Users marked as inactive
Why does Zoho Creator randomly have errors with users? How do they get marked as inactive?
Schedules are not working, can not fetch more than 200 records from Zoho CRM to perform tasks.
I have got two issues. 1. Schedules are not working while I have got 500 limit available in my account. 2. I am trying to fetch records from potential module where the closing date is more than 30 days from today and update the stage according. It works for few records while few records are not changed even if they are matching the criteria given. I found that the issue is the index limit, you can only call 200 records at a time. However, I would like to perform this task on each record available
Error in executing zoho.books.getRecords
Hi - I have been using the following code for few months aWhere = "invoice_number=" + input.invoice; // Obtenemos el registro de la factura booksResults = zoho.books.getRecords("Invoices", "999999999", aWhere); Note: 999999999 is replaced for real value of my organization. // Obtenemos los datos propios de la factura invoiceMap = (booksResults.get("invoices")).toMap(); Today, i am now getting the following error; Error details: Error in executing On User Input script of Factura. Error. Error
Use Record Summary in a Page
Is it possible to have a record summary in a page? The record ID is a parameter for the page. What I want is to display the summary without the report eliminating the need for the user to click the record to see the summary.
Contacts Filter
I am building a Contacts app that contains; Postal Code, State,County,City. My requirement is to filter down with updating all the forms as I input or lookup. I am structuring as; Postal Code (form) >State (List Field)(Form) >Zone(form) >County(form) >City(formI have tried many ways to Bi Directional with Filters, but find doing double work at times. I am trying to determine the best way to handle 4 forms and filters at once. Postal Code (input field) State (Lookup Filter) County (input field) Zone(Lookup
Change Status of person with order
I need to change the status of a person based on an order. Eg labours field i have five labours ( 1 2 3 4 5)that have status "free" in radio section. While booking an order for a labour if i choose 3 inlook up field i would like his status to automatically change to "occupied" Would really appreciate if anyone could help me with this. Rachit Agarwal
Add entry into another form for each record in one form
Hello all, New to zoho creator and built one app for my company. Although I could get basics to work but stuck with one situation for now. Any assistance would be of great help. Here is the overview of my forms Users - (firstname, lastname, status, email, etc..etc..) System - (systemname, category, etc. etc.) Access - ( Users.email, System.systemname, access_status, access_date) There is one default system (Google apps) that every user will have access by default, so I want to create a script
How to import data from CRM to Creator Order Management
We have/use ZOHO CRM for a while now and have many customers. We are now just starting to think about order management. How do I get CRM Customer data to feed automatically from CRM to Order management? Thanks
formula that refers to a lookup field appears garbled as numbers
I have a lookup field that I want to access in another form as a lookup field. Directly this is not supported. So in the original form I added a Formula field that refers to the lookup field from the same form. Now I can indeed refer to it in the second form. But there seem to be numbers appearing instead of the names that are visible. i,e, A lookup field simply referred to by a formula appears as some internal number. Thoughts?
Daily backups not possible in zoho creator?
Can I not take daily scheduled backups in Zoho? I only see options for weekly monthly & yearly. Are these backups saving the App structure or the data? Or both?
Printing/Uploading PDFs with Deluge
My applications stores notices (letters, not emails) that are sent to various recipients. I can create the letter with code, but is it possible to print it and store it in a upload field with code?
Referring to fields of a record within function for Custom Actions for each record of a Report
I have created a custom action which displays a button next to each record, say, "Email record to user". I have successfully written a function & I'm getting the email. But how do I get it to email the record field details? Best I can do is this: In the function builder if I try to add an expression in the body I get variables under a "Collections" tab but I don't get how to use them. I have included the entire form as an input argument to the function as a "Form Object" I seem to only get an ID
Urgent Issue: Creator Forms have suddenly started throwing On Load Error. No response from support.
Hi, We are having an issue where a few forms in our application have started throwing the following error: Error Details Error occurred while executing on load script. This also affects forms on a separate application that was a prior instance of the current application and hasn't received any development updates for a few months. I've removed all On Load scripts and still receive the error. I've sent support an email and added edit access, but have not gotten a response. This is an urgent issue
Estimate Creation Form?
I came across a post from 5 years ago at https://help.zoho.com/portal/en/community/topic/submit-form-to-create-estimate and would like to know if there is a new and easy way to create a Zoho Form that will create a Zoho Estimate that can then be accepted and turned into an invoice. Most importantly I need the invoice to take the items from Zoho Inventory for the purchasing process. Is this possible and how? Steve
Back Orders
Hie , All items that don't ship should automatically transfer to the next order, based on back-order rules for each customer. How can i Imply that ??
Newbie Question - Pass parameter from one form to another
Hello, I am new to ZOHO but I think it is just what I have been looking for. I want to pass a parameter (facility ID) from one form to another. Here is a summary of my app: This is a basic assessment questionnaire of about 100 questions for a facility. Questions are broken out into sections (Forms). A facility will sign in and go through all the questions (forms) and then I'll compile a report based on total answers for that facility. A facility should not be able to see any data from other facilities.
HELP....Link 2 or more forms with record ID
Anybody know how to link 2 or more forms by a record ID? I'm still trying to figure out if this is possible. I have a facility ID on an initial form that I need to autopopulate on additional forms when a user goes to the other forms. Seems like this should be easy but I have looked all over other place with no luck. Basically when a customer fills in facility ID for an initial form any other form they goto should autopoplate the facility ID from the first form. Thanks.
Creating Tasks for users
Hi There, Very new to zoho creator and I wanted to know if there is a possibility of creating tasks for users of the application. For Example: User fills in a form that needs to submitted and have a response completed by another individual. I would then create a person responsible field. They would then open the application and be able to see they need to complete the task. So, is this possible? Thanks,
Does anyone use the iOS Creator App? Is your time worth nothing? For me, it's SLOW.
First, I love Zoho Creator... I have spent a lot of time making things just the way I want. BUT, I am at a crossroads with it due to the UNBEARABLY SLOW iOS app. I mean it's bad. Maybe it's my app, but I'm just getting started. I have a pretty straight-forward dispatching app I've built for a local service-based business. I really only use a form for clients and a form for service calls, and it is soooo slow. I have an iPhone 7, totally up-to-date and it seems like it is only getting worse
Updating records programatically to duplicate a column's contents to another newly added column
I have a form where I have added a dummy, hidden single line field that mirrors a lookup field so that I can refer this field from other forms as a lookup. This is working. In the report I see an extra dummy column that's identical entries. Unfortunately the older entries have this dummy column empty. Is there a way to automatically populate them? In something like Excel this would literally be a simple copy paste of one col to another. But how can I achieve this in Zoho Creator?
Search in single line field in a form
Hello, I'm looking to integrate a search option for the following case. I have failure description as a single field. Now, when different people are entering data, the same failure description can be described in different ways if we have a single line field. But as I'm typing, if I am options start appearing below, it would be easier to choose from the list.. Can someone explain how?
In Report conditional Formatting
Hie , I have a bunch of Report conditional formats. They each highlight the next task due when the previous task has a date entered. The color it highlights is based on Task Importance. Here is example what i'm upto:- “01: Courting” call made on Monday. (Already Done) “02: Email” is sent on Wednesday (2 days later) (Already Done) “03: Social Media” will then highlight on the following Monday when it’s due (3days later)wanna skip Saturday & Sunday every time(
Interesting map results
I've been playing around with a map variable, just to characterize how maps work. I want to return a map from a function so several pieces of information can be used by the calling code. Here is what I have tried: map com.testFunction() { testMap = map(); testMap.put("str", "String"); testMap.put("num", 123); testMap.put("bool", true); // info isText(testMap.get("str")); info isNumber(testMap.get("num")); info isText(testMap.get("bool")) ; info if(testMap.get("bool")
Report using a script to calculate Subform data
Hi Experts, I would have liked to be able to add a button to my form so that we can automatically add multiple entries to a subform but a search of the forum indicates it's not possible. Please tell me if I am wrong :-) (Add a start date & number of weeks to the main form, press button and then it then adds an entry for each week [on a Monday] to the subform) On the strong assumption that it's not possible I have a requirement to create a report showing bookings by week/month but that detail is not
Sharing Issue
I have shared an application with one of the user. The forms named Orders, Depot Despatch & Depot Arrival is being shared with the said user but instead of the said forms the user 'piyush257' is able to view Customers form instead of the above 3 forms. Please help. A screenshot of piyush257 is below
Inconsistent search results.
Has this been raised before? I have a database which defines a service, the service name is free hand entry by user. Another user at a later date searches for services based on availability by time and location. I search the database and provide a list of services by name loaded into a drop-down list. The user selects the service by name, I collect that and search the database to recover the record appropriate to the selection. This sometimes does not work. It does not work because of an inconsistency
Limitation of fields in free version?
Hi theres I'm an absolut beginner creating my first form. Can you tell me if there is a limitation of fields (drop down, radio button etc.) I can use in the free version? It always stocks with the word "adding"... Will this Change as soon as I have upgraded? Thanks for the short info and best regards, Pat
Record level permissions in Zoho Creator; how to set
I have a form which will be filled by the same person but depending on the value of a Field (e.g. USA / Europe) the list of users who have permission to view the report changes. i.e. User A should only be able to see fields having Field set to USA and User B should be able to see all fields. Can I set record level permissions of this nature in zoho creator? How do I do this?
Move data from Zoho US to Zoho EU
Hi, I need to host my data in EU. We are Zoho clients already and we signed up with Zoho.com, how do we over now to zoho.eu? Thanks
Add a related record using deluge?
Hi, I would like to add records using deluge so they appear in a subform. For example, if I have a company form with a subform relating to a contacts form, I would like to programmatically create contact records so they show up in the correct parent record's subform. I can create records with deluge OK, but can't work out how to create the relationship. I saw a similar post to this from 2013, but nothing since. Thanks, Andrew
Select a random record
I'm trying to set up a web page (view) where I can select a random record from a report and display that record only. I want the record selected to change randomly each time the page is loaded. Can anyone think of a way to accomplish this?
How to send invoice in mail with image from zoho creator.
This is my invoice in gmail. Al value is ok. When i send mail with image then automatic create a link. This is the link. When i remove the link then show my image. I want to know that why create the link. And how to solve this problem. Thanks
Creating a SMS Sender ID for zoho messaging.
We are looking at using sms to notifiy external users on the progress of their on-line application forms. I have created a test function which can send an sms to a designated phone. In real live I will take the phone number off a form and pass that to the SMS send function. However we would like a sender ID to appear instead of the default sender phone number with the sms message so the recipient knows it's from our company. Is this possible with the ZOHO Creator default sms facility? if so where
Pick List
I have created a form with City as a field. I have it as a dropdown with imported cities. If a city is not in the list, how can I add it without editing the app list? Can I script it such as the "+" plus sign?
Fetch Records from a form using a multiselect
Hi, Looking to see if anyone can help. I have Form1 that has a multiselect on it I have some records in Form 1 that have options added to the multiselect (say a mix of option1, option2, option3, option4 etc) I have Form2 that has a dropdown populated with option1, option2, option3, option4 etc When I select an option from the dropdown I would like to get into a collection the records that contain that dropdown selection. Currently I was trying to work with: <variable> = <form> [ <field> <opr> <expression>
Identify Workers Not Assigned Any Tasks
Hi - I have an application that assigns tasks to workers. Form 1 collects the employee name, and Form 2 assigns tasks with due dates to employees, using a lookup field from Form 1. I would like to create a report or page that identifies any employees who do not have any tasks assigned to them. Please let me know if you have a solution to do this. Thanks.
Auto Populate a lookup field based on a User input
HI I have a form "Despatch" with fields 1. Despatch_ID 2. A lookup field named WH_ID (Linked with a form named Warehouse) 3. A lookup field named Material_ID (Linked with a form named Material) and some other fields I have another form for taking arrivals of material in Warehouse. The form named "Arrival" with the fields 1. A lookup field named Despatch_ID 2. A lookup field named Warehouse 3. A lookup field named Material_ID and some other fields. When i enter Despatch_ID in the "Arrival" form, I
How to consume api data in zoho creator work flow
I have an rest API with user name and password I want to consume that data in zoho creator but i am not able to do so. any video would be preparable? please help me out.
VOLUNTEER PORTAL
I am currently using VOLUNTEER PORTAL under ZOHO CREATOR and I have added new categories for the volunteer registration sheet but I could not find all of the "volunteers' answers in the database. How will I find the full profile of the volunteer in the database? Thanks :)
dropdown selection for zoho page (simple html code write selection to zoho variable.)
Since scripting is not working properly in zoho pages We need simple code simple dropdown selection writes selection in a zoho variable. Zoho_Variable = "null" //Here dropdown lis code will come Select a value dowpdownselection1 dowpdownselection2 dowpdownselection3 Selection_var = "One of user selection" //if user select 1 and Zoho_Variable =Selection_var; I try to describe very basic way hope you will get what I mean. can you give us a proper working coding of this small
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