Customer Portal - client upload content then view report of only their content
Hi, I am trying to create an app to allow my clients to upload content (text, image or video) to a database which is then translated by my team and then posted on social media. I would like to use the customer portal feature to allow clients to access to the form I have built, which contains 5 simple fields (text, upload image etc.). I would then like for the clients to be able to view a report of all the content they have uploaded via the form in calendar view - but only the content that specific
change payment
Hi, How can I change the payment (change the Credit Card number)? tks, pippo
Zoho creator api authtoken changing on their own.
We seem to experience a very regular problem where the zoho creator authtoken is deleted or removed from our account. When this happens crm stops sending records to creator via webhook and we loose records, sms messages that should go out to clients etc. We need something to let us know when this happens. The authtoken gets deleted and we loose all of our sms messaging systems. It is difficult to know if they are working or not and this is becoming something we need to check weekly in order to
Record adding from zoho crm to zoho creator gives permission denied
zoho creator give error permission denied while adding record from zoho crm to zoho creator using creator api
Conditional payment based on user input
Is there a way to make the recurring payment on the form conditional based on a particular input the user gives on the form. Example : if the user says Monthy Payment it is process as a monthly payment . If the user specifies Annual payment it should process the payment as one time. Thanks.
add record does not work in mobilecreator.zoho.com
Dear all, I just became a new user and am testing the functionality of zoho creator. One obvious problem I encountered is the script below not working on mobilecreator, but it can work on creator.zoho.com I create a form and add one single line field and just want to add a new record when click on the submit button. I dragged "add record" in script builder and got code below. insert into test_form [ Added_User = zoho.loginuser test_abc = "1111" ] however, it reports error "Improper Statements/Expressions
Html view minor problem se pictre
I need help badly, please see pic that i want to do. it seems i cant find "annoucement and new hires to edit the text. from this.. to this. this is the code : htmlpage Homepage() <%{%> <style> #mainDiv a:hover{ text-decorationderline; } .announceLine{ border-bottom: 1px solid #F1F1F1; font-size: 13px; line-height: 32px; list-style: none; } .quickLine{ font-size: 13px; line-height: 26px; list-style: none; } .mySub { overflow: hidden;
Pie Charts from data in Zoho Creator
Is it possible to create pie charts in Zoho Creator? If not directly, do you have any suggestions? I have a client that I think Zoho Creator would be perfect for, but they insist on presenting some data in pie chart format to management. Thank you, David
Pop ups on html pages
I'm told that opening pop-up windows (openUrl) in html pages is not possible. Are there any other workaround to accomplish this? Thanks.
Current Date Recalculated Daily
Dear Zoho, We really need help with a particular formula. We run a debt recovery company. We have an app at https://creator.zoho.com/zoho_zubin/copy-of-collision-accident-recovery-services# BACKGROUND: 1. The app has a form called "New Claim". That's the form we use to create new records. 2. The form produces a report called "All Claims". The purpose of the report is to help us look at records based on the age of a particular record. We want to be able to know how long we've had the record open just
fetch value from crm module and fill into creator.
I have a form with a dropdown and a number of single line fields. From crm, I want to get the contact which is related to a account and fill that value in dropdown and on selection of dropdown, its relavent information should be filled on fields. One more thing: I want to get value from crm and on load of a form it should get insert into table first and then from table, it should get populate in th form fields. is it possible in zoho creator? Please tell me how can i do this?
How to show contact associated with account.
Hello I need some help. I have created a form in which I have a Zoho CRM field which is bind to account. When I select any account it fetch it information and fill into the fields. A Account can have multiple contacts. I want to show these contact name in a ZOHO CRM Fields. How it is possible in zoho creator? or is their anyway to display contacts associated with account and on select of contact its information should get filled in felds.
Help regarding accessing Parent Account.
Hello I need some help. I want to fetch the parent account from the account module. In Potential module, I have created a custom link which redirect me to zoho creator. In zoho creator, I have created a function in which i had passed potential id from crm and based on it i am fetching account id and account information from this account id. In Account module, I have parent account field which is lookup of account module. A account can belongs to one parent account but a parent account can belongs
showing radio buttons on report screen?
Hi I have three radio buttons for field name matches.Is it possible from the report screen to be able to select one from these buttons,instead of having to click into the record to select a match?
Simple Date Subtraction
I'm having trouble doing a basic date subtraction in a Zoho CRM custom function. I've got a future date/time that I need to subtract one day from, and then use that new date/time to create a calendar event. Here is the code: fDateStartTime=ifnull(asps.get("1st Date/Start Time"),""); fDateEndTime=ifnull(asps.get("1st Date/End Time"),""); signWaverStartDateTime=fDateStartTime.subDay(1); signWaverEndDateTime=fDateEndTime.subDay(1); This produces an error saying it can't find the subDay function. If
Help regarding display signature from view to Page.
Hello I need some help. I have to get the signature from view to HTML page. I have published my signature report as well as HTML page. When I access the page then Signature is not display to the HTML page instead a broken link is shown. Please tell me how can I display an signature in HTML page in published page. Path to image is:<img src="https://creator.zohopublic.com.com/adminname/appname/Signature_Report/recordID/Signature/image-download/1438596706381_signature.png" width="300">
"Share" in Application Settings
Hi How is Share used with "Groups"? It appears that there can be Groups established that have no link to Users that have been assigned access to the application? - What is the purpose of Groups - How are they different from User Roles/Profiles? I use Roles to group users? Thanks for any clarification you can offer. Best regards Edith
help regarding search potential from crm to creator
Hello I need some help. I have created a custom link in potentials. On click it redirect me to Zoho creator. I am passing potential id with that. In zoho creator, I am fetching this value and save in to table. This is used for changing the stage value in crm. In Zoho creator, I have a button "Email for signature". On Click of this a email is send to the user with a link. When User open the link, it will show two button "Accept " and "Decline". On click of Accept, it search for the record in crm based
Help How do I change the very top tab
How do I change the very top tab from Pampering 4 Paws Grooming Information and ......???? Please help :)
Help regarging download pdf from html view
Hello I need some help. I have to send a pdf download link to customer so that he can open the link and see their quotes. I have found the link which convert HTML view to pdf "http://creatorexport.zoho.com/<app owner name>/<app link name>/pdf/<HTML view link name> ". But how can I download the published page as pdf because in email I have to send public url to customer.
Report-Pivot Chart and Customer Portal
Hi, I have a Report-Pivot Chart embedded in a Page (Page X). Using Customer Portal, each customer can log in and insert/view his own data. Each Customer should access to Page X and see the Report-Pivot Chart related to his own records. In the Report Settings If I set USE to "All records" I can see the graph but related to all records (all customers together); In the Report Settings If I set USE to "Only logged in user records " the graph goes in error (no records). Any hint? tks, Pippo
Help Regarding fetching value from url to form which are embed into HTML Page.
Hello Team I need some help. I need to get value from url to Form which is embed in HTML Page. I have a form which is embed into HTML page. Please tell me how can I get value from Url to Form which are embed into HTML Page.
Not Able to find 'size' function
Am I overlooking something obvious? or is this a bug? 'Total_Questions' is a Numeric Field. I get the same error when I try input.Questions.size() < 1 or input.Total_Questions == input.Questions.size()
Improper Statement
I have a very simple code on the decision box On User Input as: if(input.Decision_box == true); { openUrl("http://mydomain.com/newsite777","New window"); } I keep getting the improper statement error on line 2 which is the curly open bracket { Please advise
Auto populate a lookup in a subform from a lookup in the parent form
Hello, I have searched through the forums and have found similar threads but not quite the same scenario as mine. I have 3 forms, ACCOUNTS (includes all contact information including "Company_Name") ASSETS (Includes computer hardware information including a lookup from the Accounts form for "Company_Name") FILES (includes a file upload field and a lookup for "Company_Name.") The common field between all three forms is "Company_Name." ASSETS includes a subform field using the FILES form. My Goal:
PDF Engine not working today?
Hi, Suddenly I cannot export anything as pdf or attach anything as pdf from Zoho Creator. It used to work totally fine. Now a browser tab open with https://creatorexport.zoho.com/downloadExportData.do? as usual but hangs and nothing gets downloaded. I first noticed it when sendmail stopped working with pdf attachments today. I removed the attachment and it works fine. I then just tried simple export of reports as pdf and that fails too. Exporting as a spreadsheet works fine. Have tried different
Improper Statement
I have a very simple code on the decision box On User Input as: if(input.Decision_box == true); { openUrl("http://mydomain.com/newsite777","New window"); } I keep getting the improper statement error on line 2 which is the curly open bracket { Please advise
Help regarding deleting records from subform
Hello I need some help. I have created a main form named "Shipping" and two sub forms "Shipping and Billing" and "product Info". I have created a relationship between these forms by assigning a ID at the form load in main form and assign the same id to sub form as well. When I add the record in product info sub form it works fine and on delete it is also work fine and on success it show a page with these information correctly. But when I edit the same record and add or delete product from there
Sorting lookup fields
I would like to present the options in a Lookup field in a particular order. I know I can set the field to be sorted alphabetically but none of the fields in the table relate to the sorting order. Ideally, I would like to add a field to the table in which I can set the sort order for lookup fields to that table. But I don't want to display this 'sorting' field. Anyone: Do you know how to achieve this with what we have now? ZC Support: If not possible now then please add this feature.
configure a Single Line Text
Hello I have to write text in Italic in Single Line textbox. Is it possible in zoho creator to write text in Italic?
Users field update
Hi I have one form that has a filed Users.I have created one custom action that has a add record task for adding these Users field.When I ran these custom action it added only login user name.But i have other names that have also permission.But it add only login user name.Is their any solution for it to add different users?. Thanks. Siva
Create a report from data derived from another report.
Can a report be created using fields derived from another created report (ie not a form report, but a seperately created report? If so, what are the steps?
Error occured while executing on load script
Multiple apps in my account are experiencing an issue. Some (not all) records give this error when editing a record There are no other issues in the logs and the code works for most other records. It's like the record got corrupt on zoho's side. Support chat verified the error yesterday. I have also submitted a support email. I'm documenting this in the forum for other's benefit. Cheers, John Whitney
E-mail body HTML to attachment file
Is it available to creat PDF/HTML/DOC attachment from HTML email text in body. For example i have email message like: message:(((((((((((((((((((((((((((((((((((((((((((((((((((((("<p style=\"margin: 0px; font-size: 14px; font-family: 'Courier New';\"><span style=\"letter-spacing: 0px;\"><b>text + patient_var.age_patient .... etc Thanks !
SUBMIT THRU EMAIL STOPPED WORKING
Since 11:04 this morning the submit data from email feature stopped working PLEASE FIX THIS ASAP
'row' is a invalid collection and update is not possible
Hello I have a form and two sub form. I have created a custom link in crm and sending data to the creator. On creator I have written a custom function which get the id from URL and pass it to the custom function as argument. Custom function return an value which i need to fill into sub form. When I write the code to fill value into sub form it gives an error "'row' is a invalid collection and update is not possible ". Please tell me how can i fill the sub form field on the on load of a form. This
Time Field
This follows on post http://help.zoho.com/portal/en/community?ftid=2266000000242703 Until we get a time-only field that compliments the date-only field, I'm requesting a workaround via deluge script. I have my own workaround that uses and hour box, minute box and AM/PM selector. These three boxes (actually 6 due to start and end time for my application) add unnecessary length to my form. I'd like a single text box with deluge script to validate the format. For example, 2:15 am Any takers?
Page Embed Report Params
I can not locate any documentation on how to make use of parameters when embedding a report into a page. htmlpage Test() <%{ teamID = members[Added_User == zoho.loginuser].team;%> <div elName='zc-component' viewLinkName='Teams_Report' params='zc_Header=true&team=<%=teamID%>'>Loading ...</div> <%}%> The report is based off "events". I am attempting to limit the report to row pertaining to the user's team. The team ID is returned correctly. The target is events.team.ID.
EMAIL csv or xls FILE to IMPORT DATA INTO A FORM
Hi, Is there a way for the user to email a file (excel or csv) with matched column headers to import data into a form? Basically, I run a report from my database in csv format and then import it manually into the system, it would be really helpful if there is way to email this file to the form's email id in order to import the data into the form. Thanks! V
Mobile form prompting users to "open in mobile app." I need this turned off ASAP
Hello I use zoho creator to add form functionality to an existing mobile app. I embed the form permalink into my app. At the top of the form is prompts the user to "open in mobile app." I know this an advertisement for the Zoho mobile app but this is not acceptable for the way I'm using it. It it confusing my clients who are already using an app I have provided them
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