Aggregate a month sale performance
Hello, Can someone please help me with a code how I could aggregate a performance of a salesman in C5? I have a formA where I collect product details of sold items in normal fields (not in subform). If a product is sold I'd like to add some records of the form to formB to a subform. I'd like to do it on monthly basis, so records belong to the same month are expected to be added to the same form, and a new form should be opened when the first sale of the new month happens. Some of the fields of formA
Remove options from drop down/lookup field?
Hello, I am creating an app that has 2 forms (Entry Form and Teams). In the "Entry Form" is a lookup field to the "Teams" report. In "Entry Form" I also have a drop down list that could have the same values as the "Teams" report, not sure which is best to use but I am guessing the lookup field? What we want to happen is that when a user selects a TEAM on the "Entry Form" app for that TEAM to be disabled, or no longer able to be selected by another user. So if we publish this app to a webpage
Pre-purchase newbie questions
Hiya, my name is Simon and I'm a UK based web/marketing freelancer. A client recently told me that he runs his entire contractor database, that runs his event staffing (festivals and mass crowd events) via an excel spreadsheet. I suggested (sensing the opportunity to do something different) that there might be some off-the-shelf database technology that could be adapted to his business with a relatively low build time and cost. …and he agreed to let me pitch an idea or two. I did some research and
Update records in Zoho Forms
Hi, I'm trying to build an app which will calculate Days assigned for an user based on total duration for tasks when a Task is assigned. following reports/ forms are used: Task - contains subject, duration(in days), etc User - Contains Full name, availability(for each day), email Assignment - User Full name (lookup value from 'User'), Day1, Day2..(drop down/ lookup value of Subject from Task form) What to achieve: When I assign a task to User 1 for Day, I want to subtract 1 from total duration days
Tax calculation
Hi, I've taken the default Order management app from Zoho and trying to customize as per my requirements. I'm experiencing a challenge with Tax calculation. With the requirement I've to calculate Central_Tax, State_Tax and Local_Tax and display the Tax value (sum of Central, State, Local) + product value under Net_Total. Here is the default script I see. //Calculating the net amount here if(input.Federal != null && input.Sub_Total != null) { taxAmount = input.Sub_Total * input.Federal / 100; input.Net_Total
Deluge script to identify blank dates
Hi guys, I'm trying to add a script that says if a client relationship status is terminated i.e. changed to "N", that the date of the termination and a reason for the termination is included and if it is not entered then cancel submit. My problem is that if the if I put if(Status == "N" && Termination_date==""|| Reason == "" The script is rejected as it requires a date format, without the Date query the script works so all I need to figure out is there a work around for this?? Thanks
Create custom login form
Hi, I want to create a custom login form. I also know the custom portal features that can fulfill this requirement. But i want to have customized my own theme for the login form. I am not able to customize the customer portal. Is there any way to achieve this?
How to call Gmail API from Deluge within Creator
I need to call the gmail API from Creator for the currently logged in Zoho user (I assume using Deluge). My purpose is to lookup an email thread related to the record. Is this possible?
Help with customer Portal
Hello, I am currently using the customer portal to setup people being able to see mail. Is there a way to set it up in a way that each customer can only see their mail?
I want to create registration process(register/login) forms
Dears, I created test app to get the food order and i need to create a registration and login form for my app .. is it available. Can i create form for registration and other one for login and using the Relationship Diagram to create the customer table .. it is avaliable .. cause i find not avaliable threads about this topic? thanks
How to insert PHP form values to the zoho creator form?
Hi I need to help for inserting values to the zoho creator forms.Details are below. I have one PHP form , when i submit the form the values of the form will be insert to the zoho creator form. How can i do this? Any help Many thanks in advance!! Thanks
Html 5
Hi, Does Zoho Creator support html 5 in pages? Tks Pippo
How to limit decimal places in formula field?
Hi! I have a formula field with a calculation. Sometimes it de result has lots of decimal places, but i want to limit it to 2 decimal places. I tried the ().round(2) function but it's not working... any ideas here?? ( if(dBA = null,"",if(dBA < 80,"",input.TE * 100 / if(dBA > 100,1,if(dBA > 97,25,if(dBA > 94,50,if(dBA > 91,100,if(dBA > 88,200,if(dBA > 85,400,if(dBA > 82,800,if(dBA > 80,1600,2400)))))))))) ).round(2)
What are the limitations of Zoho Creator?
Kindly share your insights and experience with Zoho Creator. Regards, Yaali Bizappln Solns
Send Template via Worklow
Hi, is there a way to send a custon template vía email? Like when i submit a form. But i need when i push a button action. is here any deluge code?
Deluge statements with single line field QR/Barcode enabled
Good day all, I am working on an app that has a single line field with QR code\Barcode reading enabled. It will be used to scan barcodes on vehicles populating the field with the VIN of the vehicle, which is a 17 character alpha numeric value. I have limited the field to only accept 17 characters. Some makes of vehicles include an " i " character at the start of the VIN when you scan the code. The " i " character does not make up part of the vehicle's VIN and therefore should not be included in
"Loading View..." when exporting Page with embedded Reports
Hi I need to export a PDF of a Page that contains multiple embedded reports. When I do, all I get is "Loading View..." repeated as many times as there are embedded reports. Is there a way to export a PDF based on a page that's already loaded? Similar thread: https://help.zoho.com/portal/community/topic/schedule-html-pdf-view
Diasable Custom Function Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
Dynamically populate drop down based on selection of previous record
Hi Chat2ram, Dynamically populate drop down based on selection of previous record: Please follow below URL link processes, After that follow below steps to configure dynamically dropdown listing of Country, State and City. The process of Country, State and City as a dropdown...
Customer Portal Invite Users
Hi, I want to know if it exists a way to automate the user invite in the Customer Portal via a custom Form, or other via without user interaction. Thanks Gowsalya
Llenar tabla de llamas únicamente de un cliente es específico
Hola buenos días soy novato en ZoHo, alguien de aquí que hable español que me pueda apoyar con unas dudas que tengo con Creator y CRM. Lo que pasa es tengo un ejemplo de datos donde tengo clientes en un reporte, los importe de un documento de Excel que tengo y lo que estoy intentando hacer es traer las llamadas por clientes y no traer todos de juntos ya sea en un reporte o una página. Habrá alguien que me pueda apoyar o guiar un poco. Saludos y excelente día.
Schedule HTML PDF view
I have created a report based on a number of reports collated into a single HTML view. I would like to schedule the email of this report as a PDF. Creating a PDF of the HTML renders nothing, except for: Loading ... Loading View... Loading View... Loading View... So I can't even attach a PDF of the view to an email, so this would need to be fixed first.... It would be great to have the HTML pages included in the Report Schedule choices. It would allow for much greater customization and customized
Question regarding the https://creator.zoho.com and https://app.zohocreator.com
Good Evening, As we know the applications which starts with https://creator.zoho.com/<zoho.adminuser>/<zoho.appname> redirects to https://app.zohocreator.com/<zoho.adminuser>/<zoho.appname> in the new ZC5. Can you please inform us for how long this redirection will be on air? Will you have it forever? Do we need to change these links (in openurls etc) in older applications which we have created using the older builders?
insert report in XML format into an external web service through a workflow, with API call
Hello! I need to know if someone has been able to insert a report in XML format, with a workflow in an external web service. And if they have succeeded, how have they done it? I have tried the map () function and I have not succeeded, I get an error due to URL extension since it exceeds 2048 characters I have also tried doing an addition of variables <URL> + <XML> And I get the same result as in the previous paragraph When trying to perform with the Postman it indicates the same error But if I enter
List report grouping redesign suggestion
I find using multiple grouping in list report to be quite confusing. Having the first group label been repeated prior to each subgroup is very repetitive and not as readable as it could be. Here is a suggestion. Its a simple hack, but it put emphasis on the subgroups which makes the whole thing easier to read. Looking forward to your feedback. B.
Process of Creator App & Form creations
Process of Creator App & Form creations : The ZOHO Creator is a cloud software to create custom applications. A Form is the component of ZOHO Creator App. It used to collect and store data and enables your users to enter data into your app. First, Login in your Creator App portal and follow below steps...
need to create a search form from the application i made
i need to create a search form from a uploaded data so that user can search from a unique value suppose admission no pls help
Offload file to FTP Server on Upload
I am in the process of doing some integration with my site and the CRM. I was curious if it's possible to upload a file on ZOHO and have it be stored on my private server through FTP or some other means. The files are about 10MB. I'm open to any suggestions to get the file from ZOHO to my own server. Thanks!
Zoho Creator Integration with PhoneBridge
Hi Zoho, Would like to know if there are possible ways of integrating Phonebridge with Zoho Creator. For starters, we want to use ViciDial as our Dialer to call from Zoho Creator. Would most likely need the Click to Call functionality and being able to store recorded calls. We would also need to have a way to implement autodialing features and gathering data like average handletime similar to any telephony applications like Avaya.
Zoho Creator - LookUp Field (Text) in In Formula displays number
Greetings from a Newbie :-) Think I'm missing something relating to Import formatting, can anyone point me in the right direction? When I include an imported field in a formula (string) (below) The result displays a number rather than text I've reviewed the import help file https://www.zoho.com/creator/newhelp/forms/create-by-importing-data.html And thought it was a UTF-8 issue , but still am having issues. A million thank yous in advance, David P.S. Thought this link was interesting, https://stackoverflow.com/questions/2241348/what-is-unicode-utf-8-utf-16
Payment Form
Hy , How can we create Working Payment Form in Zoho creator ?
help, trying to verify my portal, what im doing wrong?
i added the CNAME already on my domain, then when i verified the domain it went trough but when i try to acces the site i cant what other step do i need?
Search Interface In Zoho Creator
Hi, I am trying to create a search interface in Zoho Creator, but my unfamiliarity with Deluge script is hindering me. I have tried to follow the tutorials at https://www.zoho.com/creator/help/application/search-interface.html and https://www.zoho.com/creator/help/views/create-html-views.html but they are not complete. Could you please publish the entire solution for the example in https://www.zoho.com/creator/help/application/search-interface.html or send it to me? Thanks MArk
Custom Application Table - share with Inventory as a drop-down to select from
Hi, I have created a custom application purely for the purpose of having a list of specific locations across Australia. I want use this to populate a drop-down list (to choose from) of a custom field in the Inventory module. Is this possible and if so how? Very new to Zoho so any help would be greatly appreciated. Thank you Al
[Solved] Change Lead Status in Leads Form but Failed
I have Leads form that have dropdown lookup to LeadsStatus Form (Call In, Follow Up). I want to make a "Follow Up" button in the report that change particular lead status from Call In to Follow Up, but I encountered an error. Here is my code // error /* input.Add_Prospect_Status.StatusProspek = "Follow Up"; */ // error // input.Status_Prospek = "Follow Up"; // error // input.Status_Prospek.StatusProspek = "Follow Up";
Assign Customer Portal Profile via Deluge script
Would be great to be able to assign a profile to a customer portal user programmatically. By default they are assigned to the "Customer" profile. This gives them views of every from I have created. Not ideal at all.
Extracting Xero data using Xoho Creator
Has anyone successfully used Xoho Creator to do an API call to a Xero? I have everything set up in Xero with Consumer Key and Consumer Secret for a private application but cannot seem to get the call correct in Xoho Creator. Does anyone have any suggestions? thanks in advance.
Concatenate Lookup Fields
Hi, I have a form w/ the fields(type) - Year(single line), Make(lookup), Model(single line), Color (lookup) A Formula Field NameLong with the formula input.Year + input.Make + input.Model + input.Color Result should be 1995FordMustangBlue Instead the lookup field data is being replaced with long numbers such as 19953877384000000039079Mustang3877384000000039015 Can anyone help please. Thank you
"Capture geo coordinates" Option in Zoho Creator Breaks Address Field!
Recently Zoho appears to have added a "Capture geo coordinates" option to Zoho Creator Address form fields. By defaulting this option to ON (and not properly testing it) the addition has partially broken the Address field in Zoho Creator Forms. If a user inputs a # symbol into any of the Address fields the form will immediately throw an "Error Occured" message and the only solution is to reload the form and re-enter all data without using a # symbol. The "Error Occurred" message appears immediately
Update the last record with certain criteria using Rest API (Edit Record)
Hello, I am trying to edit a record based on two criterias that are name and last entry in a column, as of now the function is working fine and updates based on the first criteria {Empname == } but for every record, how can i set the second criteria to narrow the update record as the biggest time stamp belonging to the Empname; as; criteria = {empname == "Smith" && Timestamp = (Last Timestamp)} Thanks,
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