Importing data to lookup fields
Hi everyone. I have made a fairly basic app for tracking attendance at meetings. The main form is called "attendance" and related forms are "members" and "organizations". What I want to do is import a CSV of attendees to the "attendance" form and have that automatically populate the "members" and "organizations" forms as well. It's very likely that I will be importing CSVs on an on-going basis, after each meeting. How do I go about structuring this? Also, is there a way to de-duplicate members? Thanks!
Does Protecting Data (i.e. selecting Data Privacy and/or Data Security) prevent creating a Lookup field into another from working?
Does Protecting Data (i.e. selecting Data Privacy and/or Data Security) prevent creating a Lookup field into another from working? I have searched everywhere for this answer and can't seem to locate it. Thanks, Paul
How to implement month picker in zoho creator form .
I wanted to take user input as month and year .
Public Form - Conditional Lookup
Hi, I'm relatively new to Zoho Creator, but I'm making a recruitment database and want applicants to select a drop down of our 'live' recruitment rounds. In the recruitment rounds I have a tick box 'live on website'. I'd like only these jobs to show up
Printing record summary templates
This statement will print using the Active record Summary for the report openURL("https://creator.zoho.com"+ zoho.appuri +"record-print/report_name/" + input.ID, "NewWindow"); Is there an option to indicate the template name? Here is what I am trying to accomplish: On a report when the user clicks on view record I want one template (Template_A) to display. I also want a custom action to print using a different template (Template_B). I can create another report that has Template_B as the active template
Using Zoho Books API in Zoho Creator
Hello, Can someone share Zoho Books API example in Zoho Creator deluge function. I have already created Access Token and refresh token for it respectively. I am confused in later part of it
Grant Admin / Edit access to a registered user
Hi Creator Community, Is it possible in Creator 5 to assign one of the users of an app to be a co-admin so that they can also edit the app? This doesn't seem possible via the users and permissions tables in the app settings nor in the user list on my
Standard JSON string creation in creator
would you please advice how to create a string of this type using creator? the intention is to create a string that can be read by a standard JSON parser. {"employees":[ {"firstName":"John", "lastName":"Doe"}, {"firstName":"Anna", "lastName":"Smith"}, {"firstName":"Peter", "lastName":"Jones"} ]} thanks Luis
Filtering data by an URL
I am using the filtering data by an url facility as you suggested by the example: http://creator.zoho.com/sampleapps/company-details/view/User_View/criteria/Name=James/ In your example there are filtered all the records that have the field �Name� equal with �James�. What I need now is to filter the record where the field �Name� contains �James� . Any suggestion? All the best, Doru
24 Hours in Calender Day View is not working
Hello, I have the Problem that the Time on the left side in Calender Day view is 12 Hour Format. Can I change this somehow?
Zoho Creator + DMARC + SPF + DKIM
Hi! Our company is implementing DMARC policies and we are having non-complaints for Creator's emails (attached screenshot) There is a way to fix it? We had fix it for Zoho CRM, Zoho Mail and Zoho Campaigns, but didn't find an option to configure SPF and DKIM in Creator. Thanks in advance
Connect to Creator through Web Based Frontend
Hey all, sorry if there is already a topic about this, I have done a fair bit of searching and have come up short. I am wanting to create a webpage in HTML using Bootstrap that uses a scripting language to communicate with Creator over the API, able to pull and push data into the creator reports. Effectively, I am making a frontend that uses the creator reports as a backend. However my issue is that I don't know what language to do this in. I was using jQuery but I was surprised to see that Zoho
Bugs in "Record Summary Template" feature
Hi there, I just tested the "Record Summary Template" feature for Zoho Creator. First of all: Great idea - this is exactly what we've been waiting for! But there are three essential problems / bugs: 1. If I want to fetch values from a related form/database, the record summary only shows values that were originally added as free text (string / in may case: single line). If I want to include values from the related form that come from e.g. dropdown-menus or radio buttons etc. it just doesn't show up
Subform Date Field - Scheduled Workflow
Hi All, i want to use a date field which is within a subform to send a reminder email. The scheduled workflow would need to get each date (from each row if more than one row) and send an email a day prior. I can see how i can do this when the date field is within a form but when its in a subform i cant seem to collect that data. Thanks Rich
Submit Data via Email
I am trying to submit data by e-mail. The basic proof of concept works, but the only Fields I can get to populate are the ZC_From, ZC_Subject, and ZC_Content as described in the online help info. But I am unable to get any my own custom fields to populate
Export all fields not just those showing in View
Is there an option to export all fields from a form not just the fields that are showing in the view? I have a form with more than 30 complex fields so I can't show them all on the same view. I need to export the data. Is there a workaround? Herb Wexler
iOS Users Can't Submit - Upload Fields Don't Work
The title says it all. iPhone / iPad users can't use the upload file field. In our case, this field must be required - meaning that they can't use the form at all. Is there a fix in the works for this? I'd imagine a significant percentage of traffic to all Zoho Creator forms is mobile and a significant percentage of that is from iOS devices. Thanks!
I love Zoho
It's very useful in my field of work... I would 100% recommend this to my friends. :)
Zoho Books Integration with Creator
Is Creator going to be integrated with Books? Or is it already and it is not in the documentation yet? Bruce Letterle Red Lab Media
How can we send a record template in a new CRM record as attachment?
When I submit a form I would like with the zoho.crm.createRecord to create a new record which will predefine some fields in CRM (using Map). We are OK until now... Is it possible to add a PDF (record template) in the zoho.crm.createRecord so when the
Get related list from CRM
Hi, I've got a Creator form. I want to pull data from Potentials, and its related-list, Products. This should work, no? CRMresp = zoho.crm.getRelatedRecords("Products", "Potentials",input.CRM_Lookup_ID) Can you only use getRelatedRecords for 'sub-modules'? Can someone explain why custom modules aren't supported in crm tasks? And is there a better way than clumsily re-purposing a default module for this purpose? Thanks! Levi
Usage Log Wish List / Feature Requests
Hello, all! I thought I'd start a thread to capture our collective Usage Log feature requests, in no particular order: the ability to search across all columns the ability to download the log the creation of a new log entry type called "Warning", and
KEY-VALUE - Can not execute "get"
I created a new Mail Filter with "specific function" and use the "default" code (For a new empty template) i.e. this: messageDetails = zoho.mail.getMessage(mail_messageId); mailContent = messageDetails.get("CONTENT"); fromAddress = messageDetails.get("FROM");
Multi language survey
Hello everyone, How can I add a language option in published zoho application? I want to make a survey and the first option will be language and the rest of the questions will change according to the user input. Looking forward to hearing from you. Thank you! Aroub
Looking for a setting in Creator
Hey, I just need some navigation help. I can't seem to find where to set the .pdf attachment name for a record template.
Total each day to appear on Calendar View
My company delivers various quantities of widgets to different addresses. We use Zoho to record [ADDRESS] [DATE] [QUANTITY] [OTHER INFO]. Right now I am having the Calendar View bring up quantities per day, but it's showing them all as individual records
Is Zoho Creator HIPAA Compliant?
Hello. I am working on several projects that require HIPAA compliance and would like to use Zoho Creator for them. M My main question is Zoho Creator HIPAA compliant? If so, how do I prove to my stakeholders that it is? They just won't take my word for it - I would need written documentation from Zoho to verify this. Are there any links that show this? Does Zoho have other products like CRM, etc. that are also HIPAA compliant? Thanks. Rich
Open a form in Edit mode - NOT using the creator.zoho.com url
Hi, My app is accessed by my customers using a branded url eg: https://www.mywebsite.com, I want to be able to open a form in edit mode - however I don't want to navigate my customers to https://creatorapp.zoho.eu/mycompany/myapp/..... Is there anyway
rtl support for Creator
I would like to add my vote for rtl support for Creator, including form labels on the right of the fields and all right aligned.
zip.extract() throws error 'Error at null' for uploaded file.
here is my code - zip = input.image_file; file_collection = zip.extract(); error: Error at null
using CRM API v2.1
I'm trying to work out how to change our creator app to use the new 2.1 api, however I don't know where to look. does anyone else have this problem or do you know how to configure the system to use them.
Will the iOS Scan Document feature be coming to Android?
Hi Guys, Will the below feature (released November 16, 2019) be coming to Android? "Users of iOS 13 and later can now scan multiple images and upload them as a PDF to the file upload field. Tap the file upload field and then tap Scan Document". Thanks in advance!
Zoho Creator Custom Solutions - APIs
Per number 17: https://www.zoho.com/developer/help/creator/faq.html 17. Is API support available for Custom Solutions? No. API support is not available as of now. Does support have a ballpark timeframe on API support in solutions? Would love to
Deluge AES encryption/decryption functions
Hi, Does the AES functions use 128, 192 or 256 bit encryption ? Does anyone know of AES encryption/decryption functions in C# or NodeJS that produces the same results as the Deluge script AES functions ? I have a requirement to encrypt (using AES) outside of Zoho Creator and pass the encrypted data to ZC where it will be decrypted using the Deluge script AES functions. Regards Malcolm
Multiple Form report
Newbie question: In my monthly budget planning app I have following forms: Expense Category: [Category] Expense Subcategory: Lookup [Category]; [Subcategory] Expenses: Lookup Expense Category: [Category]; Dynamic Lookup [Subcategory], [Amount]; [Date]; [Month(Date)] Budget: Lookup Expense Category: [Category]; Dynamic Lookup [Subcategory], [Amount]; [Month] Now what I would really like to achieve is to build a classic report summarizing expenses by Subcategory + an info from Budget how much was budgeted
Changing the Names and Pictures of users added to the Customer Portal
How do I change the name and pictures of customers added through the customer portal? When I add them; their name is just their becomes their email address with out its domain. Also I dont have an option to update their information or tie their information
Pivot tables not updating
Does anyone else have consistent problems with pivot table data consistently being wrong or out-of-date? We have some simple forms/tables that have pivot table reports, but we constantly have to click Regenerate or Refresh and half the time that doesn't show accurate data. We've chatted with Support multiple times to no avail, so we wanted to get the community's take on this. Thanks!
Can I use parenthesized substring matches from a regular expression?
I would like to use pieces of string that matches regular expression parenthesized groups, like this: reg_ex = "(.*)([A-Za-z}{3})(.*)"; if (mystring.matches(reg_ex) { mystring = mystring.replaceAll(reg_ex, "\2"); }Is it possible?
predictive or progressive dialer integration with Zoho
Is there a program that integrates with Zoho to use predictive/progressive diallers. Outbound telemarketing focus.
Opening an embedded form from an external embedded source on the same html page
I have a page with a ZC form on one side embedded into an iframe and an embedded external chatbot on the other. Using a URL I am able to get the chatbot to prepopulate the form : https://www.MYWEBSITE.com/#Form:Action_form?Description=Change%20lighting%20to%20LED&Action_Category=Retrofit&Zaas_Identify=true
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