Navigation between divs always loads the whole html page
I would like to create an html page in ZC5 in which I will have 2 buttons and 2 divs. When I click the first button it will navigate to the 1st div and when I click the 2nd button then to the 2nd div (in the same page). In the future I will add more buttons and divs. As a very example <a href='#restaurants'><button >Button 1</button></a> <a href='#cafes'><button >Button 2</button></a> <div id="restaurants"> <p>Text 1..........</p> </div> <div id="cafes"> <p>Text 2.............</p>
New Form not in list on Looup field creation
Hi All, I am doing some mods to an app called Call Logs and I have created two new forms for data entry. I am trying to do a lookup from one to the other but when I drag the Lookup field onto the form and it pops up the available form options, my new form is not there. Searched all the settings but can't find anything like make visible or similar Can anyone help? Cheers, Greg.
subform popup
In my app I have a form that contains a subform. The subform contains a lookup field that selects inventory items that are stored in a separate form. Everything is working correctly so far, but what I'm wanting to do is thus: If the subform has a line item entered and I edit a field (could be a decision box), I need a popup window that opens the record of the inventory item which then can be edited and updated. I've gotten everything to work except for having the specific record open. Instead it
Send Email to Group of Users Selected in Multi-Select User Lookup Field
Hi- Users in Form A select employees in Form B to send emails to. The email addresses of employees in Form B is set through a user lookup field called Email_Address. On successful submit of Form A, I'd like to send an email to all employees selected..I have the following script, which is not triggering an error but also is not triggering any emails....does this have something to do with the source of the email address coming from a user lookup field? for each r in Employee_Database[ID = input.Assigned_to]
Calendar Actions - On Click of Available Time/Date
Is there a way to have a stateless form open when clicking an available Date/Time on a calendar view instaed of having the default Add New Record Form?
Customers to see entries from other customers in a report AND Approval query!!
Hi there, I an app which a sort fo banking app for my company. I need to know how to do two things: 1. Allow 2 customer to log in and see exactly the same information as each other. For example if one customer enters a form and this then shows on a report i want the other customer to be able to see this report and the information the other added. 2. This is an approval system i need in place. I need one customer to log in and fill out form. Then another customer to log in and be able to approve said
Coloured relationship diagram arrows
I suggest to distinguish single-select and multiple-select lookup fields in the relationship diagram by using different arrow colours when hovering over them. Currently all arrows are shown in blue.
Trouble Setting Multi-Select Field on User Input
Hi - Having trouble getting a multi-select lookup field to pre-populate based on user input. Form A contains list of all Employees and the Location where they work. Form B creates new projects and includes a lookup field to Form C containing a list of project team groups and a multi-select lookup to Form A allowing the user to assign employees to the project. I'd like it so that if the user makes a certain selection for the team group (say, "New York Employees"), the multi-select field will pre-populate
Doubt about iteration limit
Hi, I'm building a couple Apps and as of now I'm not having any iteration limits problems, however the lines are piling up steadily and fast... Hence the concern My question would be if a "for each" script counts iterations from the raw amount of lines of the table or if it counts the iterations per result in which it has to act. Ex: I have a form with 6000 lines and it contains a field "Color" and 100 lines have "Green" color, if i do a "for each (Green)" script, it will count a hundred iterations
HTML Pages Background - No Control
Am I able to create HTML pages with full screen HTML? The way that Creator has the panels, it always looks like an iFrame and unprofessional. As of now, I can only create a floating panel look. This may be Okay for some internal needs but if I am going to consider building apps to go to market with, I need to be able to have the app look like any other basic app. Anyone have any ideas regarding this? Creating a custom site and then connecting to Zoho Creator seems a little overboard and lots of
JSON list/array not able to parse
I am not able to parse json list in Zoho Creator. JSON starts with square bracket [ ] . I am not able to convert it to list for looping through it. [{"device_id":"297e79be208d1db191a7e2c0cdc3eb4413c939d9","device_type":"computer","device_url":"https://dashboard.panorama9.com/portal#assets/hardware/computers/297e79be208d1db191a7e2c0cdc3eb4413c939d9","manually_added":false,"name":"JOEPC","alias":"","manufacturer":"Lenovo","model":"20DH002TUS","serial_number":"PF0BEC36","cpu":{"manufacturer":"AMD","model":"AMD
Two way reports on Meetings and People
I have what I thought was a very simple requirement for a small application: In Contacts Form, I have a list of people In the Meeting Form, I have a list of Meetings Contacts attend multiple Meetings, and Meetings have Multiple people I need to generate two reports: 1- For each contact, the list of meetings attended 2- For each meeting the list of people attending And be able to enter quickly the contacts in each meeting or the meetings attended by each contact. Thanks
How can I get a date in date format only without hours
Hello, I need for flow to close a deal a current date in the format "dd-MMM-yyyy" I did this function: string today() { return zoho.currentdate; } But it return : "today_7": "08/08/2019 00:00:00" with hours. ==> Do you know how I can write the script to get the date format only Thanks for your help Have a nice day
Formula to show the amount of months and days between 2 date fields
Hi Please would someone help me and provide me with a formula to show the number of months and days between 2 date fields. I can only work out how to show the number of total days, but was hoping it could read as: 4 - Months and 29 days Many Thanks Peter
How many customers in the zoho creator premium plan?
Hi, Could you tell me how many customer I can handle with the premium plan without having to pay to add more customer? Thanks.
Access array of complex JSON objects with toJSONList()
Hi, I'm trying to create a json list using the result of an api call and parse it with the toJSONList() function. The API call works fine, but unfortunately I'm not able to find out how to process the result and create a (json) list of it to be able to do something useful with it. I'm using the following Deluge code snippet: header = { "X-TrackerToken" : "SECRET" }; projects = getUrl("https://www.pivotaltracker.com/services/v5/projects", header); projectsJson = projects.getJSON("{}"); jsonList =
In ZCreator-Reports, can we pass filter values dynamically via url?
Hi there I have a bar chart (generated via Zcreator - Reports Tab). This has the Subject and the exam titles as bar chart ie.. all subjects, all exam titles I want to set the filter Subject= Science and see only the exam titles assiciated with science (Works great with filters) However, i want to pass the filter values via url? is it possible? Note - https://help.zoho.com/portal/en/community/topic/zoho-criteria-in-zoho-creator-reports-dynamic-filtering-in-reports Re: ZOHO_CRITERIA in Zoho Creator
Edit relationship form record
All, I need some inspiration as to how to make an intuitive way for users to edit a related record. The issue at hand is, that users per default are working with Form A in Report A. In form A there are relationship with form B. Users would often have to edit and amend the data in Form B while they work in Report A. However, as the current behaviour in ZC5 is that you can only view Form B, I am looking for ideas to a user friendly way of accessing and editing the related Form B. Mock-up of the missing
Change Redirect of Add Button on Embedded Report
Hi - I have a report embedded on a page. When I click on Add, it opens a new form within the small report window. Is there any way to redirect this to a popup off the page so that the full form is visible? I tried creating a custom function but there does not appear to be any way to add that to the menu bar of the report near the Add button. Thanks.
Importing CSV not triggering the On Success Code
Hi, I have a timesheet form that my team use to log their time on. Once their hours have been filled in and submitted this gets grouped together with other entries for that job and the sum get displayed in the jobs records form. I can then view all the jobs I have to see compare what jobs are over / under time. When I conventionally add a single entry form submission this all works absolutely fine. However when I import a CSV into timesheets the On Success code doesnt trigger so my job sheets dont
Two simple ideas to significantly improve Creator Form Workflows user interface
Workflows: Make it possible to re-order workflows. Complex applications need a lot of workflows, the possibility to re-order workflows based on type and importance could save time and make things much more organized. Ideally, we should be able to create and sort under groups for even more clarity. (Pic1) We should be able to rename Actions under workflows instead of them being all generically named, e.g. "Deluge Script - on user input [form_field_name]" or "Deluge Script - on load" or "Deluge Script
Zoho CRM integration not working in Creator
Hello, Our business relies on Zoho Creator integration with Zoho CRM to conduct critical business operations. As we reported 24 hours ago, a total failure has occurred with our longstanding integration. We were forced to spend substantial staff time yesterday implementing an imperfect workaround to continue operations and, despite continued inquiries to your help desk, we have no resolution and no update. We require immediate escalation and feedback. Our issue is that we are looking up CRM information
Creator to sheets to books
Is there actually a way to let creator create a form that is then calculated into sheets and their results are then created in books as an offer I have such a use case where I can not get any further. Calculation in Sheets works great, but I do not want to include Sheets on the website, as this is not user-friendly in terms of responsive design on the smartphone. bg Martin
Is there a way to circumference no CC in Creator email?
Hi peeps, Anyone have any luck with circumnavigating the problem with no CC in send email? My company have different departments and sending the email to one department and sending the email to the head of OTHER involved departments means I need to send two separate email instead of one. Which means communication is broken. This also would be a problem when the customer wants to be CCd when a report is done and they want a group of people be CCd. It actually grinds my gears because CC
Date Input Masks
I’m having difficulty with input masks in date fields. If a user manually enters a date using the keyboard and enters anything other than the date separated by dashes, the date is recorded with very strange years. For example, if the user enters 1/1/2019, the date appears as 01/01/0001. This is pretty unacceptable and makes for a terrible user experience. Is there any way proper manual date entry can be supported? I'm using ZC5. Thanks!
Zoho CRM - Bring Fields from Accounts to Leads
Hello, I am starting to work with Zoho CRM and I have been doing some tests related to the Leads module, I have been trying that when a new Lead is created if in the Company field that it is mandatory to fill the company exist previously because we have sold it before another project or service, the information that I already have stored in the Accounts module for that client is automatically complemented in the Lead for example like tax identification number, business address, point of contact,
CRM Display Radius in Navigator
Hello Is there a function that can be used to display the radius search in CRM? I often search for our customers for contact addresses of our craftsmen and which of the artisans, e.g. is positioned more favorably. And the most of our craftsmen have a special radius in which they like to work for their customers, eg 50-100 km greetings Martin
Confused with Pricing/ plans & Fetaures - Help !
Hi, I need to create a portal with 500 users logging in from customer portal there will be only 1 user ((developer - me) I have gone through the old pricing and new pricing . The old pricing - https://www.zoho.com/creator/help/zoho-creator-old-pricing.html Professional Express allows Unlimited Users BUT does not allow cistomer portal as an addon - is this correct? The New pricing - https://www.zoho.com/creator/pricing.html is even more confusing cause its limited users. If someone signs up through
ZML or HTML Deluge Snippet
hi i am just working on a Dashboard Page. i have a simple question: When is it better to use ZML and when HTML Deluge snippets? thank you L
Will Customer Portal do this?
Hello, We have a creator 5 application, a register of people, each record is one person. We would like: - individual access for each person to their record with a name/password - the person must login with password and then only see his record. Some fields read/write, all other fields read only. So here are my questions, I have numbered them. 1. Will the Customer Portal addon bring in this functionality? Or would this need to be customized? 2. And if 1 is yes, will it work for existing records.
Using Creator as a Proposal Presentation Tool
Currently running a trial of ZOHO creator to evaluate if it is capable of performing the tasks I would like it to. Wondering if the community can help. Background: We are a construction company that currently uses ZOHO crm. We generate designs for a customer in a CAD style program, which can export these designs as images (jpg). We then use either a 3rd party program to generate a financial proposal, or an excel worksheet and upload that information to our sales reps in ZOHO CRM as a PDF attachment.
Naming strategy for Form Links and Field Deluge Names
A general question as I have encountered what many have probable encountered before me, when you set out on building your applications you find yourself a few years down the road, with a mess of a backend due to lack of clarity of what a field represents and does. I am therefore interested in knowing if someone has a clever, generic system on how to name the Form Links and Field Deluge Names in a hierarchical way so everything is easily identied? As a thought example in Application A, we have form
Auto-populate selection from sub-form
I have two forms, one being a series of art works, the other being a list of experts who may write about it. I want to assign multiple experts to a work and then have a "confirmed" check box next to it. To do this, I created a form called Expert_Assigned, consisting of a look up field and a sub-form. The look-up field allows a drop down list of all of the art works. I select one. The sub-form pulls from another form called "Experts". If I type in a name, it adds it to the "Experts" list, which
Compare 2 fields of type date and time in CRM by Deluge
Good morning Zoho team, I need your help, I am performing a personalized function in which I verify that the data that has been entered in the subform, before going through the management approval, have the correct prices. Before that, I need to know if the date of inclusion of the data in my subform is less than my management approval date I have the following if(Datecomp(fechaInclusionAccesorio) < Datecomp(fechaAprobacion)) { //Function In Sub Formulario } else { info "Not
Get ID of last record entered by a user
Hi All, I'm struggling to develop a script to get the ID of the last record entered by a user by latest Date and Time. Can anyone help me out please? Many thanks Chris
Restocking Form
Hello, I was wondering if I could get a little help. My boss has asked me to make a new form for Restocking. He says it should have a place to scan a bar code and when it is submitted it should add the 1 to inventory, update our book inventory from all our bundles and add a line in our invoice data with a charge type of restocking fee that is 20 percent of the bundle cost. Thank you for your time.
Pivot Table malfunction
Two days ago our pivot tables crashed and not working correctly. It doesn't regenerate. We need urgent help. It might due to upgrade on backend in Zoho Creator and adding new features.
Track mail conversations on client reports
hello there, i was wondering if it's possible to track all the mails conversations and see them on a report for every client. obviously it can work only if the person "A" send a mail from the address connected to the same person mail field. this would be very useful to create reports that include all the conversations between me and him. thanks
REST api Creator from vb.net or c# error 403
Hi, after hours of trying to call a request from vb.net or c# to upload a file i'm giving up and need you're help. Who has a working sample of code to call the rest api from creator out of vb.net or c#? the image is the Postman which does work, but every line of code (webrequest, httprequest, restsharp etc.etc.) gives me an 403 error... any clues?
Creating Dynamic URL to Filter Report on Name Field
Hi - I have Form A that contains employee names, and Form B that contains notes associated with the employee, with a lookup to Employee_Name in Form A. When a note in Form B is created or edited, the script below writes a link to a rich text field in Form A that when clicked in a report opens to a pop-up of all the notes associated with the particular employee. It is working fine by creating a URL where ?Employee_Name=lookup.Employee_Name.last_name, but I'd like to include first_name in the filter
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