Function - custom action - fetch and use - I don't succeed in assign a date to new record
Hi Please hava a look at the attached document. I’m trying to create a function. When pushing the button (that triggers the function) in form Cluster, a record should be created in form Planning. Fetching the ID’s of the relationships seems to be working. Creating a planning record goes ½ well when I hardcode the content of the fields. Assigning a date fails. Thanks for helping me out.
Fetch troubles
Let me start by saying, I just started using Zoho Creator today. I cant seem to get Fetch to work on my form. I have created the script below and placed it on the On User in Put. But it will not fetch the Broker name. if(Inbound_Form [ID == input.Customer_drop].count() > 0) { x = Customer_form [ID == input.Customer_drop]; y = Broker_form [ID == x.Broker]; Broker_name = y.Broker_Name; } Can some one help me figure this out? Thanks
Function for REST API
Hi Guys, I would appreciate if anyone can guide me a little bit on how do I create Function in Zoho Creator to be able to POST API to 3rd party. I know this cURL works, but I just not sure how to build function around it - any help and guidance would be much appreciated I am OK with someone helping me out for a fee as well Here is an example with cURL: curl https://api.signable.co.uk/v1/envelopes -u d41d8cd98f00b204e9800998ecf8427e:x -X POST -d "envelope_title=My envelope" -d "user_id=1234" -d 'envelope_documents=[{"document_title":
sending a mail not including just the fields the user didn't fill
Hi, I have just asked this question but I didn't solve the problem. I would like to send a mail to my costumer just including the fields they have filled. If editing the notification mail I insert costum fields that are not filled by the customer the Mail will be full of square brackets [] [] [] or code-words like "null" Is it possibile to do it? I hope I made myself clear...my english is not very good! Thank you very much!
Customer Portal - client upload content then view report of only their content
Hi, I am trying to create an app to allow my clients to upload content (text, image or video) to a database which is then translated by my team and then posted on social media. I would like to use the customer portal feature to allow clients to access to the form I have built, which contains 5 simple fields (text, upload image etc.). I would then like for the clients to be able to view a report of all the content they have uploaded via the form in calendar view - but only the content that specific
change payment
Hi, How can I change the payment (change the Credit Card number)? tks, pippo
Viewing attached files
I have a few fields that are file attachment fields. It appears that the only way to see the files once uploaded is to download them. Is that correct, or is there a way to click on the file name and view the file in the browser? Thanks
How to send a mail including just the fileds that have been filled but not some other that are not useful?
Hi, I would like my customers to receive via mail a summary of some products and services that they have selected and purchased in my form. How Can I automatically send them a mail that contains just the fields they have filled but not some others that are not useful? Thank you very much and sorry for my English. Paolo
Web based forms
I have created a Zoho Creator application wherein I would like to be able to direct applicants to my company to a website where they can fill in a form that results in the data populating my application. I assume this is possible, but would appreciate direction on how to do this. Thanks
Next button click is inserting new record on click
I have five forms.On each form I am accepting data and on next button click.For all four forms i have only one table.I am passing the DocumentID as query string and on next button click i am inserting that data in table and opening new form. While opening new form i am passing that DocumentID as query string .But when i click next my record in inserting as new record.Its not inserting in exsting row.I want that all data of four forms should insert into only one row. How can i do that?
Multi language support
I am using a trial version and have added data in multiple languages, as well as have fields in multiple languages. Will this feature still be available to me after the trial period is over?
triggering a beep/tone/sound as an event
When filling out a form, I'd like to provide the user an audible confirmation during certain events (for example, On Edit/On Load). The user is entering data away from the monitor and the tone will indicate a new record is loaded and ready for inputs. Is there a method to provide an audible indicator that's triggered in an event?
Zoho creator api authtoken changing on their own.
We seem to experience a very regular problem where the zoho creator authtoken is deleted or removed from our account. When this happens crm stops sending records to creator via webhook and we loose records, sms messages that should go out to clients etc. We need something to let us know when this happens. The authtoken gets deleted and we loose all of our sms messaging systems. It is difficult to know if they are working or not and this is becoming something we need to check weekly in order to
Using Form and Note field to display images but the images will not work in published links
Hello I have a custom action that opens a URL to a Zoho Form that my clients use to edit and approve reports. We use a note field to display images, but it has come to our attention that the images do not display. We have recreated the problem and it seems the pictures only display within Zoho and not in published links.
Lookup Refreshing
I have 3 lookups (for another app) in a form that Fetch Countries. The problem is that if I create in the first lookup a new Country record this will not appear in the second and third lookup selection. So I need to refresh the form. Which is the best way to update the other lookups without refreshing the form and loosing the already filled fields. Thank you,
Customer Portal Allow New Entries
Hello, I setup a customer portal for the app A, I have a form with a lookup that fetch information for the app B also I enable the option to Allow new entries. When I access thru customer portal the Allow new entries option doesn´t appear even though the user have all permissions. Its not possible to create records to another app thru the customer portal? Best Regards,
How to check the value of lookup is selected or not
I have one lookup in which i have names and after selecting names i am displaying the address of the selected name.but if the lookup value is not selected then i want to display the text-boxes to accept data from user.I have "-Select-" field at top if user selects that "-Select-" then i want to display the text-boxes to accept input from user. how can i do that.
Pros and Cons of sometimes using a separate app (vs. adding to existing app)?
Could we use this post to collect wisdom on the behavior / capabilities / strategy of adding more as a separate app vs. adding to the same app? I'll give a start from our limited understanding. I haven't seen this discussed in the Help or on the Forum -but please provide links if it is. (We have a "main" app with a suite of some 30 tables/forms and associated reports, etc. But for 2 others, we've made each separate apps, mostly for their own unique security -Enterprise license- and unique customer
Add records from zoho crm to zoho creator raise permission denied using rest api
Add records from zoho crm to zoho creator raise permission denied using rest api
Search across all fields in a form to return matching results
Hi all, I've got an application that contains a form (A) that has several linked parent forms (i.e. so form (A) has many drop-downs that change dynamically based upon results chosen). I have created a stateless form for a search function. I'm now trying to search each of the fields to see if it contains the value I am searching on. I I have create a HTML view ready to display the results (using field names and op_26 - i.e. Field1=<value1>&Field1_op=26&Field2=<value>&Field2_op=26&etc...). However,
Basic Student/Class Enrollment Example Needed
Hello, new to Creator and just can't figure out what I'm sure is the most basic of requirements: I have two forms: Student Class Student form has a lookup field to Class as multi-select with Bidirectional Relation checked Class form has lookup field to Student as multi-select with Bidirectional Relation checked I can easily enroll a Student in multiple classes the issue comes with reporting I need to run a report that shows the individual students enrolled in a class: Class Name (3) Student 1 Student
Record adding from zoho crm to zoho creator gives permission denied
zoho creator give error permission denied while adding record from zoho crm to zoho creator using creator api
Conditional payment based on user input
Is there a way to make the recurring payment on the form conditional based on a particular input the user gives on the form. Example : if the user says Monthy Payment it is process as a monthly payment . If the user specifies Annual payment it should process the payment as one time. Thanks.
image on user input
There is no 'on user input' for an image field. Is there any way to detect that the user changed the image before they submit the form?
[SOLVED] How to change a value from one form which resides in another & create a function that changes the status.
Hi, This whole "Not having to code a single line" for Zoho is proving itself not quite true... So.. I have two forms. A and B A has B as a subform A has a status dropdown I wish to change this status dropdown on form A FROM form B(From standalone form, not as a subform) . How do I do it the best way? AND Can I change the value of a radio button depending on the value from a textbox? Thanks for all the help! /V
Best way to create a printable Invoice lay-out
Hi, I need to create a couple of lay-out's for quotes, orders and invoices which can be send in PDF by mail to customers or can be printed. What is the best way to do this at the moment? Kind regards, Johan Boerema
Copy filed value to other fields in the same form
Hi, I'm building my first application in Zoho creator. I was wondering what the best method is to copy a filled value to other fields in the same form. I've got a visit address field, which should be copied to post address and delivery address (when they're empty). But the field should stay writable, so the user can enter another address when needed. Kind regards, Johan Boerema
add record does not work in mobilecreator.zoho.com
Dear all, I just became a new user and am testing the functionality of zoho creator. One obvious problem I encountered is the script below not working on mobilecreator, but it can work on creator.zoho.com I create a form and add one single line field and just want to add a new record when click on the submit button. I dragged "add record" in script builder and got code below. insert into test_form [ Added_User = zoho.loginuser test_abc = "1111" ] however, it reports error "Improper Statements/Expressions
Html view minor problem se pictre
I need help badly, please see pic that i want to do. it seems i cant find "annoucement and new hires to edit the text. from this.. to this. this is the code : htmlpage Homepage() <%{%> <style> #mainDiv a:hover{ text-decorationderline; } .announceLine{ border-bottom: 1px solid #F1F1F1; font-size: 13px; line-height: 32px; list-style: none; } .quickLine{ font-size: 13px; line-height: 26px; list-style: none; } .mySub { overflow: hidden;
Pie Charts from data in Zoho Creator
Is it possible to create pie charts in Zoho Creator? If not directly, do you have any suggestions? I have a client that I think Zoho Creator would be perfect for, but they insist on presenting some data in pie chart format to management. Thank you, David
Zoho Creator -> Changing date regarding input
Hello, We are working as a travel agency with rental bikes. When the time of arrival is after 16:00 for example, I would like to book the bikes for the next day. Thus when we fill in time of arrival > 16:00, the startdate of the bikes should be the arrival date + 1 day. Is this possible? Looking forward to your reply. Thank you very much! Kind regards, Luc ten Haaf
Date format
Hi, Is there any function that I can convert the below date format Actual : 2015-08-14 00:00:00 Formatted: Friday ( only extract full day name) I want to convert the actual date to Full Day name only. Thanks Arfater
Pop ups on html pages
I'm told that opening pop-up windows (openUrl) in html pages is not possible. Are there any other workaround to accomplish this? Thanks.
Current Date Recalculated Daily
Dear Zoho, We really need help with a particular formula. We run a debt recovery company. We have an app at https://creator.zoho.com/zoho_zubin/copy-of-collision-accident-recovery-services# BACKGROUND: 1. The app has a form called "New Claim". That's the form we use to create new records. 2. The form produces a report called "All Claims". The purpose of the report is to help us look at records based on the age of a particular record. We want to be able to know how long we've had the record open just
Populating email field based on CRM user
I have created a form in Creator that is being launched from the CRM app. I would like to auto populate the name and email address of the user submitting a request in the form. Is there a way for Creator to retrieve/fetch the username from the CRM? Thanks in advance for any assistance or guidance.
Refer to field in another database
I'm working on script for a basic form. On that form, there is a Lookup Field that connects to a form in another database. I'd like to pull-in information from the form in the other database based on what's entered in the Lookup Field, is that possible? Here's a bit more detail: There is a Task form. It has a multi-select Look-up field: Person(s) Responsible. The dropdown menu for that look-up field (Persons Responsible) is based on a Team Members form in another database. Included on the Team Members
Concatenate text fileds to keep running notes about customer interaction
Dear Zoho, Could you please help wit the following problem; 1. I have a record keeping app called Concatenate App. It's designed to keep notes of conversations or other interactions that we have with customers. Please access it at https://creator.zoho.com/zoho_zubin/concatenate-app/ 2. It has one form called "Concatenate Form". 3. Each one of the records in this form relates to a customer's file. 4. The form has 3 fields: a) All File Notes - this is the field which I would to display the combined/concatenated
fetch value from crm module and fill into creator.
I have a form with a dropdown and a number of single line fields. From crm, I want to get the contact which is related to a account and fill that value in dropdown and on selection of dropdown, its relavent information should be filled on fields. One more thing: I want to get value from crm and on load of a form it should get insert into table first and then from table, it should get populate in th form fields. is it possible in zoho creator? Please tell me how can i do this?
Bug when adding share permissions through API
When adding permissions to a form via the API although the form displays the permissions correctly, unless I also add permissions to the Section container the page loads incorrectly and although the forms are listed when hovering on the section when clicking on one of them nothing loads, just the same broken page as shown below: The only way I've found to fix this is to add permissions manually to the section via the GUI, however this is a pain when i expect to have close to 15k users Once the permissions
How to show contact associated with account.
Hello I need some help. I have created a form in which I have a Zoho CRM field which is bind to account. When I select any account it fetch it information and fill into the fields. A Account can have multiple contacts. I want to show these contact name in a ZOHO CRM Fields. How it is possible in zoho creator? or is their anyway to display contacts associated with account and on select of contact its information should get filled in felds.
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