == row.Product_Name]; /*Image field has two types of output when queried through the script. The uploaded file doesn't return the correct script like the one that was stored with the link. So, there is an additional script involved to get the correct image URL*/ //Remember, Product_Image used below is the Image field's deluge name
Working form now suddenly broken- (mismatch data type ...)
A form that has been working for over a year is now showing this error: Mismatch data type for function days360 at argument index 2 expected data type [TIMESTAMP] found dataType STRING Line:(1) Do I need to rewrite my app or is this an error on Zoho's end?
Calculating A Timesheet Jobs Total Hours & Comparing To Quoted Hours
(In Another Application)
Hi, I was wondering if someone could help me with this problem. I have had a look through the forum but no luck with my request. Let me explain what I have. 1 - Timesheet Application 1.1 - Timesheet Form (records hours users have spent on job. Example: 123 Test Job | Jack | 3 Hours 123 Test Job | Tom | 4 Hours 345 Another Job | Jack | 2 Hours 345 Another Job | Tom | 1.5 Hours 1.2 - Timesheet Report (Shows jobs and the total amount of hours spent on this job by different users) Example: 123 Test Job
fill in web page fields
I need to fill the fields of a web page with the data in my database. how can I do ? I hope I explained myself.
Add subform filtering to Print Template
Here's a proposition that I think could be very useful. Please see attached picture. I have a mainform "Venue" that includes a subform "Ressources" where I display the material and electric ressources needed for that venue. Material and electric ressources are both stored in the same form, for easier data entry and management, but when it comes to printing the venue's datasheet, it would be much easier to read the data if the material and electric ressources would be displayed in different tables.
Placing Reports under a folder in Creator
Hello All, I am fairly new to Creator and trying my hands on custom app development in C4. To begin with I had looked at Zoho CRM and wanted to replicate some of the UI aspects in the custom app that I build - in that aspect, I am looking for a way to group related reports under a folder, similar to how its displayed in the CRM module but unable to find an option. Could someone please guide how it is achieved in CRM and how it can be replicated in Creator. Thanks for all the help. Sowmya
Populate Form from other Form using Schedule
Hi, I'm trying to populate a form with data from another form using a Schedule function but can't seem to get a syntax that works. I have the following: Form = Job_Details Field = Location_ID string Field = File_URL URL Form = Site_Documents Field = Folder_ID string Field = Folder_URL URL Field = URL_Transferred Decision (true) I have a report based on Site_Documents that filters the records by URL_Transferred = false and if I edit any of the records individually from that report I have
Export master and subform data to one spreadsheet
Hi all, I have been trying to get the URL based spreadsheet export functionality to include both master and subform data in a single workbook, using... https://creator.zoho.com/<username>/<appname>/xls/masterform_Report/exportDataDisplay=false (described here: https://help.zoho.com/portal/en/community/topic/export-master-and-sub-forms-to-one-spreadsheet) ...but it doesn't seem to do anything. Any idea how I can get all the data exported to a single spreadsheet? Regards, Will
Sorry, we are unable to regenerate the report
Hello, since a few days ago the pivot chats do not regenerate covering the message: "Sorry, we are unable to regenerate the report" What is the problem? How do I solve it?
Auto-populate Lookup field to link back to 'parent' form?
I have a long, complex form that I want to split into multiple Child forms, linked back to the Parent form using a hidden Lookup field that automatically gets populated via a URL from the Parent form. I would need to populate a Notes field in the Parent form that can pop open the Child form including the Parent form ID. Is this possible? Any tips?
Password protected form
Is it possible? I'd like to invite outsiders to get survey/poll.
How to report on subform variables
Hi! I have an "order" form which includes an "order details" subform. The fields in the "order" form include Order_Number (num) Customer_Name (name) Order_Date (date) The fields in the "order details" subform include: product_name (integration - lookup from CRM products) product_category (text) quantity (num) customer_price (num) earnings (num) I want to create a stacked bar report that shows the sum total earnings from the subform, stacked (grouped) by product_category also on the subform,
Import Data With Spanish Characters
Good day, When I use the Import Data tool to feed a Data Base I got some problems when it contains spanish characters like the ñ or á é í ó ú (for accent mark), there are replaced with � , so when I upload the file there is a lot of errors because of course the Lookup fields will not match, Its possible to fix that? Best Regards,
To enter students Marks
I have student database and course details ,i need to enter the marks for the students based on course .Please suggest any idea regarding this
Barcode Inventory Organization
Is there a way to link product barcode generating to the inventory management system? I would like to be able to create a barcode, enter that item automatically into inventory with the barcode information and when a sale is generated, scan the barcode for packing to remove the item from the inventory management system. If this is already a capability, please send me in the right direction. Thanks.
Execution of a script in opposite order
Hi, I'm starting to write some Deluge script and I'm really surprise about a behaviour of the system. I've just insert to simple line in a script while one field is being updated: Alert "step 1" Alert "step 2" and with my great surprise I've checked that the system show me the alerts in opposite order so before step 2 and then step 1 I cannot really believe that. Could you please tell my what's matter? Thanks. Luca.
No Report Summary in C5
Can't see how to create a Report Summary in C5 all instructions apply to older version and there doesn't appear to be that option when you create a report in C5.
Weird Anomoly
Im new to Zoho so apologies in advance if this is a dumb question. I have a weird problem while using the Order Management application. Data is loaded into the database without issue, however the price / currency information does not appear in the subform (New Order) correctly. For example: The price of a product is £2.18 but in the Load New Order form / product subform the lookup finds the record but displays the price as £2.00. In fact all of the prices appear to have no decimal places. I've tried
Lookup CRM
Hello is it possible to have a lookup to ZOHO CRM and that this show me filtered data? For example, have a potential lookup that only shows me the potentials that are in stage closed won? Thank you, bye and regard.
Is the 2-3 columns section working in ZC 5?
Dear All, I am trying in my free (personal) zoho creator 5 account to create a form with 3 columns section (like the below tutorial) but it is impossible to create these columns. I tried all the possible drag and drop actions but I cannot do it. It still remains 1 column https://www.zoho.com/creator/newhelp/forms/fields/rearrange-fields.html Do you have same issues with me? Is it because I am trying to do it from my free plan account??
Reports Embedded in a page, are not applying filters
Hello, I am having an issue when creating pages. When I embed a report into a page, the filters that are set when configuring that report are being ignored when accessing the page. Please see attached pictures. Thanks
How do I download a Sample App?
Hi, I'm trying to get an example of code to bulk update some records and looking through old forum posts I found the exact solution to what I want at this link: https://app.zohocreator.com/sampleapps/bulk-edit-my-form/#View:Custom_View The trouble now is I can't work out how to view or download the workflow/code behind the app so I can adapt if for my needs. Can anyone tell me how I can download the app or access the code and functionality please?
Zoho Creator Sandbox
I am trying to create a sandbox for an app in creator. When I click on create sandbox, the coloured dots just cycle through. I had it running over 20 minutes and nothing. I've also tried different days in case there was a system issue. Any ideas please.
Pivot displays currency as $ when field is GBP
In the Pivot menu Settings>Format Selecting the Format link for my currency field The option for Currency Symbol is greyed out. I cannot change. Also, if I set the decimal places as two - this saves but does not display all values to two places. Any help would be appreciated, Geoff...
Order a list
Hello, does anyone know if there is any way to order a list of n items? For example Original List: {"a", "h", "b", "e", "c1"} To Final List: {"c1", "e", "b", "h", "a"} Please, if someone knows, I would be very grateful. Greetings.
Spell numbers to words with currency (script help)
Hello, I came across the following script that spells out numbers to words (many thanks to whoever wrote it, can't seem to find the source anymore). However, I do need to customize this script a little bit and include several currency denominations such as Euros and US Dollars (Currency will be selected from a Dropdown field). E.g. 1: 15000.50 EUR => Fifteen thousand Euros and fifty cents. E.g. 2: 15000.50 USD => Fifteen thousand US Dollars and fifty cents Can some please show me how can this be
Need to change date format in deluge to interact with an API
Hello, I am working with an API for an external service that I'm integrating into my app but there are a couple of date parameters that need to be sent in a specific format. One is a timestamp like this 2018-06-13T15:00:56.782Z and another is similar but just the date like this 2018-06-13. When I use the built in function 'today' I get "Jun 15,2018" and when I use 'now' I get "Jun 15,2018 09:13:16". I can't find any functions to change the format, how can I do this to match the ISO8601 format required?
Gathering data from report in one application and using in another application
Hi, I was wondering if someone could help me with this problem. I have had a look through the forum but no luck with my request. Let me explain what I have. 1 - Timesheet Application 1.1 - Timesheet Form (records hours users have spent on job. Example: 123 Test Job | Jack | 3 Hours 123 Test Job | Tom | 4 Hours 345 Another Job | Jack | 2 Hours 345 Another Job | Tom | 1.5 Hours 1.2 - Timesheet Report (Shows jobs and the total amount of hours spent on this job by different users) Example: 123 Test Job
Order in sub form
How can I made an order of the subform data in a report ?
Relationship between multiple forms
I have three forms: One form is where I submit a new sale (Nueva venta), this form has a subform with the detail of the products sold (Detalle). Those two are linked so my reports can include data from both forms. I also have a separate form with invoice data (Facturacion) and this has a bidirectional relation with 'Nueva venta' so that each sale has a related invoice. For reasons particular to my business I need to have a view displaying everything in form 'Detalle' (all items sold) and in this
Form & Report Access Permissions
I'm pretty new to Creator and need help figuring out how to set permissions on specific app data. Basically, portal users will submit data for their respective companies. I need to restrict form lookups, submits, edits, and associated reports based on what companies the user has access to. The main considerations with the project are: One user should be able to access multiple companies - ex) John is an exec for 2 separate companies and needs to access/submit data for both. Each user is anticipated
reorder lines in a subform
hi, do you have a solution to reorder lines in a subform on a specific field ? thanks you
Returning value of Lookup field gives record ID, not value of lookup
I am having an issue trying to populate single line fields using the user-selected value from a lookup. The user looks up a Company Code from the lookup and this should populate the Sub-Region and Country fields using the On User Input trigger in the Company Code field. A couple of things: 1) When I try and use a script to look up the Sub-Region and Country values from the Company Code table it is returning the Company Code lookup as Long, not the actual user-selected value String, for example "ABC".
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