How to create a record in a Creator form from a CRM function with Integrator and Subform fields? Using zoho.creator.createRecord()
I want from a custom function in CRM, create a record in a Creator form, sending data from the CRM. The problem seems simple, but I can not fill in all the fields that the form has. I can create the record, and fill in basic fields like text or date, but an integrated field with CRM, no. Neither do the fields within a subform. This is my "Visitas" form. ("formLinkName") mp = Map(); Visitas_del_dia = List(); visita = Map(); visita.put("Oportunidad","68916000001564945"); visita.put("Hora_Visita","12:30");
uploading images to google drive
My question is how to upload images to google drive form zoho creator. If you know Please guide Thanks in adavnce
Zoho Creator-Tasks Done
In the Tasks Done application, how do you change a tasks status to complete?
Can't change field value from custom button
Hi, I have been trying to get a custom button in my stateless form to change one ore more field values in the form. Using the syntax input.SomeField = "SomeValue"; works fine when used in onLoad actions or any of the field actions, but it does not seem to do anything in an on Click action? Ist this deliberate? Is there a workaround? Am I missing something? Thanks in advance!
Add Button
I've noticed in one of the example applications there's a facility to add a button to a form, but I can't see this function in my version of Creator - see below: Any ideas? Martyn
Hide sections from non-admin users?
Hi Zoho, I have a few sections in my app that I would like to hide from users that are not an Admin user (or to show it only to me). How can I do this? show/hide button does not let me specify the users. Thanks! Ravid
[Suggestion feature] Double-click to row edit mode
From a list report, it would be really great to be able to double-click a record to enter some sort of row edit mode. Where only that row's columns can to directly edited from the list report view. At the moment, the spreadsheet report has big limitation: not more than one person can edit the records at the same time and no on-load workflow can exist. With having only one row at the time been edited in a "edit this row" mode, multiple users could work on the same report at the same time and on-load
customer login profile as system field
Hello I would like to use the customer login details to filter reports/data etc. Is this possible? Thanks Amanda
All Emails going to spam folder
All my emails are going to spam folder, irrespective of the formatting. This is a very serious issue and is affecting our business. I would request the Zoho team to come up with a solution quick or I will have to move to some other provider.
Adding a Booking Reference field
I have a form for booking customer flights. I need to create a booking reference. Can anyone suggest how to. I want the reference to be random but I am willing to accept a solution which is more simple
Setting filter to only show items matched to another field
Hello i want to set a filter to only show items that match another field on my form. But when I look at the filter it does not give me the option to say equal to a field it wants me to put in a value. Has anyone else come accross this Thank you Amanda
How to add row to a subform on load workflow/script
Hi, Is it possible tom add rows to a subform on load workflow/script? I want to create three rows to a subform on load workflow/script but i didn't find any solution for the same. Guys if anyone has any solution for this please help me.
Report colum width
Hello, i just have the problem that the colum width seems to be only changable in the IDE. (if you have a total pixel width wider than screen size) My question is now, what's best to do with different screen sizes when using web only. You only can use px width not %? (Attached picture from the IDE) Now i have 5 colums and make them eqal on my screen should not be a problem, but it would be nicer to give % values, so that on another screen, they can see all without horizontal scrolling. Another thing
Retrieve relational drop-down list ID
I need to retrieve relational drop-down list ID, I have used following script: temp = FromA[Relation DropDown == "Variable"].ID; Relation DropDown.select(temp); but error appear Thank you in Advance,
error
Hi, I'm seeing this while trying to access my data. I
JSON Response
Hello, Can someone tell me what I'm doing wrong, I want to fetch the tax_total from Zoho Books using a geturl function. The function which I made is written below: //API Books headerMap = Map:String({"Authorization":"Zoho-authtoken <auth_token>"}); x = getUrl("https://books.zoho.com/api/v3/invoices/" + X + "?organization_id=6231230351",headerMap); //Fetch JSON for MultiLine input.Response_Books_Get = x; //Get Total_VAT response = x.getJSON("invoice"); result = response.getJSON("tax_total"); input.Tax_Total_Tekst
Default Value per user based on user
Hello All, I have a form with drop-down list, this drop-down list contains countries, one user login to the system to show him default value from drop-down list with read only mode For example: User1 --> country USA by default from drop-down list User2 --> country India by default from drop-down list and so on. Thank you
Rearrange the menu
How do I rearrange the menu on the left See the picture attached
Updating data into a form with an excel import
I have created a form from an excel template and imported data from it. When I import another excel file with the same data it maps the fields and imports the data correctly by adding new rows. Is there a way to import an excel file but update the data based on a key and not import the rows ? For eg. Excel file with columns Product ID | Product Desc | Product Type | Qty | Rate Step 1. created a PRODUCTS form by importing the above excel file with base data Product ID | Product Desc | Product Type
Invoke a URL to fetch a record and populate a stateless form
When the admin clicks the button to invoke this action the form opens correctly and fetches the information. When 2 non-admin users try this they receive a message to contact the sys admin. When 1 non-admin tries this function it works correctly for them. I can't figure out why the users with the same level of access would have an issue. Any suggestions?
Look Up Filters
Hi How do you concatenate an input field with a look up field? For example, when I look up a form, I only see the feeds which are direct entries in that form i.e. "Cable reference number" but not fields which are lookups from another field i.e. "Location" or "Device". I want to see "CABLE REFERENCE - LOCATION - DEVICE" Also, how would you then filter the concatenated field
Display Count of Prior Orders Submitted by Customer Number
Hi - I have a product ordering form that includes a Customer Number field. I would like to display a count of prior orders by that Customer Number as a new order is being placed. No detail of orders needed; just a count of the instances that Customer Number appears in all order forms. I know a pivot table can do a count like this, but am looking for more of a dynamic lookup based on the user entering the Customer Number. Thanks.
On Page Load vs On Form Load
I would like to run some custom functions / actions when a non-form page is loaded in my application. I can't find any documentation for this. I can only find this page. https://www.zoho.com/creator/help/script/form-actions-on-load.html The workflows on zoho creator also do not seem to support this either. Is it possible to execute actions on page load rather than form load?
Converting Lookup field from Bigint to String
Hi I am trying to retrive a decimal value based on the user input in a look up field, using the following script: temp = Product_Data [Product_Code == Select_product_code]; input.factor_stockin = temp.factor_product; Error message : In Criteria left expression is of type STRING and right expression is of type BIGINT and the operator == is not valid Product_Code is a string, the lookup field Select_product_code is a bigint. How do I fix this? factor_stockin and factor_product are in the same format
updateRecords from Creator to CRM HELP!!
I have a Creator form set up that acts as a calculator for Line Items in a CRM estimate. I set up a function on Success which submits the added subform records as Line Items in an existing estimate using the updateRecord() function. This works to an extent.... The issue is.. if there are more than one of the same product added as a Line Item it does NOT add the multiples.. it simply overwrites the first entry with the latter's values. I understand why this is happening but I can not come up with
Set Filter in Lookup field problem
Goodevening. I am trying to create dynamic lookup exactly like the example. I created a form called Country with a textfield to add the countries and a form called State with a Country lookup field and State Name as text field. I also did a form called Main which contains the lookup fields Country and State. When I am trying to add the set filter in State lookup then it is not possible to write Country == input.Country (as the example says). From the criteria it only accepts ((Country.Country ==
Customer Portal User ID, Username and Email
Good day, I have two forms each with a User field (with Customers), In the first form I setup an alert that shows me the input.Customer when I pick one in the dropdown list, it shows me the customer ID, with this ID I want to fetch a record in the second form where the same customer is selected. The problem is that in the storage record the User field takes a string value with the Username (or User Email). So I can't complete the fetch sucessfully because in my first form I have an ID. How should
Viewing all subform rows in a custom report
I am trying to create a custom report to display all the rows of data in my subform. Currently, I placed each of the fields in a column in a table, but when I generate a report, it shows all of that field's data in one box. I want to have the subform rows be listed like they are when you enter the data in a subform. Pictures are included because I didn't really know how else to explain it.
Updating all records based on "On Success" scripts
For our catalogue publishing Zoho Creator app, there is a code that runs On Success for both On Add and On Edit. The script concatenates several fields and pre-formatted info into one value. The problem is that I have added the code after the initial import of data. So with any new records or edits added/updated the information is generated correctly, but Is there any way of forcing the script to run on all of the records in the database so they are all updated at once? Thanks for your help.
Does anyone know how to create recurring events in Zoho Creator?
We use both Zoho CRM and Zoho Clendar and they both facilitate the creation of recurring events. As an example I can create an event which starts at 10:00 AM and finishes at 11:00 AM. It will start on a specific date and end after a certain amount of recurrences or you can use an end date. You can then choose the frequency. In our case it is weekly, usually on two specific days of the week. We would like to be able to do this in creator and then report information on each event. We cannot find the
Client list, automatized documents + CRM
Hi I am trying to sort out which apps are the best fitting my company needs. Please advice if anyone is using similar services: 1. customer list with first, second name, phone number, address and passport number 2. generate leads using the customer data 3. generate tour voucher and invoice for the customer (create two templates which take data from the customer list, leads and has necessary custom fields) 4. track the workflow of sales managers Thanks much
Inserting record to Zoho Creator by API in C#
Hi Team, i am trying to insert record in zoho creator using C#. When i run this program, new record gets inserted but the field value shows blank. For eg. i am inserting new department using below code, in department report i can see that new row gets added but value of department name is blank. class ZohoCreaterAPI { public static string zohourl = "https://creator.zoho.com/api/XXXX/json/"; public static void Main(string[] args) { string result = APIMethod();
Creator - sharing information with my team
Hi, something I can't figure out before deciding to proceed further with Creator for my Bookings system is - my challenge is that I want 3 or 4 of my team to have licenses to create and edit within Creator..but I also want to be able to share reports / data with my larger team (60 people) - I won't bother if I have to buy a license for each viewer. Can my wider team view Creator output (booking information) on the mobile devices without having licenses?
Auto upload of CSV file
My csv file resides on an ftp server. I want to upload every day at 4 am EST in Zoho Creator forms. Is it possible to auto upload? Thanks in advance.
Exporting tagged text for catalogue publising
For our Zoho Creator app, we are using the database to export tagged text to our publishing software (Adobe Indesign) to automate the production of a large catalogue. I have a small code which assembles the tagged text, a combination of preset strings and data from the form. The code looks like this: { input.Catalogue_formatting_Code = "<ASCII-MAC>" + "\n" + "<ParaStyle:2018 AMROD DEFAULT STYLE\:2018 CODE>" + input.Product_Code + "\n" + "<ParaStyle:2018 DEFAULT STYLE\:2018 NAME>" + input.Product_Name
Create new order without having stock
I'm trying to create a sale in zoho creator whithout having any stock so that it tells me to make more of the item and how many i need, how do i do this?
How do I show result of an API call on the same Form?
Hi, I am able to use getURL deluge task to call a 3rd party API to do lookup from a Page and dispaly result as HTML. However, I wanted to know if i can use the deluge task getURL from a Form and display result in a table after the successfully response from 3rd party API call? Please advise if this is achievable.
Want to create Campaign from Creator
I want to create a campaign in Zoho Campaign from Zoho Creator. I wrote a function in the creator but I am getting an error. Here is my code: void Create_Campaign() { response = getUrl("https://campaigns.zoho.com/api/getmailinglists?authtoken=f4e70b7d0e52c18f22622f0e57ba30d8&scope=CampaignsAPI&resfmt=JSON"); list_of_details = response.get("list_of_details"); for each elmnt in list_of_details { listkey = elmnt.get("listkey"); } create_campaign = getUrl("https://campaigns.zoho.com/api/v2/createCampaign?campaignname=CampaignFromCreator&from_email=kaioumcse12@gmail.com&subject=CampaignFromCreator&
I want to Expand Creator to be more Flexible and Integrate it with CRM
I currently use Zoho Creator to manage my funeral business, however I want dot expand it to be more user friendly and increase some functionality, like contact logs, emailing clients, surveys etc. Can I do this by integrating it with Zoho CRM? Or is there another Zoho product that would achieve this?
creating a formula using the results of another formula
Hi - Newbie here again. This seems very basic: I'm trying to create a series of calculations. Many of them depend on the values returned from other formulas. How do I accomplish this? Those formulas don't appear as options in the Field list when creating my formula. I mean, that on a form I want to have a formula that calculates x+y (resulting in z) Then I want another field on that page to calculate = (z+ another value). But it don't show z the formula field
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