store script in record
Will try to explain this the best I could . I am trying to be able to create email templates to be used in the send mail function . A new record comes in it validates its ownership and fetches a record from its owner how to be notified record. In the end I will need to do this with sendmail and posttourl but right now just trying to get one to work . So I added a multiline txt field to the needed form and it fetches correctly . The problem is that it doesnt pull information from the new form / I
Subform Functionality in the Mobile App
I use subforms in a workflow app that allows the user to add records as needed. In the web version there is a "+ Add New" button in the subform that adds a sequential blank record to be filled in. Is there a way to replicate this in the mobile version without just setting the number of default rows in the subform to a high number? Thanks Kirby
Fill the field from validation or any workaround for global variables
Hi, I`m new to Zoho CRM. I need to show a warning on button press but only once for the first button press. This sounds really simple but yet I can't figure out how to do it in Zoho Creator as all variables seems to have local scope so I can't determine if the button was pressed before. I've been searching if there are global variables in Zoho but found only workarounds with creating another applications for that case. I've also tried creating a field on my form and hiding it to pass some value there
Upload Records from Excel and maintain Form/Sub-Form relationship
I want to create a form for Customers with a Contacts sub-form. I have all of the Customers and related Contacts in Excel to migrate to Creator. How can I upload into Creator so the relationships stay in tact? Can this be done? Will they maintain the same relationship format as if I am adding a new record from the form input?
Need help using data from one form to another
hello, I am trying to pull data from one form to be used in another. I have 2 forms that I am using Form 1 Rates Form 2 AWB Entry the Rate form has 3 fields: Location Airline Rate The AWB Entry has drop down fields for Location and Airline. AWB Entry also has a Rate field. I want the rate field to be populated automatically from the Rates form by matching up the Location and Airline fields in the AWB Entry form to the Rates form. Any help would be greatly appreciated.
Dowmload File
Dear Executive, I am sending an uploaded file as a link in my sendmail deluge script of the form on Add -->on Success event. The file gets listed in the e-mail as hyperlink. See the attached screen shot. However when I try to download the file it gives following message : You have logged in as amilind2010@gmail.com. You are not allowed to access this view. Please click here to login as a different user. Click here to go to your Home Page. I am the administrator and user of the program. What is the
Want list to not filter on "edit" form
Need advice on how to edit the deluge so a lookup field is NOT filtered when the form is edited but is filtered when a new record is added. I tried just pasting this section again after the "on edit" part without the filter in the values but it didn't work. What would the correct syntax be? must have Pad_Name ( displayname = "Pad Name" type = picklist values = Frac_Pads[Current_Pad].ID displayformat = [ Frac_Pad_Name ] sortorder = ascending
E-Mail Attachments
Hi Everyone Just wondering if it is possible to add an attachment with an e-mail message being sent out As example, I have the following script I use to blast out e-mail messages. Just wondering if there is any way to add code to prompt for an attachment? Thanks Chris for each record in Students[Student_Status == "Active"] { sendmail [ from:zoho.adminuserid to:record.Email subject:input.Subject_field message:"<div>" + input.Message_Text + " </div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><div><br></div><div><i></div>"
How to create recurring subform entry?
I have a customer form that contains a subform which contains different job dates. I want the subform to automatically generate an entry after [x] days (i.e. create new job every 7 days). How to do this?
Auto Capitalize / format the first Six Words of a string - a free gift...enjoy!
Simply replace the ww and zz values with your own input and output point. be aware that the '&' cost you a word ('john & john' is 3 words to this script). ww = alpha_input_field; xx = ww; aa = xx.getSuffix(" "); ff = aa.getSuffix(" "); jj = ff.getSuffix(" "); nn = jj.getSuffix(" "); rr = nn.getSuffix(" "); if ((((((xx.length() > 0) && (aa.length() = 0)) && (ff.length() = 0)) && (jj.length() = 0)) && (nn.length() = 0)) && (rr.length() = 0)) { ee = xx.indexOf(" "); bb
subform script to delete matching record
whenever I delete a subform row I want the matchings record to also be deleted, what the easiest code? I'm braindead right now. thanks Larry PS in trade here's a code I just added to tips and tricks
Setting a numeric variable.
I need to set a number or currency field based on another value. My if condition is working perfectly fine but I cannot get the correct syntax to set a numeric field using the script. I can set the text fields perfectly fine. I've tried the following: number_field = 14; input.number_field = 14; set number_field = 14; set input_number_field = 14; I've set the number_field as a currency field and tried 14.0 as well but didn't work. I have a radio buttons and based on the selection I want to populate
PDF Report Margins
On a PDF report, the content shows all the way to the edge of the page on both sides. Is there a way to create a margin on the reports?
500 Something's not right...
Hi people ...are happening with your applications too? Also "no transaction to commit". News from Zoho Creator? Thanks Mike
Need to switch between lookup field types, and radio button not working with lookup field
The options for a lookup field display type are Dropdown Radio Button Multi Select Checkbox Once the field is created, how do I change between types. Also, when I select a radio button in a lookup field, it is displayed as a dropdown and not a radio button. How can this be fixed? Thanks
Call another form
Hi, Can I call a second form from one form after data is saved by having a "Save & Next" button. Also I want to have access to all the input data from the first form in the second form before it is committed to database. Please suggest. Thanks, Milind
Help with dynamic lookup example from documentation
Hi, can you help me please with a question about the dynamic lookup example in the documentation: https://www.zoho.com/creator/help/fields/configuring-conditional-drop-downs.html#Create_Dynamic_Lookup I need to implement a form that, when the user access the form, all the countries and states are available on the dropdown lists, so: 1. If the user first selects a country, the second dropdown list will be updated with only the related states, so he can select a state 2. If the user first selects a
API getURL multiple records
Hello, I have created the following script: //BASE 64 Encryptie van gebruikersnaam, wachtwoord van Undagrid headerMap={ "Authorization" : "Basic secretcode=" }; x = getUrl(("https://api.url.com/history?count=1"),headerMap); nodeName = x.executeXPath("/root/json/nodeName/text()"); nodeUuid = x.executeXPath("/root/json/nodeUuid/text()"); N=(x.executeXPath("/root/json/value/x/text()")).toDecimal(); E=(x.executeXPath("/root/json/value/y/text()")).toDecimal(); dX=((N - 155000) * 0.00001.toDecimal());
Function to create new form record, then delete subform record
Hi, Got some questions regarding a function that I am writing. Main form "Parents" With subform "Children" Linked together through a lookup field "Parent_Field" in the Children form The function I write will make a "Child" into a "Parent". The function will be manually triggered by a button in the Children table, for each record. So far: void child_to_adult(Children rec) { insert into Parents [ Added_User = zoho.loginuser Date_of_Birth = rec.Date_of_Birth
Persistent variable/collection again
I have a client with app that has about 20 reports. They would like to look at these reports without having to select the customer from a filter. I imagine a system where, upon login, the user is asked to select a specific customer. Then all reports and forms are pre-filtered for that customerID. The CustomerID would not change until that initial form is brought up again. Is this possible in Zoho Creator?
Download pdf from iOS/Android
Hi I have problem with download pdf from link On PC/MAC is OK, but when i try click on link on smartphone, it just redirect me to page inform about app for Zoho Creator and pdf file is not downloaded. I have to refresh page to download it. That is not comfortable for customers. Any help how to skip this step about zoho app?
ui.append using multiple fields
Is there a way to list multiple fields instead of a single field with ui.append? ie: first name (and) last name first name (and) last name first name (and) last name instead of: first name first name first name
Formula
Hello, Can someone tell me why this formule can't be saved? I'm losing my mind. N=(x.executeXPath("/root/json/value/x/text()")).toLong(); E=(x.executeXPath("/root/json/value/y/text()")).toLong(); dX=(N - 155000) * 10.power(-5); dY=(E - 463000) * 10.power(-5); It says: Error in saving the script: Error at line number : -1 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression
number of deluge statement
Hi, let suppose we have a Function A that calls two other functions A1 and A2. Function A1 has a for each cicle that iterates 1000 times and in the loop there are 4 tasks...A1 should "spend" 4000 statements Function A2 has a for each cicle that iterates 1000 times and in the loop there are 3 tasks...A2 should "spend" 3000 statements Function A should spend 4000+3000 =7000 statements. The maximum limit for deluge statement should be 5000..right? This means that A1 and A2 can be executed by themselves
Form On Add -> On Load executed twice
I have the following simple form with no fields, just a debug statement in the On Load and On Success of the On Add section of the form. the debug function just writes out the parameters to a debug form. form DoubleOnLoad { success message = "Data Added Successfully!" field alignment = left actions { on add { on load { // Test to see if the on load executes twice thisapp.com.debug(1, "On Add", "On Load",
Public form --> filled in field
Hello everyone, Is it possible in a public form to automaticly fill in a field value? For example: https://creator.zohopublic.com/<domain>/<application>/form-perma/<form-name>/sue8yw5sn56ZdOqGrSQwPKnYXYeSmMekaTCezj4Nq2UBSKOfszEyCYGdWkVzZNb9pX4FNq83TjCQmOEMxmftm7S6jzn6Pvs7eQRX/?Automaatnummer=2404003000002793141 Greatings, Erwin
Dynamic field names/labels, anyone have a good solution or work around?
Hello, I am currently building dynamic field choices on the same form that flex for my different clients. Using one form versus many forms is key to how we maintain our databases. My clients are in a similar industry, but sometimes they use different verbiage when referring to essentially the same thing. I have been able to get away with trying to use my "cookie cutter" form across clients, but I'd prefer to allow my clients to have their own terms used for each field display name, even though behind
Zoho Creator report page to automatically update Excel tab
Hi I have been trying to pull data from a Zoho Creator report via HTTPS into an Excel file. The format of the data does not look pretty in Excel. I have tried different formats.... what is the best practice in pulling Creator data automatically into Excel? Thanks!!!
Sendmail Feature Different in Forms from Functions
Why is the SENDMAIL feature different in FORMS then in FUNCTIONS? Example, you can not attached or include a Template when using SENDMAIL in a Function. What I'm trying to do is include the Custom Record Summary with a function request. This function request I need the template included is used during a Custom Action definition. I tried cuting and pasting from the SENDMAIL in FORMS, but it gives me an error. What I'm trying to do is include a custom record summary as a PDF attachment to be used
How to "Auto Genearte PDF" and "Attach it in Email"?
Hi, I have a question, how to : 1. Auto generate a PDF based on a form record? (e.g. a PDF of student profile based on a record in student form) 2. Then attach this PDF as a email attachment and sent it out? (e.g. send the generated PDF by email to this student) Thanks for help! Best, Yiheng
Record Summary
I am creating a record summary based on a form and sub-form. For each form record there are multiple sub-form records. When I create record summary based on the sub-form and insert fields in a section, all records are printed (displayed) on one line (with comma separated) instead of on a separate line. Since all fields have the same name, how to get a line break after each record. Please help. Thanks in advance. Milind
Extract data from "Notes for Sales Order" in SalesOrder module via Creator
Hi, I have been trying to pull data from "Notes for SalesOrder" and wondering if there is really a way to do it via the creator deluge script. Really appreciate it if someone would be able to guide me on this. thanks in advance.
Identifying when sendmail() didn't suceed
Hello - It's previously been established that occasionally the sendmail() script does not result in an email message being sent. In several posts to this forum, Zoho Support has replied to sendmail() problems as "potentially an intermittent issue, please try it again". I'm curious if anyone has determined the best way to confirm that the sendmail() functioned correctly so that a user or admin could manually re-fire the sendmail() function at a later time. Thank you, Kevin
Mobile link form not scrolling properly
Using the "form-mobile" method in my permalink to embed in my mobile application. The app "auto scrolls" to the top. When my user tries to fill out fields at the bottom of the form and try to scroll down it forces them to scroll up, not allowing them to complete the form. Seems to be an issue in Android only, users on A galaxy note 5 and galaxy s6 have reported this, may be a javascript error.
Create DB View Report
Hi there. I have an app with the following columns MemberName, MemberLastName, MemberQualified, PartnerName, PartnerLastName, PartnerQualified In this application either the Member or his Partner or both can be "Qualified". The Qualified field can either be YES or NO. I want to create a report or view that will show one line FOR EVERY Member OR Partner that is qualified. In other words, if there is only one entry in the DB, but BOTH THE MEMBER AND PARTNERS IS QUALIFIED, I want to show TWO LINES
Changing the formatting of a web form
I would like to put a form on our website to gather data that will feed Zoho CRM. The default 1 or 2 column format will not work. We would like sections, some of the fields in a table, etc. In other words, we want to customize the look and feel of the web form. What is the best way to create a custom formatted Web form?
Customer Portal - Customer Portal ID matching up to Database ID
I am looking at Zoho to create an idea I have in mind. I'd like to find out if the features I need are available before I sign up. Perhaps I may be thinking about this wrong but I am perceiving the customer portal, and the users (persons) in that, as a separate entity from the people in my database - but they are one in the same in my app and the person in the customer portal must be able to access his/her info in my database...is there a way to do this currently? Let me explain: My database will
Get the report based on user input.
Hi, I am trying to create an application with few reports. We have 10 different location. Each location as its own users and they cannot view other location data. So currently we are creating multiple report for a form with country filter. But this is time killing task and every time we create a new form we need to add more than 10 reports based on location. To overcome i was thinking if i can create a stateless form and user select the data from a drop down, and it can bring all the records they
New(er) to Creator and need help with Script
Hello friends! So I have an app called Bill Entry where I have a lookup field called Customer and a lookup field called Utility Account. The lookup field "Customer" relates to the field Account_Name in an app called Accounts. The lookup field "Utility Account" relates to the field Acct_Num in an app called Utility Info. So, in the Bill Entry app, I am hoping that when I select the Customer in the drop down field that only the Acct_Num related to that Account_Name will show. I am just beginning
Error reported when changing Field Name
I recently added a field on an existing form. The field was added and it shows up fine but the Field name is set to "Single Line". When I change the name to something more meaningful it displays "Saving Changes ..." at the top of the page and then eventually displays a pop up saying "Exception occured while publishing message to the topic :: [DataModelTopic]". I read in the forum about this error and it was mentioned it could occur if there are too many fields on the form. I deleted a few fields
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