No permission to download document on portal
Hi I have shared access to a report setup on my app but when I try to download the document it says I am not allowed to download due to not having permissions to the view. Am I allowed to download a document on the portal if I am not a user. I have only shared the link through email and the end user has setup their account and can see the report but cannot download the document. Thanks
Subform auto population
I have a main form Purchase Order this contains a sub form, I am unsure on how to auto populate this sub form from a field on the same form, E.g; Suppliers Name on purchase form will automatically populate the sub form on row add. i haven't had any luck. Thanks
Connect Zoho creator to Zoho Reports
Hello. Could you explain me, how i can connect Zoho creator to Zoho reports ? My requirements: every reports have criteria Added user == zoho.loginuserid and instead of Zoho creator pivot charts and tables i would like to user dashboards/tables/charts from Zoho reports in Zoho creator pages (like dynamic HTML pages with embed Zoho reports dashboard for each user with data that they added) But how i can connect certain data from creator to each database of Zoho Reports of my clients. zoho.reports.createRow
Send email function
I was using zoho creator to test the (send email) function ,not knowing there were real records of the clients the function executed it sent out the test email to the clients .So I would like to know how many emails does zoho allow you send to users ?
how to save a filter in creator's report?
made report with pivot table need to show at same time 1) filtered entries (column 2) 2) clear entries (column 3) how to apply & save custom filter for entries in column 2? see picture
Fetch Data from a form and input into a dropdown menu
I created a lookup field in form B called select event based on form A. After choosing the event, I want the registered names on form A to be listed in a dropdown menu or multi-select (Even better. For attendance taking purpose), is it possible? I tried using another lookup field for the names but it seems to give all the names for all events, I only want to the names from a specific event.
Use Loop Inside Send Mail
Dear Sir I am using ZOHO Creator, I want to send mail which comprise by taking multiple record having specific criteria. Means I want to use loop inside the send mail. For example I have 3 records with status mail = N I want all 3 records detail mails to user in following way Mail Text area Record -1 Detail......... Record-2 Detail........ Record-3 Detail...... . . . . Please help
Save fields after submit
Hello, Can anyone help me with this; One of the fields on my form is a CRM field, after I select the SO number from the CRM it will auto fill the account name. I need to save the last two fields after I click submit record, so I don't have to re-select the same SO again. Doing this, because most of the time I'm using the same SO number to enter multiple records. CRM field name "Sales Order No." and zoho creator field that will auto fill is "Account Name".
opnURL with a NEW window works - but doesn't
I have a parent form where the user may select a Customer and (using OpenURL new window) can open a new window to view and edit that customer. I want the user to be able to go back to the parent form and select another user allowing him two Customer forms open. However - when he selects the second customer from the parent and issues the openURL (New Window command) the previous New Window is refreshed with the new Customer - a second new window is not opened - why?
"&" sign in drop-down show as "&"
Hi Zoho, On all of my drop-down menus, every "&" sign in my options it shown as & on the form live mode (screenshot attached). please fix this soon... Thanks Ravid
An error occurred while publishing
Welcome at attempt publishing site gives an error message: "Error occured while publishing" Do not tell what might happen? Thanks in advance. http://weightloss-system.zohosites.com/
ui.add() function - Add a different code Value and description Value
I have a Stateless form with onClick action to update a zoho CRM record. I'm using zoho.crm.searchRecords to get a filtered list and then dynamically populating a pick list using ui.add() My problem: I need the code value to be the CASEID and the text value to be the Case Name. EG: <option value="CASEID">Case Name</option> Currently when I populate the pick list it looks like <option value="Case Name">Case Name</option> Appreciate any help... I've been reading up for a few days trying to figure it
integration with crm - set crm-contact lookup field
I have a Billing application that I am creating in Zoho Creator. It will be called from the Contact record in CRM. My goal is to populate the CRM lookup fields in Creator with the proper values from CRM. When I use the following Deludge script in the onload event it does not populate the fields: hide ContactID; if (getFieldValue("ContactID") != "") { ContID = (getFieldValue("ContactID")).toLong(); contact = zoho.crm.getRecordById("Contacts", ContID); //alert(contact); bill =
Can I use :ui.add() function to add both dropdown code and description?
I am successfully built a dynamic drop down list using the :ui.add() function. However, does anyone know how do I control the dropdown code vs dropdown display value? The :ui.add() function seems to be able to work well for just the Code or it sets the generated HTML for Dropdown the same value for both code and description. The following is my code in the On User input trigger of the Country_Lookup field. The last statement will setup my State_Dropdown field dynamically. v_country_rec = Lookup_Codes
dlookup
When I use a dropdown to pick a part number how do I get the equivalent of this VB code to work in ZOHO??? Private Sub PickPartID_AfterUpdate() Description = DLookup("[Description]", "TblParts", "[ID] = PickPartID") Retail = DLookup("[Retail]", "TblParts", "[ID] = PickPartID") Price = DLookup("[Price]", "TblParts", "[ID] = PickPartID") Cost = DLookup("[Cost]", "TblParts", "[ID] = PickPartID")
Help for this problem : Multiselect Field
Hi, y have a form with a multichoice option, when it is complete i need separate options. For example : Field_1: x1;x2;x3;x4;x5 i need 5 new fields f1= x1, f2=x2 f3=x3 f4=x4 f5=x5 y try with getPrefix and getSuffix ,I need a script that works regardless of whether in the future add more options in the menu Multichoice. Thanks and regards.
Scanner problem on mobile app
Anyone having problems with the barcode scanner through Creator? I have a database which is used as an inventory system for surplus computers and scan the manufacturer barcode. I have been using a mobile app scanner field, but it is very inconsistent (only about 30%) actually scanning a barcode through Creator. I thought it might just be my phone (Nexus 6P), but I don't think that is the case anymore as evidenced below. I started using an Android app called Bar Code Scanner Pro (on the same phone)
"unable to find subWeek" function" for a date variable?
Hi Zoho, I have a date field on the form, I've crated a dates list based on the date with addYear / addMonth. Now I'd like to insert records into another form, based on these dates. I have scripted: insert into Flags_n_Alerts [ LoanCompReq_ID = input.ID Popup_Date = EachReportDate.subWeek(3) Actual_Date = EachReportDate Project_Name = input.Project_Name ] Both Popup_Date and Actual_Date are date fields. On other cases, Actual_Date gets date variables and
Field disappeared, now not updating! please help...
Hi Zoho, In my application, on my Commercial_Terms_form form, I had a field named Project_Name. This field was used in a variety of scripts, but somehow it just disappeared - so I could not send the form, since it is mandatory. When I tried to add a new field under that name the system only allowed me to name the field "Project_Name1" (like there was already a field under that name - but there wasn't). Finally I have added this field on the "with action" script of the form, using the following script:
How to programatically update User field in a form
See the sample code below: for each o in New_Order [Order_Number == "352"] { info o.Order_Number + " " + o.Owner_Name + " " + o; o.Owner_Name = zoho.loginuser; } Owner_Name is a User field in the New_Order form. I tried multiple ways to update it but all failed: 1) zoho.loginuser 2) zoho.loginuserid 3) hardcoded string of my user name "lexshan8" 3) hardcoded string of my email "lex.shan@walkintour.com" What is it expecting? The error message is not helpful at all.
Updating form row from function
Hi, I'm updating a row on user input, e.g. On User Input: row.Value = row.AnotherValue * 2; What I need is to pass this row to a function because I need to duplicate this same block multiple times on different events, but inside the function the row can't be updated Thanks
Show fields based on multi-select lookup field
Hi I am trying to show fields based on user input in a multi-select look up field. I'm pretty new at Zoho creator, but I've been searching through the forums, so I know I need to fetch the data for the lookup field first. I've tried the code below but with no success. I'm probably doing something basic wrong, so any help would be greatly appreciated! if(input.Multiselect_lookupfield.size() > 0) { myVar = Lookup_Form[ID = input.Multiselect_lookupfield].Namefield; if(input.myVar.contains("John
We Need Help Developing a Tracking Application!
Hello Guys and Gals, We are trying to develop a simple tracking application to use internally and externally. Here is the scenerio: We export cargo and small packages to other countries and would like to provide our customer with a simple method to track their package. We have the personnel to input data into the application once the package has been sent. (tracking number, service type, weight, ship date, origin, destination, estimated delivery time) We also would like the option to enter notes,
Create Yearly Report to count attendance
We have clients that are admitted to our program for a varying number of years. We maintain the date they joined the program and the date they left the program. We also track the state where they live. I need to create a report that shows the total annual attendance for any given span of time( 5 year, 10 year, etc.), and is sub totaled by State. Please any assistance to get started in the right direction is very much appreciated.
Same variable for "on user input" and "on success" (not as a field)?
Hi Zoho, Can I create a variable that will be used throughout the form script (a change on a field's "on user input" can be seen in "On edit -> on success"), without having this variable as a field on the form? (and not a global variable also) Thanks Ravid
Record Summary Format Error
Hi, I am using Zoho Creator to create Costing Reports for my friends Chemical Processing Plant. There, the batch of materials are processed using chemicals and there are consumption of various chemicals per unit of raw material, which is created in the fomr of a Recipe. This I have designed the Layout of the Recipe form the Record, using Record Summary function. This may run for even two pages. However, when I click "Save to PDF" Function, the Alignment of the Recipe is not Exactly like what is shown
Send an email to redirect to paypal payment.
Hello! I want to integrate Zoho to accept paypal payments. I would like to send an email that has data from a purchase order and in it, add a button with a hyperlink that redirects the payment of Paypal. Thanks!
Auto number with prefix and grouping
We're probably getting beyond Creator's capabilities but is it possible. We have a field in a table which first off pulls the "locations_room_ref;" from Locations table and concatenates a "/". if (input.devices_room != null) { roomid = Locations[ID = input.devices_room].locations_room_ref; input.device_ash_code = roomid + "/"; } We would LOVE to have the number sequentially increment after the "/" BUT the number to start from 01 for each locations_room_ref AND be unique - Note the same
"add record" to a form - and subforms!
Hi Zoho, Would appriciate help on this one: I have a form (Mainform) with two subforms (Subform1 ,Subform2). I need to use "add record" command to add a record to the main form - including data for the subforms (more than one row in the subforms...) How can I achieve this? Have tried to figure out the lookup solution discussed in this forum on earlier posts but did not succeed. Ravid
Field -> On User Input -> Add Record ::: not working?
Hi Zoho, I have a script running on user input in my form. It checks if the subform has a relevant record, if yes - the record is updated with the user input (working great), if not - it should add a record directly to the subform using bidirectional ID. but - the record is not added. Why? Thanks Ravid
Record Summart Printable Details
Hello, i need to create printable details view of the report, i have an example, but i cant make it how i need with multiple subform's. I add attachment's to images, how it should be, and what i get. Can anyone help me to figure out hot to make this? Thanks.
Subform fields in two colums under each other?
Van I place the fields in a subforrm under each other instead of next to each other? In two colums like this? Name Age Street Gender Postal code Country
my offline data?
how can I get my data that I capture using mobile phone which I capture offline?
Form not submitting on some cases?
Hi Zoho, I have a specific form (Import Data for on my app) that when checking some specific options on checkbox field, it is not submitting properly- I get a message that data was submitted, but the "On Success" script on On Add -> On Success is not processed- details that are supposed to be updated are not updated, and openURL command is not processed either, I stay in the same windows with the form reloading again. This happen 'hen "Section" field is filled with "Loan" and Insurance_Sub_Sections
Cascading dropdown
Hi, How caw ce create Cascading dropdown in the form ? Thanks for your help, Ugo
Trying to extract all the database from Zoho Creator
Hi ! I try to extract the entire database from Zoho Creator to reinject it into a Sql Database, but i can't find any way to do it in the documentation or on the forum.. Can someone help me to do it? Thank you and sorry for my poor english :)
How to enable/disabe field depending on a decision box.
Hi, I'd like to know how can I enable/disable form fields depending on if a decision box have or not been clicked, thanks!
Display HTML page of user data
I want to create a page that displays the information that a logged in user has entered using the Add_Student form. Each user will only have 1 record. Assuming that I need to use a parameter to pass the id of the logged in user, I created a parameter named user_id_param and set it equal to zoho.loginuserid. I also added a collection variable named s (s = Add_Student [User_ID == zoho.loginuserid];). How would I display the embedded Add_Student form already populated with the user's information on
add user in customer portal
hello, in my zcreator i have a form "CONTACT". Do you have a function to add a CONTACT directly in the customer portal without pass by admin ? thanks you
Can't Restrict Records by Role
Previously I was able to set reports up so that a User could only view the Records of people with the same Role. That no longer appears to be the case, and support is saying that feature never existed...but it has been like that for the past 6 months.
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