Customer Portal User Groups
We are just about to try out customer portal but immediately found that without user groups for permissions we either have to create multiple applications or customer portal does not work for us. Is there a way to set up group permissions in customer portal? We have many levels of people we work with and wanted to use portal for multiple groups of people. It seems this might not be possible with customer portal. The portal assumes your customers are all the same. We wanted to use portal for - New
How to get a space in my "Full_Name" formula field?
I used a formula field to combine First_Name and Last_Name fields into a field called "Full_Name", but the records come up looking like "EricaJones" when I want "Erica Jones". Help!
Update three forms through function
Hi, I have the following: Form A Form B Form C Form A -> Multiselect to form B (Lookup field) Form C = Subform to Form B On update of form C -> Fields update in form B -> Updates in form A Problem is that Form A only updates if I do an edit-> update on form B. Can I somehow "refresh" or simulate an "on edit" on form B through a function? Everything works, except that I have to update the form manually on Form B for it to show on form A (not even the values, just "update" and it works). Thx! /V
Automatically adding a new row on a form when a row is entered into.
I want to have a dynamically building list of fields for the database. Easiest way I can describe it is to show a picture of an example (I know it's uber simple and I'm just missing something obvious). This is just from google image search but it demonstrates basically what I want to do.
Moving data from one field type to another
I accidentally created a zip code field using number field. I'd like to move the data I've entered into a new single-line text field. How can I go about doing this? Thanks in advance.
HTML view form and link that gets data from form input
I want to build an html view with the following: 1. Embedded Form 2. An html link that opens a record to edit based on a select value in the embedded form. How do i pass a selected value in the embedded form to another part of my html view so i can open the correct record in the html link? Is there a way to get the value selected in an form that is embedded in an html view and use this value for other parts of you html view? ================= The reason i am trying to set this us is because i need
Setting a variable based on another form's field that was chosen previously in the current form
I'm creating an application form and I have a lookup field that accesses another form that holds the positions and whether or not a Drivers License is requiered. I later want to restrict the field that allows you to input an id type to only drivers license if the previous lookup field chose a job that required a license. Otherwise it would allow you to select Other types of ID. Once I am able to do this I will then be able to use this technique in other areas of my main form to get specific types
Deluge Script Editor Not Savings
I am designing a custom related list and have saved one before but now i cant edit it nor add a new one! it stay stuck on savings and never saves? It doesn't even give an error? void name() { crmResp = zoho.crm.searchRecords("CustomModule4","(Unique Address|=|" + input.uniqueaddr + ")"); allProductXmlData="<Products>"; rowVariable=1; for each product in crmResp { apn=product.get("APN"); county=product.get("County"); psize=product.get("Property Size"); totaltaxes=product.get("Total Taxes Owed");
Create a report and import it to Zoho CRM?
Hi, Just wondering if its possible to have a custom report and upload it to the correct user in Zoho CRM by using a function in Zoho Creator? How could one do this the best way? The emailadress required exists both in Creator and CRM so it shouldnt be a problem adding the information. Should I have a custom app, send as a email or by using the API? Suggestions? Thx for your time! /V
Get Record By ID
If trying to "Get Record By ID" from CRM module in Zoho Creator, where do I find the CRM ID record? Looking to find the record ID for "Products" "Unit Price" Cheers!
Fields are not adding to the form
Hi In my application one of the form contains 45 fields.Right now I want to add three single line field columns.But when I drag and drop single line field into myform it doesn't adding to form.Can you please let me know why it happening in this way. Thanks.
Embedded iFrame and Internet Explorer and Safari Not Working
When using embedded iFrame with Safari either on phone or Mac or Internet Explorer v. 9 or 11, the user experiences "please wait" and it does not submit or go to next URL. Here is a screencast: http://cl.ly/image/3K1Y0a373T33/Screen%20Recording%202014-12-28%20at%2008.31%20AM.gif The same embedded form is working fine in Chrome and FireFox. Also, when you login to Creator and submit using Safari it works. So it is the embedded iFrame code that is the issue with Safari.
Can you have more than one developer active per application?
Working on an app, but I can't give more than one person edit privileges. Even though both users are categorized as developers.
Zoho Creator access control by Report
I understand that for each form I can suppress certain fields to prevent editing. But is it possible to suppress specific fields on views, so users assigned the views can only edit certain fields I want them to? I believe this is extremely important because I can control access to views, and then further granularity down I can control the fields. I believe this is essential for Zoho Creator to become a mature on-demand business-application platform.
Sending email from button click event?
I tried setting up an on click event to send an email based on a form button click but got an error. Is it possible to send an email this way? I can post the code later when I'm on my laptop.
passing criteria to embedded form
Publishing a form so a login is not required results is a very long url. This is too long to include in a tweat. Is there a way to mark a form as public so it does not need the long security code? I can embed the form in a website and then use the webpage link. However I do need to pass some criteria to the form. Is there a method for a form to read the current url? If so I can then parse that string to get the passed vales.
Reporting record values that only appear once
Hi, I'm struggling a little..... I have a list of ticket sales & each sale has a customer number. Some customer numbers will appear more than once as they have bought multiple tickets. I'm using the GUI report generator in a Pivot Tableto display the customer numbers that only appear ONCE in the database or only ever purchased once. I've tried using distinct & distinct Count = 1 to filter the records but the data is not correct. Any help would be appreciated as this will help create lots of different
Invalid date not showing as error 08/25/0015
If a date is typed in with the century as 00 there is no error displayed. There are very few applications where 08/25/0015 is a valid date. Is this on the roadmap or should I handle this error using deluge code?
Global Search
I use Global Search quite often as it pulls results from all forms/reports as one. Is there a way to increase the number of rows to view. Currently it displays about a screens worth of data and makes you go to a new page for the remaining forms/reports. Thanks
Importing Access 2007 with auto number
Importing an Access 2007 database works without a problem using the Zoho migration tool. I have a number of Access 2007 databases that have Autonumber field and there is data already in the table. Q1) How is it possible to import data with autonumber in the access database? Q2) Is it possible to create a form with a Zoho Auto Number and import data directly? As aside I sometimes use in Access 2007 vba code Max([contact_ID])+1 to create an incremental numbering process. Q3) Is it possible to achieve
getting lookup value
when i am print the lookup value its printing ID, how i get ID related value ?
I'm Completely new, where to start
A few years ago I built an application for a business in Access that I now want to rewrite as an online app. I'm thinking of using ZOHO to do this, and have signed up for a free account. Where can I learn the basics, such as creating beginner apps so that I can begin to learn how to build my app here?
Upload CSV
Hello, Is it possible to load a CSV and work with DELUGE ? if no do you have this functionnality in your roadmap? thanks you
NEED HELP - NEW TO ZOHO
Hi, I'm trying to build a simple application with dynamic filtering on dropdowns with the following relations MAKE MODEL VARIANT AUDI A3 V1 AUDI A4 V2 AUDI A6 V3 HONDA CIVIC V1 HONDA CITY V2 HONDA CRETA V3 HYUNDAI VERNA V1 HYUNDAI ELANTRA V2 I need to create rules such that if a user selects "HONDA" in the MAKE field, only the corresponding MODEL & VARIANT should be visible. How do I do this ?
Validations not run on import? How can I have validation logic or other logic in import for form data?
I would like to have validation rules for when doing a bulk import (like importing via .csv file) and also, I want to have some other logic, like if a field has one value, then calculate a value in another field based on this. I have this all in place for my form for new submissions and edits and it works fine. When I run an import, however, none of this logic is triggered, I am confused as to whether there is a way to do this? This is a critical need for the app I'm building and I figure there must
Zoho Creator Down
We have lost connection with our zoho creator applications. We get errors on all forms saying ther eis no such form in zoho. We cant access anything in our application. What is happening. Status for zoho creator says it is up. Anyone else having a problem?
Fetch record using Lookup Field?
I'm fairly perplexed by this issue.. I have a form Called Task This has a field called TestLook which is a Lookup of a form called Contractor. The lookup field is Token_Secret. I have checked and there is definitely a record in Task that has TestLook set to a Contractor record that has the value for Token_Secret match input.Token, I am trying like this in my page: tasks = Task [TestLook.Token_Secret = input.Token]; Is the way I am doing the fetch not correct? I'm perplexed as everything seems
Convert html view in PDF landscape
I created a new html view and as you can see in image1.png I added the two buttons (Print, PDF) which are available in the header option...So, in my free flow script now shows print = true pdf = true My question is, how can I change the code to show me the page in landscape mode? Because now it opens the pdf as portrait. I found this one Example PDF link with orientation value as landscape: http://creatorexport.zoho.com/sampleapps/customer-support/pdf/Most_Recent_Solution/&zc_PdfSize=Letter but I
Bug in filtering on Mobile App
Hi! The mobile App can not show any UTF8 char displayed in the filter section. Just cuts them off. /V
Upload image with API
Hello, is it possible to upload image with API ? If yes do you have an example ? thanks you
multiple addressees for sendmail?
Before upgrade to Zoho 3.0, my script was working fine to sendmail to multiple individuals selected in a form. I concatenated their email addresses together to form the "To:" using the format: email1@here.com, email2@here.com, email3@here.com Upon upgrade this feature broke and I am just now trying to debug. I've tried commas with no spaces, semi-colons with spaces and no spaces, making sure there is no trailing punctuation... everything I can think of. I can have concatenated email adresses
[Feature Request] Please can we get more than 1MB file size limit on the image upload field
My clients are almost exclusively using mobile, and all pictures taken on newer cell phones will always be larger than 1MB. I know the file upload field is higher, but images are easier to deal with when printing and viewing record summaries.
Distinct Record View
I want to create view that displays the unique (SQL: distinct) values from a text field? how?
Display "Title" of an image field on the record view
Hello, I want to display the "Title" that can be entered when making the entry for an image field on the record view as a headline of the image. I'm also confused that the functions of the "Alt" text and "Title" for an image don't work at all as it is explained on the "creator help" website. I couln't find a similar post and look forward for any recommendations. Thanks. Best Hans
Publishing page does not generate authtoken at end so can't access it without being logged in
I am absolutely perplexed by this issue and have been going back and forth with support on this already. I am trying to publish a page but it does not publish with an authtoken at the end. Support told me that it should, I am trying like in the screenshot I have attached. It just gives me a Permalink like this: https://creator.zoho.com/rickdane/stacksavings/view-perma/test2 So whenever it is accessed without being logged in it prompts for login. Is there something wrong with my account as to why
Report Display Criteria
I'm creating a report that I want to have the records display the results based on a criteria of starting 3 days before today and prior to that. Is this possible and how would I do it? Thank you in advance.
Having trouble with email rule
I have a checkbox set up, I will give an example of 3 options for a field called "Drivers" Jim Sue Thad I want each selection to email a notification to the specific person included. This works if you only select 1. Unfortunately if I select more than one it seems to break my rule and doesn't detect it. For instance....If I set up a task for emailing Thad when it is selected and the form is sent, if Thad is only selected it will work but if I have Sue and Thad selected it wont. I'm sure I'm just
Idea: A system-maintained table (or export) with all fields and their properties (for all forms in the app)
A special table, maintained automatically by the system, that has 1 row per field, for every form in that app. The columns would be all the items in the "Field Properties" tab. The admin can view this table, and filter it (such as to show the fields for only 1 form) but of course cannot edit. This data is of course already stored somewhere in the system, so it would be a matter of surfacing it in a nice list for analysis by the admin. Or at minimum: offer an on-demand EXPORT of this info -since
zohocreator.exe upload authentication issue
Hi - in running an established daily csv upload with zohocreator.exe, we are suddenly getting an "Username or password is incorrect" error message. We have not changed anything at our end. Please advise, further details on the issue have been forwarded to support.
Is it possible to have validation on insert of record that checks if field value exists in another form?
I want to do something like have a validation that on insert of record into a form of field for email address checks if the email address value exists in another form. If the same email address does exist in the other form, I don't want it to consider inserting the new record. I've been doing some research but still not quite clear if this is possible? Would appreciate any insight. Thanks
Next Page