How to use the "search" property correctly when embedding forms
Hello just a pretext I spent a few hours trying to get this thing to work properly and officially there still isn't a data entry in the deluge documentation resources on how to use it so I'm making this to supplement that till they fix it. I got an email from zoho customer support which was nice and I got it to work right after. So don't worry I was already helped, but its still is kind of a problem that the deluge documentation isn't being updated in a timely manner. Onto the main course, if you
Fetch other form fields with wilcard
Hi I need to populate a stateles form with a previous stored data or stores the form data if it does not yet exists. The test I've made that works fine is the following on the stateless form: (final_form is the form to store data, but not to be used by user) ON LOAD: // present on screen the data already stored in db rec = final_form [number == input.number]; input.a = rec.aa; input.b = rec.bb; ON CLICK: rec = final_form [number == input.number]; if (rec.ID == null) { // if the record
Reading múltiple info from single input(csv)
Im working on a little project. Im reading a qrcode with this formar "name:your-name,age:99". The idea is take that values and pase to a variable so i can work with them, like calculate age of birth and send it too. Im reading that map can be usefull but dont know how read until the "," and the assign next value.
Look up fields
We use look up fields to multi-select Rooms from a Locations table and are filtered based upon a Site look up field in the same form. This works fine on first edit of the form but when we go back in to the form, we have to delete the Site value and re-select the Site (which deletes the Room data). What are we missing?
Is it possible for a contact to add colleagues in the Portal?
Hi all, My clients wishes to enrich his database to add more Contacts to his Accounts, Should we create a Customer Portal where the main Contact of the Account could create new contact persons? Or is there an easier way?. My question is whether this is supported in ZOHO Customer Portal? Can a Portal enabled contact manipulate (add) contacts for his own Account?
Customer Portal Invite Email lowercase name?
When signing up on our new customer portal all goes well. The issue we are experiencing is if I sign up as Firstname Lastname the invite emails sends Hello firstnamelastname, how would we modify this behavior to read Hello Firstname Lastname this is the editable line. Hello ${User.FULL_NAME}, Thanks
Form generating out of order?
Hi All, So I've got a form that, even though it is lined up how it needs to be while editing it in the form builder, it tends to be vastly mixed up once I actually go to view the application. It's done this a few times now, and I've tried cutting down on the amount of fields as well as moving the order around. It's also randomly shifting around the fields occasionally in the field builder. Any idea how to get around this/ what could be causing it?
openurl command should url encode passed url content ...
Hi: I have this command in the on Click section of my (test) Form ... thisURL = "#View:Test_HTML_View?name=" + input.Name + "&time=" + input.Time; openUrl(thisURL, "same window");When I run it with alphanumeric values entered in the Name and Time fields, everything goes according to plan ... the (test) HTML View is displayed ... and the correct values are passed to it. It even works when I enter a number of special characters ... like spaces < > ? . * @ ! " ; { } [ ] = ^ / ~ However, ZOHO Creator
update on duplicate
Hi. I am playing with a way to send reminders to my customers based on them choosing a number of days between them on a form. I have put a form on our website with compulsory name, email and days between reminders. My question is that the email is probably going to be the unique identifier and if they want to go back and change the days i would either end up with two entries. My question what is the best way of dealing with this. I would like them to just update existing info.
Insert record from form and then show Auto Number of new record in form
Hello, I want to create a new record (Stock1) On Success ( form form Orders) (I know how to do this), then return the Auto Number of the new record created (Stock1) and record it in the form (Orders). This does not have to be On Success, it could be On User Input from another field. How do I do this?
Feedback regardin fixing a user account glitch
Hello everyone, Just wanted to share the experience I had (and still have as there is no immediate fix) with Zoho Creator. I've trial the platform for about a year just to see in what way I can integrate it into our business. It was a long process and finally found some areas where this platform is more than the perfect fit. Everything worked fine and have completed an application demo to present to the business. Everything worked fine. Management was impressed on how fast the development was done
report criteria n days before?
I'm trying to set up a report that shows records where a Date field is before 14 days ago. I'm using Criteria: (Date Field)...Day - n days ago...14 but it's not working. Am I doing something wrong?
Adding a Radio button, not loading in Creator
It just keeps states Adding..... and nothing happens
Updating records of a form based on input of from another form.
Hello, I have 2 forms. The first form is a simple product key list, where I import product keys from an excel doc, and then I have a second column to assign a users email to them. The second form is where users register. I have 2 field that are admin view only, First is the application status, where we accept or reject their application. Second we have a lookup field that shows all the unassigned keys. (meaning they do not have emails associated with them yet) What I am trying to create is a workflow
Forbidden characters in HTML Page parameters?
I recently ran into a problem. There are certain characters I cannot pass in an HTML page parameter because it causes errors. Some are obvious "&,+" some are less obvious "#". I want users to input a form. And then I made a custom HTML page to display their results. But if the form values contain characters I cannot pass through as a parameter, the page will not display properly. I DO NOT want the HTML page to fetch the form data. Is there a function I can call that will catch entries that cannot
OpenURL not working "On Edit - On Success"?
Hi Zoho, On one of my forms I have an OpenURL command both "On Add - On Success" and "On Edit - On Success". The script: openUrl("#Page:" + input.Project_Name + "_" + "Legal" + "_" + input.Ship_Name, "same window"); (input.Project_Name and input.Ship_Name are both mandatory fields) When adding an entry the openurl is working fine. When editing - I only get a "Data updated Successfully!" message on a blank html page, no redirecting anywhere. On another form, same script, again - "On Add - On Success"
Can´t insert image in e mail
Hi, I have a schedule to send a daily email to al empleoyees, I would like to have an image in this email acording to the company identity, but, when I try using the Insert image icon in the send mail interface in the script builder, it doesn,t save the changes. Can someone tell me what the problem could be? Any help will be appreciated
Drop-down menu "other" value is not acknowledged?
Hi Zoho, I have a drop-down field (Insurance_Type) with "Other" choice. On user input, I have a script checking for previous entries with the field's value (with a few other variables): Current_Same_Insurances_List = (Insurance_Sub[((Project_Name == input.Project_Name && Ship_Name == input.Ship_Name) && Insurance_Type == input.Insurance_Type)].Internal_ID).getall(); this works great with the build-in choices in the drop-down field. when I use the "other" option, it does not work. I've tried coping
Zoho Creator form edit by user
hi I am a beginner in Zoho Creator . I wonder if it is possible to create the public edit form where the user can enter the ID of an item that is stored in my Zoho Creator , then the user can modify and then save ? a bit like a cancellation systems :)
Form Schedule Script Issue
I have set up a Form Scheule with the following script. x = Daily_Test_Weight[Date_field == zoho.currentdate].count(); y = Daily_Test_Weight[Location == "DFW"].count(); if((x != 1) && (y != 1)) { sendmail [ from:zoho.loginuserid to:"xxxxxx@xxxxx.com" subject:"Daily Test Weight DUE!" message:"Daily Test Weight due for today." content type:HTML ] } It is set up so once a form is submitted the next day at 7am it will check to see if there is a record for the current date at Location."DFW" If there
Changing the Reference for a Lookup Field
Hi. I am new to Zoho Creator and taking over an existing project. I noticed that a page is not working correctly due to a Lookup Field pointing to the wrong page. For instance, it is currently pointing: Projects db → Project Data Distributor ID and I need it to point to Projects db → Distributor Distributor ID I know this because a similar page works correctly point to this address. I can't delete the current lookup and replace it because it is referenced in a lot of other pages. Is
Unable to create pivot chart
Hi I encountered the following error when i try to create a Pivot Chart. See screenshots. Any idea what the problem might be? I am unable to create Pivot chart of any form in my application. Thanks
How can I fetch text info from related form in email notification?
Hello My trouble is as title. Form2 has a lookup field(dropdown) to Form1. In email notification of Form2, I'd like to tell the selected item's name to the person who input data. When I tried like "<%=Form1%> ", only ID of Form1 record appears in notification email. Is there a good way to fetch info of Form1 record in Form2 notification email? Thanks Tadashi
Lookup a Zoho Books contact
Is it possible to have a field in Creator that enables the user to lookup/search for a contact in Zoho Books?
Has anyone had any experience working with Creator and a domain registry API?
I have a custom module in our CRM for Domain management, I would now like to be able to dynamically keep these domain records expiration date accurate for each domain to be automatically checked for the expiration date and then update the records with the most current expiration date. Thomas
Validate Unique Form
I have a form which (Ppl-Sponsors - in the ERD below) and I need to validate it so that it is a unique entry. Not allowed: Same Person & Same Company & Different Sponsorship Same Person & Different Company & Same Sponsorship Same Person & Same Company & Same Sponsorship Same Person & More than 3 different sponsorships Same Person with no Main Sponsor Any thoughts? Thanks in advance Pete
Form A change updates Form B field
Hi there, I don't have any experience with coding and I couldn't figure it out. So... I have a form called Materials_Catalogue which contains Description and Unit_Cost. The second form (Resource_Costings) contains Resource, lookup field to Materials_Catalogue pulling Description and Unit_Cost, Quantity and Materials_Cost (Unit Cost x Quantity executed on User Input) I need Materials_Cost in Resource_Costings to auto update itself when Unit_Cost in Materials_Catalogue is updated. To simplify, when
Zoho Creator: forms with decimal/currency fields: need "thousands" separator recognized
When I try to fill out a currency or decimal field on a form, if I fill in "5,950.30" it's an error. When I do "5950.30" it's accepted. I think your forms need to be intelligent enough to recognize that the "," is a thousands separator.
Alert on "On update"
Hi Zoho, I have a form that is being update every week. In the form the user enters a list of approved agents, and than in a subform lists the valuations he got from them. On input, the list the user entered is translated to a drop-down menu of all the approved agents from the user to choose from. But when the user is updating the list - I need to have an alert if an entry in the subform is from an agent that is no longer approved. Trying to script the following on the list entry field "On Update":
Trying to add record using REST API, but file gets downloaded
HI All, I'm having a bit of an issue, I have just started developing a portal and would like to add records, as I'm still testing the API I wanted to make sure that I can send and receive information, as most of the work will mean that information is recorded more than read I started trying the add record part of the REST API, but whenever I try it just downloads an xml or json file, with correct information, bit nothings updated in Zoho Creator. If anyones run into this before please let me know.
Total Multiple Subforms
Hi, I have a form with multiple subforms. Each subform has a field named Score. How can I get a total for all of these Score fields? Many thanks Antony
Conditional If Statement handling "null"
Hi, If I try to use a conditional if statement it will not let me use "null", like: input.Date_Field = if(input.Other_Date_Field != null, input.Other_Date_Field.addday(2),null); I get "Both the argument should be same type for 'IF' task. Expecting 'IF' expression found 'TIMESTAMP' expression" But I can write a normal if statement like: if input.Other_Date_Field != null { input.Date_Field = input.Other_Date_Field.addday(2); } else { input.Date_Field = null; } Please allow for "null" in
Custom field validation
Hi, Is there a way to implement custom validation, for example using a regex? I have a field which I want to restrict input to the following format [0-9][0-9]:[0-9][0-9]-[0-9][0-9]:[0-9][0-9] The users are being prompted to enter opening hours for their businesses in the format HH:mm-HH:mm. Thanks in advance!
Record Summary Template Format
Hi, I'm looking for some help in formatting a Record summary template to look similarity to the example on the following link. I would like to produce a simple invoice with two items based on a small data set. I'm not able to get the correct marine size and table to line up correctly. I've tried using a tow column and a single column layout but I stlll can't get the right look in feel to the invoice. https://www.zoho.com/creator/help/views/record-summary.html Thank you for any help.
Custom Filter Ignored In Report
I have a simple report that I'm trying to get to report (and summarize) only records where a number field <> 0 by creating a "Custom Filter". It seems from all the different things I've tried, ZoHo report generator wants to ignore the Custom Filter. It does also utilize an "Auto Filter" to select a month/yr at run time, and this aspect works, but it's still listing records that should not be included according to the Custom Filter that is saved with the report. I feel I must be missing something
Using different From when sending an email
How can I send an email to someone using a different email address than my zoho.adminuserid Thanks
Merge two applications
I have two creator applications that i would simply like to merge or combine into just one application - ie. can this be done? i was hoping you could just export one and then import into the preferred application but i can't see how to achieve this. thanks Tony
No template option in schedule.
Hi, I have a schedule that sends an email to all empleoyees. Normally in the send mail interface, in the attachment section there are 4 types, view, report, file and template, but, when I try to do it in the schedule, What to do section, there are only two, view and report. is it possible to send a template in this case, when one send mails with schedules?
marking fields in a form
Hi Zoho, I have a form that two users need to fill together. Each user has his own fields, but can fill in the other user's fields too. I give both users the link to the form - but I need to mark the fields in some way, so each user will know what fields are on his responsibility (to be filled or to be checked, if the other user filled them). How can I do this? any way to format the field's title? Thanks Ravid
Lookup using Fetch
Hi, I'mm trying to get a lookup field to populate a field from another form but I can't seen to get it to work... even after looking at your examples. This is the Members form and the field I need on the other form is Starting Weight (st & lbs). This is the Class Register form and I need the field Starting Weight (st & lbs) automatically populated when I select a member from the Members form using a lookup field. Any help would be greatly appreciated. Many Thanks Ian
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