i have records in zoho creator and wordpress....need help to automatically update record in wordpress when changed in zoho creator
hi, i have property listings in my wordpress site. every property is in my zoho creator as well. im looking to see how i can change information within zoho creator and have it automatically change in wordpress. is this possible?
Autofill Lookup Field OnLoad
Hi, I'm trying to set a lookup field (Form B) to autofill with the most recent value from a string field in Form A. I can get the lookup to autofill OnLoad when I link it to a system field (e.g. ID), however, it doesn't appear to do the same when using a user-defined field. For example, the script: "input.Lookup_Field = Form_A[Added_User = zoho.loginuser].ID sort by Added_Time desc;" works perfectly, but "input.Lookup_Field = Form_A[Added_User = zoho.loginuser].String_Field sort by Added_Time
Different form with different from's properties format and workflow script event
I am playing with the point of sales app now and found out one of the form (add stock) not able to add successful added message, i tried to use workflow event to do that but the workflow event "on success" nowhere to be found. others form was fine though..i can only see on load and on user input event. anyone can shed some light? thanks, Jeff
Show/Hide field in subforms
Hello is it possible to hide a field in a subform based on user input in the parent form? Thank you Amanda
How do I assign a value to a drop down field choice?
I am using a drop down field to record the status/outcome of a record and need to assign a value depending on which status is chosen. If the status is Sold, Proposal or Cancelled, I need the value to be 1, or if the status is Assigned or Reset, I need to value to be 0. This value will be input into another field in this form, which will be summed and used in a pivot report.
lookup field ID in custom template report
Hello I have a Master Form, where each records is referenced by a unique "String" data name, let's call it "Record name". This form posseses a "Subform" which I use to report occasionnal errors in the data from the "Master form". I want this Subform, to trigger "send email" workflow, with a dedicated " Custom template" based on this subform datas However, when I reference the "Record Name" (which is a lookup from Master form), the result displayed in the sent mail is containing the underlying record ID,
Security Framework Upgrade Timeframe
I received notice of this Security Framework Upgrade. When will this take effect? By when must we validate all of our apps and make them comply? https://www.zoho.com/creator/newhelp/app-validation/ Thank you,
Pagination. DELUGE. API. No "While" looping functionality
Need to import records from API. Maks records per run is 200, but we have more than 200 records to import, so we need to use pagination. Need to run enought times to get all the records. ZSresponse=getUrl("https://subscriptions.zoho.com/api/v1/subscriptions?page=1&per_page=200&authtoken= x &organization_id= y &filter_by=SubscriptionStatus.LIVE").get("subscriptions").toJSONList(); So, need to iterated the "page" parameter until I have all the records. My API returns the paramter - "has_more_page":
Customised Sequential Number
In one of the forms I need to : 1. Create a unique number which is combination of Employeename+ Sequantial number Eg Lets say there is a task which needs to be done John Hermann. When I allocate the task to John I want this task number to be : Johnhermann1001 and if next time there is atsk and Mary has to do it then that task number become s: Mary1002 Can some one help with a sample code ; simple one please; I have asked ZOHO help a couple times but they seem to be struggling and I have to get
Addresses not found
More than half of my Addresses are not found when I'm adding customers and the ones that are found, there is too much info. I only need street address, city state, zip code, but it is pulling in too much additional info. Is there a way to integrate another map provider such as Google Maps?
Aggregate values from multiple entries in a form
Hi, I am trying to get the aggregate value of a field from multiple forms. My Stock Out form has the following fields: 1. Sale order number 2. Product code 3. Quantity For a single sale order I will have multiple entries in product code and quantity. I have a separate form to print dispatch slip, which needs to have the total quantity for each sale order. How to get this?
Load page data via ID
Hi, I have a button on a report which I want to open the record via the group id I pass to it. I must be missing something as I cannot get it to work and have read as much as I can. It simply loads a single report with the samples that are assigned to that group. When the button is clicked it executes: openUrl("#page:group_summary1?group_id=" + input.group_id,"popup window","height=1000,width=1000"); 1) I have set the page parameter to group_id, Group_ID - you name it, i've tried it. 2) I have assigned
Multiple lookup field
I'm just starting out with Zoho Creator. Presently I just have two forms: 1. Personnel 2. Organisational Units A person can belong to multiple organisational units. I have added a LOOKUP field to the personnel form allowing user to select which unit the person belongs to. But I can't find how to allow multilple organisational units to be selected.
Document management system based on Work Drive
Hello Zoho community, What i want to create is a document management system based on Zoho Work Drive, Zoho CRM powered by a Zoho Creator apps that allow us to customize file attributes, associate them to Zoho Contact/Account with a Creator form/report and finally share that files with customers by a Creator Portal. Anybody did or worked on a similar solution? Thanks everybody for reading! Manu
Lookup field issue
I have a Student education form. In that I have created instituation name as lookup field from institutaion form. While creating the lookup field, selected the "create new entry " choice. If the user wants to add new instituation, he/s she can click new entry. User is able to open the "institution" form. My requirement is when the user select new entry choice in lookup . only instutuation name needs to be shown, other fields needs to hide. Please help me to solve the problem that would be of great
Delete / add rows to subform based on user input
Hi Zoho, I have a form with a subform. In case the user is changing (on edit mode) the input for one of the fields in the main form, I need the subform to be cleared - to have all the rows deleted, and to add just one row with specific values. in other cases I need to add a (changing) number of rows based on the user input. Scripting Clear Subform_Name does not seem to do the work. Help please? Thank you Ravod
Approval Workflow -- completed tasks not showing for Approver.
When using the Approval Workflow, as the Approver, i can see the Pending Tasks, and can Approve or Reject them. But then I cannot see them in the Completed Tasks. The user that submitted the task is able to see them in the Completed Tasks, however. I thought when I first tested this, i could see them as the Approver, but I have no idea what changed. Anyone have any ideas what could cause this? Thanks!
Zoho Creator -> Custom Function Update Multiple Fields
Hi is it possible to create a custom function to update muiltiple fields on : - main form - within subform main form example:- - main form has A,B,X,Y,Z fields - any changes to the X or Y would automaticlly update Z,A & B - right now i use "on edit" on both X and Y - was wondering whether there is a better way for both X and Y to call a cusom function. similar example can be used to refered to a subform row. a simple example would be appreciated. thanks
Removing some data from a QR Code Field and entering it into other fields
Hi I am scanning a QR code into a field that consists of the test data "01/2347/011 02 242" I would like to extract the "01/2347/011" part of the QR Code field test data and have it entered into a field in the same QR Code table named part number i would like to extract the "02" part of the QR code field test data and have it entered into a field on the same QR Code table called operation number I would like to extract the "242" part of the QR code test data and put it into a field in the same
How do I assign a numeric value to drop down field choice?
{EDIT] i meant to post this in the Zoho Creator forum.... I am using a drop down field to record the status/outcome of a record and need to assign a value depending on which status is chosen. If the status is Sold, Proposal or Cancelled, I need the value to be 1, or if the status is Assigned or Reset, I need to value to be 0. This value will be input into another field in this form, which will be summed and used in a pivot report.
subform entries
is set default entries in subform using only script?
Add row in subform
hello, i have a main form and in a subform. I would like that when i click in a chechbox rows are created. Do you have a solution ? thanks you
Attaching records to each subform record
I have an app where I am storing a specific activity. Attached to that activity (using a subform) is any hazard that is found while doing the activity (1:n). So it's a one to many relationship between activity and hazard. Once those are stored, later we are doing some evaluation of each hazard. I need to store multiple evaluations against a hazard (1:n). So, it looks like: Activity 1 - (using a FORM) Hazard A - (using a SUBFORM) Evaluation x - (using ????) Evaluation y Hazard
Importing main/subform and get "Value '1,2,3,4,5' is not an option in the field 'SubForm'". What am I doing wrong?
Followed all the subform help pages and forum discussions I could find and still struggling to get a simple main form with linked subform data import to work. Been working on this for a few weeks now. The zoho help page here should be useful https://www.zoho.com/creator/help/forms/creating-subforms.html#Import_Subform_Data I find it flawed in a few ways.(1) It doesn't show you what to select during import. (2) It says ""items" column" when I believe it should say ""subform" column". (3) It doesn't
KPI Indicator in Creator Page Panel - red/yellow/green
Hi did anyone ever try to realise a KPI indicator in a Panel or HTML snippet on a ZOHO Creator Page (would also be useful in Forms) What i would like to do define three different target ranges of values and the Panel should show a red / yellow / green indicator (traffic light style) based on the value would be a great feature, if it was part of the product :-) kind regards, Lambert PS: if you implement this, please also think of a 4-range indicator (this is getting more and more popular)
Generate new number (+1) on duplicate record
Hi, I have a form and when a record is created for that client it checks how many records exist and adds 1 to give a new report number as below: if(group_client != null) { ClientNo = client[ID == input.group_client].client_id; Counter = group[group_client.client_id == ClientNo].count() + 1; input.group_report_no = Counter; } It works a treat, however, when you duplicate the record the script obviously doesn't run and it just takes the number from the cloned record. I thought perhaps triggering on
Can a formula app be created by adding, dividing and multiplying entered category data
I would like a very simple math app that could be placed on my website that a visitor could enter their data and get an instant result. ie a +b+c divided by d multiplied by e = The answer. the user enters their known data for each specifically named category abcd, so the only unknown is the answer. 4 + 7 + 9 / 8 x 6 = ? ( 15 ) would be seen as the result.
Eval Function in Deluge
Does Deluge has eval function similar to the eval function of Java script to execute the Math expression on the fly ?
Hide employee in drop down if on holiday
Hi, I have a booking schedule which has an employee dropdown to assign the job to an employee. I also have a date required (date) field on the booking form. The drop-down Lookup fetches from Employees. The Employees form has an Employee Holiday subform within. I'm looking to perform the following, however, I'm stumped! 1) Look at the date required 2) Look at the employee holiday dates 3) If the employee has a holiday date booked off on the same day as date required, do not show the employee in the
Adding Data Value to legent
Hi I want to view the data legend on a chart permanently not only when I hover over the chart with the mouse. I'm sure it is something very simple but I am unable to find a solution. I'm using both pie chart and Funnel chart Thanks Amanda
Read USB scale
Any ideas how to read the value from a USB scale and present it on the screen?
Upload output from report to an FTP Server
I need to post data from a report to an FTP Server for others to access without going into app. How can I do this?
Non-Profits discounts
What discounts if any does Zoho offer non-profits? Salesforce offers ten free enterprise level licenses for US non-profits who can verify their 501(c)3 status. That is really hard to beat. I would love to stay with Zoho, but unless there is a significant discount given to our non-profit we are switching our campaign and app building to Salesforce. The free Zoho Plan, while convenient, has limits that we are running into. And I can't justify the cost of the current plans to my non-profit board.
Send email with attachment created from filtered results in a report
Hi, The business case is simple, a operator creates leads for different partners, at the end of the week the user wants to filter the report for a specific partner, and with the push of a button a email is sent to the partner, who email address is kept in a table. How can I create a automatic action in a report, that sends a email to the partner email address with a attachment that contains the results filtered in the report? Best regards, Rui
Creator with integration field to CRM Contacts (or leads,etc)
Hi. I am still struggling with this issue. I have an Integration field on a creator form, which is linked to the Zoho CRM, Contacts module. It is providing a list of emails from different though it does not matter what field I am looking to use for the selection.) The dropdown list for this integration field will never return the complete list of contacts (emails from the CRM). It will only ever list the first 200 (or 20, if you write deluge script to perform the action manually). It seems there
CRM Contacts and Zoho Creator
I would like to link one of my forms with a contact in CRM. I've made an Integration field but it let me show only one field, so I've choose Last Name. Unfortunatelly it's not enough to identify a contact. I also tried to make a custom field in CRM with a formula containing both First and Last Name, but it seems Zoho Creator doesn't let me to use custom fields on Integration fields. Any other idea will be welcome, thanks in advance!
merging records
hello I have a requirement that sometimes more than 1 person will record the same incident, I want to link these records or merge them and use the first record as the main one with the other records linking to it. Is this possible? Ultimately I would like to say this incident has been reported X Number of times? Thank you Amanda
long number show as 2.98342E+18 on exports!
Hi Zoho, On a form I have a field containing a long number (like the Zoho ID). when exporting the form to CSV, it looks like 2.98342E+18 and all the last digits become 0000 (it rounds it up....) how can I prevent this? thanks Ravid
How to open a selected form, from a report window using script on a specific button click
Hi, I am developing a sales management app. I have New_Purchase_Order form and All_Purchase_Orders Report. I want to add a status change button which will change the status of the selected form. But at a time I need to input some details based on the status. So I need that selected form to open in edit mode while clicked on "Change Status" Button. Please suggest the best way to do it. Thanks in advance.
Strange problem (bug?) with drop down
I have a dropdown field in a form which contains 10 choices but when I access the form only 8 are showing. Even stranger, when I mix up the order of drop down items, I still can only see 8 but the ones that are showing change. Is this a bug? Any ideas?
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