Auto Populate - in more detail
Hi there, We are busy building a database of collected company names that we want to use as leads for sales. I have two forms; New Names and Leads. This is the simple version of the database: New Names has the following fields: -Company Name (Text) -Contact Person (Text) -Phone (Numerical) Leads has the following fields: -Company Name (Lookup) -Contact Person (Text) -Phone (Numerical) -Comments (Long Text) I want to select Company Name in the Leads form and then have all the other fields in the Leads
Subform lookup to main form?
Hi, I have a form with several subforms in it. I need the subforms to be connected to the main form when looking at the reports later on, so I've created a distinct variable for all the subforms to have (same as the main form). I wish this will be done automatically - the variable will not be visible to the users in the subform, but will take the variable value using lookup from the main menu. How this can be done? Thanks Ravid P.S - the option on having a subform within a subform could really help
Backup Failure - out of memory exception
Dear Zoho, I'd like a response to the two support tickets and 15 emails I've sent regarding the inability to backup our application, which on every attempt produces a java exception. I originally posted a request on the 19th of May and have yet to receive a response other than the first "thanks for your ticket" email. After chasing via email I created a noter ticket, again we got an initial "thanks" email but still nothing. At this stage we are unable to get OUR data out and as I've explained on
Mobile datepicker won't select February dates
I have a datefield in a form that has a problem selecting a February date on a mobile device. It automatically moves the date to the same day in March. Selecting a date in January or March does not show this behavior. There is very little code in the 'on user input' that just updates another date field: // update the end date row.End_Date_Time = thisapp.com.addDuration(row.Start_Date_Time, row.Duration) ; row.edited = true ; Selecting a February date using a PC does not have this problem either.
How to use api response string
How do you go about reformatting or getting values from an api response value? I used the Lead Convert method to convert a crm lead to a potential and create a contact. I get the following response: {"responseCode":"200","responseText":" \n710378000007272009<\/Contact>710378000007272011<\/Potential><\/success>\n"} How can I use this response? I know that 710378000007272009 is the contact ID I know that 710378000007272011 is the potential ID But im not sure how to get these values out of the
Formula field based another formula field
I found that to construct a formula field, I can't call another formula field .......... is this by design or sth is wrong with my form??? thanks.
How to import data in a blank subform?
I would like to ask you if there is any way to import data in a blank subform. I have the following excel file I created a form with a blank subform like the following (with exactly same field names) then I clicked the Import data (it shows that everything is ok) but in the report shows me 3 empty records. Why this happens? How can I add these 3 records in a blank subform and to show them in a single record in the report (as we know, whatever we add in a blank subform it keeps it as a single record)?
Notifications from form entries not being sent
I set up the contact form to email me and it does not.
Linking an Account & Contact created from same Creator form
Hi, We are capturing & creating an account and contact from one creator form. We are successfully able to create a Account and Contact record in Zoho CRM but not able to figure out how to link them using the 'Update Record' integration function. Below is our code - any help is much appreciated! // Creating Account myAccountmap=map(); myAccountmap.put(("Account Name"),input.School_Name); myAccountmap.put(("Account Type"),"Boston STEM Week"); myAccountmap.put("Billing City",input.Shipping_City); Response_Customer
Trying to find and display records with null fields
Hi, We have a large database of subscribers imported from Access. We've found that a number of them are missing data in fields that need to be filled. What is an easy way to find the records with these null values and display them e.g. in a report?
Please help with some fetch code
I am having trouble with the following code if (Salesman[Name == input.Salesman].count() < 10000) { temp = Salesman [Name == input.Salesman]; input.Salesman_s_Email = temp.Company_Email; } Gives the error Error at line number : 1 at column 5 In Criteria left expression is of type STRING and right expression is of type BIGINT and the operator == is not valid but all the fields are strings Please help
adding a dot to a field
Hi How do I make a field that says 'nigel cross' to say 'nigel.cross' notice I want the dot in the middle instead of the space. Thanks
Scheduler substituting variable for Added_User
When I run the below code from the scheduler, it ignores the value for UserName and inserts the UserName for the Admin user. I should point out that this is part of a function that I am calling from the schedule. Is this a known limitation of the Scheduler or is it a defect? insert into My_Form [ Added_User = input.UserName Email_Address = input.Email_Address StartDate = tempStartDate EndDate = tempEndDate Status = input_Status
View record not displaying field values
When attempting to view records, only the field names are displayed (see first screen shot below). This happens the majority of the time but not all of the time (it worked in second screen shot). This is a relatively recent issue for me. Any ideas? Thanks.
Show field depending upon checkbox
Probably simple but can't see the easiest way to do it! I have 5 checkboxes and if checkbox 5 is selected then I want an additional multiline box to show in the form. Any ideas?
Fetch records only from this week?
Hi, Sure I am just missing something but how do I select records in a fetch script for records that have a date field greater than last Sunday so that every time I do it I get the records for the current week only? Thanks
Calling up a form in Edit mode via Deluge
I am hoping that This might save someone from the hours I wasted yesterday Zoho Creator team might enhance the documentation to make the following more clear! The Creator help files at https://www.zoho.com/creator/help/views/editing-records-via-record-id.html#Invoking_the_url_from_Deluge_Script tell us that the syntax is: openurl("http://creator.zoho.com/"+zoho.adminuser+"/"+zoho.appname+"/add_contact/record-edit/contact_view/" + input.ID + "/","same window"); However, there are traps for the unwary!
Collect Google Calendar data and process it to display on a web page
hi! I am setting up a system for trainingcompanywho uses all freelance trainers with different availability patterns. I thought about: a. giving each of them a google calendar to fill in their general availability b.collecting this data c. creating an online calendar for the customer-facing webpage d. which shows geographic availability of at least one (unnamed) trainer, for each subject which they can provide Any ideas on how best totackle this in Zoho Creator with the least amount of additional
variable from another field in Fetch feature.
Hello, lets said I have an app with 3 Forms: Local, National, Int. each form has the same information of products (Name, Code, and Price) except for the price, this is the different field on every Form. I have another form to sales, there I will select which pricelist would use, so I have a field named "Source" and it will be filled with the name of the Form I want to use, then I'd like to write an script to get the price of the appropriated list, something like: input.Price = Source [ID ==
PLEASE HELP! Zoho Creator - generate report (pie chart) based on a multi-select field
Hi there - I am aware that currently with Zoho Creator, you cannot generate a report based on the multi-select field. Is there a work around for this? For example, I want the form to offer choices A, B and C - and I would like the user to be able to select and y combination of A, B and/or C and then generate the results in a pie chart. Thanks
Calculate Current Balance
I am woring on an application that is an accounting ledger for a bank account. I would like to calculate a running balance based on the date of the transaction for the individual. Does anyone have any thoughts on how I can accomplish this? Here are some details: I am uploading the following data: - Account Number - Posting Date - Transaction Amount I will also put in a beginning balance for each individual as a starting point called: - Beginning Balance Any help would be greatly appreciated..
Specific number of digits in number field
Hi, I'm trying to set a number field to only accept a specific number of digits. I wanted the field to accept 10 digits but give an error message if more or less are entered. I would also maybe like the form to return an error if they try to submit it without ensuring the correct amount of digits. Thanks in advance for any help.
Can not duplicate o backup my app
Hi, I tried to duplicate my app on my account on zoho creator or backup it, but there is something wrong, Could you help me? Thanks
Sum field
Hi all, I have a problem, in a form I have a set of numeric fields that you fill in automatically depending on the choices that you make from the dropdown field.in a numeric field should I get the sum of numeric fields .... How can I do? the formula field does not work and I tried a script but does not return results unless I fill manually, it appears that the AutoFill not possible Add.? Thank you
Grid report not supported when using Deluge Script in form
My ability to use the grid view in reports for mass updates vanished. I found this: Grid report is not supported if there is any client side Deluge Script configured in the form (i.e) On Edit -> On Load script (or) On User Input script for any field. This appears to be a result of me adding the following for On User Input: Work_Due_Date = input.Date_Joined.addYear(1) ; The goal was to automatically populate the Work_Due_Date with a value of 1 year from the Date_Joined. Any thoughts on how I can
iOS and Android - Subform With Image Workaround??
I have a big problem with my application when it comes down to accessing it from tablets and smartphones. I undertand (I guess) Zoho Creator's current inability to serve up subform data (child records data) to small device users where an image field exists in child subform. Frankly I don't like dealing with subforms anyway, which is why all subforms are disabled and hidden on main form add/edit load and I never add/edit child records via subforms from the main form. Question: Why, if a subform
E-mail address associated with zoho.adminuserid
Hello, I know this is stupid! But I cant remember where is the zoho.adminuserid going to get the e-mail address. I made my application last November and cant remember... So please help me here :) I wanna change to where it sends the e-mail, how do I do that? Thanks. sendmail
(
To : zoho.adminuserid
From : zoho.adminuserid
Subject : "Livros da Marta - Contacto"
Message : "Nome : " + input.nome + " Email : " + input.email + " Mensagem : " + input.mensagem
Using Zoho Creator to mirror an existing Web App...
My company already has a bespoke web based workflow app. Customers fill in details on our website and progress through various qualifying stages towards gaining a final certificate. I would like to use Zoho Creator to siphon off some of the data that they are entering for separate analysis. In other words, when a customer fills in a form on our website the data will be entered into two systems - the existing bespoke web app and a new "mirrored" Zoho Creator app that I want to build. I have read about
Zoho Crm and Zoho Creator
i want to link Zoho crm to zoho Creator but when i add zoho Crm box in Creator it doesn't give me the created tabs of zoho CRM it only shows the original ones like Leads, contacts ..... etc
input data into url field
Hello. I want to add a url link to a record so my clients can click and open another webpage and view relevant data. The webpage I want to direct them to has the same basic url with a unique 4 digit file number for each set of records. So let say the url to be used is "www.myrecords.com/file=". I then need to add "#3245" as the unique file# to give a link of www.myrecords.com/file=#3245" and add the url link name "Click for records". So I add a url field with link name option selected. I add a second
Fields with dynamic lookups not working in reports
I have a simple Region - Country lookup working in forms, whereby the selected Geographic region filters down the list of Countries. This works fine in forms, but not in reports. If a report is displayed in List View, everything is fine. However, in Spreadsheet or Grid view, the Country field is blank. The dynamic lookup also does not work there. The list of Countries is empty.
Email reply action
Hello, Is there a way to have an email sent based on a form submission to a user, then have the user reply with an update to the form via email. Looking to have an approval email sent and a reply from a given email admin's address update the entry form to one of four status. Thank you.
Calendar Month View Display the time of an event.
Is there an option in the Calendar view to show the time of each event? I just checked with Google Calendar and the Outlook Calendar and both show the event time when using the month view.
Signature in notifification mail
Hi, What is the right url link to a signature field? I want to show also the signature in the pdf that comes with the notification mail after submitting the form. Cheers, Marco
Set a variable from a multiline Field
Hi, I creat a form with a multiline field (Notes) Form 1 Name: bert Notes: visit new customer I'm trying to imported the Notes, selecting the name of the person in a new Form (Form 2). I defined this xpression in the user input of the customer name in the Form 2 Activity_notes = Activities(Form 1)[ID == input.Customer_Name].Activity_Notes; But when i access to the app and select the name the notes are not imported. Some body Can help me.
How do I create one list/form that is identical to a subset of another list and automatically updated?
I need to create one list/form (Form A) that is identical to a subset (based on values of multiple fields) of another, larger list/form (Form B) and is automatically updated periodically? Also, I need to be able to identify when a change was made to a specific field in Form A. Anyone have any good ideas on how to do this? Thank you, zzarda
search multiple records from a list
I an trying to return multiple records from a list (column) of data from excel that needs to be bulk edited. Is there a way to enter this whole list in a search to return the records that match. I do not want to do this one at a time. For example list looks like this: email address email1 email2 email3 email4 email5 email6 email7 email8 Thanks - Phil
Duplication \ Creating a new form on user demand
Hi Zoho Team, I need to give the user an option to create a new form (and report), based on a template. After the user enters the number of items in the project, I need Zoho to duplicate a form (currently hidden) the number of times the user entered (5 items = need 5 copies of the template form, with a report for each). The user also enter a name for each item, and I need the new copies of the form to have the name the user entered as "item form - name1" "item form - name2" etc... How can I do this?
link zoho docs to zoho creator app
Hi I was just wondering is there a way to link zoho docs to a Soho creator app? What I am trying to do is create a portal for clients to login and access documents that are private to the individual clients. Thanks
Need skilled developer to build simple app
We currently have a database of customers in Zoho CRM. We have several reps that manage these customers. We want to build a simple app to count the visits every time we meet a customer. The sample image shows you what we need. We want our reps to search for the customer and click on the type of meeting (1 click) and nothing else. We don't need notes or any other info. We just want to count the encounter and the date the encounter happened. We need this information stored back in Zoho CRM and I
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