zoho integration with salesforce
how can i integrate zoho with salesforce
Connecting to an Oracle Database
How can I connect to an Oracle database inside my company so that certain data and charts are refreshed periodically?
Dynamically Filter Street Address Lookup Field
Hi - Form A collects data for incident reporting. It includes a lookup to Form B that includes a single standard address field. Is there any way to dynamically filter the address field when completing Form A, either through a series of separate fields, i.e., Country>State>City that lookup the same address field in Form B, or within a single location field that drills down as the user inputs Country>State>City. Hoping to do this through the single address field in Form B without separately collecting
Send Email - <table>
hello, i have a form i which your fill ifnormation with products, quntity, price, etc, (you can select multiple products) and after you hit "Submitt" button an email is send with the detail in a table, but the problema y have its that all proctus, for example 4 products, are filled at the same row and i need to be filled in one row for each product. information is showing like the image below: next its my code if you could help me please: sendmail [ from :zoho.loginuserid to :Despacho_Realizado.Customer.Email,Despacho_Realizado.Customer.Email_2
Rename a Templat as PDF
Est-il possible de renommer un modèle lorsque nous avons envoyé un courrier en pièce jointe? Par exemple, j'ai un modèle nommé "" DevisJour "" et quand je l'envoie par courrier, j'aimerais le renommer "DevisJour & N°" où N° représente le numéro de dossier renseigné dans le formulaire. Merci de votre aide
How can we shared creator app to public ?
Hi ,I have a customer who wants to create app which will be shared with its customer. Customer should be able to book appointment via app and pay via app. Customer will also get various reminders and offers via push notifications. In this case, number of customer is not fixed so how can Zoho creator license will work ? If my client has 500 customer does he requires that many licenses ? Regards, Nishith Shukla
Let's talk about Zoho Creator 5 (2018), Online App.
Hi everybody, I'm a fan of this product. So much potential ! Why are you guys not communicating about this product ? Promised by the end of 2017, it's now expected in 2018... Any issues ? Beta testing ? Unsolved bugs ? I was analyzing and testing (virtually) the plans from my subscription page when I have been pleasantly redirected to what's looking like to be the new Zoho Creator homepage. But no one is talking about it ? This page also leads to a new subscription plans that won't make everyone
Scope a zoho creator app
I’m developing a checklist app with zoho creator, so that each checklist is scoped to a particular entity and year. What’s the best approach to select and “scope” all forms to a specific entity and year, so the user doesn’t need to provide those details in each form/report/page?
How to display specific data in a form ?
I am trying to create a form for entering data of received orders of a store . *The products vary according to the store My requirement is to populate products according to the store selected . I already created a form for adding products in that while adding i made a drop down label for mapping the items to the store .
Multiselect Lookup field not available in Form Builder?
I need to create a Lookup Field where the user can select a single item or multiple items. The User Guide says to use the Display Type in the Field's Property Sheet to select "Multi-select" to achieve this. Yet when I use the Lookup Field's Property Sheet, the Display Type is greyed out and disabled. My Lookup links to a table of items which I want to be able to ad to - so I don't want to use a Multiselect field type which only allows for a static list of items. Can anyone advise me? Thanks!
How to use a template and send information somewhere else
I used Creator to build a form. I successfully created an approval process. I also successfully created a contract template with fields mapped to the form. However I cannot figure out (and the Zoho developer I worked with couldn't figure out) how to send the approved form information into the template and output into the CRM and attach to the account. In other words, the approved form data is stuck in the Creator app and I don't know how to export it to CRM nor how to use the template. There should
Reduce image size uploaded by user
Hi guys, is there any workaround that can reduce or resize the image uploaded by user as in the storage size provided by zoho is limited. thanks Jeff
CRM API V2
How to create auth token using deluge script for v2 api for CRM ? as they share "https://www.zoho.com/crm/developer/docs/api/access-refresh.html" this document for createing auth token required lot of steps. and for this browse mode auth token does not support for api v2. deluge does not support for redirect url extracting data for get auth token form redirected url.
Wrong language of zoho creator's app
I have installed the zoho creator's app version 5.17.1 on my iphone 7 version 12.4. The OS language is set to (swiss) german. Unfortunately, since a couple of weeks, the zoho creator's app appears in dansk language! log in = Log ind, logout = Log ud, settings=Indstillinger, and so forth. I have deleted and reinstalled the app but the bug remains. I want to use the app in german as it used to be. Can you please check this bug? Kind regards, Daniel
Zoholics Developers 2019 - Get special discount!
Hello App Creators, Zoholics Developers is coming up on October 2-3, 2019 in Pleasanton, California. This is a great chance to meet our experts in person and learn about Zoho Creator's latest features and best practices. You can also get a sneak peek of what's coming in the world of Creator. Our product experts will show you how to: Get started on the Zoho Creator 5 platform Set up forms, reports, smart data import, pages, and more Create unique mobile and tablet experiences Integrate third-party
Filters and duplicates are not working.
Hi guys, today I got a problem when I tried to duplicate report not able to duplicate the reports and all filters that were worked yesterday crashed! and even when i try to create the new, they are not working too. Please fix it or let me know what went wrong. Best, https://prnt.sc/p1lh82 https://prnt.sc/p1lh82 - filter described https://prnt.sc/p1li2h - issue
Creator App details not saving in CRM
I have had a creator app made to create quotes for vehicles using an API to return vehicle data. It is NOT saving these quotes into Zoho CRM (Quotes). I have an error message appearing and need some advice on how to repair this and if I need to do anything over and above to have the quote put into CRM (do additional fields need to be added etc):
New Address Field - Have you tried it???
At the Zoholics conference in Pleasanton a few months ago it was announced that there would be a new Address field. Instead of using multiple fileds for address, city, etc. this would be an all encompassing field that would allow you to enter all of the info in one place. Has anyone used this yet? If so, how do you access it? I'd like to try testing it out with my app.
Fetch Last Record for Specific Form Entry ID
I am having an issue retrieving only the last record for a specific form entry. I have a form named Morning Report. Users select their project from a lookup in the form to populate a new entry specific to a particular project for updates. When they select the specific project, I need the form to auto populate the last entries of some of the form from that specific project. Right now, if another user enters in another project, the form pulls the last entries from the last entry no matter the project.
Can I change how the ID field within the Zoho Creator Add Record API response is created?
Hello, Upon performing a POST request to the Zoho Creator REST API (Add Records), a response object is sent back to me which contains an ID field. Can I change the way in which this ID field is created? I would like to use a specific format for my ID's. Is it also possible to add other field in the response object that is sent back to me? If so, I could a create a separate ID field and make it such that this new ID field is included in the response object.
Create Reoccurring Calendar Events in Calendar Reports
Hello, I was wondering if there is a way to create reoccurring events in a calendar report. For example, how do I create an event from a form that reoccurs every month? Has anyone had this issue and created a workaround? Does the Creator Team have plans to integrate a re-occurrence frequency when creating calendar reports? The feature is crucial to the integration of this application. Thanks in advance! Jake
Menu Top Bar instead of sidebar
In the CRM application (from Zoho Creator catalog) the forms/reports/pages list is shown as a top bar (navigation menu), instead of in a sidebar. How can I do the same in my custom app?
Creator API call via PHP not working.
I am trying to write a php application on our website that retrieves our list of members from the creator database we have. Unfortunately the info and descriptions I've found so far are rather poor or outdated, so I am working somewhat blind in making this work even in the most recent examples I've emulated. I do successfully retrieve a ticket, and my login, password, apikey are obscured for obvious reasons. My goal is to read records from a view "PHCP_Members_Know_Location" I've already created
Updating Added User & report visibility.
I have an application where different users login in and track their time allocated to a job. In the report view I used to be able to only show the logged in users records. The problem I have is that I have downloaded a CSV of all the records, updated a few things and then re uploaded to the system. It appears I have lost the "Added User" element. Previously I could use this formula to restrict records: Added_User== zoho.loginuser However, because I uploaded it it has loaded myself as the added user.
Email PDF Report on approval
HI, I would like to set up a workflow that sends a copy of completed form once it has been approved. Any idea how i might do this? Thanks in advance. Dan
Sending an email 4 weeks prior to a date field
Hi, I have a form that has date of a customers next service. I would like to have the app automatically send the customer an email when this data is 4 weeks away. I think i have set it up but it sends the email everyday?!? Any ideas on the best way of doing this? Many thanks
How to insert image (from the field in submition form ) into email notification
I want to send user data to another email and i can inser all fields excepts image field. Why? and how to use this field in email notification?
Sending an email notification when a quantity in a report reaches a specific quantity
I have set up a form PPE Disbursement for our inventory that has a subform to enter quantities used and quantities returned. The amounts entered in the subform update our quantity on hand in another form called Add PPE. This Add PPE holds the fields PPE Description, PPE category, Total on Hand, and Inventory Reorder Level. We will use Add PPE to update records when an inventory count is completed. I have been able to set up so that an email notification is sent when this form is edited and
How do I change the color of the Help text?
I have many fields in my form that need Help text lines but all are in Tundora color, how can I change the color of the Help text to Red?
Changing hour when creating an event from calendar in mobile
Hi, When creating an event from a calendar report the date from the date-time field gets properly expressed, however when accessing the field to add an hour it changes the date of the calendar popping up to today. Which forces me to look for the date I want again. This does not happen when accessing from a pc... I've been trying different options (setting a predefined date-time, atempting to change the hour on-load,...) with no success. Does anyone have a solution? Thanks!
zoho.desk.getRecordById always null!
Hello, everytime i try to fetch a ticket out of Desk via the Creator, i get the Response "null" You can see the code and the response in the Screenshots attached. The OrgID and the TicketID are 100% correct, because in Postman i get the Ticket-Data with same OrgID and TicketID. Can you please help me with that fast, because of the Zoho Desk API Deprecation on today, i need to fix many rows of code... Kind regards Klaus Brandt
My Search Textbox is missing in Zoho Creator Report
I read the guide from Zoho's Help page: Search records But in my form, the Textbox for inputting texts to search is missing, what I need to do to make it appear? Textbox for Search is missing
Time
Is it possible to both remove the calander and ss of minutes from the date field. I would only like the user to see a time and a time only to be displayed and stored in this field. Thanks
Convert to JSON format
How can i convert following to json format using deluge, i have debugged a bit found that i need to replace ],[ with , (comma), but i have no success. [{ "name": "Ron", "email": "ron@test.com" }, { "name": "Jaby", "email": "jaby@test.com" }],[{ "name": "Karen", "email": "karen@test.com" }, { "name": "Clowy", "email": "clowy@test.com" }]
How to read xml file with zoho creator
Hi All Hope you all are doing great!!! I need help, whatever u know about this topic. Please share with me. Because am new to zoho ,if anybody help me it will appreciate. My questions are below : How can i read the xml data using deluge script using zoho creator? And how can i store the xml data to the database? Then build a report with these data in zoho creator? Note : The xml file will be upload using file upload in zoho Docs/Workdrive Hope you all are help me and share your knowledge here:-)
Add drop down answer to the On Success code
Hi there Im having trouble adding the code to send email with confirmation details with a drop down box. Here is half of my script, My drop down box called "Chain" Can any one help me with a script to add? sendmail [ from :zoho.adminuserid to :input.Email cc:"sample@gmail.com" subject :"new booking" message :input.Full_Name + ", <br />\n<br />\nIt was good to speak to you on the phone earlier. <br />\nAs discussed, please find below the details of your booking. <br />\n Please be
Name field issues with Deluge c5
Hello, I am attempted to "add record" in deluge. The problem is that the form I am trying to use has a "Name" field. When I try to use the following insert into Add_A_Contact [ Added_User = zoho.adminuser Assigned_User = EventInfo.Assigned_User Email = input.Email Contact_Name.first_name = input.First_Name Contact_Name.last_name = input.Last_Name Phone_Number = input.Phone_Number ] I get the following error: Field 'Contact Name is of type Name Object but given expression is of type STRING I have
duplicate value
in my service tickets I have a ticket number field. I am checking off "no duplicate values" but the system still allows those entries. When I go back to edit mode, I see the option is unchecked. What am I missing?
Duplicate of app or Restore of app is not working
Zoho Support, I have two apps that will not duplicate or successfully restore from backup. Other apps work but these two will not and I need to duplicate at least one of them in order to not spend hours and hours re-creating the app. Please let me know what could be causing this.
Linking a form to another application
Hi, I only have a basic understanding of the software so this may be a simple solution. I want to link a form in one app to another app. For example, I have both a HR app for the client, where they can request help etc and a work log app where employees can track their requests etc. When a client uses their application to submit a request log using the form, I want it to move to the employee work tracker application to be dealt with. Is this possible? Thanks
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