Pulling Data From Child to Parent
Hi all, I'm new to Zoho and Have been experimenting and would really appreciate y'alls help with a issue I'm having. I have three forms - FMEA, Part, and Failure. Failure is a child of Part (there is a lookup for failure in Part) and FMEA has lookups for both Part and Failure. How can I set it up so that when I add a Part to FMEA, the Failures in the Part are loaded into the Failures Section in FMEA? Part is only a tool we use to categorize failures and quickly add multiple failures to an FMEA so
Filter subform lookup field
Hi, I need help to filter a subform lookup field based on a field in the parent form. for example, I want to enter a job number in the parent form and have a lookup field in the subform only show phase codes for that job number.
Creator Sub form - change layout whiten the form its embedded in
1. Is there way to change how a Sub form displays on a Form? Right now its one line that scrolls. Id like to have the SubForm in a layout similar to the form its embedded in. Seperate lines for each field. 2. Is there a way to apply conditional formatting to Sub form fields?
set first in list as initial value (lookup)
Hi folks, Is there any way that I can set the first value in the list of a lookup field as the initial value? The lookup field has a filter set on it, so the initial value will often be different. I just want it to auto-input whatever the first value in the list is. I would appreciate any help! Thank you, Lindsay
How do we get the Report generated of the Forms which are submitted for the Apporval
How do we get the Report generated of the Forms which are submitted for the Apporval. I have created approval Process. i wanted to create a Report stating these approved and these are pending ...kindly let me know
Record Visibility in Customer Portal with Hierarchy
Hi, I had develop an order management apps with customer portal. Our customer has hierarchy i.e: Company A with Agent A1,A2,A3 and Company B with Agent B1,B2,B3. Please refer to attachment for the overview. Record entry is via API, customer portal apps or sometimes record is entered by our staff (zoho user) on behalf of agent via apps. Every record will always refer to a specific Company and Agent via record lookup and customer portal lookup (zoho.loginuserid). Hence an order form will have 2 record
Please Wait is not at the scroll location
Hi, I've had some really quirky drama's with my forms and Zoho insists they can't do anything about it so I'm looking for any and all help. The sole reason I put this client with Zoho was their form capabilities and now they aren't working as they should which has been supremely frustrating. FIRST CHALLENGE: We have 2 forms for clients to complete which are quite long and involve them uploading up to 5 images. What is happening is that the "please wait" that should tell the client that something
Removing fields from form
hi all, i’ve serached The forms but am unable to find an answer. I’d like to remove the fields “referrer name” and “task owner” fields. I’ve attached a screenshot
Stateless Form "Error at on click script."
I have a stateless form in a creator app. It has an onload script and a on-user-input script. Both use values in the form to calculate and populate other values in the form. I added an onclick script for my submit button, and regardless of the contents of that script, when I click the button, I get an alert that reads: "Error at on click script. Note: We are working on giving more meaningful error messages on script failures." I have tried making the script empty, only having an assignment (eg.
Auto populates a 19 digit number instead of company name
I've been working on setting up what I like to call a "Scheduling Tracker." I'm a virtual assistant and trying to create an application to help me be more efficient when it comes to scheduling for my clients. I have one form where it just lists the company names. I have another form called "Contacts," where the associated company for the contact is a lookup field to the other form. On the scheduling form I'm creating, once I enter who is being scheduled with, the individual's assistant (if they
Updating records in form
I have a form call Plants that is filled with a list of products. To update the list I, I import an updated list to another form called Upload Plants that uses the On Success Workflow scrip below to copy the newly uploaded list to the Plants form. This works fine to update existing information if the items match but it does not add new items in the Plants list. Can someone help me with the logic to do this? My attempt to add a new item is the scrip starting with if(input.Description = Null) but
How open a record to edit using openUrl using perma-link?
Hi, I need open record to edit via record id. But I want that form and view are private and open record using perma-link, is this possible? I saw this link https://www.zoho.com/creator/help/views/editing-records-via-record-id.html. http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>?recLinkID=<recordID>&viewLinkName=<viewlinkname> I tried http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>/<formpermalink>?recLinkID=<recordID>&viewLinkName=<viewlinkname>/<viewpermalink>
Use Form Data To Fill A PDF Form
I have an app from which I would like to be able to somehow export the data from it in order to fill out a PDF form. Is there a way I can do this? Also, is there a way I can save that populated PDF to the Documents module in CRM?
Custom redirect on sign-out of shared app in Zoho Creator
I am posting this up in the public forum after following up with the developer team on one on one basis, looking to understand if that's just me who need this feature or there are others as well. So I have developed a couple of applications using Zoho creator platform, but due to license limitation and use case of the requirement it was never a problem to just use the app as a "shared app" per say, and not really buy the Customer portal license and share the app to the users as a customer. That being
Developer Zone vs Standard Creator Differences
There seems to be a lot of difference between the developer zone account and a standard creator account that is paid. Is this the case, and is it a waste of time to go work with the developer account?
How to specify the display of a number field to include the "1000 seperator"
I have a form with a currency field. I want to display this field in a html view in the correct currency format e.g. $1,000,000 for a million dollars, rather than the default $1000000 Is this possible? How? Ideas appreciated, :)
Subform populated from Zoho books and then updated?
Is it possible to add a subform or some sort of report that would join invoice data from Zoho Books (via API or otherwise) into a Zoho Creator form. Roughly: The fields would be: Account: Invoice date: Subform (or some alternative) of uninvoiced time associated with the account in the main form that included timesheet info and added an additional numerical value field (actual time you want to invoice). When the user clicks on submit the timesheet data would then update as invoiced/billed or
Zoho Creator Apps Slow To Load
My Zoho creator Apps are slow to open and search today 19-06-2019 12:06 BST. I am based in London UK. Are there any known issues today? Thanks, David
How do I assign scores to certain answers in forms
Hello, I was wondering if it's possible to assign values to certain answers and total it all up at the end? Similar to how Scoring works in Zoho survey I want this specifically for zoho creator so I can create a custom html page at the end. Thanks
Display multiple lookup fields
Hello, i'd like to know if there's a way to display multiple fields when using lookup i have 3 forms (Products, Customers, Orders) Products contains ID Product Name Product Cost Sale Price Customers ID Customer First Name Customer Last Name Customer Phone Number Orders Customer (linked to ID field in Customers form) Product (linked to ID in products form) i want to only store the customer id and product id in the Orders form,,yet i want
Filter setting is not getting saved in zoho creator
HI Team, I'm trying to configure conditional lookup using Zoho creator. Example: Form 1: Add Sponsor Form 2: Add Products (text field) by selecting the sponsor (lookup field from Form 1) Form 3: Add Details Select Sponsor (lookup field from Form 1) Select Product (lookup field from Form 2) Here when i select Sponsor A, all products related sponsor A should be listed in Product Drop down and similarly when i select Sponsor B, all products related to sponsor B. As
Question about "queries"
How do Microsoft Access queries translate in Zoho Creator? The limited knowledge I have about databases and applications comes from working with Access so the only way I know how to ask the following question is by referencing Access queries. I have two forms: one that holds a record of every job my company has ever worked on. It is essentially a jobs database that has a field that displays the status- active, completed, incoming, etc. The other form is an internal work order request for any of those
How to customize the auto number field
Is it possible to customize the auto number field? I have two forms: one that holds a record of every job my company has ever worked on, the other form is an internal work order request for any of those jobs. On my internal work order request form there is a lookup function so that anytime a request is generated you have to select which job it is for in a drop down list. How can I get my work order request form to auto number the work order according to what job it relates to? I'd like it to display
Customer Portal - What Customers See
Hi Folks, We are looking at implementing the customer portal for our customers. When using the customer portal, do customers see only records that are their own, or can they see all records? We work in a fairly sensitive area, so we want to only allow customers to see their own records, not all of the records on the system. Can you please let me know if this is possible and how we set it up so customers can only access their personal records and not all records? Also, is there a trial version
Changes to Detail View
Hi- Is there a way to add an "edit" button in the Detail View for Related Blocks? For example, I have a Project report that opens a list of tasks from a Related Block....I'd like to able to open that Related Block of tasks so they can be edited, without having to exit out to the Task Report. Also, is there any way to add a default sort in a Detail View of a Related Block? in example above, would like to sort tasks in reverse order of due date (i.e., oldest tasks first) Thanks.
Scheduling a Function
Hi folks, I am building an app that tracks maintenance and training records as well as tasks assigned to staff. Maintenance and Training records have their own reports as does the Tasks form. I want both the Training and Maintenance records to create a task 12 weeks before their expiry date. I have created a Function that works as a Custom Action in the Maintenance and Training records reports. It takes the pertinent data from the record and populates the Task form. I am struggling to schedule
Login User Permision
I have question about Login_User permission I know, if I add the workflow for a module as a condition > work if added user is Login_user, it will work But, I have to do write a workflow for all of modules he can access and there are lots of modules. Is there ant easy way to put as workflow as: If Login_user access the application, he can access only his added values on each modules. Thanks a lot
Custom Action Button
Wondering if we can add a Custom Action Button to for each line to perform a calculation. For example, we have a number field in our form where we enter the quantity of 20. When we go to the report, we want to change the quantity to 25. Instead of editing the record and changing the value, is it possible to have a Custom Action Button on each line item that would execute a function to say +1. So in my example, I could click the +1 button five times and now the report will show the quantity as
Rounding a Pivot Table Report Value to 2 Decimal Places
Hi, I'm hoping someone can help me. I'm trying to round the values in a pivot table to 2 decimal places. The pivot report is based on a view which is based on a form field called Square Foot Cost. In the scripting for this field I've included Value = Square_Foot_Cost.round(2) which seems to work well on this calculated field when displayed as a view (rounds correctly to two decimal places). However, when I created the pivot table report based on that view, it would not round to 2 decimal places.
Deluge Adding User to profile via secondary email created duplicate account. Soft reset permissions on all apps.
A second, duplicate, user account was created when the following code was used in an application. sec_Profile_Name = thisapp.permissions.profileForUser(input.Secondary_Developer_Email); if(sec_Profile_Name == "") { thisapp.permissions.assignUserInProfile(input.Secondary_Developer_Email,"TestProfile"); } The user was already setup as a developer, so it appears that the profile was returned as null string, then a duplicate user account was added to the user's domain and to the application as a non-developer
Attachment in custom function
In Zoho CRM, I have an attachment in potential data. But I can't get the attachment in a custom function. That custom function is used to push the data into Salesforce using API. Please suggest how can I get the attachment and send to Salesforce using Zoho CRM custom functions. Thanks.
how to get result String from Lookup?
i have problem get String value from data lookup is result bigInt, how to make result from lookup is String?
SubForm Custom Sorting
Hey everyone, wouldn't usually post but I feel your pain on this one. I managed to make it work in a roundabout way. Will try to explain as best I can! The issue is the subforms are sorted by their created time so I've managed to get my subform to sort in the following way.... To give you some context, my subform is being used for sorting a hierarchical task list. I needed to be able to order the tasks but also allow extra tasks to be put in between as and when they were needed. You'll need; - The
Calculations from 2 forms that is looked up from main form.
Hi, I'm very new to and need help with calculations from 2 forms that is looked up from main form. 3 forms - Bookings, Price Retail, Price Supplier. Booking form has fields Booking Number, Price Retail (Lookup field) and Price Supplier (Lookup field). Both lookup fields are bidirectional with Booking form's ID as reference. Price Retail has fields Price, Discount, Fees, Total and Agent Credits. All currency fields. Total is populated with script below on user input. input.Total = input.Price - input.Discount
Autopopulate the date from a main form onto a subform
My application has a main form and a subform. Main form = deployments Subform = incidents - incidents responded to during each deployment. I have successfully linked the relationship of the two using the main form's ID. Here is my issue, if my user wants to go to the incident form to update something, he/she has no way to determine which incidents go with which deployment day (unless he/she knows the ID number, they will not). So I would like to have the date autopopulated from the deployments
Spreadsheet export cells format seems to have changed.
When I need to import new records in Creator, but I don't want to import duplicate. I export the list from Creator and then compare with my new list using the conditional formatting for duplicates. Since a couple of days, even if there is duplicates, Excel doesn't recognized them anymore. It seems like the format of the cell is different then it used to be, creating this problem.
Custom Domain Name
Has custom domain mapping been added yet to Zoho Creator so that people can access an app by using www.customdomain.com instead of the zoho url? If not, has anyone messed with using domain forwarding options using an iframe/embedded forward such as many registrars offer? Dominic
How to calculate totals from different forms and display on dashboard
Hello team, I'm currently using the Free license to test and train myself on how to create apps using Zoho Creator. I have developed a small application to manage our fundraising activities. I have two main forms : 1) Contributions - Records all members contributions 2) Fundraising Activities - Records all our fundraising activities including a subform that records our expenses related to each fundraising. What I need to calculate : Now I need to calculate the Total Income to display on my dashboard.
Schedule invoke function, what are the arguments?
I have a simple function defined: void CheckAge(Children recAge) { if (recAge.Age >= 18.0) { recAge.Status = "Over 18"; } } Now I want to run this function in a custom schedule. I don't understand what the "value for the arguments" should be, or in other words what should be between the brackets in the schedule: thisapp.CheckAge( ?????? );
Integration Between Zoho Creator and Zoho Connect
Is there any integration or plans to integrate these 2 products?
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