Zoho Creator Add Llead to CRM or update Date Created field if lead exists.
Our zoho creator application currently adds a new lead to zoho crm when a lead is added to zoho creator. We have a major problem where some leads already exist in zoho CRM and we are ending up with a lot of duplicate leads. The feature in zoho creator where it automatically detects duplicate leads and updates the records is good but our trouble is these leads do not move to the top of zoho crm lead list. Because of this we dont realize that a lead is requesting something from us again. It seems
Does anybody have experience of integrating TAPI phone systems with CRM?
Phonebridge does not do this. Thanks!
Calendar views are broken
Yesterday ZOHO rolled out a change to the platform that has BROKEN the calendar reports. The current week's events are showing as very small boxes that do not fill up the space between the start and end times. And it is not possible to click to the next week or show the monthly view. We need this fixed URGENTLY as our staff cannot book clients and manage their schedules. PLEASE roll back the changes that messed up the calendars! Anton
Relationships question again! Should be easy for you experts
I am working on a database to track links between people, places and organisations. Form 1 is object which has one field - name Form 2 is link which has two fields I want to relate to two objects. An object can have MANY links. So I'm trying to make a ONE to MANY to ONE relationship. I want to be able to create links from either an object form or a link form. I want to be able to show reports (lists) of links I want object reports to also show the list of links they have so: I have set up
Lead is not updating?
here is my code to update leadupdateinfo = zoho.crm.updateRecord("Leads",input.Company ,{ "Company" : input.Company, "Last Name" : input.Last_Name, "Email" : input.Email, "Phone" : input.mobile }); no error but not working. in Id=input.Company is not fetching the current record id?
how to update a record in zoho crm from zoho creator?
help? i am confused where to write the logic?
how to genarate a Account in zoho Crm if user entered details in form(zoho Creator) and vice versa?
i want to entered details(with automated process) whenever a user enter details in form (from zoho creator) that should be added to accounts in zoho crm.
how to retrieve zoho crm data?
i have one statelessform name "search" in which i have username a single line text and one search button. when i entered a valid username it search the data and display in page(html page). but i need to add related field data as well. from where i am searching i have one field account name(ZohoCRM) i wnat to fetch account details as well how?
Task Scheduler Sharing/Reminder
Hello, I was wondering if zoho creator can be built to send SMS reminders to recipients. I am aware that creator provides auto email reminders however not every trady uses a computer. Any help on this would be helpful. Thanks
how to display data in page?
how to fetch the account information from zoho crm to zoho creator. In the form page i have Accountname one field and search one button, enter accountname xyz it should fetch the accountname from zohocrm and display details in page as a table data
Error updating record with Zoho Creator Mobile App
I have a form that updates a record for an inventory app I've created. It's just a stateless form that queries a record, lets the user change a few fields, then click a button to update and makes the changes. Running it through a web browser, it works perfectly. When I try to run the update I get an error "Error in executing update record task. Unable to update the record Assigned_To. Unable to update the value." Assigned_To is just the first of a few records that need to get updated. It errors on
Remove zoho creator header from public html view
We have a public html view that we are converting to pdf using api. Trouble is the public html view seems to always show a zoho creator header at the top of the page. We want to remove this page. How can we tell zoho creator not to display this header but only display the contends of my html view? Below is an image of the zoho creater header that appears on top of our html page. The orange part is the start of the html code. Everything above this is the header of zoho creator. Can this be removed
Creating lookup reference fields
Not sure if I have described this correctly. I have a form which has a drop down linked to another forms data. However when this has been selected we need two of the fields from the dropped down data to be displayed as references. So they don't need to be saved in this form as this would mess up the integrity of the data. I thought this would have to be a static form that is effectively a duplicate of the actual one but with a couple of additional fields that I can read the bits of reference info
How to create 2 separate application links under the same Zoho Creator account?
Dear all, Is it possible under one Zoho Creator Account to have 2 applications with different URL link? In the image below we can change the last part of the link(employee manager). If I want to have two application links with different Username part (zoholicsdeveloper)? As as an example: If I want to create 2 applications (under my account) like https://creator.zoho.com/zoholicsdeveloper/employee manager and https://creator.zoho.com/mycompany/my app is it possible to do that? Or the only part which
Zoho Creator and Zoho Reports **COSTS**
HI, I am writing an application that has data entry (from my Customers) and Reporting (graph). Each Customer has to edit/see his own data and has to view a Report (graph) based on his own records. The input form is quite elaborate and I need deluge/scripts. In order to let each Customer to edit/see his own data I need Customer Portal feature in Zoho Creator. RIGHT? In order to let each Customer to iew a Report (graph) based on his own records I need to pass parameters to a Report in Zoho Reports.
Emailed in data not arriving
Hi, Just noticed this morning that emailed in data to my forms is not arriving. Anyone else have this issue? Have tested it on two forms that worked yesterday but not today. Have sent in a support request. Rgds Jon
Application link name -how can I change it?
Is there any way to change the application link name... I don't want it to have my username in the name, but as far as I could find, that can't be changed unless I use a different user account with a different user name. salsababies
Lookup fields in lookup fields
Within my records I generate a name based on lookup fields selected in the form. For example: Type = Apples, Oranges, Limes Location = South America, USA, Germany From a different form I want to choose from a number of entries that are made of the above selections, and choose them in a drop down. The issue is that the Display fields can only be made up of non lookup fields, which is a real pain, as the selections above identify the type and location, which is perfect for picking it in the dropdown.
Capital letters
Hi and hope you can help If I have a field called Name and someone enters their name nigel cross How can I capitalise each name so it reads Nigel Cross Thanks
sendmail using script builder
Is sendmail using script builder not working? I can edit the text and insert fields and formatting. But it won't let me click 'Done' to save the changes. All I can do is click Cancel. I saw this once before a couple of months ago, but the problem disappeared. Now it seems to have returned. Have tried different browsers but the problem remains. Anyone have any ideas on this?
Multiple filter and send sms
Hi, I have a table (form) with several fields. Each record is related to a customer and the mobile number is in a specific field. I have Customer Portal function. I need an interface (form?) That has to let my customers to define filters on 5/6 fields and then send sms. Is there something already coded or some example on the interface that can help me ? Tks Pippo
API One to Many Relationship
If i have 2 forms when I add data through the REST API is there a way to manually establish the one to many relationship? for example I have a form that tracks purchase orders and another one that tracks items in the purchase order If i were to have the purchase order number in both forms would this allow for the relationship to be created? Thank You.
Only logged in user records - Report - Pivot Chart - Customer Portal
Hi, The "Only logged in user records" Option does not work. I am writing an application that has data entry (from my Customers) and Reporting (graph). Each Customer has to edit/see his own data and has to view a Report (graph) based on his own records. I am using Customer Portal feature. Zoho Customer Support says that it should work but it does not work for Pivot Chart Reports (it works for Summary Report). In this way You push customers to buy additional services in Zoho Reports and this is not
Schedule attachments
Hello, not run schedule attachements, which in the previous version worked Creator is a simple function and gives error sending mail. Please help! sendmail [ from:zoho.adminuserid to:"sigo.tel3@gmail.com" subject:"SIGO - BACKUP DIARIO " message:"ENVIO AUTOMATICO" content type:HTML attachments :view:BACKUP_DIARIO_TAREAS as XLS ]
Installment
i need to creat a form to payment in installments: example: Price: 500 $ Installments: 5 Initial Date(First Installment): ex 01/01/2000 So with this data i want to create 5 records in a table: first record - Price: 100 $ Date: 01/01/2000 second record - Price: 100 $ Date: 01/02/2000 third record - Price: 100 $ Date: 01/03/2000 forth record - Price: 100 $ Date: 01/04/2000 fifth record - Price: 100 $ Date: 01/05/2000
HELP... multi-step trigger-based forms with auto population
I recruit potential vendors for my company through a form on my website. The challenge is that the large amount of info we require (often 50-60 data fields) often leads vendors to submit an incomplete applications or abandon their application entirely. In an effort to minimize incomplete vendor applications and abandonments, I'd like to make application submission less non-intimidating and more authentic. Let's say I have 50 pieces of information I need to collect from potential vendors. Here's
Overtime and Expenses
Can anyone help me create a script to collect overtime and expenses from their forms and auto enter totals into their fields in the time sheet form
Military time to Standard Time
Looking for a conversion formula. Military to standard
Return an error for a custom action
HEllo, i have a report view with an action possible for each record. In my function, i added a if, to perform an action when a certain condition is filled. When the condition is not filled ( in my "else"), i would like to return an error to my application (right now, the success message appears anyway), so the user understands that the condition was not filled. How should I do that ? Should I do it in my function (through a "else"), or somewhere else in zoho creator ? Thank you so much for your answer.
Please consider letting Bulk Edit trigger "On Success" scripts
As we understand, Bulk Edit currently does not trigger any scripting. Please consider letting it trigger OnEdit.OnSuccess scripts since these do not involve any form actions, etc. Currently, when critical items are performed via onEdit.OnSuccess scripting, bulk edit is of no value and even dangerous (even to the admin), since they won't be performed after the bulk edit. We notice that record import DOES trigger OnAdd.OnSuccess scripts - this is great. So hopefully the same is reasonable for bulk
change 24 hour format to 12 hour format
How can I change 24 hour to 12 hour in creator? ex: Zapier value as Appoin = 03/12/2015 11:00:00 PM when I import in into creator the value is Appoin = 03/12/2015 11:00:00 The creator value automatically changed into A.M. I want the actual format whether 03/12/2015 11:00:00 PM or 03/12/2015 23:00:00
Alert Message
Hi, I have created a stateless form with 2 fields From date and To Date. When I give an alert to display the dates OnClick button of the form it does not display anything. However the same alert if I place On User Input of From and To date it shows the alert. I am not able to understand why the alert does not show on OnClick of the button. Can someone clarify. Regards, Milind
appointment form for beauty salon
I need appointment sistem for beauty salon.
Google Charts
hi, I would like to build up a site in Zoho Sites or Weebly with embedded in Forms/Pages/Reports from Zoho Creator (Enterprise Plan). I would like to embed Google Charts in my site as well. How can my Site query my DB in Zoho Creator and use results to generate Google Charts to show in the site? tks, pippo
wildcards and queries
Hi, I have a Table "SALES" with a Field "Name". Name can have the following 4 values: 1 "Name 1" 2 "Name 2" 3 "Name 3" 4 "" I have to pass the Name value in a function "EVALUATION" that execute a Query in "SALES". The query has to filter on "Name" values and if Name is "" has to ignore the filter on "Name" and take all Name Values ("Name 1", "Name 2", "Name 3"). I can see form other post in the Forum that wildcards are not allowed. Is there any trick in order to pass a "*" value
New Application or New Module?
Any tips or advice on when you should stop added modules to an application and to start another application? From my little experience it is easier to manipulate data between modules than between applications. How do you know when a group of modules need to be separated into a new Application?
conditional formatting of a formula field in a report
I have a formula field in a report that show a total of two other fields in the same report. I want to change formatting if that formula field is above a certain number. When I go to custom formatting it no longer gives me the option of greater than or less than. What am I doing wrong?
Updated: Parameter-based query on ID of related record - solutions and bug?
This is a combination question / feature request / workaround. We have several cases of quite-common business need to "view all <other object> related to this record, based accurately, on ID. Such as: in our list of Properties: for any particular property row, to "view all Tasks that have been associated to this Property". (We are OK with the technical setup: creating on the Properties report the custom action "View Tasks" under the Edit pulldown, which calls a custom function, that opens the Tasks
Application Backup - Scheduled?
Due to a recent issue I had with a bad piece of code, that inadvertently deleted MANY records, I am thinking about upgrading my Zoho Creator apps to one of the paid plans so that I have access to create backups. Does anyone know if this backup functionality support "scheduled" backups? Ideally I would like to make a nightly backup that I could restore from if there is an issue. Without the ability to schedule a backup, I am not really sure how the backup functionality would be all that effective,
Copy a record and a subform as a function
Hello I am trying to ma a function that gives me control of copying an old record. Som fields should be as the are in previous record an som should be different. This is no problem but when it comes to make inserts from a subform (which also is included in the form) I can't do it. Can anybody help me? It looks like this void RE_Previous_Record(int Previous_ID) { Previous_Record = Trycklista [ID = input.Previous_ID]; New_Record_ID = insert into Trycklista [ Offert_order = Previous_Record.Offert_order
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