Auto-populate Field from Previous Record
I'm building an estimate and have a couple of values that I'd like to pre-populate from the last record created in that application. The first is a lookup record, my Project Name called Project_Name from the New Project table. This is being used to tie all budget items to a specific project. I'm currently choosing this in every entry I make. If there is a better way to do this, please tell me. While this works, It's a bit cumbersome. The second field I'd like to auto-populate is my accounting code,
Image - No Preview
Hi, I am using the Report Customization - Tablet - Detail View The image field is not showing the image - just the basic image icon. If I edit the record, the image then shows but only on the edit screen. Any thoughts? It seems to work fine on a laptop - testing on an iPad
Validation on hidden fields
Hi, I want to know if there is a better way to add validation (make mandatory) to fields which conditionally show and hide. At the moment, it seems the recommended method to do this is to add deluge script in the validate form action to cancel the form submission if the field is empty. Another method would be to make your fields mandatory and add initial values for all of your hidden fields. I feel like Zoho can improve in this area by automatically bypassing the validation if the field is hidden.
Updates - November, 2019
Hello App Creators, We're here with the next set of features mentioned in our September, 2019 announcement! The following are now available in Zoho Creator 5: AI fields AI Deluge tasks Schema builder Contextual messages for reports Important: - Our webinar series that will demo the features we mentioned in our September post - Upcoming Zoho Creator training in the US in Jan-Feb, 2020 - register here Quick references: - October, 2019 announcement on the previous round of features - Release notes
Upcoming updates - September 2019
Hello App Creators, Hope you're as excited as we are about Zoholics Developers—October 2-3, 2019, in Pleasanton, California. If you're not, though, we think this post will help you get there. At this event, we'll be unveiling an assortment of enhancements and features that'll enable you to extend, empower, and transform your Zoho Creator apps. You'll also get to network with Zoho experts and product leaders. Use the promo code SUPPORT40 to get a 40% discount on tickets. REGISTER NOW But don't worry
Populate records on imported tables from MS Access
Hi I imported 2 tables from MS Access into Zoho creator. One table whose form was the main form and the other table formed the basis of the subfrom in MS Access. Now imported in zoho creator these 2 tables from MS Access are disjointed ie. if i click a record in the main form, the subform doesnt populate. Can someone show me the code when i edit the record in Zoho creator to be able to pull up all the data related to the mainfrom? Below is the information you can start with: Zoho Creator Form A has
How To Search A Custom Field In Zoho CRM Using API ?
Hi, I have created some custom fields in zoho crm and wanted to search that custom field value from zoho creator. I have tried using zoho functions such as "zoho.crm.searchRecordsByPDC", "zoho.crm.searchRecords" and also the following API, http://crm.zoho.com/crm/private/xml/Contacts/getMySearchRecords?loginName=test@test.com&apikey=test&searchWord=test But all of the above mentioned search functions are accessing only mandatory or system fields of zoho crm and not able to retrieve the custom fields
Gmail - Parse Emails
Hi, Is it possible to parse emails (gmail) and create a record - attach PDF? Thanks Chris
How to find the parent form of a subform entry?
Hello, I created 2 forms (Main and Sub) in Creator. In the Main form, I add a subform field, pointing to the Sub form. When I add a new entry in Main form, and add 2 entries in the subform field, I see the 2 new entries in the Sub form. That's fine. Now, from this Sub form, how can I find the "parent" or linked record in the Main form ? Is there a hidden field linking a record from the main field to the sub field ? How Zoho manages that, and how can I get advantage of this (may be in Deluge )?
Fetch Email Address of Customer Portal Roles
Hello, Are we able to fetch a list of emails for all customer portal users that have a specific role? That would be very helpful for automated email reminders so as people leave the company we just have to assign the new employee to the proper role and they will receive automated emails without having to change every single email notification. Does anybody know the feasibility of this request? If it is not feasible, then I would definitely recommend this be included in the road map. That would really
Creator 5 reverting to Creator 4
Hey, All of my companies apps keep reverting to Creator 4. We starting using Zoho after Creator 5 was already implemented so none of our apps have ever been on Creator 4. We went to edit the forms and they forced us to "Move to the New Builder" and they moved us to Creator 5... the only one we have ever used. This fixed all problems for about 30 minutes until our apps got reverted back again. This is causing people to be unable to access all kinds of reports, pages, and forms. Is anyone else having
Zoho Creator to create a Bill in Quickbooks
Hi, I'm integrating Quickbooks into my Zoho Creator app. I was able to push Vendors and Customers from Zoho Creator to Quickbooks easily just using the intuit.quickbooks.create() task provided by Zoho Creator to add a record in any of the supported modules of the QuickBooks account (link: https://www.zoho.com/creator/help/script/quickbooks-add-record.html) I also need to create Bills on Quickbooks, but the Bill module is not supported by the intuit.quickbooks.create() task: I see Zoho Creator supports
Page - Maximum Value
I can only place manual number in Maximum filed for numbers in pages. Is there way I can fetch value for that ?
What can be shared across applications?
We have a community application for managing terms and definitions. Some people would like to have a copy of the community application and create their own team specific application for terms and definitions. What is the best way to expose the data from community application to team application? Thanks.
How to configure a sales funnel?
Hi, Anyone can help me, please how to configure a sales funnel? What I could find in the guide is not enough, or did not help to solve my issue. I could create a funnel, but it is an inverted one (customers on the top, leads on the bottom). I have a drop down with three categories (leads, potentials, customers), and I get the current status in the funnel. And it is not supported to aggregate the individual statuses. Thanks G
Application Design Blueprint | Best practice
I would like to hear from the more seasoned developers out there, how you design your applications before the actual building of same. We are currently using Lucidchart for same, but tend to think that as an application gets more complex, I start to lose the full picture of the solution. Hence reaching out to learn if any-one is willing to share any smart way you are using to map out your applications?
Zoho Creator Name Field & Fetch Records Bug
I am experiencing an odd bug while attempting to access contents stored in a name field. I will explain how to replicate: Say we have three forms: Form_A, Form_B, and Form_C. Form_A fields: Lookup Field A --> Form_B Form_B fields: Name Field name Single Line sl_1 ... Single Line sl_N Form_C fields: Look Up Field C --> Form_A Form_C Deluge: On User Input of Lookup Field C for each form_a_record in Form_A [ ID == C.ID] alert (form_a_record.A.name) // ERROR alert (form_a_record.A.name.first_name)
ZML snippet text criteria throws ZML error
I'm trying to fetch and display a value in a panel, based upon a Form Data criteria, per the example in the help docs. I keep getting a ZML error. Here's what I am doing: - Application name is spotlight - Summary is a field in the referenced form (project_summary1) - I have obscured the true email address in the pasted code below <%{ %> <panel> <pr height='fill' width='fill'> <pc width='100%' bgColor='#FFFFFF' padding='20px' hAlign="left"> <text type='Form Data' value='spotlight.project_summary1.Summary'
How can I edit the signup/Signin page for Zoho Creator - Customer Portal
I see an option to put header. But, I am not able to update the text on the Signin/Signup page. e.g. I have a restricted portal (dg.culytics.com) and want to update the message, asking people to get on the wait list. Any ideas.
Hotel Management Built in App issues
Hi, 1. There are many flaws in the Hotel management bulit in app.we are not able to completely use it or refer it to cumstomers. 2.(Eg) in the subform the "Mandatory Fields are Hidden" . When I fill the form and Submit, it throws an error that fields should have value. In this scenario how can an user fill the forms?. 3.This app is not full fledged and ready to use. 4.Have you completely tested it and checked or not?
Using Added Time in a Pivot Chart
I am trying to find a way of using the Added Time field in a pivot chart. I thought you could previously create a pivot chart on a view (which contains the auto Added Time field) but it seems that now I can only create charts on forms. Can anyone help with how I can achieve this?
How to convert a number to a string of the month name
Hello, I am using the .getMonth() function that returns the number of the month of a date field. How do I convert that number to a string of the name of the month. Example, how do I convert the return value 1, to display "January" as a string? Thanks in advance!
Offline Access - Not via mobile!?
Hello, I'm looking at Zoho Creator for creating a sales tool. This is so our sales team can generate quotes on a bespoke level when in a face to face meeting with the customer. Our sales team will not have internet access during this meeting, I see you can get offline mobile access, but our sales team use laptops. Is it possible to get offline access via a web page of some sort? Thanks Danny
Pivot Table - Last Entry
Is there a way to setup a Pivot Table filter for the last record, by date for a known key pair? For example I have Lease - Tank - Date I only want to show the last Date for the given Lease + Tank in the table.
Tip 8 : How to dynamically add rows to a subform via script.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically add rows to a subform via script. To understand how to do this, let's put ourselves in the shoes of an event manager. As an event manager, we need to regularly keep track of on-going events and the number of registrations received for each of the events. For this we need to create a form to record the details of all our events. Let's name this form as Events. This form would have the following
Populate a drop down list in one form with items from a subform in another form
Hi all, I'm new to Zoho Creator and could use a little help. I have two forms. For simplicity, let's distill them down to what's described below. The field I'm trying to populate (with Deluge code) is highlighted in red. Form #1: Orders - Client Name selector: This is a regular lookup field that is populated with all the Client Names from the Client form below. I use this to select the Client for whom an order is to be made. - Client Users Names selector: This is a drop down list containing the
Date and Date-Time field need to be unified
Lakshman & Creator Team, thanks for the exciting updates! Proud to be a Zoho Creator Partner for almost 8 years now. Reg the 'Date' and 'Date Time' fields : we need just one field type for both. And in the field properties, I should be able to set the format for display, whether it's only date, or date plus hour, or date plus hour plus minute and so on. The reason behind this : sometimes, when we build apps for customers, the initial requirement might be just to capture the date in the form. But
Being able to use the new 'Search' field against multiple reports
Namaskaram Creator team, I think the newly introduced (Oct update) Search field is a beautiful addition to Creator. As Creator partners for 8 years now, this is one of the features we have been looking forward to. It will be wonderful if the option can search multiple reports, instead of limiting to a single report. Right now, we have report's in-built search which comes quite handy for such use cases. However, in a single page, we might have several reports embedded. In such cases, being able
Create solution and sell to multiple clients
Dear gurus, Is it possible to develop a full suite solution and sell to multiple clients? Let say i develop a complete HR product and sell to 20 clients, how is the charging to be like? Zoho charges me and i can charge my 20 clients? How's the relationship? My ideal case is, i have full control (in term of payment) on my customer and zoho only deal with me.
Many contacts
What if Company has many contacts in New Client form? And what if Individual has relation with several Companies? How to relate that?
Autofill a Field on a form based on values stored in a table.
I use Form A to inser data in Table A. Then I have a Form B with two number fields (Field 1 and Field 2). I expect the user to fill the first field on this form (Field 1) and after that I need the form to autofill the second field (Field 2) with the closest coefficient where the Value A <= Field 1. Here the ilustration: Example: if the user types "1.9" on Field 1, I need Field 2 to be automatically filled with value "14" if the user types "2" on Field 1, I need Field 2 to be automatically filled
Form Calendar with multiple dates
I am trying to create a report calendar that displays data with multiple specific dates (not in a date range) I found advice on making a sub-form that holds the date data and creating the report based on that however I don't see any option to base my report on my sub-form. any advice would be appreciated
Variable?
Hello everyone, This is my first post and I am NOT a coder but can sort of do a few things. LOL I'm trying to combine the address fields into one field named "Address". Everything is combining in the address except the "Zip Code" field because I don't know if something needs to go in between the words of the code since this field has 2 words. I'm getting a "null" word. This is my code: mp.put("Address",f.getJSON("Street") + " " + f.getJSON("City") + " " + f.getJSON("State") + " " + f.getJSON("Zip
Obfuscated file export url and report url
Hi Creators, The file download URL, when sent through email or when report is made public looks somewhat like this https://creatorexport.zoho.com/file/[UserID]/[AppName]/form/[FormName]/[RecordID]/[FieldName]/download?filepath=/1234567890_file.pdf However as you can see a lot of information is being exposed to the outside world. Instead it would be better if the details are redacted in the URL both for file export url as well as published report urls , something like this https://creatorexport.zoho.com/file/download/[EncryptedRandomString]/1234567890_file.pdf
Spreadsheet report displayed as normal report
Hi, In one Creator app, when I create a new report as spreadsheet, I can edit in situ every records and fields from the report. Just like spreadsheet. However creating another spreadsheet report from another form of that application, displays a classic List report. I can't edit in situ, and clicking on a record displays the overview panel. I suppose there is a limitation in using a spreadsheet report when the list view is used instead. But I can't figure what: Number of field ? Type of field? number
Intergration Zoho Forms with Zoho Creator
our system utilises both Forms and Creator the some data that is input into Forms is also required in Creator. is there a way to integrate the two so that when a Form is submitted it automatically sends the data needed to Creator. btw I have attempted to use Zapier, it is not great at recognising and setting fields, there are constant errors it is not user friendly AT ALL! any help is apprecited
Pivot Table - Data as a String
I want to use the Pivot to create sheet of values in the past 7 days. I use "Areas" as columns, rows with date but when I put a text field - string in the data, it wants to count it. Is there a way to just display the value?
Multiple form application
Hello, Just looking for the best approach. I spent quite some time figuring out myself but still unsure. Goal is: Application for people creating their CV. We will use the Customer Portal for each user to add data and view/edit their own record. The administrator should be able to access all records. There will be multiple sections, for example: Personal Details Qualifications (with some file uploads) Work experience etc. about 10 sections Prefer building each section in a seperate form to avoid
Report on Page with criteria passed as parameter?
In C5, I want to create a page that serves as a "dashboard" for a specific asset. The page should display all records in a log that specifically relate to that asset (by ID). How do I have the criteria for the reports on the page filter by that specific asset ID, given that it needs to be dynamic? To be clear, it doesn't need to update or refresh dynamically, I just want the page to show all records for a given asset, chosen by a stateless form, or forwarding from a button. My first idea was to use
Scheduled Emails
Hi, If we had a simple order form, where order details were entered, then split in to individual monthly amounts on the form, how do we go about scheduling an email alert when each amount is due? Regards Ben
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