Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

Help with Filtering Records, HTML Pages, and Automatic File Uploads in Zoho Creator

Hi Zoho Creator Community,

I’m building a Zoho Creator application and need guidance on a few features I’ve been struggling with. I want to implement them safely and efficiently, and I’d appreciate any examples, tips, or best practices.


I want users to be able to filter table records based on form inputs like a text search or category dropdown. The filtering should happen dynamically when the form inputs are submitted, ideally without relying heavily on JavaScript. For example, filtering rows where a field contains the search keyword or matches a selected category.


All records have a Document_URL field which contains the URL of the related document. I want to create a “View Tender” button so that when the user clicks it, the document from the Document_URL is automatically uploaded into a File_Upload field. This should trigger the existing OCR process on the file as it normally does when a user manually uploads a file. The goal is to simplify the workflow and avoid manual input.


I also want to display the filtered table in a custom HTML Page, passing Stateless Form inputs to the HTML Page and using Deluge to filter records. I would like to display uploaded files as clickable links in the table.


The challenges I’ve faced so far include syntax errors using <%{ %}> Deluge blocks in HTML Pages, combining Stateless Form inputs with table display logic, dynamically retrieving and displaying file links, and automatically populating File Upload fields via Deluge.


I’m looking for guidance on filtering table records dynamically using Stateless Form inputs, examples of HTML Page + Deluge integration for displaying filtered data, and tips for handling File Upload fields automatically using a Document_URL so the OCR process can run without manual intervention. Any working snippets or templates for these features would be extremely helpful.


Thank you in advance for any guidance or examples you can share!

    Access your files securely from anywhere

          Zoho FSM Video Tutorials


                All-in-one knowledge management and training platform for your employees and customers.






                                      Zoho Developer Community




                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts





                                                                      Manage your brands on social media



                                                                            Zoho TeamInbox Resources



                                                                                Zoho CRM Plus Resources

                                                                                  Zoho Books Resources


                                                                                    Zoho Billing Resources

                                                                                      Zoho Projects Resources


                                                                                        Zoho Sprints Resources


                                                                                          Qntrl Resources


                                                                                            Zoho Creator Resources



                                                                                                Zoho CRM Resources

                                                                                                • CRM Community Learning Series

                                                                                                  CRM Community Learning Series


                                                                                                • Kaizen

                                                                                                  Kaizen

                                                                                                • Functions

                                                                                                  Functions

                                                                                                • Meetups

                                                                                                  Meetups

                                                                                                • Kbase

                                                                                                  Kbase

                                                                                                • Resources

                                                                                                  Resources

                                                                                                • Digest

                                                                                                  Digest

                                                                                                • CRM Marketplace

                                                                                                  CRM Marketplace

                                                                                                • MVP Corner

                                                                                                  MVP Corner






                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now


                                                                                                      Zoho Show Resources

                                                                                                        Zoho Writer

                                                                                                        Get Started. Write Away!

                                                                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                                                          Zoho CRM コンテンツ


                                                                                                            Nederlandse Hulpbronnen


                                                                                                                ご検討中の方





                                                                                                                          • Recent Topics

                                                                                                                          • Make Your Workflows Smarter with Zia Agents

                                                                                                                            Hello, Enterprise Support Community, Workflow rules can now go beyond predefined actions. Zia Agents can now be invoked directly from workflow rules in Zoho CRM, allowing you to bring contextual, AI powered actions into your automated processes. Choose
                                                                                                                          • How can I add a Custom Field (or Customer_name) to a picklist?

                                                                                                                            Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.
                                                                                                                          • DYK 14: Create Tasks with AI

                                                                                                                            Did you know AI can suggest tasks within your Zoho Projects portal? Breaking a project into clear, actionable work items takes time and manual effort. Especially when the same team handles both planning and execution. AI task suggestions in Zoho Projects
                                                                                                                          • Widget Height were destroyed

                                                                                                                            All widget heights in the Details Canvas view are broken.
                                                                                                                          • Task Module quick create settings

                                                                                                                            Hello, requesting the Task module receive a quick create customization settings. We have added custom fields and have to select "More fields" at the bottom of the pop-up to access the custom fields.
                                                                                                                          • Zoho Tables is now part of Zoho One!

                                                                                                                            Hey everyone! We've got some exciting news to share. Zoho Tables is now included in your Zoho One subscription at no extra cost. If you're already on Zoho One, head to your app list, add Zoho Tables, and get started right away. You don't need a separate
                                                                                                                          • #11 Nithya's First Overseas Client

                                                                                                                            Nithya designs for clients in three countries and has never met any of them. Her first overseas invoice took a full evening. The second took four minutes. The difference was not a clever tax trick. She stopped treating every international customer as
                                                                                                                          • Other languages in Schedulers (Zoho Books)

                                                                                                                            Hello everyone, currently we have create functions in other languages, like nodejs etc but on schedulers we can use only deluge.. Are other languages on schedulers roll out? Kind regards, Sakis Oikonomou
                                                                                                                          • New in Office Integrator: Extract data from images into your spreadsheet

                                                                                                                            Hi users, We are pleased to introduce the Data from Picture feature in Zoho Office Integrator's spreadsheet editor. It intelligently detects and organizes text and numbers from any image into structured cells using OCR. With this feature, users can turn
                                                                                                                          • Edit PDFs using Zoho PDF Editor

                                                                                                                            Hello users, In a previous article, we covered the organizing capabilities of Zoho PDF Editor. Here, we'll provide a quick recap of its editing features, including a few new additions. A few highlights of Zoho PDF Editor's editing capabilities: Add and
                                                                                                                          • Lookups and Custom Modules

                                                                                                                            I created a Custom Module that I'm calling "Item Purchasing Group". This module will store information for groups of Items that must be purchased together (including minimum overall quantities and/or values, etc.). This will have a one-to-many relationship
                                                                                                                          • Partner with HDFC And Sbi Bank.

                                                                                                                            Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.
                                                                                                                          • Solution to Import OST File into Office 365.

                                                                                                                            In today’s digital workplace, organizations are rapidly moving toward cloud-based email systems for better flexibility, security, and collaboration. Microsoft 365 has become one of the most widely used platforms for business communication. A common requirement
                                                                                                                          • Mail Merge templates in Sandbox

                                                                                                                            Rolled out for all DCs Hello everyone, You can now create and test Mail Merge templates directly in Sandbox, making it easier to validate document generation without affecting your live organization. Why this matters Mail Merge templates are often used
                                                                                                                          • Convert MBOX to PST File Using Free Methods

                                                                                                                            MBOX is a mailbox format that is used by various email clients and services, such as Thunderbird, Apple Mail, Eudora, and Google Takeout. Yet, in order to be able to open your MBOX emails in Microsoft Outlook, you have to convert them from MBOX to PST
                                                                                                                          • Zoho Books | Product updates | October 2026

                                                                                                                            Hello users, October brings a range of new features and enhancements to Zoho Books, designed to simplify compliance, streamline accounting workflows, and improve inventory management. From the launch of the Nigeria Edition and France’s e-invoicing capabilities
                                                                                                                          • Dashboard Table of “My New Work Orders” Changes View

                                                                                                                            Hi FSM Team, We noticed an inconsistency with the Dashboard Table of “My New Work Orders.” Initially, the table is configured to use the “My New Work Orders” view. When we go to the Home page, the table displays a different set of records. When we return
                                                                                                                          • Tips & Tricks #6 | Zoho Vault: Audita actividad, Gestiona accesos, Comparte credenciales & mucho más.

                                                                                                                            ¿Sabías que Zoho Vault puede hacer mucho más por la seguridad de tu equipo? Las contraseñas forman parte del día a día de cualquier persona y organización. Aplicaciones, herramientas internas, cuentas de clientes, servicios externos, plataformas de marketing,
                                                                                                                          • CRM Address Field - States with Countries in brackets

                                                                                                                            Hi, Could you please remove the country in brackets from the Global State List, or at least allow us to edit these entries? It looks like the brackets were added during the initial data population, perhaps by someone building the list in a spreadsheet
                                                                                                                          • Inquiry Regarding Customer Hierarchy & Sub-Customer Creation via Zoho API

                                                                                                                            Dear Zoho Support Team, Our mutual client has requested support for implementing the Customer Hierarchy (Parent/Sub-Customer structure) within our existing workflow. At the moment, all invoices are being created in Zoho under the main (parent) customer
                                                                                                                          • Which Zoho CRM tasks would you want an AI assistant to handle?

                                                                                                                            I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be
                                                                                                                          • Introducing MCP for Zoho CommunitySpaces

                                                                                                                            Hello everyone, Your AI assistant can now share the community workload with you. Zoho CommunitySpaces supports MCP (Model Context Protocol), so you can link an AI assistant like Claude, ChatGPT, or Cursor to your community and run it through plain language
                                                                                                                          • CV-Library: The Newest Source Booster in Zoho Recruit!

                                                                                                                            We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
                                                                                                                          • Tip 52#: Ways to improve data flexibility using related list

                                                                                                                            A related list offers an ideal solution to string related data across entities together. It enables you to pull records from any module or external source and float them as a tab within your project, sprint, epic, work item, or release detail view layout.
                                                                                                                          • Email Blast

                                                                                                                            Hi, How do we send an email blast to thousands of customers? The email addresses are not yet saved in Zoho Desk.
                                                                                                                          • Zoho ERP | Product updates | September 2026

                                                                                                                            Hello users, A new month, a fresh set of updates in Zoho ERP. This month brings Netting, enhancements across our verticals, and more updates to help streamline your everyday work. Explore this month’s updates and see what’s new. Introducing Netting If
                                                                                                                          • Introducing Zoho POS for Restaurants

                                                                                                                            Hello Community, We’re thrilled to announce the launch of Zoho POS for Restaurants, unveiled at the 30th milestone edition of Zoholics India 2026. Running a restaurant involves multiple teams and workflows. A single table journey, from seating a guest
                                                                                                                          • WhatsApp Business Message Pricing Update: Effective October 1, 2026

                                                                                                                            Hi everyone, Starting October 1, 2026, Meta is updating how WhatsApp Business messages are charged. This guide explains the new per-message pricing model, how message categories work, and what changes for service messages specifically. How Meta charges
                                                                                                                          • Zoho Calendar integration for Bigin

                                                                                                                            Hello everyone, We're excited to introduce Zoho Calendar's integration in Bigin! For a while now, users have been able to sync events in Bigin with Google Calendar and Outlook Calendar - but with this new topping, it syncs with Zoho Calendar as well.
                                                                                                                          • Does Updating Employee Names and Profile Pictures in Zoho One Automatically Sync Across All Zoho Applications?

                                                                                                                            Hi Zoho Team, We are currently using Zoho One in our organization and want to centrally manage employee profile information. As a Zoho One Super Admin, if I update the employee name and profile picture for all users from the Zoho One Admin Panel, will
                                                                                                                          • Enhanced shared mailboxes: Dedicated Sent folders, Run-through filters & fresh UI

                                                                                                                            Hi everyone, Collaborative communication is the backbone of smooth operations; whether you are handling customer support queries, managing vendor requests, or tracking sales leads. Shared mailboxes in Zoho Mail ensure your team stays on the same page
                                                                                                                          • How to Manage Two GST Numbers / Two Companies in a Single Zoho Inventory Organization?

                                                                                                                            Hi Team, We currently have two separate legal entities: A Proprietorship Firm with its own GSTIN A Private Limited Company with a different GSTIN However, operationally, both companies deal with the same products, and we would like to manage the physical
                                                                                                                          • 10/22 15時〜 オンラインもくもく会のお知らせ | Zoho ワークアウト

                                                                                                                            ユーザーの皆さま、こんにちは。コミュニティグループの中野です。 10月22日(木)開催の「Zoho ワークアウト」をご案内します。 Zoho ワークアウトは、参加者それぞれが取り組みたいテーマを持ち寄り、ユーザー同士で交流しながら、 設定・検証・運用改善を進めるオンラインの「もくもく会」です。 「試してみたい設定があるけれど、なかなか時間を取れない」 「一人で進めていると、途中で手が止まってしまう」 「他のユーザーの活用方法や工夫を聞いてみたい」 そんな方は、Zoho ワークアウトで一緒に取り組んでみませんか?
                                                                                                                          • Reporting tags associated to Project in Zoho books?

                                                                                                                            Hi, I know you can add reporting tags to contact, articles and transactions. Is it possible to add reporting tags to Project. We Zoho reports I would be able to generate reports by tags. Sometimes tags for a contact is different for projects (ie Projects
                                                                                                                          • Reporting Tags in Profit and Loss Reports Analysis

                                                                                                                            Hello Community and Zoho Books Product Team, I would like to highlight a limitation I encountered with Reporting Tags in Zoho Books. Reporting Tags Not Applying to Automated Inventory Journal Postings from Product Invoices. For inventory product invoices,
                                                                                                                          • Spam Quarantine: Manage suspicious emails in Zoho Mail

                                                                                                                            When an email is quarantined by spam processing, it need not always be blocked right away. Some emails may be marked incorrectly, or may need to be reviewed before a final decision is made. The Spam Quarantine feature in the Zoho Mail Admin Console gives
                                                                                                                          • What is the difference between "Reply" and "Public Comment" in a ticket?

                                                                                                                            Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
                                                                                                                          • Comments Vs. Replies

                                                                                                                            I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!
                                                                                                                          • What's New in Zoho Inventory | July & August 2026

                                                                                                                            Hello users, The July and August 2026 releases bring a range of new features and improvements across the product. From the Nigeria Edition and Super Admin enhancements to Sri Lanka IRD-compliant invoicing, Loyalty Program Management, and improvements
                                                                                                                          • Forms data export bug

                                                                                                                            The export csv with a password has changed for the worst. It is less secure by not allowing complex passwords. Just last week and the last year (at least) I was able to use a complex, secure password. Export CSV moreover doesn't even work if I use a simple
                                                                                                                          • Next Page