Issue Passing Search Parameter to HTML Embed Form
I am trying to embed a search box and a report in a custom HTML page and pass search parameter from search to view. I have tried using openURL and am not sure what is the correct way to accomplish this task. Any input will be appreciated. We really want to include a lookup in the search box also to find records in the embedded view if possible. I tried this in the stateless search form On Click event: openUrl("https://creator.zoho.com/..../..../#View:Master_Schedule1?input.Employee_ID_Number=" +
Zoho Creator App Restore from Backup Does NOT Work
Thought I'd get this out to the forum in the hope we can shame the Zoho team into speeding up the resolution:)...and perhaps where others have had the same issue and have discovered a workaround to avoid the manual updates required... When you restore an application from a previous backup, the following elements are NOT restored, which can lead to significant manually updates being required to fully get the app back to the previous state: 1.All Report Restrict Visibility settings are lost - any reports
How to have info show up based on a drop down menu selection?
I have made a drop down menu where our customers are stored. There is a search bar at the top and an add new button at the bottom. Once I have selected the customer I want; id like to see all of their information displayed on the form. Any help would be great!
Auto Record Advance
I need to enter numbers "heads down". For this I created a sub form with one (text) field. Now, after every entry, I need to manually hit the + ADD NEW button to be able to enter a new line. What I need is, when the user enters data and then hits Enter (Carriage return), the record is Added and a new line is presented. I looked into the scripting section but I can't find how to do this. Anyone?? Thx!
Adding Commas or Separator to Compiled Values
So I'm trying to fetch the form "lesson material"'s module name ("module_text"), subject name ("subject_text") and category("category"): FetchMaterial = Lesson_Materials[ID == input.Lesson_Materials]; Then I'm trying to insert those 3 things (module name, subject name, and category) into a multi-line text field: input.Multi_Line = FetchMaterial.Module_Text + FetchMaterial.Subject_Text + FetchMaterial.Category; This works fine, but when there is no spacing or separator between the 3 things. So I end
View URL with multiple OR values
Hi, I have 3 forms: A, B and C. Form C has a lookup field to A and another lookup field to B. I created a stateless form S where I would like to select A records and obtain all related B records (through form C). I have successfully coded the form action (using "for each") and now have a list (an actual deluge list) with all B record IDs but the problem is (apparently) I cannot use openURL of view B with multiple OR values (all the IDs I got from going though form C): openUrl("#View:B_Report?ID="
Sort 'searchRecordsByPDC' results by Date field
I am using the below code to fetch all CRM 'PurchaseOrders' records from a specified CRM 'Potential' and then insert them as SubRow items "On Success" At the moment they are inserted in their default order, however I need them to be saved in a custom date order (Start Date). What is the easiest way to sort the fetched record for inserting in the SubForm? var1 = input.ID; //pull data from CRM based on Potential id srch = zoho.crm.searchRecordsByPDC("PurchaseOrders", "Potential Name_ID", input.Bookid);
Creator reports on iPhone
Hi I assume that the reason for only displaying 4 columns on a report on an iPhone, is based on the screen area, or lack there of. So I'll pose my question bases on that theory. It would appear that the report shows only the FIRST 4 columns, but the first 4 are not the best ones to show, but they are ordered like that deliberately as a logical sequence. Is there any way I can increase the. Number of columns displayed? Or select which columns to show and which to ignore. (or perhaps a workaround)
Record summary - How to display Invoice items in table format?
I have a invoice form with item details as sub form. I want to display the invoice items in a tabular format. I tried dropping table component with each sub form field in a column. It displays all the item details in one row. How can I do this?
Anyone got experience with automatic printing?
Hi Does anyone have any experience with automatic printing/silent printing to a thermal label printer? Thanks Shaheed
Zoho Creator + QB integration, halfway done, stuck at retrieving QBid from response
I have a Zoho Creator app (Form) that successfully creates an invoice in QB. Here is the sample response received @ ZC end. I am struck at how to retrieve the QBid from this response. (Attached is the response for a dummy invoice generated in QB via ZC, ID=9) Has anyone here integrated with ZC-QB? how do u handle info-retrieval from the auto-generated response? Pls advice Any help is great help Thank you Deepa Govind -Deepa Govind http://homepreneur-online.com/
One giant app with multiple modules or multiple apps
Hello, in planning for developing creator apps for several aspects of my business (inventory, hr, and billing to start) would it be best practice to make one big app that includes these different pieces or make multiple apps because the uses are too different? What should be the main factor for considering one method or the other? Another question I had if I go multiple app route: if app1 is not shared with a user but app2 is shared and if app2 had lookup fields from app1, would the user be able
How do i filter according the logged in user?
Hi there! I'm trying to filter all the records shown in a report depending on the user that´s logged in, but excluding all the manager users. The idea is that each user (except for managers) can only see what they have´ve created, without having to create a report per user. Thanks!
For each row in SubForm create a CRM record - zoho.crm.create
We're trying to create a new 'CRM' PurchaseOrders record for each row in a 'Creator' SubForm. I have written the below code, this currently creates CRM records "On Success" but instead of pushing each rows unique data into a new CRM record, it pushes duplicate data from row 1 into each record e.g. if there are four rows in the sub form, it creates 4 records in the CRM but all have data from row 1. What we would like it to do is create a unique CRM record for each row in the SubForm e.g. row 1
Password Fields in the Forms
Does ZOHO Creator provides facility to have a password field in the forms.... I tried but could not find it.......... Please tell me about it
Cant access edit form
1. I created a form at https://creator.zohopublic.com/registrocivil/registro-de-nacimiento-doble-ciudadania/form-perma/Envio_de_Documentos_inicial/UbUsnYy7X5gyZhpJCjjt9hkAj01Y0AtV1kAM9kGsjJ3hBBQtRgVvsZQQsd2qjFrTZvOeMPNh5kFpNV7BqHbsjpNG29DQAqRehUYY 2. I need customers to be able to modify captured data afterward without a Zoho account.. For that, I’m trying to use the following link: https://app.zohocreator.com/registrocivil/registro-de-nacimiento-doble-ciudadania/Envio_de_Documentos_inicial/record-edit/Envio_de_Documentos_Report/3400680000000013173/
Function to reduce code duplication?
Hi, In my calendar view, I have the event title set as the 'Calendar Name' field. I run the following code when a record is added, but also when it is updated. This creates a useful event title for me in the calendar view. brand_lookup = Brands [ID == input.Brand]; type_lookup = Types [ID == input.Type]; if (type_lookup.Type == "Special Event") { input.Calendar_Name = input.Description + " - Special Event"; } else { input.Calendar_Name = brand_lookup.Brand + " - " + type_lookup.Type;
Label Printing
Hi I would like to print labels whenever I update records among a condition. Is these posible? Looking forward to a soon reply, Greetings!
How to Publish a page in zoho creator and access it without login
Hi team How can i publish page in zoho creator? I know how to publish a form in zoho creator. But how can i publish the page without login access in zoho creator?
How to create a Summary Report from two forms data?
Hi I am trying to build a database wherein I store all inputs of adding a stock and another form to removing the stock, how do I create a page wherein when I putin a Product ID it shows up a complete summary of stock in hand in various locations? And do I create an indirect table to hold these values which are updated whenever there's a stock addition or removal? Totally new to this software so looking fwd to some immediate help! Thanks Amit.
How Do I Add a Filter to a Public (Permalink) Report URL
I have a public URL (permalink) where I am exporting as a xls. How do I add criteria to the export link? http://creatorexport.zoho.com/<username>/<app name>/xls/<report_name>/NSSrKNu5hhjZCQDDmEFmg6DkD4JGSR97HPSEGrgY0pVW<crazy_permalinkCode>/&Neighborhood_Associations.Active='false' But this does not work. I can use that exact critera in a non-permalink and it works fine. Can someone help with the structure? I cannot seem to get it right.
External Database Source
Hi everyone, Is it necessary to store data in Zoho creator database when I input the record through Zoho creator form? As there are some sensitive data, I would like to retrieve and store data on my SQL server or private cloud. Thanks.
Barcode scanner attached to PC
I am exploring the options available to use barcode scanning in a Zoho Creator app. At the moment it is possible to scan barcodes using the creator app (iOS), but this means users always needs to have access to a mobile device (phone/ tablet) Is it possible to use a standard barcode scanner attached to a PC to scan barcodes when the app accessed through desktop browsers ?
What is the right way to implement a new design onto an existing Zoho application
I'm new to Zoho but a long time application developer. I'm about to start making some modifications to an existing live Zoho Creator application. However, clearly I want to create a development version, make the changes there and then somehow update the live application once testing has been com pleted. My problem is that I can't find any documentation anywhere that explains the right way to safely and confidently transfer my updated design to the live database for implementation, and I don't
Zoho creator Sandbox and making updates to a live system.
I'm finding the help file on sandbox too simplistic to help me make some major design changes to an app i have been working on. It states that " Changes in Form Definition and View Definition cannot be made in Sandbox mode." However, there is no explanation as to what is meant by Form definition or View definition. I am still new to Zoho Creator and would like to know exactly what this means before I start using the Sandbox and finding out the hard way that some of my changes have not been implemented.
Sending form field data with mailto:
I have added an "Add Notes" field to a form which will be visible when editing a record. The note contains a link with a mailto and I want to send some of the fields as an e-mail I first tried to access the fields directly, but that didn't work. Example: <a href="mailto:someone@somewhere.com?subject=<%input.Title%>&body=<%input.Content%>">Send this record via e-mail</a> I then tried to generate a populated mailto:-link in the onLoad script. Example: Send_mail_link = "<a href='someone@somewhere.com?subject='
URL link to form not working
I created a webpage with a 3-button menu. Every button links to 3 different forms in my zoho creator app (using the URL pattern for example: "https://preapp.zohocreator.com/<my user name>/<my app name>/#Form:<myform name>" This menu page works perfect in the desktop version, and was working OK within the mobile app (which we use to scan QRCodes), but now when you click any of the menu buttons I got a message "An error occurred"... I emphasize that this happens only with the zoho creator app on my
Multiselect Lookup Count
I have read several threads/forums on this but cannot figure out how to do what we need. We have an Zoho Creator application with a subform for Hotel Reservations for our clients. In the subform there is a Lookup multiselect from another database to list all employees available to be added to a reservation. I have tried various code and nothing is successful. We have a field named "Number" that we want to count the total number of employees selected from ProCon Employees multiselect lookup.
Attach custom actions to security profiles
Does anyone know it you can attach custom actions to security profiles in zoho creator? The requirement I have is to approve purchase invoices. But the approve button should only be visible for the users in the management profile and for the users in the assistent or other profiles.
Setting up multiple alerts/notifications
Hello, I've created two instances: Customer and Order. Now I'd like to set up multiple notifications by mail for every order by a DueDate field (say 7 days prior to DueDate, 3 days prior to DueDate and at the DueDate). Could you guide me how to do that? I'm not a coder, so please be gentle Thank you very much
Migration Tool - "Please specify valid form name" error, even when form name is correct
When using the command line migration tool, we get the message "Please specify valid form name". Nothing has changed from yesterday when this worked. (App name, form name & credentials are correct) I tried with the GUI migration tool but when I try selecting a form name from the Existing Form drop down, it is empty. (Images attached.) Has anyone else experienced this?
HIPPA
Are Zoho products HIPPA secure?
Call Deluge function via rest/xml rpc api?
Hi! I need to invoke deluge custom function via api. I can't find any information about it, except this tread. Is it possible? Thanks, Alex.
form/report to appear in multiple sections
Is there a way to assign a report or a form to appear in multiple sections? I want to create several sections for certain groups of users. (techs, manager, admin, etc)
Email
How can I add many emails adress in the same fealds? or add new feald for a new email adress'
Multiple mandatory fields
Hello, I'm trying to ensure that several fields are filled in based on following statement. if(DeliveryOption == "משלוח") Each field should produce different error message So I've created several "rules", one for each mandatory field like this: if(DeliveryOption == "משלוח" && DeliveryCity == null) { alert "יש להזין עיר למשלוח"; cancel submit; } if (( DeliveryOption == "משלוח" ) && (RecipientStreet == null)) { alert "יש להזין רחוב למשלוח"; cancel submit; } if (( DeliveryOption == "משלוח" ) && (RecipientHouseNum
How to Create a Link to Jump to a Specific Part of a Page
Hi is this possible on zoho creator pages? here is simple html code <a href="#c4">Jump to Chapter 4</a> <h1 id="c1"> Chapter1 </h1> Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Nulla quis lorem ut libero malesuada feugiat. Vestibulum ac diam sit amet quam vehicula elementum sed sit amet dui. Cras ultricies ligula sed magna dictum porta. <h1 id="c2"> Chapter2 </h1> Curabitur aliquet quam id dui posuere blandit. Donec rutrum congue leo eget malesuada. Curabitur non nulla sit amet nisl
Using Zoho Creator Login for Custom built mobile app and web application
Hi, We are trying to enable logging into our Custom mobile app and web application using Zoho's Creator's credentials. Is it possible to do the same? Do Zoho has a authentication apis/equivalent to do the same? Regards, Jeeva Gautam C K
Creating a CRM Task and assigning it to a CRM Lead
Hi, Hopefully a very simple question. I am trying to create a script in Zoho Creator that does a number of things. After a form is completed and validated do the following: 1. Send an email - Done 2. Create a new lead (or update an existing lead) if it exists - Done 3. Identify the lead ID in point 2 - Done 4. Create a new task for the lead created / updated in step 2 - Problem I am having an issue with how to create a new CRM Task AND assigning it to a lead. I can create a task, but it does not
Blocking fields from a condition
The users in the form have the authorization to update the data previously registered, but what I want is to fill a specific field, can not be updated or modified again, is this possible?
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