Calculate TOTAL Daily Average - Aggregate Formula
Need to run a formula for output of Average Total Daily Revenue confined to a given month. A general example looks like this: Today is November 12, 2019, from November 1, 2019 to November 12, 2019 Busness A collected $98,000.00 in Revenue - Revenue (98,000) / Day of Month (12) = $8,166.67. Problem: Initially I had the "Date" field on the X-Axis set to Distinct Count, with the following Aggregate formula: sum("Add Revenue"."Amount")/Distinctcount("Add Revenue"."Date") The issue here is that if
How to dereference an embedded value
How to i further derefence this to extract only the account name and ignore the ID? accountName = DealDetails.get("Account_Name")
Fetching one Subform data into another Subform
Hello, I am trying to fetch data of one Subform's data to another using a Number field (Inward_No.) But i encountered an error. Please someone help me in solving this. Following is the Code: And following is the error i encountered.
attachments
Hello, I have a problem. task I can't attach photos to mine. why? gives me this error: Error Error details: Error at on submit script. Note: We are working on giving more meaningful error messages on script failures. This is the string I created: zoho.desk.createRelatedRecord(20067793560,"attachments","tasks",input.taskid.toLong(),{"file:":input.Allegati},"ZohoDesk"); I also created this string that works: zoho.desk.createRelatedRecord(20067793560,"timeEntry","tasks",input.taskid.toLong(),recordValue,"ZohoDesk");
InteGreat 1: Integrate Zoho Creator with Zoho CRM
Hi everyone, Today, we'll look at how to integrate your Zoho Creator application with Zoho CRM. As you might already know, we offer pre-built integrations that you can use to integrate with most of our Zoho products and other third-party services. So that, you don't have to spend a lot of time writing code to integrate them. Also, you always have the option to use REST API to connect all your favorite apps, if you don't find a pre-built integration defined for it. Understanding the Integration field:
Print Status
Hey Everyone, Curious to know if anyone knows how to retrieve "print status" of a single record? Setup Example: Form has "Status" radio button with "Printed" and "Not Printed" as two options. By default, upon form submission, "Status" is set to "Not Printed". Usage Example: Add new data to blank form and submit > go to form records > select record to "Print as Summary" > "Status" changed to "Printed" I can easily manage the deluge script for altering the status (I think lol), but can't figure out
Zoho Creator - Fire notification after approval if end date has passed
Hi All, I'm new to creator and could use a hand solving, what i suspect to be, a very simple issue. I have two fields: Start and End (date and time fields) On approval I need to fire a notification if the end date has passed Attempted this: And this (which errors at line 1) if input.end =< zoho.currentdate; { sendmail [ from: me@zoho.com to: you@zoho.com cc: <cc> bcc: <bcc> reply to: <reply_to_address> subject: please fire message: please fire content type: <content_type> attachments:
Calculating Mortgage payment
For some reason I am getting an error when trying to run this Deluge script. Any help is appreciated. I am sure I am missing something! if (input.Listing_price != null) { input.Monthly_Mortgage = input.Loan_Amount [(input.Annual_Interest_Rate/12)(1+(input.Annual_Interest_Rate/12)^(input.Length_of_Mortgage*12)/((1+(input.Annual_Interest_Rate/12))^(input.Length_of_Mortgage*12))-1)]; } else { alert "Enter in Listing price to calculate mortgage information."; }
Creator new builder is missing the "day of week" selection at custom schedule
From the new Creator builder is missing the "day of week" selection at custom schedule. In the old builder if I set a custom schedule to run weekly I was able to select the day of the week when the schedule to run. In the new schedule if I set a customer schedule to run weekly the "day of week" field is missing:
New to zoho creator
Hi, I am a php developper and very very new to zoho creator. As i am very new to zoho creator i really need your help. i have 2 questions. we have 250 employees working in shift base. three shifts. first shift from 5 am to 1 pm. second shift from 2 pm to 9 pm. third shift from 9 pm to 5 am. we will provide zoho creator installed android device to our employees. so that when they start work they have to connect with thier "id & pwd". when then finish they must "logout". so that we can allot the same
Alternative to Migration Tool
Does the community know of any alternatives to the Migration Tool, especially for updating existing records? We have for three days not been able to use the tool due to an unspecified error. So far Zoho Support have not been able to identify the error. I am also thinking, that MacOS users do not have the option to use the Migration Tool either, so maybe there is an alternative method available?
Conditional Formatting for a custom Record Summary
I have created a custom record summary for a report. I want the conditional formatting from the report to work on the record summary as well. I know it is possible because it works on the default template. Can anyone help me to get it working for my custom record summary. Thank you very much in advance :)
How to show time in a field without date ?
I want to show time in my field but it will be without the date . How can I do this? Thanks in advance.
Manage Territories in Zoho Creator
Hello, I want to manage territories and it's related permissions in Zoho creator app? I didn't find anything related to that. Is this feature available? if not, what is it's workaround? Thanks Rabia
Do Buttons Added to a Report Not Show in the Mobile App views?
Greetings, I'm trying to add a link in a report detail view that takes the user to another form/page. I tried using the Add Button field to create a custom action to redirect the user to the desired form/page via the OpenURL function, but the button is only appearing in the Web views. It does not show in the mobile app views (phone or tablet). Does anyone know if it's possible to add a button to a report view for the mobile views? As an alternative I tried adding an admin only URL field to form
Labels for Workflows
Could we please get the option to label workflows - I have some that contain 5-10 different functions and I have to go into the codes to work out which is which
Problema al cambiar el Form Title (Formularios) y el Display Name (Reportes)
Hola a toda la comunidad de Zoho, espero me puedan ayudar con el siguiente tema: Estoy trabajando en una aplicación en Zoho Creator, al inicio no tenía temas con esto pero últimamente he intentado cambiar el titulo de algunos formularios (Form title) y el nombre de visualización de los reportes (Display name) y no se efectúan los cambios. Al momento de hacer el cambio en el FormBuilder no se genera ningún error, incluso cuando veo el código en el WorkFlow (Form Definition) se visualiza correctamente,
ZCCoreFramework.CreatorError.AuthError.invalidToken
hello, people i'm using zoho creator SDK in my ios application development , this app worked perfectly yesterday. but today it showing this error "authError(ZCCoreFramework.CreatorError.AuthError.invalidToken)" ,when i'm trying to use this function "ZCAPIService.fetchSectionList(for:completionHandler:)".I don't know what is happening ,If any of you know how to solve this problem please help me. Thanks in advance !
Subform - disable 'add entry' if mandatory fields not completed
Hi all, I've been playing around with a few different ways to solve this and none of them work perfectly. Is there are way that I can disable 'add entry' on a subform if some mandatory fields in the previous row have not been completed? I.E. in row 1 the mandatory field has not been completed therefore they cannot proceed to add a new row 2 etc etc. Thanks! Lindsay
attendance workflow
hi I have created an app for attendance of my staff, with two forms 1 form1 ; name of staff and other details form 2; I linked the name of the staff field to this form and used radio button for entering present or absent including date now I want to trigger a workflow on month end detailing the attendance of each staff (like no present or absent ) how should I fetch data for each record and count the number of presents or absents thank you teja
Month Name
I want to extract the month from a date as "Jan","Feb","Mar" etc It seems to me that I can only use getMonth() to obtain the month number and then construct a if,else if,else if,else if etc to test the number and apply a string value, through 12 iterations if the month is "Dec" Is there a swifter and/or more elegant way to code this? Thanks Greg
How to use Zoho Creator REST API with Date criteria for last n days
The documentation here https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html does not explain how to use date criteria in the REST API. This does not work https://creator.zoho.com/api/json/solar/view/My_Report_Name?scope=creatorapi&authtoken=xxxxx&zc_ownername=myname&criteria=(My_Date>="last 7 days") So how do you specify date criteria in the URL to show the last n days for a specific date field?
Using Creator to Track and Quote Specific Inventory
We buy trucks, manufacture a body for the truck, and then sell it. We currently use an excel spreadsheet to manage all the information about the truck itself. Once a build is assigned to the truck we fill in all the columns that relate to the build of the truck. Lastly the sheet has a bunch of columns related to sales information once it's sold. We use this same sheet to forecast future needs. I've been playing with the idea of moving from a spreadsheet storing this information to creating a database
[Webinar] Schedule work orders directly from Zoho Creator
Hey everyone, Tomorrow at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
Roles and Profile -- assigning or reassigning them
Roles and profiles seems like a good answer for what I need to do. The problem is I don't quite get how it is decided that record belongs to a particular role. It is clear that if a user creates it -- that record belongs to them and rules around roles should apply. That seems to work great but I have a where I want to load data from a spreadsheet that belongs to several roles == ie managers of different departments should end up being responsible for the record going forward. -- How do i indicate
Fetching a function from another creator app
Hi, I have two apps in creator. App A has two fields; 'Product code' & 'Product name'. App B also has two fields; 'Product no' & 'Name'. The 'Product code' field in App A is lookup field which looks at 'Product no' in App B. When filling in App A, I would like the 'Product name' field to auto populate based on the selection of the other field. I know I have to create a function in App B and then a script in App A to call in said function. i have found a lot of contradictory articles on line so am
Edit Record User Record-ID - Then Use "On User Input" script
I am trying to use the edit record through record ID to update records. Opening the record works fine and on a basic level editing the record also works fine. The problem I'm having is that none of the On User Input scripts for the form run when editing a record this way. Is there a workaround for this, or am I experiencing a problem that shouldn't exist. Specifically what I am trying to accomplish is to have my lookup fields in the edited record dynamically change to display just the item I
Integration Field doesn't show CRM custom module
HI, I created a custom module in Zoho CRM. In Creator, I like to add an Integration field to "link" the record ID to the record ID of this CRM module. However, I see Opportunities, Vendors, etc.. but not my Custom Module. Did I miss something ? The goal is to have the Creator application to be listed as related list in the CRM Module. I could achieve this with the Opportunities / Deal Module, but apparently not for a custom module. BTW, I'm admin in both CRM and Creator. Thank you
Printing Subform Reports
Hi, I want to Print a Recorded Template in which my data is in subform and the data is being printed as shown in attached file. and i want the data to be printed as follows: Design No.: Shade No.: Meter: 56459 240 25.00 23430 1 35.00
Small barcode scanner improvement (UX concern)
Hello, The barcode scanning option in the Zoho Creator app is really great and fast when you put the barcode at the exact center of the screen… But the “green bar” that “scans” the screen (by going up and down), is very confusing for the users, because they think it will also scan the barcode even if it is positioned in a corner, at the top or the bottom of the camera… (which doesn’t work on our side). Would it be possible to add a “Cross Mark” at the center of the screen, to help users “target”
How do I reference a related field in another application?
In "Application A" I have a form called "Customers" with fields name and email. I am working in "Application B" where I have a lookup field that gets the ID from "Application A" - "Customers". Question: I want to get the email field from "Application A" - "Customers" while inside of "Application B" deluge script. How do I do this?
Backup or Export of Attachments with data (Critical)
Hello all, I picked Zoho for it's super quick front side development tools for an innovative multi user, commercial energy building inventory collection tool. A large part of the inventory is a visual reference to the data collected. Once complete, the data AND photo's need to be exported/harvested out of the system for analysis. Currently, the backup feature is the only thing that is getting close to grouping data for export but no attachments are included. This is a critical deal killer. If
display an image that I uploaded
I have been trying to create a display for an image that was uploaded. I have found this workaround (its 7 years old) but I can't get it to work. Im not sure if it is my inexperience or what but I could use some help! https://help.zoho.com/portal/en/community/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000011648&highlight=file+upload+url&sid=d3a4f81d9f4c1cba5f4b410f7ba70bff I would appreciate any help - thank you!!!
Conditional Autonumber Field
Hi Everyone! I have a Business Check module in Zoho Creator. The form has an "Account" selection field, with the following workflow, while record is being created, on success: if(Account == "Operating") { input.Account = "70XXXXXX"; } else { input.Account = "42XXXXXX"; } The code above outputs the correct account number on the Check Record Template. The form also has an Autonumber field for the Check Number, which is also displayed on the Check Record Template. Question/Problem: Since we are using
open zoho form as on selection of dropdown list item
hey m new to zoho.. i want to open specific zoho form as per selection of dropdown list item, can you please help me in this??
Does Creator have custom connections like CRM?
Hi, I've been creating scripts with CRM for a while and I realized Creator might be a more robust platform. The first I wanted to do is to create a Slack connection. But in Creator there are only a limited set of connectable services and I can't add custom ones. Is that correct or am I looking into the wrong place? Kind regards, Rico
Autopopulate related fields
I have 2 forms: 1. Salons - with the fields "Name" and "Area" 2. Sales - with the fields "Date", "Name" and "Area" The "Name" field in the Sales form is a lookup from Salons. I need a script that will autopopulate the "Area" field in the Sales form, with the related area from the Salons report, whenever someone selects the "Name" field in the Sales form.
Aggregate Records
How do i aggregate records Item wise??
How do you insert a record in a second form with a lookup field that is being created in the current form?
I have two forms that are connected via a lookup field. When I successfully create a record in Form1, I want to add a record in Form2. My code looks something like this: insert into Form2 [ LookupField = input.LookupField <field> = <expression> ] I get the following error (LookupField=200): Error details: Error in executing On Add - On Success script. Due to invalid expressions insert statement is terminated Line:(12) Error on inserting value for field 'LookupField'. Given value '200' doesn't exist
How to send a file download link via email.
Hi Guys, In form there is a file field to upload image files. After submission of form i need to send email with download link of uploaded image file to public user. It means i need to create public download link of uploaded image file. How can i achieve this? Thank you.
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