Customer Portal Customization
When using the customer portal, is it possible to directly alter the HTML for the template. For example, if on the sign up page I want to change the "Name" section to say "Company Name" instead, is that possible. Also, how would I directly alter the CSS of the template? Thanks in advance for your responses!
Relationship Between Forms and Subforms for Reports
I am trying to generate a report that simply shows me the sum quantity products sold. Form Name: Order: - Name - Address Subfom Name: Products: - Product - Quantity How do I generate a pivot chart report that gets the data from the subform? When I try to generate a report from the Order Data, I do not get the fields of the subform, and vica-versa. How do I run a report of this data with relationship? It seems the subform model is very broken because the relationship
How to integrate a sales order with the company stock?
Using the lookup field for the product, I need to associate the requested quantity with the quantity in stock. What is the best way?
Show Percentage as a image
Hi I am looking to put a percentage value in a record template. It would be nice to have this as a graphic. So rather than showing 10% i show bar with 10% filled in... So a graphical representation of the value. Is there any way to do this in Zoho? Tony
Client Script Actions Enhancement
So what are the enhancements? Client Script Actions Enhancement The Client Actions such as Form On Load, Field On User Input, Subform On Add Row and On Delete Row have been optimized for better performance. You can enable/disable this enhancement and test your applications on your own. Please write to support@zohocreator.com if you face any issues. The enhancement will be rolled out automatically in 7 days
How to change the width of a spreadsheet report?
I have a report with display type as spreadsheet. As we know, we can change the width column in List-Grid display type. What about spreadsheets? There is no menu 'change column width'. Maybe with a 'hack' CSS way in a HTML report? UPDATE from Manual The options to Add, Modify and Delete records will be displayed only if the Edit permissions are provided for this report, by the application owner. A Spreadsheet report does not support Set Grouping, Custom Action, Record Summary and Set Column Widths.
link of import data dialogue
old version has link of import data dialogue. but in the new version, there is no link in the form page. How can I get one? many thanks.
API Call Error - There is no such form
Hello, I am trying to make an API call to my Zoho Creator application to get the field names of a form to display in a mobile app. However, I am getting the following response: <!-- $Id$ --> <div style="text-align: center;vertical-align: middle;font-size: 14px;margin-top:150px;">There is no such form in <a href='/'><strong>Zoho Creator</strong></a></div> Here is the code I have written: var url = "https://creator.zohopublic.com/api/json/gymfinder/playerregistratation1/fields/"; var XHRResponse
Translation doesn't work with the new theme
Hi, I have six users and i pay $50 additional for each user to have the "Translation" option. Unfortunately, it doesn't work on the reports tab and it shows the drop down values as it is. Are you going to fix it soon or i need to change to the old view. Because the old view is very old and reports' options are not nice and not easy. In addition, i can't duplicate my application at the home window. I am looking forward to hearing from you. Best, Rami
Webhook/DB query/DB cache timing issues.
So On Create webhooks are firing before the data is populated/available, so when I send a Sales Order to my creator app I can't use it immediately which is causing my creator side stuff to die. Strangely enough if I put the same query in a REST client and send it to the creator app it works fine, every time. Is there an internal caching of db entries that the webhook hits or maybe the timeout is too short and it won't wait for the update?
Images captured within and uploaded through iOS app are highly compressed
Hello, I am trying to create an internal product review application where a user would submit an image via mobile device. However, all images submitted through the mobile app are compressed to 50kb or so, which is very small. I'd like to have images be larger and am willing to change file type (Image to Attachement) if necessary. However, even if I try to use the attachment field type, the same issue occurs. Thanks, B
Quick "On User Input" Question
I have a field that I want to to an action when the value has changed. Is there any way to know what the previous value of a field was? Field Name: Carrier On User Input input.Send_Email_to_Carrier = "Yes"; How do I test against the previous value? Hypothetically... if (previous_field_value.Carrier != input.Carrier) {//actions} Any help would be great. Thanks!!!
Hide button "Add new" in subform
I've always read that hiding the "Add new" button from the subforms was not possible, even with online help. I even searched the forum and they say it can not be done. (Hope I was wrong) I show you how I found a way to hide it with a simple ruler. 1. In automation, create a new task: 2. Create a new ruler: Result subform: If they already have it in good time. Otherwise I hope you find them useful. Note: I am also coultando the "X" that deletes a row. Greetings from Cusco - Peru.
Success notification emails not working on a regular basis
Some of the emails go but not all. Have checked spam folders and found nothing.
File Uploads from Local Computer and Google Docs, but no Zoho Docs or Dropbox?
At this link: https://www.zoho.com/creator/help/fields/uploading-files-and-images.html it states "The File Upload field type is used to upload Files in Zoho Creator. Files can be uploaded from your local computer or from any of the supported cloud storage services like Zoho Docs , Google Drive, OneDrive, Dropbox and Box ." But the Browse Options at that page only show Local Drive and Google Docs. What am I missing?
Columns missing in Pivot Chart/Table
Available Fields for Selection (Missing): Actual Fields in Form:
Records sent to 2nd form
I have one form that creates records when filled out. Is there a way to have some info from that record automatically get sent to a second form and add an entry there? I want that second form to be populated with entries from the first form but also other manually entered and imported records.
Pivot Table not showing fields.
I have an employee form with some fields. Now I am going to create a Pivot Table report for that form. And In report creator its not showing all the fields that are available in form. I am stuck in this and don't know how to show all fields. http://prntscr.com/aeo99p http://prntscr.com/aeo9li I have also used "Column Properties", but nothing happen. I hope you have solution this. Thanks
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Zoho Creator REST API VB.NET Samples
Hi Everyone I need to be able to update my Zoho Creator instance with data from my on premise ERP system. I believe i can perform this with the use of the REST API but am unable to locate any samples of the coding for this using the auth token. I was able to locate a ticket based sample but this has been discontinued by Zoho. I was unsuccessful with converting that sample to auth token. If anyone has a .NET sample code for an add/update REST call to Zoho Creator it would be of great assistance
Report Column Not Sorting
Hi I have a report based on Form A. I have also included a date field from Form B. The report is working fine, except I cannot sort asc or desc by the date column (the one coming from Form B). Is there a trick to getting the data sorted by date in this instance? Thanks.
Delete pre-made app
Hi I found how to delete the (useless) intial pizza delivery app. But I am not able to delete the installed pre-made app (Project Tracker). If I cannot edit it, I don't want to have it sitting there. But there is no option to get rid of it. Can you help?
Creator Html page with auto fill
Hi there, I would like to set up a creator page that has a dropdown list, and when i select a value in the drop down list i would like values on the form to populate. So for instance i would have a form with Job number and Price fields and when i go to this page i would like to select the job number and the price field to be auto populated. Many thanks
zoho crm field
using the zoho crm field button on our forms and recently the data it pulls over is from the same form but not the field we want. Example product name . screwdriver product code . scr11 price . 9.99 if there is no product code it will use product name but if there is it pulls over the code instead. It did not use to do this and the girls in the office are shouting loudly at me. Help
Drop Down Menu Search Breaks on Dynamic Drop Down
Hello. I have a dynamic drop down menu set. On mobile, when I initiate a search within the drop down, no results show for my en try and I have to back out of the application in order to have the results refresh. Thanks, B
create subform records from another suform
hi, My app has this forms: Orders Order details Shippments Invoices Invoice details Order details is a subform of Orders Order details is also used as a maiform, wich has shippments as a subform. Invoice details is a subform of Invoices. Now I want to have a lookup field at shippments where i would chose an invoice (or create one if it doesn't exist). When i would chose the invoice, the shippment record data should be copied and create a new record at invoice details. This records should be invoice
How do you show / hide fields based on a group
Hi Could you please help I have some control fields that are used by admin staff to control a users permissions. Such as setting the type of user in the portal, business user, general user, etc. I cannot let the portal user see this information or edit it. I do need the admin logged in users to be able to change it. As field permissions only all "Everyone" or "Admin" (I would have loved this to be a user group - but I cannot find it) I am using a method of show and hide. I can turn on access for
URGENT - Export is including control characters - two requests and still not fixed.
Since about 14 December the report export to CSV has been showing up control characters such as "&" instead of "&". This si a major problem for us as we use export extensively, including every single day to export invoice data out of Creator and into Xero. Importing client names which suddenly have extra control characters, has the effect of creating a new Xero account, which is obviously very hazardous. I reported it in a live chat on 14th December and was told that it would be fixed immediately.I
Email Migration
I have verified that I am the valid GoDaddy user, but I can't get the emails I've created on zoho to migrate
Android Creator app login
I am having trouble signing in on my mobile phone – I am new here and this is the first time I am trying this. I am set up on Creator on my desktop and built the first demo. I am trying to sign in with my phone# which is on file, and the correct password. I can sign ok to my computer but not to the phone. This phone number is on my profile – I am entering just the 11 digits phone# exactly as it shows in the profile, tried all combinations with and without the (+1) that is on front of it.
HTML link to record summary
I am attempting to create an html link in an html page to open a record summary in a pop up. I am certain that this is fairly simple but I cannot get it to work. I have tried many versions of the following example: https://creator.zoho.com/<username>/<appname>/record-summary/<viewname>/583654000005625549/ Is the <viewname> the deluge name of the record summary, or is is the name of the report the record summary is contained within, or? I have tried many variations, clearly not enough, but end up
Trial Version Creator
Hi I just accessed Zoho Creator and I wanted to take advantage of the Trial (which will be far too short; I know that alreay). To start with, I added the Project Tracker app and I wanted to edit it, obviously. But it tells me that I am not allowed to do so (access denied or something). What gives? Are these pre-made apps not available for editing? Thanks.
Google Sheet to App in 5 Clicks
Hello everyone, We are pleased to inform that, you can now add Zoho Creator to your Google Drive account. The main benefit of this is that you can now migrate from a sheet to an app in a matter of clicks. All you have to do is to add the Zoho Creator extension to your Google Drive account. The steps to do this are as in this video here. Now for the wow factor. Build an app from a Google sheet in just 5 clicks! Here's how it is done, click here. Anup Zoho Creator
SMS integration with Zoho Ceator - suggestions?
I have multiple employees I need to send reminders, notices to en masse. Sometimes I will want to group these employees into categories and only send to those select categories. I thought ZC would be a nice way to add their info or allow them even to edit their own info. My employees tend to have mobile companies like Simple Mobile, Boost, MetroPCS... ideally I would prefer a service that doesn't require knowing the mobile provider. I know several SMS services work with ZC - do you have any suggestion?
Trigger CRM>contacts>macro from Creator
Hi, Is it possible to trigger a macro in the contact module of Zoho CRM using a Zoho Creator application? Kind regards, Bo Thygesen
old. values of subforms fields
Hello, Does any one knows how to access the .old field values of subforms fields in the validate event ? Thank ! Pierre
Enable or disable subform fields based on another subform field
Hi there I have a form with subform setup. On the subform I have dropdown field - i want to enable or disable another field on the subform based on what value is chosen on the dropdown field - is this possible? I have seen in the forums from about 5 years ago you could only enable/disable subform fields from the on add/on edit of the main form, but am hoping that this has now changed. Thanks Aaron
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Olá, Eu adicionei meu domínio e-mail, mas a criação de um nome de organização faz com que um erro interno.
Seeking developer
I am part of a team of roughly 20 people. We have three tasks that must be completed 7 days/365. I would like a task reminder that notifies the team when the task has not been completed as well as a team email that informs us that the task has been completed. For each of the three tasks, there are three people that are responsible for completing them. The three people for each task will often change on a daily basis. I need it so that if the first person (primary person for that day) misses
Does Show Field To Admin Only setting on forms apply to reports or views?
If a form field is configured to "Show Field To Admin Only" and that field is used in a report is it supposed to show to everyone? I have a URL field that will be populated through Deluge as records are created and updated. In this case the field should not be visible. For reports I do want the URL field to be visible. Thanks
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