Need guidance on migrating from Access into CRM
I welcome any guidance you have on migrating MS Access into CRM. I will need to manipulate / programmatically process the Access data to get it into the correct locations in CRM. My thought is to import Access into Creator and work from there. A key question
Set up email to not send when administrative fields are filled in or edited
I have a form set up to email users on submission, edit, and deletion. We have 2 administrative fields in the form that are hidden from the user. When the administrative fields are edited, I do not want an email to be sent. I can't find a way to say,
Successful Form Submission script only working on edited
This seems to be very odd, as I created a scratch pad application to test this, and I couldn't reproduce the scenario. However, in our main application, when a new booking is submitted the Successful Form Submission only fires if you recall and update
How to limit fields to those visible in report when editing a record
I created a report that only shows 10 fields. The form this report is based on has 100 fields. When a user clicks "Edit" for a record, I would like only the 10 fields in the report to be visible in the Edit view rather than all 100 fields in the form. Is there a way to do this?
Variable - Does not exist in SubForm
In an attempt to work around the bug that stops me from being able to pass a new form or subform row to a function, I'm trying to use formula fields instead. However, because I can't reference a formula field in another formula field I'm having to try
Linking fields to records?
I want to be able to link new entries to existing entries in different forms. For example, in Form A have organisational contact details already entered (name, phone number, email address etc). Let's say Organisation 001 has 3 different people with whom
Hide/Show fields conditionally in SubForms
I have created a subform in a Zoho Creator form entitled "Household Members". I have a few questions within the subform row that need to be shown or hidden based on the answer to other questions in the row. For example, I have a question (radio button)
Display produits images and informations like cart
I'm New in Zoho creator Please i want to display products from other form like this. And when i click on it, it should be add to the list like in the image in the top. Help please.
URGENT - Zoho Creator - Data Decryption - How to decrypt.
Hi all, Zoho creator appears to have encrypted 14 records in a table on an app I have created. There are around 160 records in this table and the only ones that are encrpted are the last 14 entered. I have attempted to decrypt the data, but this has
Multi Line vs Notes Fields
What is the difference between the two?
Use a url field to create a html link
I realise that fields with http links in them link automatically, but is there a way to use the url field to link with a name type field and have it be a hyperlink? For example I have two data fields: name: google url: http://www.google.com In the list view, it could be displayed as the word google and when you click on the word google it takes you to http://www.google.com i.e: <a href="http://www.google.com">google</a> If anyone can provide a way it would certainly cut down on my columns. Thanks!
Call Log Access to Mobile Device
Hi, Is there any way in Zoho to access the call log from the mobile device to generate a report in the mobile app?
Troubleshooting in Creator #1 Tracing Missing Records
Tracing missing records in your database In large applications that handle data across departments, vendors, staff, and many similar stakeholders, it's important to have a clear mapping of the data, its owners, and users with access to modify them.
Iterate over loop
Hi, I have the following script setup to create PDF voucher based on the input.Number_Of_E_Vouchers , e.g. if the value is 4, 4 vouchers will be generated, but seem the loop stopped after generating 1 voucher, is there any coding issue with the below
How to fetch data from Zoho Inventory into Zoho Creator
response = zoho.inventory.getRecords("Item","i inserted ID in here"); var = response.get("Product Name"); for each hey in var { insert into SKU #SKU is a form in Zoho Creator [ Added_User=zoho.loginuser Item_Name=hey #Item_Name
Hiding reports from admin
I need to create several reports with filtered data and give access to them only to specific users. However, as an administrator I have a ‘master’ view and don’t want to clutter my menus with all these variants of the same report. Is there a way to hide reports from an administrator but still have them visible to other users?
Subform Totals
Apologize in advance. I have seriously tried to find a solution through the many previous posts with no success. Basically I am trying to build what the invoice app does, for subtotals. My workflow is to enter a total invoice amount and then split that
On Submit - Add Data to New Table
Hi, I have a form with a main section and 1 subfrom, based on another form. When I submit, I want to create new records in another table, for each row in the subform, copying all the main data with it. For Example: Name: John Smith Title:
Importing more than 5MB and more than 100000 rows in Zoho creator
Hi All, Hope you're all doing well and staying safe during this crazy time, I'm reaching out because I'm trying to create a Database of contacts using Zoho creator but I have some limitations as my files are more heavier than the required one and I believe
'No' scrolling on zoho embed code not working
How do i fix this issue? I have an embed code with scrolling disabled (Zoho Creator form) placed in our website but it doesn't seem to take effect.
error occured please contact application owner
when i upload my address proof to chegg india zoho creator it shows "error occured please contact application owner. what to do? help..
Can a String entry be looked up in another form & auto populate that form with data fetched from another form?
My Deluge experience is minimal and rusty Form A has the following Fields: "Account_Number" "Account_Name" "Account_URL" Form B has the following Fields and contains all the data "Account" "Name" "URL" I'm trying to get this to work using Deluge: Users
Please remove my subscription and account
Hello, I want to close my account and remove the subscription. I haven't found the button that allows me to remove the subscription. Please remove the subscription RPDS2000003770341 and close my account.
Does the Zoho OAuth connection work in Zoho Creator Developer?
I want to achieve a single sign-on between a Zoho Creator application (Developer solutions) with Zoho Desk. Does anyone know if this works in theory, and has anyone tried it?
How to create month-on-month target vs achievement report
Hello, We would like to set monthly target project completion % for our project locations, and allow location managers to submit actual % completion achievement on the last date of each month. Eg. we would set April target as 5% completion, May target as 10% completion and so on for the whole year. Location managers would send in actual completion % as say 4% at the end of April, 8% at the end of May, etc. The report would show the month-by-month target vs achievement numbers. Is the above possible
Schedule send emails
Hi all, I have created a scheduled task to send reminder emails to customers for payment status = "pending" However I can't seem to dynamically allocate the names properly in the email. Detailed explanation below: I have attached 2 pictures for reference:
Unique Reference Number
is there a way to create automatic assigned reference numbers for each form that is filled out?
if else statement to update existing records or create new one
I am trying to transfer records from Form1 to Form2 on creation and edit. Both forms have the same look up field based on a third form. Creating the record works fine. For editing, there could be multiple entries with the same lookup field value, so I
Calculated field does not trigger workflows
Hi, I try to configure a workflow which will be triggered by a calculated field. I select that field when configuring the workflow. However, the workflow won't be trigger by the auto calculated field in the subform. I have a subform with multiple
Countif records match in another Creator app
I have a series of three reports and need to count now many records in each match a central list. Two of the reports are in AppOne - one is in AppTwo The first part is ok - this code will count every document and reference that match the ID for each
Can we create dynamic Metadata (Fields) in Zoho Creator?
Customer has a requirement to create dynamic fields from one module to another module using code. He wants to manage all the fields, dropdown values from a single table, is this possible as of now to create metadata using code?
How to find zoho creator login count of user
can i find login countdown of my app user ? if any possibility, tell me
Call a Zoho Creator URL with a XML from a custom function
Hello everyone, We have a Zoho Creator app made by other developer that works through a webhook with a XML. Do you know how can I send the XML inside a custom function? The XML is like this <ZohoCreator> <applicationlist> <application name='name-app'>
Deprecating support for a few fonts
Hi all, Greetings from Zoho Creator! We're introducing a slight revamp to the fonts supported in your Zoho Creator apps. Unfortunately, some fonts that were available previously will not be supported going forward. If you have used any of those fonts
I'm an administrator but there's a report that I cannot view as spreadsheet
I have restricted users from modifying all, so I'm thinking that may be interfering with administrator permissions. Any idea what's going on here?
Creator not opening
After I login to Creator my screen is completely blank except for < at the top left of the screen.
Zoho Creator and Developer
Hello, I am Zoho Developer and would like to know how to sell an app in zoho to my clients and if in future any updates required than how can i make changes in an app without disturbing the workflow of the client.
Bit.ly v4 script for shortening URL's
Hi On March 1, 2020 Bit.ly implemented a new version 4 of their API for shortening URL's. It was a challenge to find out how this would work with a Deluge script, but I finallyhave a working script, so I thought would share it. Bit.ly provides a free account option where you can generate an access token. The option below is used when you have an application using a single account. (Bit.ly V4 documentation is here.) //URL TO SHORTEN url="https://www.zoho.com/creator/newhelp/user-guides.html" [doesn't
Recurring Appointments in Creator
Hello, I'm trying to implement a recurring appointment feature that would ultimately allow me to place multiple repeating appointments onto the calendar. In Creator, I am able to create a form to place single appointments onto the calendar. How do I manage recurring appointments? Also, once a recurring appointment is set, I'd like the ability to modify the entire recurring appointment also. Thanks!
How to customize Creator customer portal sign up form?
Hi everyone, I would like to customize the text of sign up fields for showing better translation in Chinese. How can I modify the field name?
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