Import data into url field not working
Thought I had this working in my early testing, but now it's not. Our application compiles customer orders. New daily orders will be collected first on an Excel spreadsheet. Then employees will use the import data function. One field on the sheet is a link to a PDF of their order. I created a new field in our app as URL. When I import data, the link info appears in the correct field in the preview. When I complete the import, however, the URL field is empty. If I then edit the record and copy/paste
How to allow customer to view only records associated to them
How do I allow customers to only view records that are associated to them? They are not entering the records. The records are entered by the company. Thank you.
API Failure on Edit
Here is an example of the XML Being sent. I am getting the error: "Failure, Invalid or null criteria specified" I am following from this page: https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-edit-records.html This does not make sense as the criteria does appear to be the correct database spelling. Down below is the example I am trying to make work. Only thing I changed from the example was changed the view into form as view was not working. $xml = " <ZohoCreator> <applicationlist>
Is it possible to add conditional formatting to a panel in a page?
I want to change the color of the panel based on the value displayed in it. The panel basically shows the sum of one field from the report and if the value is above zero I want the color to be green, and if below zero, then red.
Checking Values Within Name and Address Fields
I'd like to make sure that both a First Name and a Last Name have a value in them before I save a record (ie. that both are not Null)- but in the Deluge editor, I only seem to see Name. Similarly, before saving a record, I'd like to see that for addresses, there are values in Address 1, City/District, State/Providence, Postal Code and Country - but in the Deluge editor fields option, I only see the whole Address field. How can I test those "sub-fields" of the Name and Address fields?
Default State value in Address Field
Hello, Is it possible to set a default value to the State item in the Address field? See screenshot. Thanks!
Custom API Response
Hi, is there a way to customize the API response? I have a form with two fields (email, username) having no duplicate values validation. The problem is whenever I add a new record with existing values the API status response is always 'Failure, This value already exists. Enter a unique value', it does not specify what field/s has the error.
How to run through each field in a record
Hi All I have a few fields in my record and I would like to go through the value of each field in the current record that I am submitting. The intention is to create a new record in other form if it detects a certain value. Something like: Field1: okay Field2: require attention Field3: okay Field4: require attention For each field, if value is "require attention", add a new record in other form that contain the field value and the record ID. Hope someone can help me out. Thanks in advance
Tally with Zoho creator
I need to integrate the Tally international version with the Zoho creator, would i be able to do? Does Zoho have any default marketplace app for that? If not what is the replacement ? Thanks... Hari
Importing/Exporting data on a custom built Zoho Creator App
HI - new here so feel free to point me in the right forum/direction. I have two issues with the following setup: Main Form with a few fields Subform within the Main form with 5 fields The problems: Whenever I export data, I see all the main form fields, but only the first field of the subform Whenever I import data, it puts all the entries of the subform first field into one row. In other words, say I export the data that has 5 rows (line items in the subform), and then if I take the same file and
Printing forms using a background image
Hi, I am having trouble making a template work as I desire. Its a certificate and I've made a copy of it and inserted it as a background image. On screen I have aligned the fields in the desired locations. But when I print it to PDF the alignment is out. I'm using Chrome as a browser. Designing the form completely from scratch is an option but seems like a load more work.
Display stats from zoho database on web page
Hi, I'm new here just trying to find my way around I'd like to display 3 counts from my database on my public web page. The 3 figures are counts of records for current month; year to date; and all time. There are a couple of filters to exclude some records I don't want counted. I have a simple report that holds these counts - can anyone tell me how I can get my web page to access these figures dynamically so they are always up to date please? Currently we have to update the website manually. I appreciate
Hide fields dynamically - Record Template
Hi all, is there a way i can hide fields dynamically on a record template?
"&" being converted to parameter in PDF export
Hi, I have a button in a CRM record that passes a string that may contain an ampersand to a ZC Page. The first issue was, if that string contains an ampersand, the URL would then read that as a new parameter and cut off the string when displayed. e.g, "Mr H & Mrs D Smith" gets interpreted as "Mr H " because the & specifies a new parameter. I resolved this by replacing "&" with "%26" before passing the string, and now the ZC Page displays the full name. However, when using Print or PDF buttons on
Built in functions getFieldNames() & getFieldValue() could be improved!
Hi, Would be nice to see both these functions improved to handle sub-forms, also the ability to use within custom functions. Like this would be awesome: map forms.fieldValues(int recID) { record = Form[ID = input.recID]; counter = 0; myMap = Map(); for each line in record.Sub_Form { counter = counter + 1; fields = line.getFieldNames(); for each field in fields { myMap.put(field + " - " + counter, getFieldValue("field"));
Report based workflow
Hi there, I often find myself wanting to create workflow based on reports instead of forms. Here are some examples: - On-Create of a new record from Report A, assign default value to field1, field2, field3. On-Create of a new record from Report B, assign different value to those fields. - On-Create of a new record from Report A, hide field1 and field2. On-Create of a new record from Report B, don't hide those fields, or hide other fields. - On-load of Spreadsheet report, disable field1 and field3
Customize detail view links (click to WhatsApp)
Is it possible to customize the detail view to include links in certain fields? For example having the phone number link to start a WhatsApp (wa.me/phonenumber) chat instead of dialing. Or linking a field like invoice number to take me to a different report on my app. I know it's possible to make custom record templates but these are used for printing and saving to PDF. I am looking for a way to customize the actual detail view while viewing a report.
Sub-Form Entry Sorting
Hi: Is there a way to sort the order in which sub-form records (entries) appear on the parent form by a field other than the modify date? Case: I have a customers form with a contact log sub form that has a date selector date field. By default each entry in this contact log form appears on the main form in order by the date that the sub-form record was entered. Instead, I would like them to appear in order of date per the date selector field. Thanks
PDF file be imported and converted as a report and read as a spreadsheet in creator app?
Hi We have a query from a client, a file they receive as a pdf file be converted as a Report in Creator App and be converted as a spreadsheet? is it possible? if so kindly explain. Regs Sathya
Creator/Books Integration
Hello! I'm looking at moving one of my Filemaker apps to Creator. The app is a computer repair tracking program. We are going to be using Zoho books, and I want to integrate the new creator app with books. I'd like to have the following: A dropdown in Creator with all of our contacts from Books When a new repair RMA is created in Creator, it creates a new Estimate in Books. Is this possible? From the API, all i've seen for the contacts portion is to search by ID number, or by name. I dont seem
Time is export as 24hr format instead of 12hr
Is there a way to get the time to export as a 12hr format like I have it in my report? In my report the time is entered as 12hr but when I export it shows in 24hr format. Is there a way to change this? Images are shown below. Thanks.
Sprint API (Self Client)
I am currently creating a creator application that will automatically get a Sprint, create a Sprint, etc. from an API of another website. Now, in the developer console, I was given the option to add a client. I selected, Self Client. I then generated a code using this. But when I tried to use it in my function, I get this result. Can you tell me where I am getting this wrong? Provide me an example or any guide that will help me make this work. Thank you.
error on script deleting record of related table
I have two forms: Purchase which logs company purchases, and Cashflow which shows the cash balance of the company. when creating a purchase,if a decision box called "add to cash flow" is checked, a new Cashflow record is created with the relevant details. Purchase also has a lookup table to the newly created cashflow record. when the decision box is unchecked, or the purchase record is deleted, i want the associated cashflow record to be deleted. I know a bi-directional lookup might assist but
List with Accept reject and details button in Zoho creator
I am trying to create a List in Zoho creator (Form, page) with a details button which redirects to another page. But I cant find how to create a list with buttons. I am a new user so I don't have a complete idea, Please help. Thanks.
List Form Fields API missing data
Using the Rest API: <form method="GET" action="https://creator.zoho.com/api/xml/sample/forms/fields"> returns all the form fields metadata, except nothing is returned for the 'Name' field or the 'Address' field. Is there any workaround for this?
about zoho creator
dear developers, i checked zoho creator for the first time today and was quite impressed with its features , as i am businessman i am always in need of technology helping me to keep my workflow as simple as possible , in zoho creator i found readymade applications for many business but i didnt find one for salon mangement, i tried developing it from scratch but found it quite difficult as i am a non-techie person, so i request your team to develop one readymade template app for salon management
Subform as a pop-up
Hello, is it possible to change the Subform UI ? As my subform contains too many data so it is very inconvenient to drag the data horizontally back and forth.
Few issues with fetch. I've gotten too complicated I think.
Form A records a product description, barcode, price at time of capture and the store it was purchased at. Store Name is a lookup field, then two single line fields and a currency field. Form B is a stateless form that when a barcode is scanned checks to see if a record exists. If so, it displays the highest price recorded, lowest price recorded and product description. I want to add in a fetch for the store where the lowest price was last recorded, as well as a fetch for the store that most often
Autopopulate subform based on other subform inputs
Hello, I have the following forms and subform: Purchase Order Form Subform X (items in packages) Subform Y (Items) Total SubForm_X (items in packages) PackagesNameX (lookup field from Packages_Form.PackageName_p) Subform_Y (Items) (*)Material_Y (#)Unit_Y (#)Price_Y Quantity_Y Subtotal_Y ———— Materials_Form Material_M (#)Unit_M (#)Price_M Packages_Form PackageName_p Subform Z: (*)Material_P (#)Unit_P Quantity_P (*) Is a lookup field to Material_M in Materials_Form. (#) Fetched from Materials_Form
Migration Tool
Is there an updated version of the migration tool available?
Labels for Workflows
Could we please get the option to label workflows - I have some that contain 5-10 different functions and I have to go into the codes to work out which is which
Lookup-Field-Search as parameter for reports
Hi there, I love the functionality Zoho Creator is offering, its awesome! One thing I could figure out properly (probably because I'm not using the correct search terms), is how to do the following: I want to have one page with a big variety of lists and KPIs, but all the underneath data should be filtered by one criteria. I figured out, how to pass the searchstring from the search widget to reports, however the search is not the best option to provide the criteria as it is free text field. I'd basically
Weird border when printing HTML pages?
Hi all I'm sure there's an easy solution here. Whenever I print a Page, a grey border appears around the body (see attached). Strangely, I have a couple of Pages that do not have this issue, yet I don't think there's anything different between them, at least in the script builder. Anyone come across this? Thanks!
Creating Multiple Records (tasks) from Form Submission
We have a community event where we offer services. Customers come to our booth to purchase the service. The event is about a week-long so when they come to see us they typically purchase more than one service. I'm new to Creator but my current set up is: Attendance List List of attendees, contact info and site location of where they're located on the grounds (we obtain this form the organizers) Service Request Lookup field showing "First Last - Site" 8 Checkboxes, one for each service day. Formula
purchase system
Hello there, I'm working on a system of purchase Below the form i'm using. Everything works well and i receive the orders like this: I was wondering how to get stats of how many of each item were ordered by month ? Any way to do it ? Thanks for your help.
Can you add files for download on your app?
Hi there! Just want to say what great customer service ZOHO has, I had an issue yesterday and within an hour it was fixed! Great service and friendly employees! My question is, can you add a page where clients could go to view and download PDF files? I have monthly files for each of my clients and would like them to enter the app go to a page let's call “files’ for now and be able to download the current months file and see past monthly files? I feel this may need some code which I’m not to clued
Custom actions in report header - get selected records
I have created a custom action for a report with a. Display Type - Show action in report header b. Execution Type - Execute action for collection of records. I want to write a custom function to take some action on selected records in the report. For eg. to send a mass sms with the selected to records in a single call. I would like to know how to get the selected records. Is this possible? Any example?
Display only one Value in a table
Right now, I have a table that gets updated daily. There are separate postage amounts that get put in, and I want to only display the total of all the postage, not each individual postage import. <body> <div class="divTableHeading1">Section A: Costs / Expenses</div> <div class="divTable"> <div class="divTableBody"> <div class="divTableRow1"> <div class="divTableCellB">Invoice Number</div> <div class="divTableCellB">Date</div> <div class="divTableCellB">Description</div> <div class="divTableCellB">Status</div>
Count # of "NEEDS ATTENTION" for sections?
Hi all, I was trying to script a workflow for counting the # of "NEEDS ATTENTION" radio buttons I have for each section I have in this form. Is it possible to count the # in a section(field) or no? Also, what's the easiest way to script counting these "NEEDS ATTENTION" radio buttons? I have posted 2 pictures below for reference.
Portal Form - DOWN
Hi all, anyone experiencing issues with any forms loading on a customer portal. As you can see its not a case of hidden fields as there are no buttons to submit or reset. also when clicking to edit an existing record the loading page is just continuously loading
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