add criteria for view filter dropdown
View(report) - filter -> auto filter I need to limit the dropdown values of an automatic filter based on a field. The drop down does not list out all of the values if there are too many. Any idea? thanks
Can't find the organization contacts
I think my account is totally out of wack. I tried to add users to to Groups and manage sharing using Groups. The screenshot shows I have 14 contacts in my organization but none is shown. This is not the only thing wrong with my account. I submitted multiple posts this afternoon about various inconsistency across the board. Also, how do I change the organization ID? right now, it's using "lexshan1" as organization ID, which looks like a personal ID. Very confusing again.
I can´t share an app
I have created an app, I have bought another user and I can´t share it with them, where is the problem?
Can a Zoho developer create a customer portal for me?
I am looking to create a customer portal that has the following: Client's past invoices from Zoho Books, see remaining balance on invoice, pay with credit card (already configured in Zoho books) Client can upload their multi-media assets (this could be tied into my dropbox or another storage program) Submit support ticket (could be linked to Facebook chat) See available product upgrades and request account manager to contact them See available promotions See news and updates Written instructions
OpenURL not working "On Add - On Validate"?
Hi Zoho, I have the following script on the "On Add -> On Validate" of a form: Current_Ins_Amount = (Insurance_Insured_Amounts[(Project_Name = input.Project_Name && Ship_Name == input.Ship_Name)].Insurance_Type).getall(); if (!Current_Ins_Amount.contains(input.Insurance_Type)) { alert "There is no amount entered for this insurance type. Please update the amount in the following dialog box"; openUrl("#Form:Insurance_Insured_Amounts?Project_Name=" + input.Project_Name + "&Ship_Name=" + input.Ship_Name
Edit Record from Search Interface HTML Page
I am essentially building a html search interface similar to the one here: https://www.zoho.com/creator/help/tutorials/advanced-app-building.html However, I would like to be able to select the records displayed in the results table to edit. So in the example, I would like to be able to click on the email address for Tina and be able to edit this record. I have almost managed to do this by using <a href="<thiscode>"> where thiscode = http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>?recLinkID=<recordID>&viewLinkName=<viewlinkname>
Accessing Multiselect Field from another Form?
I have a user information record (setup by Form A) that has a multiselect field (Fielda) that is set by doing a lookup to another form (Form B) Now i need to access my user information from Form C to verify correct access. So, i can easily access the Form A information that is "native" to Form A - but how do i access the multi-select field in Form A that was set by the lookup field from Form B. (they were string fields originally setup in Form B) hope that makes sense thanks
Having Reports embedded in email to send out to clients
I want to be able to send certain records out to our clients in an email (embedded in the email) It must look nice. How can I do this?
Google Earth, GPS coordinates in Creator App
Hi all I have created a report that our managers must fill in when they respond to incidents (crime and investigations) I want to have a Google Earth map embedded, i.e if there is coordinates that they supply, for it to be pinned onto a map. Then at the end of the month I want to be able to see all the incidents that occurred in that area and if you click on each pin, it should bring up the record for that incident (the report) Is this a possibility with creator? How can I do this, or is there someone
Access Creator Table
I am trying to define a workflow in CRM that needs to lookup a table (to get the approving manager). I would like to use a simple lookup table in Creator which I would access from a deluge script in CRM. But I have having trouble accessing the Creator table from the API - it returns "permission denied." I have a subscription to CRM but not to creator. Will the free account work for what I want to do?
List of records in Multiline field
Hi, Say that I have several records that complies with the same selection criteria. The content of these records I would like to show them in a Multiline field. Example: The table have the following entries Company1, Name1, surname1, age1 Company2, Name2, surname2, age2 Company1, Name3, surname3, age3 Company3, Name4, surname4, age4 Company2, Name5, surname5, age5 Company1, Name6, surname6, age6 In the Multiline field when selected Company2 I would like to be able to display; Name2, age2; Name5,
setting <style> for all html pages from one spot?
Hi, Is it possible to define a style in Zoho that will effect every html page I write? In a function maybe? or anywhere else? Thanks! Ravid
Push and pull data between Zoho and FileMaker
Hi There, I need to find out how I would go about setting up a push/pull environment between a Zoho Form and a FileMaker Pro database. I have had a look at the integration tool, but I see that it is only for Windows, so I can't test it as I am currently on a Mac and I don't have access to a Windows machine. I would like to use Zoho Forms for my users to enter in data, and then be able to query my FileMaker database to either create/update/delete records. Is this possible?
Cross table pivot chart
Hi, I have a table of Orders and each Order has multiple Task and a Order_Total currency field. each Task is assigned to one Staff. How can i create a chart like the following X-axis: different Staff Y-axis: the Order_Total of all Orders of the Staff on x-axis. My difficulty is, when I create a chart base on Task, i can't reference the Order's Order_Total field. If i create a chart based on Order, i can't set the x-axis to Staff.
General and Specific Terms of Use
Hi I just wanted to check whether it's an acceptable use of Zoho Creator to create one or more apps, find clients for them and let the clients use the app(s) through Customer Portal, which means I or my company shall be the 'Administrator'. Clients would pay me an agreed monthly fee. I don't want to take the Zoho Marketplace route because that makes the entire pitch to the prospective clients so bumpy. A little background about myself- I'm a finance professional with more than 15 years experience
Weird identity issue
Zoho Creator's identity management has confused the hell out of me. My screenshot shows there are 4 different IDs associated with my account: lexshan1 lexshan8 lexshan@walkintour.com 51551681 I think lexshan1 and lexshan8 is related to data corruption. I might have two user accounts at one point. Such as one registered through Google Apps and another directly with ZC. Can someone explain to me how to consolidate these? I have another record access control issue which may relate to this. Application: https://creator.zoho.com/lexshan1/order-manager-v2/
Record Summary - formatting
In the Record summary, I need to format the sub-form Item like the invoice template in zoho help https://www.zoho.com/creator/help/images/record-summary-invoice-details.jpg how to do: formatting the Item rows (add line under each record) set the data position vertically (top /middle/ bottom Omar
Need a BUTTON that will increase the value of a number by 1. How do I code this in deluge?
Any assistance would be greatly appreciated. Say I have a shopping cart line item with a count value of 0. I would like a button to the right that increases the count by increments of 1. Is this possible in deluge? Thank you
Use same script for multiple pages
Hi Zoho! I have several pages in my system that use nearly the exact same script (2 different variables) How can I make the script to auto-update in all of them when I update the template? Maybe create some function that has the complete script inside and just get the two changing variables? Will really appreciate any suggestion on this one Thanks! Ravid
Embed Form Problem
Hi. I have created a site with Sites, and I am now evaluating creator to use as a back end to embed more powerful forms. I am currently using the free version to evaluate, but the "embed form" option does not appear in the "more actions" drop down. Do I really have to register to try this feature ???
Error Log Location
Simple question here. With the changes to the Zoho dashboard or interface, I can no longer find the error log. There used to be a link under usage details at the Setup screen but that has all changed now. Thanks for the help.
OnClick OpenURL?
Hi Zoho, I'm having some trouble here - I'm trying to create a button with an "onclick" event, theat will open a url using OpenURL command. this script <a class='zc-formbutton' onclick=openUrl("#Page:Pyxis_Loan_Lea", "Popup window") >Click me first</a> created a button, but clicking on it did nothing. What an I missing here? Thanks Ravid
Help please
I think Zoho is great but I am not a coder I am trying to fetch an email record for a customer from one form into another. I have Two forms Form 1 “New_Contact” Field Names are “Company_Name” and “Email_Cust Form 2 “Order_Details” Field Names are “Customer” and “Email” When I do look up of customer in Order_Details in field “Customer” I want it to fetch “Email_Cust and put it in “Email” Can anyone help me with the code.
How to hide sub forms
How do you hide an entire sub form (not just subform fields) based on conditional statements? The subform comes as a greyed out option in Deluge Script Builder when using Show/Hide function?
Special Characters remove / replace
Hi Zoho, I need check for special characters in one of my string (text) fields in a form. How can I do this, except for a veryyyyy long "If" command listing all the possible characters? Any build-in function? I've tried if (input.Insurance_Type.contains("[/\-\(\)_@#\^!\$%\&\*:;`~ ]")) { alert "Special characters are not allowed in Insurance type field, please re-enter"; } Both on field -> on user input and on the form's "On validate" - but nothing happened Ravid
Rquested products total amount in report
Hi Zoho Community, I am working on a purchase request form. Through this form all company departments make requests of the products they need to the purchase department. Currently the report shows a row per product, in each row there is a quantity field. So for example, if 3 departments ask for 2 apples I will have in the report 3 rows of 2 apples each (it is ok,I need a report that looks like this too). I would like to have an other report that shows the total amount requested for each product,
Fetch Client Portal ID to display Client Name
I am trying to somehow fetch client name based on customer portal ID. So....... I have a form "TMP_Order_Form" which contains a field called "Client_Name" and "Client_ID" I have another form called "Clients" which contains fields "Company_Name" and "Client_User_ID" So I am hoping when loading form "TMP_Order_Form" it will see who the customer log in ID is then pull the data from here and populate the field "Client Name" in my order form I have tried fetching the data but I seem to get bigint and
Zoholics: Developers 2016 Details!
Hi everyone, Join us for Zoho Creator's 3rd annual conference at our headquarters in Pleasanton, CA. The event consists of a two-day (Apr 27-28) application building workshop where you'll learn how to plan, build, and automate a Creator app from scratch. On April 29th, we'll have our annual Zoholics: Developers event. Product specialists will demonstrate Zoho Creator's advanced features, and reveal what's in store for the future. More details below 1a. End User Workshop (April 27 & 28): Going over
How to register customers on Professional plan
Hi there! I am having some trouble registering customers for the customer portal, I have the customer portal addon and I have a Professional plan, however it seems that I can only register about 8 users and according to the plan, I have 200 customers per user. I have read and this is what I found about the users and permissions. "Users and Permissions Navigate to Users and Permissions and click on “Add Users” tab in the respective permission set to add users to that particular permission set. Alternatively,
New Report Type: Map
I'd like a to create a map of addresses in my database. I think QuickBase has this feature. ZC needs to catchup. http://quickbase.intuit.com/quickbase-blog/an-introduction-to-intuit-quickbase-address-fields-and-map-reports
Language Problem!!!
I have changed my language to English, many things are now seen in English, but a lot of important things are still in Japanese! Why? How can I have only English?
Does Sendmail rely on the local email client or is it cloud-based?
I have created a Schedule that scans a table for overdue tasks and generates a reminder email to the task owner. This runs nightly and works fine, but I just noticed that all the generated emails appeared in the Sent mailbox of my machine, which implies to me that emails are NOT being sent through the Zoho cloud host but rather through my local email client. That is not good, because it implies that if my machine doesn't happen to be running (and logged into Zoho, I guess), the emails won't go out.
Need ability to print a record
Is there a way to allow the user to print a retrieved record? I have read all user docs, developer docs, and posts related to this but there does not seem to be a way to do this. Thanks for any help -Greg
Stateless form on success insert to other form
I have a stateless form set up whereby people will enter details from a drop down look up. If (Health_and_Safety_Assesment (SurnameHSA == HS_Sign_In.Surname == null); insert into Health_and_Safety_Assesment; { Added_User = zoho.loginuser; input.SurnameHSA = Surname; } it is coming up with error on line one
Add "edit" button in HTML view
Hi all, I have an HTML view for a form, which essentially displays each record in my DB. I'd like to add an "edit" button after each record so that records could be immediately edited, in much the same way as the List or Grid views contain edit buttons. Is this possible? Thanks! Sam
Creating a Vendor Bill in zoho books using Creator
Hi i have a requirement to create a vendor bill in zoho books passing value from zoho creator.Please Help with the needed info on how to go about it for that. Thanks Giriraj.R
How to delete a Auto Number field?
Hi I want to delete a Auto Number field from FORMA but when i try it says it is linked to another FORMB. But when i go to FORMB, the field is not there in the form builder but i can see the field in field actions(strange). How can i delete this field from the FORMB so that i can delete it from FORMA?
Custom Action doesn't work from inside a Lookup
I have setup a simple Custom Action that uses OpenURL to open our Client Form in a new window. This works just fine when clicked from the clients report. I have an additional report with a list of tasks related to our clients. This report lists tasks from a form that has a Lookup field that looks up the client. The report shows the client's name, and when I click on the name, it opens up the client's record, so I can see his details. So far so good, and everything is working as it should. However,
Copy Fields in Same Application
I'm not sure I've title the question correctly. I've had a very difficult time understanding Zoho creator. Zoho is unlike Google Forms because there is no button to duplicate a field. I am creating an application (form) where students can upload three photos for a photo contest. I've created the following fields that I would duplicate two additional times and then change the Photo 1 text to Photo 2 and Photo 3. Photo 1 (file upload) Photo 1 Title (single line) Photo 1 Genre (drop down) Photo
Users Logins and Filtering Data
Hi everyone, I am a new user of Zoho Creator. I like it very much and I would like to create a database to mange monthly reports that I receive from couple of agencies. I am currently use MS Excel and Access. My question is related to users' logins and filtering data. Below is my question(s) based on what I want to do: I am the main user/administrator of the database, and can see and manage all data from all different agencies. Let us say that I deal with 4 completely different agencies (A, B, C,
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