PDF Record summary
Hello, When exporting a record summary into a PDF (I have made quote and invoice templates) I cannot seem to have neither the header nor the footer repeat on every page and I can't seem to add page numbers to the footer. is there something I am missing here or is this not part of Zoho Creator yet?
one to one relation in a function
I have got a new issue to work out. Form Profile is linked to Form Person through lookup field Lookup_Profile. I want to allow only one entry of Profile for each record in Person. And create a function (with a button in Person records) that opens a new Profile record OR the existing one if it already exists. I didn't get much further than fetching all records of Profile in a variable. Like recProfile = Profile ( ID != 0 ); After that I would need to check if the Lookup_Profile already is in recProfile.
Show records in the last x weeks
I know this should be simple but I seem to be tying myself in knots trying to get this done. Form1 has a list of week no's. ie 1,2,3,4,5 etc as type string (so they sort). Form2 has a lookup to the week no's in Form1 as well as an errorName. I want to count all the errors that have occurred in the last x number of weeks. ie count of Form2 where week no is todays week no - 12. This would give me the total number of errors in the past 3 months. Any help is much appreciated, thanks!
Reset and Submit button not working
I am having an issue with the form Reset button and Submit button. Both work in the application however, on on the published link neither button works correctly. The Reset button will not reset the form. The Submit button sends the data in the form to the report but it does not reset the form and give the "Successful Submission" message. This is happening for all forms in my account. Thanks, Matt
how to pass the record id from one form to another?
I have the following "views" in zoho: CLIENTS - (automatic ID ? does not appear anywhere) - Name - Email - Birth date then I have another table: QUESTIONS - Client ID (this is a lookup from the 'Clients' table) - What is your favorite color? (radio: black, white, blue) - What is your car's brand? (picklist: Toyota, Ferrari, Volvo) then I have the form for "Clients". when I click on SUBMIT, I want to pass the client's id to the second form. How do I do that? Does it matter if the form
Creator 5 - Edit Record based on Record-ID
What URL pattern can I use in Creator 5 to open a form and edit a specific record using the record ID? I have a list report with an onClick function. OnClick executes a deluge script to open a stateless form using the selected record's ID. Example code is below. All of the variables correctly populate. However, I cannot figure out the correct URL pattern for 'Editing Records via Record-ID.' The form will open, but it is always blank and it does not reference the record. openurl("https://app.zohocreator.com/"
n months ago custom filter in reports, filtering wrong data
i have 3 data in 01-May-2020 08:00, 31-May-2020 08:20 and 20-May-2020 18:10. now, so in June, with filtering that with 1 month ago filter, i get only 01-May-2020 08:00 and 20-May-2020 18:10. if the filter 1 month ago means 30 days ago, 20May should not be in the results too. And if the filter means the month just before this month like i want, all 3 records must be shown. What is the problem here?
Restoring Relation of 2 Forms Using Zoho Backup Data
Hi all, So basically one of my co-workers deleted all the data in one of the forms. I have a backup of the app from a month back and able to restore that database using the basic#Form_1_Name. Unfortunately, there are some other forms that have Field_LookUp based on Form 1. I see there is a rel#Form_1_Name#Form_2_Name and inside, it contains the IDs of the related data from the forms. Q: is there a way I can import this relation and connect the two of them together and thus eliminating manually restoring
Updating from records using function in workflow with deluge
Hi I am trying to update a field in an already created form record using deluge after an 'on success'. The updated value is not static and is defined in a variable. How do I update a field value using deluge script in another forms records? Thanks
Deselecting multi-select lookup via other multi-select lookup
Hi, I would like to use a multi-select lookup to populate another multi-select lookup: select a Unit, and automatically a Name is selected. I've created below on user input of field. Problem: everything works as planned, both when I add or remove items from the Unit field the Name field gets populated (or removed). However, if I add items and subsequently remove them from the Unit field, once I get to removing the last remaining item in the Unit Field, the Name field does not get fully cleared. There
Problem updating new row in SubForm
I have created a form that contains a SubForm. I have actions through a workflow that automatically set field values, for example: Form > Created or Edited > User input of SubForm.Frequency > Calculate Next Date if (SubForm.Frequency == "Annually") { input.SubForm.Next_Date = input.SubForm.Date.addMonth(12); } This works as intended and updates the field value for the first row entered; however, if any additional rows are added, the first row values are updated based on actions in the second row
Anchor links in form
Is it possible to add anchor links to "jump" around a form? Example: left column has anchor links Section 1, Section 2, etc. and then there are Back to Top links throughout the form. I tried inserting standard HTML anchor links in the Note field but they didn't work on my live form.
Free flow scripting in Creator 5
Does creator 5 still have the free flow scripting?
Redirect to A New Form (Without Submit & Reset buttons)
I have created a form for covid-19 contact tracing. Form is working well, after scanning QR code. Now I want to redirect the form, after successful submission, to a 'stateless form' that display the information keyed-in earlier. 1) My idea is create workflow to redirect to another from (2nd form). Problem is, I can't hide button SUBMIT & RESET in the 2nd form. How do I do that? The 2nd form is to display information only. 2) Any alternate solution? I'm not a programmer, thus using limited understanding
Entry - On Edit
Hello, I have 2 forms "Inward" and "Stock Book", where both the forms stores the details of Shirts which includes Article No., Color No., Type of Garment, and different sizes ranging from Size XS - Size 6XL. Now, when a user enters an entry in Inward data duplicates that entry in Stock Book if the Article No., Color No. and Type of Garment matches then the sizes will just add up to that entry. if not it will create a new entry in Stock Book. This is the workflow of Inward Entry - When Created. Now
Comment section displaying differently in emails.
I've got a comment section that when viewed in any of out Kanban reports, displays line breaks, formatting, etc. However, when certain actions trigger a send mail command the formatting isn't reflected in the email. Is there any way for me to keep the formatting that the user set when adding to the comment section, and have that reflected in the email? Currently the email only displays the text. I have attached a few photos to show more of what i mean. I blacked out company info, but you can get
Change text when no records are found in report
Hi, Is it possible to change the default text and appearance when no records are found? I am getting the "No records match your specified criteria!" and then the buttons "Add record" or "import data" See screenshot. This is kind of relevant as I am displaying a report on a page that only occasionally will contain records. I would rather see no text at all and definitely no buttons. Thank you btw, I could hide the wrapper with css, but wondering if there is also a way to change the text
How can I display Price List from Creator on our website?
Hello, We're using ZOHO creator and we created a price list view. The idea is to show this price list on our webpage, where only Active Services would be displayed. I tried following this tutorial https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html but it really got me no where. I did create auth ID, <form method="GET" action="https://creator.zoho.com/api/xml/poliklinikadeba/view/Price_list_overview"> <input type="hidden" name ="authtoken" value="********myauthtoken">
How to add dot as thousand separator and comma as decimal separator?
Hello, Is it possible to change the function below to show dot as the thousand separator and comma as the decimal separator? string frmt.formatNumber(float value) { formatted_number = (input.value.toString()).replaceAll(("(?<!\.\d)(?<=\d)(?=(?:\d\d\d)+\b)"),","); return formatted_number; } For example: 1234.56 to 1.234,56 12345.67 to 12.345,67 12345678.90 to 12.345.678,90 Thanks, Ademir
How do i mass update table using json response given by my api?
I am trying to update a database i'm making in creator once a day using an api call to my current crm which i cant stop using. the api will respond with a json file containing 500 contacts with 2-3 layers of information on each contact. i'm going to have to do this 15+ times to fully sync my zoho database with my crm. So far i've used Deluge to get an access token and use said access token to get large json file full of contact information. Bellow i've added 2 of many contacts in the json file.
Zoho CRM lookup field not working in published app
I have published an app to my website using the iframe embed. However when I go to use the app the CRM lookup field wont allow me to select a record. The lookup field opens in a new window and I can see down the bottom a javascript; note. I have made sure to login to zoho creator I have tested the CRM lookup field from within zoho creator and it works fine. Here is a link to the published app: http://www.energymedic.com.au/applications/site-report.html
iframe issues on page
Hello, I have a stateless form "Copy of Test Embed" and report of form "Student" embedded in a page now both the forms have a lookup field targeted to a form "Master" of same field "Subject" and it does filter the report of form "Master" on clicking button of form "Copy of Test Embed", but the problem is that it opens in the new window and not in iframe which i have targeted on. I have published the form "Copy of Test Embed" and report of form "Student". HTML snippet of the page as follows: <%{ %>
I need to fetch the last record and subtract value from current record field entry
I have a form that I am using to monitor a water meter. I want to fetch the previous reading and subtract it from the current reading to show gallons used. It seems so simple but I can't even get it to fetch the previous reading! Please help. Here is my script: LastRecord = Water_Meter[ID != 0] sort by Added_Time desc; input.Last_Reading = LastRecord.Meter_Reading; input.Gallons_Used = input.Meter_Reading - input.Last_Reading;
Backing Up All Data via Zapier in bulk?
I'm exploring what is the best method to back up & sync all of my application data with 3rd party external services in the most efficient & scalable way possible. I'm presently thinking to utilise Zapier. I'm aware that Zoho Creator is natively integrated within Zapier, however, the Zap is triggered, each time a single record is created within Zoho Creator. This logic is not particularly efficient for this use case scenario. Moreover, since the purpose of the integration is to back up the data, the
How can I update the Subform List?
Hello Zoho Experts, I am fairly new to Zoho. I am trying to create an app which requires Subform. Here is what I have now: 1. Picking Task a form to contain the main information of the picking task (see image below). 2. Item Pick List a form that contains items that need to be picked (see image below). 3. Item Pick List is a Subform of the Picking Task as seen on the image #1. 4. The Picking Task field on the Item Pick List is a look up of the Picking Task form. Now, when I edit a Picking Task record
conditional formatting - is it possible to replace CASE-structure by code that gets the background-color from the TEAM-form ?
Hi, I'm creating a calendar view. The background-color of the appointment depends on the team being assiged to the appointment. 1 attachment Instead of HARD-CODING the conditional formatting case i.e. conditional formatting ( "Kris" { condition = (Team.Team == "1 Kris") format = "color:#ffffff;background-color:#009933;" } "Christopher" { condition = (Team.Team == "1 Christopher") format = "color:#ffffff;background-color:#33AD5C;"
attch file top creator record
when i copy a record to another module in zoho CRM, i use this to also pass the attachment of that record to the new one: id_original = crmid; relatedrcords = zoho.crm.getRelatedRecords("Attachments","Contacts",id_original); for each ele in relatedrcords { attachementId = ele.get("id"); downloadFile = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Contacts/" + id_original + "/Attachments/" + attachementId
Form Locking Up and Inaccessible for A Few Mins on Dropdown Box Option Update
I have designed a form which is designed to help a customer choose a Machine and then select a matching product for that machine. This requires the form to via deluge to update the dropdown box's depending on the customer selection. The returned values are then used to populate fields on the form. I am using the customer portal to access the program as this is how my customers will connect to it. If I change the dropdown box selections, sometimes on the second or third time the form locks up, sometimes
Do "INFO" statements for debugging only show on the last action in a workflow?
It seems like sometimes it will show everything in a workflow and functions, but most of the time, it will only show the last action's info statements. Don't know why. How do you debug effectively when you can't see the info statements in the flow of a complicated workflow with multiple actions that are also calling functions? They don't show up in the logs either, especially when there are no obvious errors. There must be a better way. I must be doing something wrong.
How to fetch or manipulate the dynamically added row values of sub forms to another form?
I need a help to know how we can fetch or manipulate the dynamically added row values of sub forms to another form. Form 1 : Products_form Product_Name field Cumulative_Sales_Value field Form 2: Inventory_Form Total_Billed_Value field Sub Form : SubForm Billed_Product Field - (Lookup Field from Product Name Field of Products_form)
Can you set the default value of a lookup field based on the previous record
Hi. Trying to build a stock countIng app using Zoho. I have a lookup field for all the categories of plants we grow and that then filters all the varieties in another lookup field based on what was selected. Works great. However for speed I would love that if I choose shrub in the previous record it auto inputs that in the current record but allows me to edit if necessary. My reasoning for this is most of time we keep different category of plants separate so lots in a row would all be the same
How do I open a URL to edit a record using ZML code?
I'm getting a failed to load ZML error when I try to pass a URL that opens an 'edit' form. URL Format: #Form:<form_link_name>?recLinkID=<record_ID>&viewLinkName=<report_link_name> Example ZML that doesn't work: <text value='Text with a Link' action='Form' componentLinkName='FormName' parameters='recLinkID=12345'/> --- It'd be no problem to open a URL for a new/create form... Example ZML that does work: <image color='#2f4063' bgColor='#FFF' type='icon' value='zc-li-solid ui-1-simple-add' size='1'
How to get an Attendance Count to show in a Report
I am trying to create a simple Attendance "Punch Card" type app. I have two forms. Student and Attendance. I have a bi-directional lookup between them that is working. In Attendance you can select students for a date. In Students it shows the dates they are present. I have figured out the Workflow scripting to get a field in Students on Form Load to show total number of Attendance presents. input.Total_Classes_Taken = input.Attendance_Date.size(); But I do not want to open each student to
Calling System
Hello, Is it possible to integrate third party application for calling system on Zoho Creator?
How to test User Permissions from Developer account?
I have Developer access for an app. I create different Permission sets (certain fields restricted) for different level of users. I would like to test, how it looks when they login without getting their login password. Is there a way to test it from Developer account?
Maximum number of executable statements
This is a general comment / question. I think Zoho creator is an absolute great platform and has also improved a lot over the years. One thing however has proven to be very annoying and that is the Maximum number of 5000 executable statements per deluge action. I work on a db with around about 6000 records. It happens way too often that I have to run a function for pretty much all records where i'll get the limit error. Then have to break it up in lots of small portions. For example if i want to
HTML dropdown that is dynamically updated from data
HTML pro's out there, anyone have a sample code you can share of creating a drop-down in Page that pulls the options from a set of form data? Essentially build what would be a form Lookup field but do it in Page HTML. I've been trying to make code found on Stack-Overflow work, but haven't had any success getting it to transition into the Zoho/deluge/page environment. I know I can embed a stateless form, but that is unnecessarily taking up huge acres of real estate, especially with the update button
Filter values to be selected on a second field based on the choice selected on the first field.
Greetings. I am creating a form to add financial transactions. In the first field user have to choice if the transaction is an expense or a revenue, based on this choice the user must see only the linked finance accounts, for example: Field 1 selected to "Expence" User must have to choice in Field 2: - Supermarket - Gas Station - Car Maintenance - Etc The values populated in Field 2 will be customized for the user in accordance with its regional rules (I will create a configuration form to this,
How do I Get a Field in a specific location with multiple columns
When I create a section with two columns the field automatically goes to the top and I want it to be side by side with a field in row two, not row one. See attached picture. I would like Low Total to be right next to High Total.
Edit iPhone field like you can on Android?
I have a question about field views on the iPhone. I have tried every different way trying to get the fields to show above the radio buttons. Is there any way to change where the question is positioned? This looks bad on iPhone with questions that are this length. I attached an image below.I feel like there should be a way to fix this. This look pretty bad.
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