Referring to fields within "Add notes" field
I can get zoho to send emails with the body having references to fields e.g. <%=input.Customer_Name%> Now, for a certain workflow I need to display a body of text to the person filling the form (either dynamically as he fills in fields or on success) where the body of formatted text contains references to other fields within the form. i.e. not an email but directly displayed under the form page. "Add notes" lets me compose the text beautifully, but I haven't figured out how to include references
Compare two tables to verify the information of the first table and change the status
Hello I am new with creator and I have to decide if it works for my necessities. I have two tables: - Orders from Client - Product list (a list of a product I sell) Step 1 I receive from my clients orders with the following fields Client name Client Order number Date Product code (mine) Photo Step2 I need to compare the photo (and other info) on the order with the photo+ info inside my Product database. So I need list (grid to see more than one order at the time) that on one side shows me the order
I need to know the code of the sample application.
Hello, Recently I use Zoho Creator to create an app for specimen management in my laboratory. I want to add a feature to create a label for each specimen that I checked in, and I find this sample application similar to my need (https://creator.zoho.com/sampleapps/preview-and-print ) However, I can't download or add this application to my application. I want to edit the application so I can see the deluge code. Please help
formula that refers to a lookup field appears garbled as numbers
I have a lookup field that I want to access in another form as a lookup field. Directly this is not supported. So in the original form I added a Formula field that refers to the lookup field from the same form. Now I can indeed refer to it in the second form. But there seem to be numbers appearing instead of the names that are visible. i,e, A lookup field simply referred to by a formula appears as some internal number. Thoughts?
Daily backups not possible in zoho creator?
Can I not take daily scheduled backups in Zoho? I only see options for weekly monthly & yearly. Are these backups saving the App structure or the data? Or both?
Referring to fields of a record within function for Custom Actions for each record of a Report
I have created a custom action which displays a button next to each record, say, "Email record to user". I have successfully written a function & I'm getting the email. But how do I get it to email the record field details? Best I can do is this: In the function builder if I try to add an expression in the body I get variables under a "Collections" tab but I don't get how to use them. I have included the entire form as an input argument to the function as a "Form Object" I seem to only get an ID
Estimate Creation Form?
I came across a post from 5 years ago at https://help.zoho.com/portal/en/community/topic/submit-form-to-create-estimate and would like to know if there is a new and easy way to create a Zoho Form that will create a Zoho Estimate that can then be accepted and turned into an invoice. Most importantly I need the invoice to take the items from Zoho Inventory for the purchasing process. Is this possible and how? Steve
Creating Tasks for users
Hi There, Very new to zoho creator and I wanted to know if there is a possibility of creating tasks for users of the application. For Example: User fills in a form that needs to submitted and have a response completed by another individual. I would then create a person responsible field. They would then open the application and be able to see they need to complete the task. So, is this possible? Thanks,
Does anyone use the iOS Creator App? Is your time worth nothing? For me, it's SLOW.
First, I love Zoho Creator... I have spent a lot of time making things just the way I want. BUT, I am at a crossroads with it due to the UNBEARABLY SLOW iOS app. I mean it's bad. Maybe it's my app, but I'm just getting started. I have a pretty straight-forward dispatching app I've built for a local service-based business. I really only use a form for clients and a form for service calls, and it is soooo slow. I have an iPhone 7, totally up-to-date and it seems like it is only getting worse
Updating records programatically to duplicate a column's contents to another newly added column
I have a form where I have added a dummy, hidden single line field that mirrors a lookup field so that I can refer this field from other forms as a lookup. This is working. In the report I see an extra dummy column that's identical entries. Unfortunately the older entries have this dummy column empty. Is there a way to automatically populate them? In something like Excel this would literally be a simple copy paste of one col to another. But how can I achieve this in Zoho Creator?
Search in single line field in a form
Hello, I'm looking to integrate a search option for the following case. I have failure description as a single field. Now, when different people are entering data, the same failure description can be described in different ways if we have a single line field. But as I'm typing, if I am options start appearing below, it would be easier to choose from the list.. Can someone explain how?
Limitation of fields in free version?
Hi theres I'm an absolut beginner creating my first form. Can you tell me if there is a limitation of fields (drop down, radio button etc.) I can use in the free version? It always stocks with the word "adding"... Will this Change as soon as I have upgraded? Thanks for the short info and best regards, Pat
Record level permissions in Zoho Creator; how to set
I have a form which will be filled by the same person but depending on the value of a Field (e.g. USA / Europe) the list of users who have permission to view the report changes. i.e. User A should only be able to see fields having Field set to USA and User B should be able to see all fields. Can I set record level permissions of this nature in zoho creator? How do I do this?
How to send invoice in mail with image from zoho creator.
This is my invoice in gmail. Al value is ok. When i send mail with image then automatic create a link. This is the link. When i remove the link then show my image. I want to know that why create the link. And how to solve this problem. Thanks
VOLUNTEER PORTAL
I am currently using VOLUNTEER PORTAL under ZOHO CREATOR and I have added new categories for the volunteer registration sheet but I could not find all of the "volunteers' answers in the database. How will I find the full profile of the volunteer in the database? Thanks :)
Passing form ID to a lookup's "Add New Entry" form
I have a "Project" that has been created from a form On edit of that project, a lookup field becomes visible In the lookup field, I want to add a new entry In the form that loads in the popup, I want to pass the (source) Project ID to a hidden field With the Project ID, I can then populate other details on the new form On Add I can't seem to figure a way to get the ID of the form the lookup is adding the new entry from. Any suggestions?
Creator app permission
Hi my creator app is not working for my zoho one account, permission denied?
Populate data from another form.
hello, I am working on a an app for backend automation of our Admin and Accounts team. I am not a developer hence please guide on the steps or material or videos to do the below. I have created a form to collect products we sell this just captures basic information of the products like Name (single Line Field), description (Multi line Field) and Part number(Single line field). i would like to generate a sales order, for the same i would like to call this data from the products form and add quantity,
If then else statement
Im new in zoho creator, I want to auto-calculate the renewal date which is start date + 365 days, how to write it in If then else statement? If { start_date !==NULL; renewal_date = start_date +365 } Thanks
Form with repeatable fields, submit to multiple mudules
I have 4 custom modules in my crm, Child, Carer location and job. The business model is that we accept bookings of our carers to do a job of caring for children. These are linked to the parents via the contacts module, with each parent having the own contact. One job can have many children and many parent (contacts). I need to create a form that will take the bookings of these jobs and I think this maybe possible with creator. I have created an app with the different sets of data: job, parents, children
Pre-Populate a field for generating reference numbers.
Dear Team, I am making some apps for our operations team, where we have to generate reference numbers. Eg. Company Name: Acme Corporation Application: Payment Receipt Current Month: January Curent Year: 2018 and auto number so the reference number will be AC/PR/JAN/2018/001 next AC/PR/JAN/2018/002 Currently i have pre-populated the field AC/PR/JAN/2018/ and expect the user to add the last digit but there are chances of mistakes and each month i have to change the month.
Editing an email before sending it (through custom action - selected records)
Hi, We are building in a functionality where users can automatically send emails to selected records (employees) in a report. However, we would like for the user to be able to edit the email (subject, body text, CC email addresses etc..) before it's sent. The email function works already with static details, we just need to implement the editing module/wizard. Hope to hear from you, thanks in advance! R
Zoho CRM Field - Module Invoices
When I add a Field Zoho CRM, Module Invoices it does not show anything and I have generated a lot of invoices, How can I display the Customer Invoices in Field Zoho CRM, Module Invoices?
Schedule - update a field after an automatic email has been sent
Hi, I cant figure out how to update a field following an automatic email using the schedule feature. I have a report called sent quotes which automatically sends a quote follow up. In the report I have a field called "status". I would like the status field to update to "Quote Follow Up Sent". After the automatic email using the scheduler has been sent. Any ideas?
creator integration with campaign
i need to improve my email side of my creator database. i use mailchimp for mass emails but use creator app for emailing from my members table and its rubbish there's no way to really see whats happening or build templates so i want to integrate with campaign which is not so hard with CRM but seems to be much more involved with creator and the cost to do this seems high ... does anyone know a short cut way to do it or other options...
Changing List Report criteria
Hi, does anyone know if it's possible to change the criteria dynamically? In the following, i'm trying to change the expression to ID = 123 into ID = 123 || ID = 456 || ID = 789 dynamically. list SearchPart { displayName = "SearchPart" show all rows from Part [ID == 123] ( Customer.Status ( width = 70px ) . . . thanks!
Create User without sending an invitation email?
Can you add a user under User Permissions without sending the stock email automatically? I would like to be able to modify the content and send the invitations through the share feature.
GPS
Hola Zoho ¿Es posible obtener la ubicación GPS de un formulario usando la integración de creador?
Summary Page additional button in top
Is there an option to add an action button on top of the record summary page (e.g. next to the print icon). Purpose is to create an action that will open another form in the same window.
Help Fetching Records - Dynamic Picklists
Let me first say I am a beginner who has searched forums and video tutorials to piece together Deluge. Just enough to be dangerous! I own a home staging business, and I am very excited to create a tool built exclusively to my business! My first challenge is to create a searchable database of inventory items. I want to be able to easily search for different items, assign them to projects, etc. To be able to sort these items (and modify the sorting structure in the future), I have created 3 different
Allow only 1 entry in Subform
Hello Is there a way to allow a user to pick only one row and not add a new row in a Subform field in Zoho Creator The use case is once the user selects a company name in a subform, they are shown a name of employees in the same subform in a dropdown field adjacent to the company name field from which they can pick only one employee. ex: Subform Column 1: Pick Company Name > Column 2: Pick Employee Name (employee name is shown conditionally as a list of employee of the company selected in Column
Sending Email attachment - "On Edit"
When i send a Email Attachment with image content the script gets crashed.kindly please help.Is there anyway to send an image in attachment. Thanks
Autofilter based on Added_User == zoho.loginuser
Does anyone know if you can limit autofilters based on the loginuser...so that the filter drop down list only shows the records that match the current zoho.loginuser. The dropdown on the autofilters currently show every record in the form (field is full_name for example) and not just the ones created by the unique user. Thanks in advance. Joel
No column and data
Hi why no data and column after i created form and add values.
Communicate ZOHO CRM through XML with other Services
Hello, I'm José Daniel, and I'm really new in this platform, I would like to know if there is a way to communicate ZOHO CRM with another platform what uses Web Services. The idea is the we take the some information from the Zoho CRM and with that information we create a XML, then we send that XML to this other platform, we received and use the answers to update the information in Zoho CRM. I don't know if this question should be here or in Zoho CRM. Anyway, I would appreciate all the help. Thank
property management app
I just started using Creator and tried installing the property management application. It has the usual "wait while work our magic" prompt with a ghost image of the application in the background, then it goes to a white screen with a "no usch application exists" message. Can anyone help?
Regarding Xml Response - Execute XML Path
An XML Response which is from another WebServices, need to be fetched and inserted in the creator report. For that i may using the "ExecuteXMLPath" build in script in the creator. Using those Script i need to fetch the XML Response with multiple fields values in a single variable.But using "ExecuteXMLPath" only one field value will fetched. I need to fetch the Data as mentioned below. xml_email&password_response_holder = get_data_from_job_ready.executeXPath("/parties/party/email/text() &&
Visibility of report content
Hi, Consider i have some 10 employee data which is entered / imported by the admin but if an employee signs in he should see only his record / data. How is this possible? I have also tried by giving view only in customer portal but this works only when user enters data and then he is not able to see others data.I don`t want this as the data is entered admin. I have also tried by adding criteria in the report specifying [Email equals zoho.loginuser] or [Email equals zoho.loginuserid] But nothing is
Ask about records
Hi Team, We purchase EXPRESS account yearly: Unlimited User 100 Apps 250,000 recordsMy question is: If I already have ten thousand data/records and I deleted five thousand of it. Is the five thousand records will going back to 250,000 records? 250,000 expected records 10,000 records of my application 240,000 remaining records 5,000 deleted records Is 5,000 deleted records will add in 240,000 records? like from 240,000 it will going back to 245,000? Hope you get my intention.
Copy data from one application to another application
Hello, Is there a way to copy data from one application to another application On Edit the record entry? e.g. I have two applications, 1) New Stock. [form name = Invoices] 2) Old Stock [form name = Invoices] Note: All fields are same in both application forms. I am going to edit the record and doing some modifications in "New Stock" app. When click on update button, I want to copy that record to the "Old Stock" application. Is that possible? FYI: In modification process, there may be some conditions,
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