Improve graphs on pages
Hello, I love the pages and their graphs but I think two things are to be improved: 1. datetime's fields on x-axis grouped by month, year, etc. 2. sum of formula fields (I've tried with a formula fields converted in decimal (ex. (((input.start - input.end)) / 3600000).round(2).todecimal()) but it doesn't works. Thanks
Converting values to string
Hi! I'm having some trouble converting certain values in a form to string. I'm trying to use these values to fill a multi-line text field, for example, TimeStamp, Number, Decimal Value, etc. and fill all of these into the multiline text area. I only get the string values. I'm trying toString() but I get a long number instead of the actual string. My script (latest attempt not working correctly) would look something like this: input.multiline_field = input.TimeStampField.toString("dd/MM/yy HH:mm:ss")
form workflows - many fields which go in calculation for a total price field
I have a form called bill of materials. In this form i have fields for e.g.: - quantity - length - width - height - uom (can be e.g. meter, m²,m³) - (m/m² and m³ - will be calculated related to the uom) - price/unit - total price (has to be calculated) (for the m/m²/m³ fields, i am checking right now if using a formula field is better i also use this form as a subform in form products) If i change any of this fields, the total price has to update. What is the best strategy. Do i need workflows Create/Edit
Meet the Zoho Creator Community Team in Mumbai, Bengaluru, and Chennai!
Hi everyone, We're extremely excited to invite you all to our first series of meetups in India. Whether you're a long-time customer or a new one, these meetups are the place to be. Prepare yourselves for a session packed with quality demos on various product features and key networking opportunities. Don't miss your chance to gain insights from our product experts and peers, share your experiences, and obtain helpful tips on your specific needs. Agenda 1. Registration and introduction 2. Community
screen capture creator
Hi, I need on app development for specific customer, once that QR code is read and that URL opens, the app capture the screen info and saves it as picture of file on the form, can this be done on creator C5? Thanks
Share with groups from developer account
There is any way for a developer account to have access to groups? and manage the users in the group or/and share applications /forms etc. to groups?
Best way to handle complicated calculations
HI All We are looking to migrate a complicated financial application to an app using zoho creator. There will be about 300 fields on 8 forms. each field contributes to a total calculation. so any time a field is updated it needs to call a function that updates a calculated field. Most of these calculated fields then also update a final calculation. What we have done so far is to create a function that is called via a workflow on edit of each field. If the function requires 10 fields then we must
challenges and opportunities - customer portal
I have recently completed an application development that utilises the customer portal. Use case - our customers are invited to the portal which they will use to confirm the details of their project, give approval to proceed and make payments. Following implementation, I have found a number of difficulties that make the portal difficult to use: Inviting customers to the portal. We are trying to make this as easy as possible for our customers to gain access. We already know their email address,
I what to upload files directly to a google drive or dropbox from a form, how can I do that?
I need to store, all files uploaded to my different forms answers in a cloud drive. how can I do that?
Error In Validation - Sandbox Publishing
So I get the "Error In Validation" error when I attempt to publish 4 different reports from the Sandbox. All other modules (dozens) have published fine but these 4 various reports will not. I have inspected them and cannot find any commonalities amongst them. One of them uses Custom Functions but even when I comment those out, it still throws the Error In Validation" error. This error appears even before it asks for a version number. It is different than the "Error In Publishing" error. I cannot
Get/fech subform record by minimum value
Hello, please, I need help with this: I got this form: Products (Main form) ProductName EAN Etc Suppliers (Subform) SupplierName Price In other Form called Orders I got a Lookup of ProductName, in the script of this field I'm trying to get the cheaper supplier of the product and put the values of supplier / price in fields inside Orders form. Many Thanks.
Creator 5
I do not see the "Try New Builder" but I would like to use Creator 5.
How to get full response header of getURL method.
Hi guys, I need to get the full response header of getUrl. Now I'm getting only status code and response text by using below request. <Map-variable> = getUrl(<URL>,<Header-Map>, false); How to achieve this task? Thanks regards, Termcon
Page with Reports based on Page Parameter
Hi i want to create a Dashboard (Page) based on the Selection of a "CustomerCode" Value Top Element of the Page should be a Selection Field offering all possible Values for "CustomerCode" once selected a Value the page should reload with all reports (tickets, invoices, ....) with "CustomerCode" as selection criteria (dynamic report) also Panel Values should limit their numbers based to the selection (eg open tickets based on CustomerCode) this works somehow with Page Parameters, but i cannot figure
5 way sync.
couldn't someone makeman app that synchronizes fields with every contact app? makes one centralized database that then pushes the new, updated, or deleted function to the contact being created, updated, or deleted? then no matter which of the 5-8 programs which require contact info to be updated, would all be updated at the same time? if i update or create from within crm, it gets pushed to every other app, likewise, if i update in contacts, zohocrm, zoho contacts, zoho appointments, zoho etc..
Exporting individual records when added or editied
Is it possible to export individual records as soon they are generated or modified? Preferably in TXT, CSV or XLS format (as opposed to PDF). As part of our catalogue publishing requirement, we are looking at exporting individual TXT, CSV or XLS files for each record to a specific folder on a local server on our network. This needs to happen when the record is either generated or modified. The folder contents would then be imported into our publishing software (Adobe Indesign) and dynamically incorporated
Importing XLS files with formulas
I have a complex XLS workbook with multiple sheets reverencing each other via VLOOKUP formulas. When I try and import the master sheet into Zoho Creator, the fields that contain the vlookup formulas are blank. Is there a way of importing the data without "flattening" the XLS to values before importing?
PDF Manual inserted in Page
Hi, On the Zoho Volunteers App you have a Help Page that shows the PDF instruction manual. I have tried to replicate this in my app but am having issues. I've uploaded a PDF into my app (created a form/report to do this) just one single static file that i want to show on a page. I've right clicked the file to get the url. When i click on the Page header it downloads the pdf instead of showing it on the screen. The url looks like this. https://blahblahblah/HelpPDF_Report/3389823000000154384/File_upload/download?filepath=/1536723812345_USER_INSTRUCTIONS.pdf
Real-Estate and Facility management custom Zoho CRM
Hello, I am looking for someone that can create for me a custom Real Estate and Facility management application using Zoho. I would like to have a face to face meeting with the developing person/company as many details to discuss. Location : UAE Dubai Thanks
Fetch Zoho CRM Contact using Deluge
I thought I would pass this along to anyone trying to do what I'm doing. It wasn't working until I contacted support. They had to make some kind of "optimization" on the back end, so your results may vary. Goal Prepopulate a form containing user profile information that is auto-filled from the corresponding Zoho CRM record based on the email address. Also leverage the Zoho CRM field so the profile can be linked directly back to the CRM contact. Method Use searchRecordsByPDC() to locate the CRM contact
The ability to add additional fields after the initial import
Our app will be constantly evolving so we would need the ability to add additional fields and then bulk import the data with the product code as the lookup value to tie the data together. Is this possible with Zoho Creator? Or will I need to export the data, do the lookup in Excel and re-import the data into Zoho Creator after adding the corresponding fields to the Creator app?
calendar report print template -- use information from other forms/reports
Hi, Is it possible to use information from other forms/reports in a "print template" of a calendar report? I have created a custom print template that i would like to use other information for. Or what is the best way to create such reports? thanks!
Calculator of labor benefits
Hi, i´m trying to making a calculator of labor benefits but i don't know how to put the formula to get an especific date like Year(Date_1);12;30 . Where 12 is the month (December) and 30 is the day.
Mobile application, lookup field, add new - doesn't work, for complex form (iOS, Android)
Lookup field, can't add, new record in "add" or "+" for complex form. Android, iOS mobile application "Zoho Creator" -> sample application "Order Management" -> "New Order" -> "Customer" -> 'Add' or '+'->fill form "Add Customer" return error: 'An error occurred. Do you want to report this issue' hit OK 'Content is not allowed in trailing section' or in other apps: ' The element type "value" must be terminated by the matching end-tag "</value>" ' Record for Customer is created but it's not available
Map(Added_Location) problem
We enabled geo tag in our application. But some of the records are not showing expected result and we can not see the results in the map. Please take a look at the image.
Remove seconds from date/time field
I would like a date/time field to either not have the seconds show, or at least have the seconds set to "00". is this possible?
Select multiple days on calendar report
I would like to select a range on a calendar report, then have the form open (as it currently does, on click of a date), auto-filling the start and end date. Is this possible? or is there a workaround that i can employ for this?
How to calculate number of days in service
Hi, I need to calculate the amount of days a truck's been in service. I plan to update this with a workflow or schedule every day. I could sum up all days, but I need to exclude the days in which the truck has been in standby were no shipments have been made by that truck.
Is there any flexibility regasrding the layout and information shown in the preset approval process?
I have a client that is using the preset approval process for an app. We have ave been asked to edit the information shown to the approver in the mobile app, also to play around with the layout of the Approvals tab in the web app but have not found a way to do it. Any suggestions? Thanks Constantino
Is it possible to hide the product list price and total on customer quotes?
I'm looking to hide the individual product list price and total on a quote and just have the subtotal and grand total. Is this possible?
Create Proposal button
Hi guys, as a complete Zoho novice but not in code and understanding many other software packages I need guidance on where to start, what step comes first: Example: 4 sales guys who specialise in different areas. (sales guy 1) enters a new lead makes contact and converts to Account & Customer. (sales guy 1) cannot write this particular Proposal, it's not in his field of area. But wants to send it to he three other colleagues who can. I want to create a button in Zoho that will do this. Basically
Using Fetch Fields for Subform
Hello All I am new to Zoho creator and I would like to Fetch some records from Form A to update both the Main Form B and the Subform. I am finding it difficult to get the subform to update with the information Can anyone help me please thanks Amanda
Remove ss from Date/Time field
I am unclear on what the formula needs to be to remove the seconds :ss from a Date/Time field. This solution is unclear https://support.zoho.com/portal/zohocorp/ShowEntityInfo.do?module=Solutions&id=677280f03da271dd1f1cd9c6123cc8de&from=listView&showpage=DetailsView&&prevModule=Solutions&TO_INDEX=10&FROM_INDEX=1¤tOption=50&selectedDept=71d0ea6e5216eb98d3e3b1cbce495042&cvid=null&recordNum=3&ct=1358056144062&isload=true Can someone provide the correct formula expression please?
Is there a way to show a map report with sequence following the entry´s added time?
A client wants to see a map report with some indication of a timeframe when records are added to the app. Is there any trick to so this? Thanks
Is it possible export project data to Excel?
I want export projects data to excel tocreate custom reports
No Attachment on Service Desk email request
Is there a character limit for a service request received from an email? We have one vendor that sends an email with a pdf attachment but when we view the request in the service desk, there is no attachment.
Modified LookUp Field
I can't seem to find the answer to this very simple request. I have two forms Company and Contacts. There is a lookup field in the Contacts form that has you select a company from the company form. I want to create a 3rd form that will have a company lookup field and a Contacts lookup field. I want the contact lookup field to only list the contacts that are have the same value as the Company lookup field on the same form. Currently it only shows all the contacts for all of the companies.
Dashboard Panel Button
Hi everyone, I have two applications. Application A is a dispatching program for jobs being called in by clients. Application B is a scheduler program for our staff. The Scheduler application has a calendar report which shows all staff available for jobs on which day etc. Our staff work 12 day shifts so I have multi day selections for availability. On my dispatch application I want to have a panel on the dashboard that shows me a count of all staff available today. I can get a distinct count
Report on Page filtration error
(((Status != "Completed")) && ((Date_of_Job in next 7 days) || (Date_of_Job is today))) I received following error when i try to add above Filter criteria on a Report in page. i need above criteria for customers not for users. users should view all records through original report, therefore, i cannot apply it on original report. Invalid request The parameter Date_of_Job_op should appear atmost 1 time(s).
PDF download button in report
Hi there! I'm trying to set a buton to download the record template as a pdf from the report. (see picture below) I have some doubts with the workflow.. i know i can perfor this with an Open URL task and > https://creator.zohopublic.com/<adminUserName>/<appLinkName>/record-pdf/<viewLinkName>/<RecordID>/<PreferredDownloadFilename>/<encryptedKey> I don't know how to get the record id of that specific recor in the report, an have no idea how to get th encrypted key... Any ideas?? Thanks!
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