Design Help Integrating Zoho Books into Creator Application
I am creating an application that interacts with Zoho Books and looking for feedback on the most effective or efficient design strategy to accomplish my goals. I am fetching data from the Bill module in Books that returns all bills due before the date specified on the form. I have no problems with the scripts to accomplish this. What I do have an issue with is how to display certain fields from the results returned so that the user can systematically check one or more of the bills for further processing.
ZoHo deluge time difference subform calculation error
Hello, I am using the below script to calculate the time difference for every entry in a subform row.Time_Sheet.Decimal=((row.Time_Sheet.End_Date_Time_of_task - row.Time_Sheet.Start_Date_Time_of_task)) / (1000 * 3600); however I am getting the "Variable Time_Sheet not defined"Time_Sheet is the name of the subform, how do I correct the error
Receive SMS messages in Zoho Creator
I have noticed about 6 to 8 months ago zoho support mentioned an update so zoho creator and crm to allow for receiving sms text messages. Did the functionality to receive sms text messages into Zoho Creator or Zoho CRM ever get completed? How close is this update? Will this work will all of the currently supported sms providers? Anything we should be aware of with it? Should we continue to wait for zoho or should we be trying to use a work around? Thank Matthew
New Info/Alert Limitation
The new restriction "For performance reasons, the collective response from the info and alert statements in a function is now restricted to 500 KB. When this limit is exceeded, the response will be truncated and appended with: The info message has been truncated because its size exceeded 500 KB" Is ridiculous. Zoho, you cannot keep making arbitrary changes for "performance" reasons. Sort out your backend! You never consider your customers and their customers. Most end users do not know what 500kb
Uploaded pdf file column in a report: View instead of Download on click
Is there a way where on click the pdf files uploaded can be just viewed in a seperate browser tab? Right now users are forced to download and then open. The pdf links show up in the column. Also, is there a way to conveniently set a filename for display? Some uploaded files have huge names etc and look ugly in the reports. Or are we stuck with whatever filenames are set when the file was uploaded?
Autopopulating ZC fields with Zoho CRM Data
Hello, I am trying to set up a form in Zoho creator where you input the Unit Number and from that it autopopulates other fields in the creator form (i.e., VIN, Year, License Plate). And it needs to go into CRM and by the unit number entered get the correct values. I cannot seem to figure this out. I have tried getrecordsbyID but I cant understand how to find the Record ID from the Unit Number? Any help would be greatly appreciated.
Filter report from button/panel on Page
Hi, I would like to filter contents of a Report based on a function via a button or panel on the page where the report is embedded. This means there is a button or panel with a function, and if for example the panel has Archived, only archived records will show in the report below the panel. Today I am using a Page Open Action on the Panel, which means I create a separate page with the filtered report. I guess this is not most effective? Thank you!
How to add Emoji in "Add notes" field?
Hi Folks, How to add a set of Emojis in Add notes field to provide customer feedback? Your valuable inputs are appreciated. Thanks
FORMAT NUMBER // FORMATO DE NUMERO ZOHO CREATOR
Hola a todos Necesito cambiar el formato que me devuelve zoho creator: Actualmente el formato que me devuelve es : XXX.YY donde YY son los decimales Necesitaria que me lo devolviera : XXX.XXX,YY usando la ", " para separar decimales y el "." para separar millares. Gracias a todos --------------------------------------------------------------------------------------------------------------------------- Hi everyone I need to change the format that zoho creator returns to me: Currently the format that
Zoho Creator - Zoho CRM integration - Sharing Data
We have a custom module in Zoho CRM. We would like to use Zoho Creator customer portal and provide access to the custom module data. Do we need to store the custom module data in Creator also? What is the best way to achieve this?
Zoho Creator Portal - Show records specific to the customer
We have a Creator application for our customer profiles and transactions. We create the profiles and transactions. We would like to use customer portal so that the customers can login and see their profile and transactions in the application. How do we achieve this?
Trigger Workflow by drag and drop in Calendar Report
Hi, I want to trigger a workflow when an object is dragged and dropped in the Calendar Report. But I can't find the right way to trigger. The Edit-trigger isn't working. Can someone help me with this issue? Thanks!
Records disappearing, any ideas?
Hi Everyone, Been using Creator for seven years, awesome product but something worrying has just suddenly come to light. My clients system that tracks lab tests through the testing process has just 'lost' over 100 records! I built this system in 2014 and it's been running perfectly all this time then all of a sudden we have had this disturbing glitch, let me explain. The computer station in the lab was being used by a user logged in to the system. She was adding in a batch of samples to the system
Print record template as pdf and attach to Zoho CRM
Hi, Is it possible to print record template as pdf and attach it to a Zoho CRM record via API? What would the code look like? Thank you!
Full name not username
Hi I am hoping there is a better solution than the one listed on these forums for getting the logged in users full name ie Bill Smith, rather than bsmith3. I see the old solution was to creat another database an manually enter in the information... hopefully some improvement has been made in the last 5 years.
Sum subform fields into another subform
Hi, I have a form set up as follows (irrelevant fields excluded): Projects (main form) Schedule (subform) Estimated_Work_Hours (user input field) Associated_Task (lookup to the main Tasks form) Tasks (subform) Estimated_Work_Time (calculated field) I am trying to get a script that runs on user input of Estimated_Work_Hours. I need it to do this: For each row in the Task subform, sum the Estimated_Work_Hours fields in the Schedule subform for the lines where Associated_Task matches the Task ID in
Lookup field auto populates single-line field. Then recurring lookup.
Hi. I have a series of eight forms that I need to be linked by a single entry in order for my app to work. Any clear and simple help would be much appreciated. I have a dropdown lookup field on my first form that pulls a vehicle registration from a ZC database. This is called Vehicle_Registration. Below this, on the same form, I have a single-line field called Vehicle_Type. In the database, every vehicle registration has a corresponding vehicle type. So, I would like the Vehicle_Type field
Fetching old value from subform field
Hi, I have a subform: Dispatch Details in the main form: Order and Dispatch. I need to fetch the value of a subform field: Quantity before updating it with another value. When I try to use the old.Subform.field name on the edit of the form submission it gives me the error: "Variable 'old' is not defined" . How can i fetch that value for a field and then once it is updated I need to do some further logic
Easiest Zoho Creator Sync Scripts and Methods
Hi, I would like to build a POS App using Zoho Creator. I would also like that all Customer, Product and Inventory Details be synched everytime the POS App is loaded or when a user presses a Synch / Refresh Button. From Zoho One it appears that the main target synch module is Zoho CRM as it already can sync with Zoho Books and Zoho Inventory seamlessly. q1. Why doesn't zoho have a simple sync wizard to synch Zoho CRM data to Zoho creator? q2. What is the simplest Diluge script i can use to sync
Getting Data from Form for my login Page
Good Day, I created a form that contains all the email address, phone number and status of the supposed user of my application, I'm wondering if it is possible to use the data from that form for my login page? Also can I configure my login page wherein it will only ask the email address (from the form I created) so the user can login? I also would like to disable to registration and forgot your password page for my portal. Thanks
Zoho Creator API V2 JSON Payload
Hi, I am trying to create/update records to Z-Creator when an Item is updated/added in Z-Inventory. I am getting a response code of 3020 - API request's body is either missing or incomplete. I followed everything based on the API v2 Documentation of Creator when creating a record. I am wondering what am I missing. Here is the sample payload: { "data":{ "Inventory_Item_ID":"131711000000089005", "Name":"2111-F2 SAMPLE" }, "result":{ "fields":[ "Name",
Problem with multiple 'for each' statements in workflow
New to ZC and almost a novice at coding. I'm mostly getting along fine learning Deluge through the documentation and googling, but I'm completely stuck on this one. At line 22 I get the error 'Variable Actual_Work_Time does not exist in Activity_log'. I've tried every way I can think of to specify that 'Actual_Work_Time' is in the form Projects (not the subform Activity_log) but it won't accept any. Forms/fields (only for as far as the problematic line): Projects (fields Total_Project_Time_Actual)
Zoho support not responding
I've sent several email in the past month through the help functions in both creator and CRM yet have not received no replies, I have resolved each issue except for the most recent one myself. Could someone at Zoho look into why this may be happening? Thanks.
Creating Database first in Zoho
Hi, I'm just wondering if it's possible to create a database first in zoho before creating any form? Or is zoho's database depends on the form you created or files you imported? Thanks in advance for the answers
App Problem
I have four shared apps in my portal, 3 are working but the fourth seems to be disconnected. I can open it but am unable to do any search or functions period.
Encrypt name, address, phone number
I see we can encrypt single line and number fields but I don't see how to encrypt name, address and phone number fields. This seems pretty important for an added layer of security. Any thoughts about how we can do this?
Version 5.24.1 iOS bugs
Creator version 5.24.1 is causing havoc. Please update us on progress. Users report date format issues on existing records and Address field no longer has tap to adjust location. Now there are no apps shown in workspace view. All issues reported are on iOS.
PDF from Page properties
Hello, I am generating few tables using page from different forms and reports using HTML snippet. But when i try to export the page as pdf i receive the the following view which the file i have attached. Here's the code: <%{ fet_UpperWear = Upper_Wear_Garment_Stock_Report[Stock_Location.contains(param_location)]; fet_BottomWear = Bottom_Wear_Garment_Stock_Report[Stock_Location.contains(param_location)]; fet_KidsWear = Kids_Garment_Stock_Report[Stock_Location.contains(param_location)]; fet_Accessories
Fteching Data from Lookup Field in Another Form
I have the following Forms: Form Name: Components Field: Comp_Description Field: Comp_Category (this is a LookUp field linked to another form named Category) Form Name: Category Field: Cat_Category Form Name: Pricing Within this form I am fetching data from the Components form using the following script: if(Components[ID == input.Pricing_Part_Number].count() > 0) { x = Components[ID == input.Pricing_Part_Number]; input.Pricing_Description = x.Comp_Description; input.Pricing_Category =
Filter a look up
We are looking at getting zoho creator. The first part of what we need to do is create a fliter on a lookup....I am told this is achiveable - but how?
Problem with Mass creation of invoices
I have a script to generate an 'x' amount of invoices. Recently I'm facing the problem where in example, if I tell the script to create 120 invoices; the script stops working when it creates 70 invoices, and the rest don't get created. The script used to work fine and could create even up to 160 invoices. Below is the following error, and an example of the script that creates the invoices. Error details: Error in executing On Edit - On Success script. Value is empty and 'get' function cannot be applied
Linking Customers to Customer Portal
Hello! I have a Form with 50+ Teachers. Each Teacher has multiple Students. Two Questions: 1) What is the best process for me to create portal access for all the Teachers? 2) If they log in to their customer portal and fill out a new form, how do I only show their students? Thanks!
Detecting a user closing a form without submitting it.
I probably know the answer to this but I though I'd just ask in case someone has found a way to do this. is there a some kind of on close or on quit event where deluge script can be run when a user cancels or closes a form or quits the window that a form is open without submitting or updating a form.? It would be useful for us to do some data clear up if this happened to one of our forms. Thanks
updateRelatedRecord does not overwrite CRM list
I am using the following command to replace the contents of a related list in the CRM with those of my own list. updateCRM = zoho.crm.updateRelatedRecord("Products",productID.toLong(),"Accounts",input.Account_ID.toLong(),Map:String({"Products":subList})); It adds the records of my list that are not in the CRM list just fine, but it does not remove the records not present in my list. In other words, It's adding the new records I want but not removing the old ones. Does anyone know if there is a way
Deluge function/code for converting decimal to Base36?
Hi, I'm familiar with Excel converting Numbers upto base36 with the BASE function. BASE( number, radix, [min_length] ) Can we do this in deluge in Creator? What's the workaround if not. Use Case: I have an Auto-number field, based on the auto-number field which is in decimals, I want a formula field/function to generate a BASE36 number on another field. Appreciate the help, Thank you, Jayanta
Filter by date on panel in dashboard to show calendar months
In my dashboard page, I am creating a panel showing count of selected records based on date. I want to show each calendar month of the year. i'm not sure how to do this using the date filter options. i can do for each month in 2020, using calendar options 'before' and 'after' but I want the dashboard to roll over into next year and the next etc. So essentially, I need, "if month is January, if month is February" etc. Any ideas?
Payment Cancelled - Still Creates Record
I've written an event booking part of my new system. In this they book in and pay for the competition. I just had a guy press book now, but then close the payment window as he didn't realise he didn't have his card on him. This has still created a Competition Registration record, it's just not marked as paid. This isn't the expected behaviour though. The average user would assume that this cancelled the registration process. Wondering what the best way to handle this is?
Accessing code for Form
I'm having trouble finding how to view/edit the code that makes forms work. I'm trying to make a data tracking application that will be supported by database.
Any way to add actions to Duplicate record function?
I have a report where I've enabled the Duplicate link, allowing the user to make a copy of the selected record. But I would like to give the user the option of altering three specific field values after the record is duplicated. What is the best way to do that?
Repeatedly Add Item from a lookup field
I want to create a form which could repeatedly add item from another form? is it possible? Currently i can use the lookup field to link item from another form, but I want to repeatedly added more items. Thanks for any input in advanced.
Next Page