Restricting Fields in Bulk Edit
I have carefully hidden some fields in my Form as I do not want them to be available for editing. However, it seems that enable bulk edit allows any field to be edited. Is there any way to stop this? Thanks, Julian
"Work offline" in Zoho Creator ?
Is there any way to work offline in Creator? I have some forms that I fill out... take notes in... at a location that does not have internet. It would be great if I could do that there, and then come back to the office and have all that data upload to Creator's database. Thanks for any input. Tom
Default Contain value on Field filter in Report
Hy, When we open any Report and click on Filter then all fields shows on Right Side. and when we click on any field then it shows like FIELD NAME and below IS (in drop-down) , i need in place of IS it shows CONTAIN . Is that Possible? if yes then how?
Introducing InteGreat: A dedicated series on Zoho Creator Integrations
Hello everyone, We hope everything is going smoothly with Zoho Creator. As promised, we're back with another helpful community series, InteGreat. In this series, we will take you through the different steps involved in integrating your Zoho Creator application with any other service, be it a Zoho product or a third-party service like QuickBooks, Zapier, or PayPal. We'll pick from a list of popular integrations, and each post in the series will focus on a different one. If you have any suggestions
Is Zoho Creator C3 Server is down?
Is Zoho Creator C3 Server is down? no responding, C4, C5 works fine.
adding background image to panel not working
suddenly it doesn't work when i try to add a background image to a panel, i already tried creating a new app, and also with different browsers
Zoho Creator to zoho Books Integration
Hi, I am doing integration from Zoho Creator to Zoho Books. I am able to add records to Zoho Books - Items module when a record is created in Zoho Creator. However, I am not able to search the records from item module. I want to fetch the records using item name and get the id of that item and then in next step update the item details like price and unit. Below is the deluge script i have used but, I am not getting the correct output. Products is a lookup in the stock form. I have used below script
Sum values based on distinct value of another column
Hello, As an example, I am trying to add up the values in one column (Amount $) for each unique value in another column (Item No.) for each Company. Company Item No. Amount ($) A A100 17.60 A A100 17.60 A A101 18.00 B A102 25.00 A A103 17.60 B A104 12.00 B A104 12.00 The Amount ($) will always be the same for the same Item No. but a different Item No. can have the same Amount ($). I am trying to find sum(Amount ($)) but only for unique Item No. (i.e. only add once for duplicates such as A100 and
Entering data directly into Spreadsheet Report
Hello, I find the spreadsheet report very useful seeing that most of us are used to data entering on Excel. Is there an upcoming feature that will allow users to add new records directly in the spreadsheet view and also manipulate data just like in Excel (e.g. highlight, color, etc...)? I've seen other web-based apps that have this feature such as AirTable but I really want it to be implemented in Zoho Creator. Adding new data takes a lot of time especially if you have to access the form (importing
Migrating info from Form A to Form B
Hi guys, I have a question regarding migrating information from a form to another form. I have same fields on both forms, and here is my code when customers fill out the form A, and I migrate them to form B. insert into User_Sign_up_Form [ Added_User=zoho.loginuser Yellow_Fever=input.Yellow_Fever ] But somehow when I update the report for my form B, It created a new customer in the list as shown below. I am supposed to update the second row. I appreciate any help! - Sally
How to add a flow created in Zoho flow into Zoho creator app?
Total newbie, so apologize for being lost. I have a contacts app in creator, and set up the Zoho Creator Gmail flow for when a new record is added. I tested by adding the new record, and my email is sent to me. However, there's no indication in Creator, that there's a flow working with my app. It only shows flows I created inside the App under the workflow tab. Should I be able to see Zoho Flows from here?
Date filter: this week
Hello, If we use a calendar report we can configure what the first day of the week shall be. I can not find this feature any other reports (pivot chart, pivot table, list report etc). The default setting is Sunday. In my country the first day of a week is Monday. So I always have to use user filter in reports if I want to have "this week data" from Monday to Sunday. Anyone can help if the feature still exists somewhere and I miss something, or any tip how to hack it? Kind regards George
Combining 3 reports into 1 with all information
Hi, I am working for a NGO and we have 3 different sign-up forms for activities. Is there a way that we can combine all 3 forms and sort the information according to the volunteers' name? For example, volunteers provide their basic info in Form A, activities they want to join in Form B, and availability in Form C. How can I combine all of these into a single report? Thanks. - Sally
Automatic form-filling for each user, if they don't do it themselves.
So I have an attendance form, wherein people mark themselves as present everyday while submitting the form. I want to write a deluge script in which if a user does not submit the form, the form is automatically filled for the user with the status field marked as absent. So far, I understand that it will be a scheduled workflow based on an hour of the day, where if the script does not find an entry for a user on the current day, a form will be auto-filled for all the relevant users with the status
Compare two lookup lists
What is the best way to achieve the following: (a) I have a data inventory form, and each record tells me whether a certain assurance activity should be undertaken by the data it holds. For instance the data says a special audit should be undertaken. (b) I have a second form which details the special audits that have occured. As an audit can cover multiple data inventory records under (a) the ID's of the records from form (a) covered by the audit are recorded as a list on form (b) - call it b_in_scope_records
Deluge Scrip Zoho CRM and Creator Integration
I'm attempting to write a simple script to pull data from Zoho CRM (Potentials) into a Creator form. Note: I want to pull all data from all fields and display those in Creator. I'm using the following script, and I'm getting the error below when I run the application. Thoughts from the community. contact_map = Map(); contact_map = zoho.crm.getRecords("potentials"); input.Test_App = contact_map.get("Created_By"); Error details: log messages Invalid client task found corresponding properties Line:(3)
Lookup field point to address field show multiple entry of the same value
Hello guys I have a vendor form with the address field. This form have multiple vendors on the same city, so the country, state, and city are the same for many of them, only the street change. Let's say I have 10 vendors in Canada, and 5 in Australia If I create a lookup field that point to that form and to the address field, I have a list of addresses. If I remove all the fields and choose to show only the country, of course I will have a dropdown that show the word Canada 10 times. How can I show
Hide/Disable Lookup Field Values
Hi, I have Form A - Employee Self Appraisal Form and Form B - Manager Appraisal Form. Form A - Employee Self Appraisal Form will have all the fields like Employee_ID, Employee_Name and Self Appraisal as text field entered by employee. Form B - Manager Appraisal Form will have Employee_ID field as lookup field which helps to auto-populate Employee Name and Self Appraisal field. Now Manager will look at the data fetched against each value from lookup field and adds his comments in comment field. Since
Delete files from "My Library" in page builder
According to this help article https://www.zoho.com/creator/newhelp/pages/configure_image_library.html it's not possible to delete files once they have been uploaded to the image library. I'm tidying up an app and want to delete some images. Can this be done somehow in spite of the bizarre statement that it can't be? Thanks!
Whatsapp Integration
Hello, Is it possible to integrate whatsapp with application on zoho creator?? Thanks & Regards
creating a list report
Hi, My customers give their orders on weekly basis. I'd like to create a list of those customers who have not ordered yet. Anyone could help me how to do that? Kind regards George
Add approval process from workflow inside forms or reports field
How to add/Enable approval process inside zoho asset tracker Work flow .As I can not able to see inside workflow.
Display fields in Zoho Creator from Zoho CRM
I would like to populate a database in Zoho Creator with fields from Zoho CRM. I know I can include some standard fields through the "Integration" but I have other customer fields in CRM that I would like to include in the database. I would like to display these fields in a report and trigger workflows based on fields changes (in Zoho) which would also change Creator. If deluge is required, syntax would help as I'm not a developer.
Using Formula Field with a Lookup Field
Hi all! I have a form with a "Job ID field", a "Client" field and a "Job Title" field. The "Client" field is a Lookup field that pulls from a client database form. I made a new formula field to merge all of the information in an easy to read format for other forms. The expression is this: Job_ID + " - " + Client + " - " + Job_Title But what I get is: Job ID - XXXXXXXXXXXXXXXXXXX - Title Instead of the Client field from the client database form I get the 19 digit ID of that entry instead. Is there
Problem Adding SubForm rows via script
Hi there, I am having problem adding SubForm row via script. Scenario : Create_Hotel is the main form 1˚ subform : Create_Season (each row is a season, like "low season from... to...", "high season from.. to..", etc.) 2˚ subform : Create_Rooms (each row is a type of rooms in the hotel and for each type of room I have to copy in the field Create_Rooms.Season_room the value from Create_Season.Season. Same for Create_Rooms.rate_from=Create_Season.from and Create_Rooms.rate_to=Create_Season.to) the
Window type in Search element is changing automatically
Task 1: Created a Search Element in page. Did set a criteria in Filter Chose "Same Window" to open. Result: It was working fine. Task 2: Wanted to change criteria in Filter. Went to Search Configuration. Changed the Criteria in Filter. Problem: "Same Window" which I chosen previously is changing back to "New Window".
Best practice for tracking inventory
Hoy hoy! Question for you all, I'm hesitating between two concepts for tracking inventory and am wondering if anyone have an opinion on the subject. Doesn't really matter how the inventory is been changed (could be through a Sale order, a Shipping statement, a Balance Sheet, etc.), I'm more curious about what you think is the best practice. Option #1 Have a Product form with a field Inventory_Quantity When a product is been sold/bought/lost, etc. update the quantity field directly Option #2 Have
I am having a problem with emails inside a zoho creator Form Action sent to email addresses for my users where I know that I have used the exact email address
I am having a problem with emails inside a zoho creator Form Action sent to email addresses for my users where I know that I have used the exact email address - including using "zoho.loginuserid" both with and without the quotation marks. The user does not receive the email, I am sending out several different emails from the same field - is there a limit to the number of emails one can send from a single Form Action? Inside this Form Action I have another email that I send to myself and I do get
Send Mass Email to Customer
Hi Everyone! I have a portal customer and i want to send a mass email when i import some data on a form. The data cointains number that are related with pay invoices. For example: This NumDoc is relate to some email customer, so when I import the csv, i need that send an email to the customer that indicates that the invoices was paid. The currently code that i made is the below, but send me email by all the records. rec_acc = Dream[Doctype == input.DocType && NumDoc == input.NumDoc]; rec_rut = Vendors[Account
Uploading photos as fields in a Zoho Creator Template
I have an application where one of the fields is designed to store the photo of a user. I used the image category field and the system seems to accept it when I load from a JPEG on my PC - it identifies the jpeg and assigns a number on the screen. However, when I look in the Report, the JPEG is not there. When I edit the record and I add the same JPEG in edit mode, it does accept the JPEG and the the JPEG does appear when I view the edited record in the Report view. Attached is a screen capture of
Create customised views in Creator 5
Hi guys, I’ve been using Creator for 7 years and one of my main applications is still in a very old version of Creator. This works perfectly for me because I have a number of users that work across departments and I can share customised views of relevant data with them very easily. Each of my users can work in more than one department and therefore need to be able to see all the data relevant to them. Example: Tom works in Department 1, Department 2 and Department 3. Sarah works in Department 1 and
Filter lookup to select only most recent
Hello, I have a lookup field where I want to select ONLY the most recent record that fits certain criteria. For example, if a customer renews their service plan, I may have two records that filter to [Customer_Name == input.Customer_Name && Transaction == "Purchase Service Plan"] and I'd like to select the one with the most recent Date. Is there a way to do this? Thanks, Elizabeth
Popluate a drop-down list with data from another database
Popluate a drop-down list with data pulled from a database that is maintained by another form....Does anyone know how to do this?
Update Records When in Created or Edited
Hi, I have 2 forms 1) Inward 2) Stock Report Both forms deluge code is under created or edited format. When i enter the record and successfully submit the record data is mapped to Stock Report. Following is the Code i am using if(Inward_Type == "Fabric") { for each rec in Fabric_Inward { duplicate_Record = insert into Fabric_Stock_Master [ Added_User=zoho.loginuser Design_No=rec.Design_No Shade_No=rec.Shade_No Meter=rec.Meter Quality=rec.Quality Width=rec.Width Count_Construction=rec.Count_Construction
Updating Data based on fields
I am trying to get this to work. Keeps giving error. Need to update daily the number of days a home has been listed based on todays date and a date input on the form. Was trying to do it using a daily schedule, but also ok to do it with a buttom I will push every day... but can not get it to work. What am I doing wrong? Keep getting the "Improper Statement" error. for each Days in STR_house_estimates [ ] { Days.Days_on_market = ((zoho.currentdate - Days.Date_listed)) / (1000 * 60 * 60 * 24); }
Feature Request: Better Import Interface
Hi, Hope you are well. I know that you have made significant improvements to your import interface recently. However, I would like to suggest that you try to replicate the Zoho Analytics import interface. The Zoho Analytics interface allows you to schedule imports from URLs: At the moment, the way I see it, getting data into Creator for a citizen developer is a manual process. I know that that there are programmatic methods but they are limited: 1. Migration tool - no longer maintained so not suitable
Allow Records to reference records in the SAME table
This would make a MAJOR difference in the usefulness of ZC. I have a hierarchy of offices, a hierarchy of positions, and a current record with a collection of prior records which must remain available. In each of these situations a row needs to reference a row in the SAME table. Without this feature I can't use ZC for any such apps.
How to import data into Zoho Creator from csv file as an Account Name (integrated field)?
I am currently importing data from CSV into my APP in Zoho creator. I have an integrated Account Name (to zcrm) field which I can't see when importing data - but assume id is the fields to use. When I do import nothing shows in the Account Name. How do I import data from csv to populate the Account Name filed?
Building a report displaying only record where 2 fields are different
Hi, I have 1 form Form A, I like to check where 2 fields are identical or not (displaying only the diff would be better) This Form_A has 2 fields: Field_A : text field with content coming from a import Field_B : look up field linked to Form L The Form_L contains 1 text field named Field_L Data in Form L contains all the unique occurrence existing in Form_A / Field_A. As an administrator, I like to get a report of all record with mismatching Field_A / Field_B of Form_A A normal report can only filter
Zoho Customer Portal 2FA / MFA
Is Multi-Factor authentication on the way for customers using the Zoho creator customer portal? We are looking at security improvements and this is on our list. Thank you and kind regards, D
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