Multiple person logged in with the same user on custom portal
I have a app with the customer portal. Is there a problem with many person logging to the portal using the same user and password? I have tried it and it seems to be working. thanks
Error exporting record summary to PDF
Is anyone else experiencing errors when exporting a custom record summry to PDF? I have this problem only in some entries, the PDF file downloaded in 0kb. Anyone that knows if it´s a problem with my script or with the platform? Thanks
New report based on two other reports (Creation a view from two tables)
How can the following "view"/new report be generated? I have two forms, with the following data: Form/Report 1 (Imported from external source 1) A B C D E Form/Report 2 (Imported from external source 2) C D D F I want to make a new Report 3 which containes data which is in both Report 1 and 2, so in this case it should be: C D I want to make a new Report 4 which containes data which is only in Report 1, which in this case should be: A B E I want to make a new Report 5 which containes data which is
sign up error
I can't sign up as I want to created hosting email address. My domain is tumblrwp20170608.wordpress.com. I am getting error occurred
make 2 CRM lookup fields dependent from each other in Zoho creator
Dear Zoho Community, I’m creating a form in ZOHO creator which hold 2 CRM fields. 1. customer name 2. contact name I’m looking for a way to make the contact name dependent from the customer name. When we select customer A, that the contact dropdown only holds the contacts linked to this customer. Is this possible? Kind regards, Noël
Move data from one form to another
Hello. I have 10 different forms with 5 same fields (Name, Data, Number of.., etc) And i want to merge all this data to one view. So how i can add data from 10 different forms after submitting them to another form. Or how i can merge 10 different forms to one view. Best Regards, George.
To send a filtered Excel Report by mail
Hi everyone, In order to mantain a clean Database and an optimal number of records, I would like to do a procedure when an action is executed (for example when an employee leaves the company). The procedure that I'm thinking is as following: 1. To send an email with an Excel Report attached containing the employee associated records from different forms (for example vacations, expenses, etc) 2. To delete the employee associated records Which one is the best way to do that? Thank you, David
Need developer to improve application
I need help of developer to add a few functions to the application. The scope of work will be the following. 1) To send automatic email to the client with attachment once order is booked and change the status of the product 2) To be able to generate monthly charts based on status. 3) To develop a simple dashboard. 4) Few generate a few other charts automatically every month My Budget is Rs 25,000/- If anyone is interested he can mail me on the following. rachit_a@hotmail.com
Push Notifications - email not working
Hello, I have placed and "Automation" within the form settings. The rule added is if status is changed from "pending" to "accepted" then send email to xxx@gmail.com and xxx@domain.com The email is being sent to the gmail, but not the domain. Not sure why a user can sign up with xxx@domain, but not receive notifications. Any help would be great. Thanks
Is there any way to update Wordpress website through Creator
Dear All, I would like your thoughts regarding my scenario. First of all I would like to ask you if there is any integration between Zoho and Wordpress. Let's say that in a form I have a rich text. I would like when I add some text there (and by clicking submit) then to update a post or page in our Wordpress website. Is it possible something like that? In general if there is any way to update something (post, page in Wordpress) through Creator form.
Pls, add custom action buttons in record-summary View (wich are specified for this view)
Pls, add "Custom action buttons" in record-summary View (which are specified for this View)
Select an image in a stateless form
Hello experts! Could you give me a help with this? I have a form with products. Each product have an image uploaded and fields with characteristics. I would like to make a stateless form where images of products are dynamically shown, according to the characteristics selected by the clients. The images have to be able to be choosen by the client. The question is: Which is the way to show images able to be selected?, and how is the hyperlink structure to call images? Thanks in advance. José.
Google Map dynamic selection
Hi, I have a report with a list of gps coordinates. I want to display on a map those points when I select them. It has to be dynamic. I know Zoho is working on something for many years and was supposed to release something in 2017 fall.
Map Tutorial Intermediate
This is a follow up post to map tutorial (Beginners) Hello ZC fans, I in the last post I discussed some of the basics about the map() function/feature. The last thing I discussed in the post was how to pull in map values from a map function (in functions tab) to a local script (form, view). But what if you wanted to do the opposite? What if you wanted to transfer a map from a form or view to a function. Pass a local map variable from form or view to a function First let's make our map myMap = map();
email notification
hi, as you can see on this form (inkedCAttura2_LI.jpg) there is a user and an email field (that automatically is set on user email you can see on user field) now, i made a email notification (as you can see on "cattura.PNG" and "cattura1.PNG") but email are not sent. why?
Zoho Creator: Recipe Builder
I am trying to develop a recipe builder which incorporates a function for the app to reflect the quantity of ingredients used according to the serving size of a recipe. May I inquire if there is a way to enter the serving size of the recipe and the quantity of the ingredients will update automatically for me to print it out as a recipe? Thank You
Fetching data for a form
I am new to zoho, I have imported data and made a form from that data. I am unable to get the field boxes on my form to formulate anything example: (fetch info for other fields if name is equal) and if I use the form, then it does not update the spreadsheet that I imported. Could someone help me understand please. If I have to make "another" form to use the database (which works) then it is not useful. Yes I have watched all the videos and nothing deals with this. the written guides make no sense
Problem in customer portal invitation template
Hi Team, I was not able to add image in the invitation template of the customer portal. It just says "Uploading Image" and not responding after that. Kindly assist me. Please find the screenshot of that problem in the attachments. Thanks Satya NHM
Edit field and make operations between 2 fields of different Table.
Could you help me? I want to add the "Number_Day_Requested" on request to "VACATIONS_YEAR" at Employee_Information after to sendmail. if(input.Status == "Approved") { sendmail [ from :zoho.adminuserid to :Employee_Information[ID == input.Employee].EMAIL subject :"Your request has been approved" message :"Congratulations!<div><br></div><div>Your request for time off from " + input.Begging_on + " to " + input.Ending_on + " has been approved.</div>" content type :HTML ] /* I want to add this
Dynamic Record Summaries
I would like to propose an improvement to the Record Summary templates used to generate PDFs and print. I propose to add functionality that allows a user to either flex which template is used based on a value in the record OR hide/show fields based on a value in the record Example: We have a master form and a master database that is used by multiple clients. Each client has a unique identifier that we pass into a text field. Based on this identifier we show/hide certain fields. We would like to be
Restrict record visibility in Report based on login id and a field.
Is it possible to restrict record visibility in Report based on login id and a field? e.g. To one set of users whole login ids I know (I can create a group from these specific users) I need to only display those records in a table where a CompanyField is set to "XXX" I can do it by making a separate Report for each such set & then restricting visibility for that full report. But that's cumbersome. Every time a new company happens I need to create a new report & manually copy all my conditional
Zoho creator api - search view returns var variable instead of json
I am trying to search a view the following api call. https://creator.zoho.com/api/json/app-name/view/Books_Invoice_Report?authtoken=xxxxxxxx&scope=creatorapi&zc_ownername=xxxx&criteria=(Invoice_ID="127624000019543065") The return value should be json. But the result is like a java code like this. var zohomarkozivkoview70 = {"Books_Invoice":[{"Status":"sent","Due_Date":"12.12.2017","Customer_Name":"Radica Goran dr.med.dent.","Salesperson_Name":"Josipa Guzanović","Sub_Total":"kn 85.50","Invoice_Number":"2017-1-5088","Invoice_ID":127624000019543065,"Salesperson_ID":127624000013211099,"Invoice_Date":"12.12.2017","Customer_ID2":127624000000145967,"Customer_ID":127624000000145967,"Invoice_Amount":"kn
Need help in passing data from one form to another
I have two forms: New_Interns and Intern_Updates. Both forms have the field "Questionnaire_Complete" with values of Yes or No. I wanted to have my interns access the form, "Intern Updates" and complete that question "Questionnaire_Complete" with a Yes value when they have completed that exercise and then pass that value into the report generated from the New_Intern Form. Not sure how to get that done...Any help would be greatly appreciated :)
Pull data from a currency field on previous record
Hello. I've been off Zoho for a couple years and can't recall a few things. I'm trying to create a simple checkbook registry. On the form I have a "Beginning balance" currency field and an "Ending balance" currency field. I would like to pull the number from the "Ending balance" currency field from the previous record and input that in the "Beginning balance" currency field for the new record on the "On load" work flow line. Any help is appreciated. Thanks
When i sent image in gmail from zoho creator using send mail syntax Then automatic create an prefix link thats why my image is broken.
I want to send email from zoho creator. With image. Image host is zoho creator. When i sent mail with image then automatically create a prefix link. Full image link... src="https://ci3.googleusercontent.com/proxy/f86V7f5U9NscSYF1yYVxom8RrynozrJNCS6MkwnIIJo7A1aY1mT43LJQv4Pm_cYnEbJPuiBkvyiSbCQwnE5L49leLepxNAcCv9lF8dMhQr2B16aFDlM69ZR5OvNduWaWJmMkkX3tnWzRCBYO6cptpZmHqtiyuvMn2ED4hP_l7sg6L1fUuIJeh3yVEiq5_frXVCzvNl1W9l41K-EAih34nL-Iie0BZB3Vxt7mV9YDUvYhLyAhkIe5GQx4g_6xLQu-=s0-d-e1-ft#https://creatorexport.zoho.com/ferkosfinejewelry/order-management-by-misba/Add_Product_Report/3498482000000099036/Product_Image/image-download/1513632387666_R11002YW.jpg"
Missing fields in report builder for pivot table
Trying to create a pivot table based on an existing report - but many of the fields are missing in the report builder. I see the issue raised in the forum a year ago, but no solution.
Difference between view-perma & view-embed
What is the difference between view-perma & view-embed ? Also, What is the difference between form-perma & form-embed ?
Create multiple records with function add record
Hello, I would like to know if it is possible to do a function that allows me to create 10, 20,50 or 100 records at the same time. The records will be exactly the same. I would like to do it with this function: void funcion_comodin.Crear_comodin(Ficha_de_productos cn) { insert into Stock1 [ Added_User = zoho.loginuser Comprador = "Isaias" Condicion = "Nuevo" Destino = "MercadoLibre" Fecha = zoho.currentdate Imagen = cn.Imagen_del_producto
Record summary page header
Hi! I have a record summary based on an orders form wich also displays the order details. The order details is a subform of order form. It works great, but if i have many order details another page is generated. How should i have the order details header at the second page? Open the attachment to see what i mean. Thanks!
copy data from previous record
Hello. I would like to copy data from a field from the previous record to a field on a new record. Please help with coding. Thanks
1 week ago it worked perfectly. I open form from the page, when I close it, the sustem bounce me out to previouse page.
You can see it in your standard application "sales management". Click "All Accounts". click the button "View" (custom action). On the page click "New Contact" or "New Task".
Select multiple developers
I have 3 users set as developers. When I go the my application settings and choose developers, I am only allowed to choose 1 user. How can I have multiple developers?
Prefill form field based on last known (the form has a date field) value of that field
I want a way to seed a numeric field on a form with the last known value of that field. Is this possible? How can I achieve this? I suppose it is some sort of OnLoad deluge script? Any snippets?
Can I share an app while in my free trial period?
I set up an account today and am attempting to share an app with a colleague to discuss zoho creator as a potential solution but when I follow the directions here: https://www.zoho.com/creator/help/application/application-sharing.html#Share_with_individual_users/groups I receive the following message: errorMsg:Sharing failed! I'm trying to determine if this is a limitation of the, currently, free account or if I have failed to do something properly.
Removing Items from Lookup Fields as they are selected
Hi all, I'd love some guidance on the following: I have a form [Dependants] and there can be multiple records in the [Dependants] form that link to a master form [Main Member] through a unique value that I've created "Member Number"; so a many to one relationship. I have another form where I want to have the user see and select (one by one) all the Dependants linked to the one Main Member, however as they select one (easy to show them via lookup field), I want it to disappear from the next lookup
Referring to fields within "Add notes" field
I can get zoho to send emails with the body having references to fields e.g. <%=input.Customer_Name%> Now, for a certain workflow I need to display a body of text to the person filling the form (either dynamically as he fills in fields or on success) where the body of formatted text contains references to other fields within the form. i.e. not an email but directly displayed under the form page. "Add notes" lets me compose the text beautifully, but I haven't figured out how to include references
Compare two tables to verify the information of the first table and change the status
Hello I am new with creator and I have to decide if it works for my necessities. I have two tables: - Orders from Client - Product list (a list of a product I sell) Step 1 I receive from my clients orders with the following fields Client name Client Order number Date Product code (mine) Photo Step2 I need to compare the photo (and other info) on the order with the photo+ info inside my Product database. So I need list (grid to see more than one order at the time) that on one side shows me the order
Deluge Scripting - find rows with duplicate values
The FAQ on Deluge Scripting (copied below) indicates that there will be a code snippet, but the code snippet doesn't appear. Can anyone here provide the code? 9. Sometimes, my requirement is such that combination of a field has to be unique. For example, Name and DOB combination has to be unique. Is it possible to set that in GUI or script? It is possible to do it in script mode by writing an on submit script for the form. The "on submit" script gets executed before the data is persisted. In the
I need to know the code of the sample application.
Hello, Recently I use Zoho Creator to create an app for specimen management in my laboratory. I want to add a feature to create a label for each specimen that I checked in, and I find this sample application similar to my need (https://creator.zoho.com/sampleapps/preview-and-print ) However, I can't download or add this application to my application. I want to edit the application so I can see the deluge code. Please help
Add Record - API - PHP / Curl Script
Hi, I've been trying to figure this out for ages and have eventually resorted to asking for assistance. A really simple request: Does anyone have a sample of a php script which shows how to make a post to a Zoho Creator form using the Zoho Creator API interface? I can clearly see this exists for Zoho CRM and can easily get this to work. The same process does not work for Zoho Creator. I can also see that this question has been asked before without any real follow up, so hence my question now. Any
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