Generate greeting card from a list report
Hello. I have a form to introduce orders from clients. The form have a lot of fields. I would like to have a button in each record of a list report to create a greeting card based only on two field from the form. The greeting card will have a JPG image background and the two fields have to be placed over the image. The font properties should be able to be modified. It would be great if also possible to modify the content of the fields directly on the greeting card. Please, could you guide me what
Automated testing tools
What automated testing tools are developers using for Zoho Creator applications? I'd like to setup regression testing that simulates user input and can determine if the response from my application is as expected.
Allow user to add "choices" to a drop down list
Hi, Is there a way to include in a form a tool allowing the user to edit (directly from within the form) the choices available in a list (drop menu, check box...) to either add an option or change the options listed? If not, is there a way to add (next to the concerned field) a "button" or hyperlink pointing to a page where the user can edit the values available in the list? The "Allow other choice" option is NOT an option as this only allows the user to add a value not in the list for this one
Restrict Visibility of New Report
Hello, When we are creating a new report, The default Allow visibility is for All Users, I suggest to be only me as a default to avoid displaying data for all users. Thanks, Omar Khamam
Question about data entry in the zoho creator report criteria / portal
Hi, There is an option under reports criteria to get selective data presentation, this is the option : Added_User equals to zoho.loginuser But then it's only possible to show the customers data after has done his data entry. Is there an alternative to get it upfront? like .... Email_adres equals to zoho.loginEmail or something like that? pls help me out.
Feature request: default value in Lookup fields
I would like to be able to give a lookup field a default value, so that the user can tab straight over it if the default is correct. This is particularly important when there is only one value to select from. As it currently is, it is clumsy: the user has to click the down arrow and select the only value, which is two unnecessary mouse clicks. Also: any chance Zoho could get rid of the word -Select- in these fields? The nature of the field with the down arrow on the right hand end makes it pretty
Issue in Zoho Field
Hello, I have a query regarding templates. There is a field in the template with the expression. ie ${Contacts.Desired Neighborhoods}. When user put values from website, this expression took multiple values. but the issue is these values comes in the single line and hide after particular width.I want <br> after each value so each and every data can readable. I have sending the file with, I really appriciate your response. Thankyou
some predefined text should not update in textarea
Is there anyway to keep a user from typing over the header text? T he text that is in yellow I am calling headers. If they are altered in any way then some of our functionality will not work. Thanks in advance!
Formula Fields
I have a Form with existing records, and i want to add a Formula field which shows the time between now and a date in the form. That's pretty straight forward: (Contract_Termination_Date - zoho.currentdate) However, on making this change, all existing records get wiped out - is there a way to avoid this?
Show the latest of a client's records that matches a certain criteria
Hi, I have a table that contains a few clients. Each client has a few records by its name on a certain view. I would like to show only the latest record of each client that matches a certain criteria on that view. For example - show the latest record of each client where its 'Rank' field contains the string "KYU" How do I do that?
Google Sheet Imports Nothing
I've attempted three times to import a Google Sheet. All three times it opens a blank page. I don't get an error or anything. Please advise.
Pending Order Summary
Hi I have Form-1 - Which stores New Orders with total quantity Form -2 - Trip Master - Used to allocate vehicles to dispatch the orders under form 2 another subform which actually has the Order Number and the quantity dispatched Now i need to populate a report which shows total quantity and Quantity Dispatched and Pending Quantity of that order I have actually created a report with Form-1 and have order id and Tot-Qty Recd.But now i need to display what is the pending qty to be dispatched.
Pass a record to a function
I have forms that represent categories and subcategories of items. I allow users to drill down into groups, categories, and subcategories, etc. I'm using a Rich Text field in each record to create a set of hyperlinks to go back to the parent records. For example: Group -> Category -> Subcategory. I group my reports by this field and users can click on any level to go back. I find myself repeating similar code for populating the Rich Text field in all of these forms. Is it possible to pass a record
How to condtionally set/disable a form's lookup field to default to the appropriate Company for current user.
Hi. I have a requirement where I need user context logic to control: a) the default value of a lookup field for say a company in a form b) If the the user is from the companyA, i want to automatically set the company to his/her companyA but not let them change it. So userA can add/edit assets for CompanyA only while userB can add/edit assets for company B only. I need it to work such that in edit mode the Company field will be disabled, yet show the appropriate company depending on who the user
Creating Automation/Workflow
Hi, We are looking at creating an automated on-boarding process for potential partners. The process would go as follows; 1) Salesperson has meeting, enters prospective partner info into CRM (as lead) 2) Automated email > Business Partner Profile Contact Form 3) If they complete & submit the form, that triggers another automated email with 2 more forms to be completed. If they don't complete the form, for whatever reason, that non-completion should trigger an automated email reminding them to complete.
Data entry through HTML Form in ZC
Hey Guys, I have an application with all workflows and everything defined in the back end of my forms. Is there any way I can create a HTML("Page" in ZC) page and make my application form use the HTML UI instead of the form itself? Please note that I will need to use this from my phone/tablet. Best, R
Mobile Device - Why No "Send To PDF" and/or Email? Option?
Sure would be great in my application for the user to be able to have PDF/Email as an option (in addition to the physical printer option) that they will rarely have in their 95% mobile world. I do not see this as an option in iOS or Android, smartphones or tablets.
Accepting Credit Card Payments into Zoho Creator
HI, I have an existing creator application that takes booking for Hotels - about 100 bookings per day. I was thinking about adding the facility to take credit card payments directly into the creator application. Has anyone there done this before? How easy is it (assuming that one has deluge expertise etc)? Does it take long to do? Does it work well? Thanks all, Padraig
How to show total sales in a month
Sorry, Im as new as they come.. I have created a form that records sales each day. I have also been able create the report that shows all the entries in a spread sheet. How do I create another report that will total all the sales in those entries? Once again I apologize for my probably ridiculously easy question.
Creator Sharing Problems: "You are not allowed to access this application."
Hi Zoho Support/Community, I am new to Zoho and testing out the FREE version of Creator which should allow up to 3 users. (a) User 1: This is my account. Under User & Permission, it was automatically assigned Manager (Role) and Administrator (Profile) when I created this account. These can't be changed. (b) User 2: Sent invite to this person via the "Share" feature under Application Settings. Assigned same Manager (Role) and Administrator (Profile) as User 1. As a FREE user, I have a warning " Warning!
Changing mobile/tablet interface - Zoho form
Hey Guys, I have an application created in my zc account. I was wondering if there is any chance of changing the look and feel of the form when opened from a tablet/phone? For example, I have 10 vertically aligned fields in my forms and I want to show them in 2 columns instead of 1. I have changed the layout to "Double Column view" and it works when I open it on my laptop but when I open from my tablet, it shows the old format (1 column view). Any way I can get the double column view on my tablet?
HTML View Scope
If I have a stateless form embedded in an html view, is it possible to get that form's input from the HTML View's script? I know I can process the stateless form in its own script, and send the input through parameters of the HTML View, but is it possible to just use something like <input.statelessFormField> within the HTML View's script directly? I always get a variable not declared message of some sort when trying to access the stateless form's input directly from the HTML View script.
Total of Sub Form in Main form
Hi I am new to Zoho Creator and started to create forms I am creating a Main-form and sub form Main Form Contains Trip Details Sub Form Containes Trip Materials One Trip can contain many materials. I want the total quantity of materials entered in sub form to be displayed in main form Field Deluge Name for total in main form is : TOTMT Field Deluge Nameto enter qty in sub form : LQTMT So the total of LQMT is to be displayed and stored in TOTMT as and when the user types in LQTMT I already tried
Captialise Text Entries
Please can you advise how to auto capitalise text entries into fields. Have seen this: properCase = proper(field_name); but not sure where to add it? Help!
accessing lookup fields inside On Edit -> On Load section of a form?
Hi Zoho developers, Is it possible to access lookup fields inside On Edit -> On Load section of a form? I can see lookup fields can be access for On Edit-> On Success. I've tried using Form_Name[ID == input.lookup_field_name] but it did not work. Please can someone help me! Lori
Simplest question of the day: vis Zoho Creator backups
Here's an easy one - just a yes or no. Can anyone out there tell me if the record limit (we have a Zoho Enterprise account) includes the number of records held in back up copies? Oddly, this doesn't seem to be spelled out anywhere. I would have assumed the answer is no, but we're trying to work out why we've used up so many records. Thanks a mill for anyone who has the answer.
creating a list
I would like to insert a list into a multiselect during submission of a stateless form. Is this possible. Example in my stateless form I am creating a list in a multiselect. when I submit that stateless form I am inserting a new record into another form and i want to insert that list into the form as well. make sense?
Integrate Zoho Creator With Dropbox
Hi, Anyone could you please tell me how to integrate Zoho Creator With Dropbox with step by step Regards, Lionelmartin
Multiple Documents
Is it possible to place multiple documents in a database, i have over 900 clients and i collect multiple documents for each clent, i want to know if there is a way to place these documents in the database wihtout placing multiple file upload buttons. This is the way i am currently doing it, but there must be an easier more simpler way of doing this, if you answer can you please also list the steps on how to do it.
Text size
In a RTF field, I keep adding text from various sources. Then I try to make all the text the same size, usually the smallest available. Sometimes it works, sometimes not. When it doesn't I end up with a messy looking record with different size texts. I have tried copying all the text to WORD and making all the same size with no problem, then pasting back in ZOHO. While it works, it's a time consuming solution. As far as I can tell all the text I bring is is the same, but I must be missing something?
Please Wait... submitting a public record-edit
I email a link to edit a form to my public users in the following format https://creator.zohopublic.com/<user>/<appname>/<formname/record-edit/<form_report>/<record ID>/<public key> The record is displayed correctly. But when they hit Submit the form is never saved. The Please Wait... stays on the screen. However if I am logged into my Zoho account on another tab the record saves properly. I have removed all the code in the On Validate and On Success sections and it still will not save for a public
Customer Portal -- customized to retrieve customer info?
Is there a way to to have an "open" customer portal (i.e. allows anyone to sign up) that requires/collects more information than just email address and password? For instance, when people log into my customer portal, I need to collect their names, emails, company names, etc. Is this possible?
Collapse all Namespaces on Function screen
Big applications can have dozens or hundreds of functions. Grouping them by Namespace is good but it can still take lots of scrolling to find a function. Can a single button be added just above the Default Namespace to collapse/expand all Namespace sections.
embedded form error - cookie disabled?
Hello Zoho, While entering data on an embedded form and clicking submit, instead of the refresh screen set-up to load after a successful submission, in some browsers our users are seeing this message: "Note : Cookie is disabled in your browser. Please enable the cookie to continue." This is causing some confusion among our users. Is this something we or you can address? Many thanks, Emerson
Search box activate pr user
Hi, The general "Search box" on the top of the page is only visible for the administrator. Where is the setting for box for activating pr user? I can see the options Application settings - Search where it is activated and one can choose forms. But no info on how to activate for users. Best regards, Brynjulv
report with data from related forms
Hello, 1) I'm able to generate a report with data from parent form. But is it also possible to add fields from grand parent forms or forms not directly linked by lookup field, but INDIRECTLY related by lookup fields? 2) Is it possible to use related fields in the pivot chart report? I only get a list of fields from the form that I select as base, not from linked ones. And also again, is the same logic as point 1 valid for pivot charts? Thank you
Error Message when Changing Field Name
I am trying to add a multi line field in my form. It adds the field, but when I try and change the name, I get this error when it tries to save. I tried modifying other forms and everything works fine, it just occurs on this form. All other fields prior to this one saved fine. I also tried to add different types of fields and got the same error for them.
Zoho Creator SQL query updates
How can I write direct SQL queries to update data in forms? Thanks
How do you create an auto responder registration confirmation
I'm new to creator but see it as a possible solution for the painting classes i hold and I'm looking to have my students when they register for the class be sent an automatic email confirming that they have registered. How do I do this?
Lookup field within same form?
I have a complicated problem I'm trying to solve with lookup forms. Let's say I have three forms: Concerts, Pieces, and Composers. Pieces is related to Concerts (there are pieces in concerts) and Composers is related to Pieces (composers write pieces). I want to create a lookup field within Pieces so that when I use a subform Pieces within the form Concerts I'm not accidentally re-entering pieces that already exist (I've checked off "no duplicate values" but since I'm entering pieces from all
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