Pre-Populate a field for generating reference numbers.
Dear Team, I am making some apps for our operations team, where we have to generate reference numbers. Eg. Company Name: Acme Corporation Application: Payment Receipt Current Month: January Curent Year: 2018 and auto number so the reference number will be AC/PR/JAN/2018/001 next AC/PR/JAN/2018/002 Currently i have pre-populated the field AC/PR/JAN/2018/ and expect the user to add the last digit but there are chances of mistakes and each month i have to change the month.
Notify a project state
I have a project form wich inlude: - customer (with his email) - account manager (with his email) - start date date of the project - end date of the project I need that in the middle of the project ( date = start date + (end date - start date) /2) or after a number of days after the beginning of the project, customer and account manager receive an email. How can i do this?
Editing an email before sending it (through custom action - selected records)
Hi, We are building in a functionality where users can automatically send emails to selected records (employees) in a report. However, we would like for the user to be able to edit the email (subject, body text, CC email addresses etc..) before it's sent. The email function works already with static details, we just need to implement the editing module/wizard. Hope to hear from you, thanks in advance! R
Zoho CRM Field - Module Invoices
When I add a Field Zoho CRM, Module Invoices it does not show anything and I have generated a lot of invoices, How can I display the Customer Invoices in Field Zoho CRM, Module Invoices?
How to compare a form's OLD and NEW values of a field?
We want to compare a form field's OLD and NEW values. So that OnValidate or OnSuccess, we can trigger a costly routine *only* if it has changed. But we can't seem to refer to the "old" value. We placed it into a Deluge variable during On Load. But, the var is no longer defined in OnEdit or OnSuccess. Something tells me that I'll need to create a special field for it's old value, and store it there On Load. Then, refer to it for the comparison...? Advice appreciated! Thank you!
Salesforce opportunity update
Hi, I have an application built to create sales quotes on Zoho creator. We use salesforce CRM. Do you have any suggestions on how to export zoho created quotes as Opportunities into salesforce CRM. I understand from the help docs that you cannot call the salesforce function to update opportunities as it is not supported. Is there any way you recommend other than to export data from my zoho app and import it into salesforce using external ETL tools ? thanks Pramod
First time working with zoho Forms.
Hello, I have a quick question I cannot find on your forms page. I am trying to create a rule to hide/show fields based on the user selecting a radio button. Now I would like to show only certain fields depending on what radio button is selected. For example, A customer can choose 1.) Rent 2.) Mortgage 3.) Own I have played around with the rules and looked to your tutorials but it seems that your form rules page has been updated and does not look the same when I am in the rules page. What I have
PostURL - Display result from response
I have a PostURL that is running and I would like to just return responseCode 200 - I attempted to use an executeXPath, but I dont believe the formatting is correct. result = twiliocheckmobile.executeXPath("/:responseCode/text()") {"responseText":{"success":false,"error":{"code":101,"type":"missing_access_key","info":"You have not supplied an API Access Key. [Required format: access_key=YOUR_ACCESS_KEY]"}},"responseCode":200}
Custom action email is not working
Hi all, I want to create a custom action in our team management report where we can send an automated email to selected team records (checkboxes). The addresses in the email value fields are correct but I keep getting this "no valid mail id found in to address Line:(0)" error. I am using the following code for my custom action (where toaddress refers to the correct eMail field): void sendnotification(string toaddress) { sendmail [ from :zoho.adminuserid to :toaddress subject :"Test Mail" message
Is it possible to mass export to PDF a pivot table report for all the different values from user filter?
I created a special report using pivot table and have filtered the different clients using a user filter. Is it possible to generate the reports for all registared clients? Either to export to PDF or print all with one command? If not I will have to generate the report for each client and export/print each one. Thanks,
Schedule - update a field after an automatic email has been sent
Hi, I cant figure out how to update a field following an automatic email using the schedule feature. I have a report called sent quotes which automatically sends a quote follow up. In the report I have a field called "status". I would like the status field to update to "Quote Follow Up Sent". After the automatic email using the scheduler has been sent. Any ideas?
How to Detect "Other" in Radio Field
I have a Radio Field where an additional option, which Zoho labels "Other" is permitted. I have on-user-input script set to change other fields, but I cannot figure out how to detect when the user picks "Other".
creator integration with campaign
i need to improve my email side of my creator database. i use mailchimp for mass emails but use creator app for emailing from my members table and its rubbish there's no way to really see whats happening or build templates so i want to integrate with campaign which is not so hard with CRM but seems to be much more involved with creator and the cost to do this seems high ... does anyone know a short cut way to do it or other options...
Changing List Report criteria
Hi, does anyone know if it's possible to change the criteria dynamically? In the following, i'm trying to change the expression to ID = 123 into ID = 123 || ID = 456 || ID = 789 dynamically. list SearchPart { displayName = "SearchPart" show all rows from Part [ID == 123] ( Customer.Status ( width = 70px ) . . . thanks!
How to easily have an image show in a Notes field from another form
I have a form "Company Names" that contains an image, and I want it to show on load of another form. I have the images for Company Names as an upload as well as a photo. would that be a fetch and then input for the notes field?
how can i print or export a list of tables and fields
i would like to get a complete list of fields in the database w/o exporting each table. any ideas appreciated. ty
Create User without sending an invitation email?
Can you add a user under User Permissions without sending the stock email automatically? I would like to be able to modify the content and send the invitations through the share feature.
Create New CRM Contacts from Creator Form
Forgive me if this is explained somewhere in the documentation, but I can't find it.... I'm creating a Creator application to manage volunteers. When a volunteer registers, I want the person to be added as a CRM contact. How do I do that? Thanks!
Creator not allowing me to create a crm potential
Accounts, Contacts, etc. are all working within my code, but when I try to add potential I get the check required field is entered correctly error. Not sure why Potentials is the only module that is having this issue but it needs to be resolved
GEO en App Zoho Creator
Hi, My name is Jesús I have a system developed in Zoho Creator but I need to have a geolocation with google maps or whatever the system is used with the app creator zoho , so like the api should work within the app . Can you help ? Thank you very much and looking forward to your response.
Form fields in url parameter?
I'm creating an application where I need the data from a form field to append to a url parameter. How can I do that? Example: First Name: ____ Last Name: ____ <submit> Go to Next URL: www.domain.com?FirstName=#FirstName#
Using Stateless & Normal forms together
hello I'm trying to build a multi-page form where the first page asks the user for basic textual information. Page 2 has conditional dropdowns to pick products and their respective prices. Page 3 has a file upload field where the user can add in files. All these 3 forms add / update the same record. To get the multi-page form to work, stateless forms seem necessary. However stateless forms don't support file upload. Any alternative ways to accomplish building this 3 -page form in Zoho creator? Thanks
SMS Integration with other service providers
Hi, Can I do Integration of creator with other SMS service providers?. I have an account in MSGWOW service provider already , I don want to create an account with supported service providers of creator such as Twilio,Clickatell,Screen Magic,ClockWorkSMS,Hoiio. Is it possible? Please let me know how? Thanks ITKES
GPS
Hola Zoho ¿Es posible obtener la ubicación GPS de un formulario usando la integración de creador?
How to disable a row
How to disable a row..
Summary Page additional button in top
Is there an option to add an action button on top of the record summary page (e.g. next to the print icon). Purpose is to create an action that will open another form in the same window.
Can't Download Disabled File Upload Record
Hi. I have a form of issues where users can upload a file. When the issue is "Closed", all of the fields are disabled so that the record cannot be changed. When this happens, the uploaded file is no longer accessible. So I leave the fields as enabled and check at verify if the file has been changed: but this is clunky and is more work for the user who goes through the upload process only to be told "no" later.
PHP Curl query to Zoho Creater API
Hi, When I use the following code, I get a new record added to the form, but with empty value. Please help: <?php $auth = "xxxxxxxxxxxxxxxxxxx"; $xml = "<ZohoCreator><applicationlist><application name=\"order-management\"><formlist><form name=\"New_Order\">" $xml .= "<add><field name=\"Track_Number\"><value>100</value></field></add></form></formlist></application></applicationlist></ZohoCreator>"; insert($auth, $xml); function insert($auth, $xml){ $curl_url = "https://creator.zoho.com/api/yoavshachak/xml/order-management/form/New_Order/record/add";
Schooling 5.0 App from template
Hi, I was studying through the Schooling 5.0 App from template applications. Suddenly , one of the module of this app (i.e.) Timetable module is not working properly. I found that there is a problem with append function. You can refer AllocateSession form --> onclick Assign&Next and also refer the function Add Timetable(). These are related code. Its an emergency . Thanks, ITKES Team
function call during onclick of button in page
Hi, <button class="w3-btn w3-round-large w3-black w3-xlarge" style="width:500px;margin:5px 130px 5px 130px;"><a class="zc-formbutton" href=<%=thisapp.sendMailAccept(idnum)%> style="background-color:#000000"><font face="Arial, Helvetica, sans-serif" size="3 px" color="#FFFEFE">I fully understood the terms & conditions.</font></a></button> I am getting an issue while executing the above code. This code instead of executed during onclick of button , it is getting executed during onload of the page.
Large File Upload Workaround - help?
Hello I need users to upload large files into the app created using Zoho creator. Since Zoho has file upload size limitations of 50MB, I'm trying to embed an external widget that can upload files and return a URL to a Zoho URL form field. Here's the code of the upload widget on Codepen using a Cloudinary widget: https://codepen.io/vlvgfx/pen/eejQmx It allows a single file upload and then returns the uploaded file's URL and image preview. How do I integrate this with a Zoho form such that the uploaded
Help fetching data
Hi all, I can't solve the following problem. I have a form "packing list" and "invoice". "Invoice" has a lookup field which is "PL-[packingListNumber]" as you can see in the image. What I need is to propagate an edit from packing list to its related invoice. Thus, at "On Edit - On Success" I wrote: invoice = frmInvoice[Packing_List = input.ID]; // my edit... When I try to edit my packing list, I've got an error which says that is unable to update "invoice". The ID columns of Packing list and Invoice
Scadenzario
Buongiorno, come posso creare uno scadenzario che imposti in automatico un alert? Grazie
Help Fetching Records - Dynamic Picklists
Let me first say I am a beginner who has searched forums and video tutorials to piece together Deluge. Just enough to be dangerous! I own a home staging business, and I am very excited to create a tool built exclusively to my business! My first challenge is to create a searchable database of inventory items. I want to be able to easily search for different items, assign them to projects, etc. To be able to sort these items (and modify the sorting structure in the future), I have created 3 different
Conditional Subform fields
Hello I have a subform inside a normal form. The first dropdown in the subform asks for type of food (options are vegetable, fruit) If vegetables is selected, the next dropdown in the subform should show only vegetables names and not show names of fruits. Similarly, it would do the same with fruits. There are many dozens of vegetables and fruits in a table. How should one go about implementing this?
Allow only 1 entry in Subform
Hello Is there a way to allow a user to pick only one row and not add a new row in a Subform field in Zoho Creator The use case is once the user selects a company name in a subform, they are shown a name of employees in the same subform in a dropdown field adjacent to the company name field from which they can pick only one employee. ex: Subform Column 1: Pick Company Name > Column 2: Pick Employee Name (employee name is shown conditionally as a list of employee of the company selected in Column
Hide / Show Fields using URL parameters
Hello Need some help. I'm using a stateless form that is passing data into a normal form. There are some checkboxes being ticked on the stateless form and some fields need to be shown / hidden in the following step on the normal form. Any way to achieve this conditional hide/show of form fields using URL parameters being passed from the stateless form to the normal form?
Creating a record in CRM Pick List
I am trying to create a record form a Drop down form into a pick list, it seems that all the other fields are updating just fine. But not able to put data into a picklist. //create the CRM vs Creator fields map to push data to the CRM module. myFieldMap = Map(); //add values to the map. CRM fields first and then Creator fields ( without the quotes ). Creator field’s deluge name is used here. myFieldMap = Map(); myFieldMap.put("Guest Name",input.Guest_Name); myFieldMap.put("Guest 2 Name",input.Guest_2_Name);
Publish
I most likely will be the only user of my new app and I am using the free version. I have several related questions. Is it compulsory for a finished app to be published? What is the benefit of publishing? Do I need my own website to publish it to? Does publishing an app protect the integrity of the app and prevent inadvertently editing a form, report or page, whilst obviously allowing changes to be made to the data? Thanks
lookup views
HI All, I have a simple app created for sales I use "email" address as primary for all my sales contacts hence i have used the email as the lookup 3 forms, customers > basic customer details Add sales > form to add sales activity with email as look up Add call logs > form to add call activity with email as look up Im having trouble in creating a report view, where i can have button/ links with in contacts for sales log and call log for that particular customer. please help
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