How many customers in the zoho creator premium plan?
Hi, Could you tell me how many customer I can handle with the premium plan without having to pay to add more customer? Thanks.
Access array of complex JSON objects with toJSONList()
Hi, I'm trying to create a json list using the result of an api call and parse it with the toJSONList() function. The API call works fine, but unfortunately I'm not able to find out how to process the result and create a (json) list of it to be able to do something useful with it. I'm using the following Deluge code snippet: header = { "X-TrackerToken" : "SECRET" }; projects = getUrl("https://www.pivotaltracker.com/services/v5/projects", header); projectsJson = projects.getJSON("{}"); jsonList =
In ZCreator-Reports, can we pass filter values dynamically via url?
Hi there I have a bar chart (generated via Zcreator - Reports Tab). This has the Subject and the exam titles as bar chart ie.. all subjects, all exam titles I want to set the filter Subject= Science and see only the exam titles assiciated with science (Works great with filters) However, i want to pass the filter values via url? is it possible? Note - https://help.zoho.com/portal/en/community/topic/zoho-criteria-in-zoho-creator-reports-dynamic-filtering-in-reports Re: ZOHO_CRITERIA in Zoho Creator
Edit relationship form record
All, I need some inspiration as to how to make an intuitive way for users to edit a related record. The issue at hand is, that users per default are working with Form A in Report A. In form A there are relationship with form B. Users would often have to edit and amend the data in Form B while they work in Report A. However, as the current behaviour in ZC5 is that you can only view Form B, I am looking for ideas to a user friendly way of accessing and editing the related Form B. Mock-up of the missing
Change Redirect of Add Button on Embedded Report
Hi - I have a report embedded on a page. When I click on Add, it opens a new form within the small report window. Is there any way to redirect this to a popup off the page so that the full form is visible? I tried creating a custom function but there does not appear to be any way to add that to the menu bar of the report near the Add button. Thanks.
Importing CSV not triggering the On Success Code
Hi, I have a timesheet form that my team use to log their time on. Once their hours have been filled in and submitted this gets grouped together with other entries for that job and the sum get displayed in the jobs records form. I can then view all the jobs I have to see compare what jobs are over / under time. When I conventionally add a single entry form submission this all works absolutely fine. However when I import a CSV into timesheets the On Success code doesnt trigger so my job sheets dont
Two simple ideas to significantly improve Creator Form Workflows user interface
Workflows: Make it possible to re-order workflows. Complex applications need a lot of workflows, the possibility to re-order workflows based on type and importance could save time and make things much more organized. Ideally, we should be able to create and sort under groups for even more clarity. (Pic1) We should be able to rename Actions under workflows instead of them being all generically named, e.g. "Deluge Script - on user input [form_field_name]" or "Deluge Script - on load" or "Deluge Script
Zoho CRM integration not working in Creator
Hello, Our business relies on Zoho Creator integration with Zoho CRM to conduct critical business operations. As we reported 24 hours ago, a total failure has occurred with our longstanding integration. We were forced to spend substantial staff time yesterday implementing an imperfect workaround to continue operations and, despite continued inquiries to your help desk, we have no resolution and no update. We require immediate escalation and feedback. Our issue is that we are looking up CRM information
Creator to sheets to books
Is there actually a way to let creator create a form that is then calculated into sheets and their results are then created in books as an offer I have such a use case where I can not get any further. Calculation in Sheets works great, but I do not want to include Sheets on the website, as this is not user-friendly in terms of responsive design on the smartphone. bg Martin
Is there a way to circumference no CC in Creator email?
Hi peeps, Anyone have any luck with circumnavigating the problem with no CC in send email? My company have different departments and sending the email to one department and sending the email to the head of OTHER involved departments means I need to send two separate email instead of one. Which means communication is broken. This also would be a problem when the customer wants to be CCd when a report is done and they want a group of people be CCd. It actually grinds my gears because CC
Date Input Masks
I’m having difficulty with input masks in date fields. If a user manually enters a date using the keyboard and enters anything other than the date separated by dashes, the date is recorded with very strange years. For example, if the user enters 1/1/2019, the date appears as 01/01/0001. This is pretty unacceptable and makes for a terrible user experience. Is there any way proper manual date entry can be supported? I'm using ZC5. Thanks!
Zoho CRM - Bring Fields from Accounts to Leads
Hello, I am starting to work with Zoho CRM and I have been doing some tests related to the Leads module, I have been trying that when a new Lead is created if in the Company field that it is mandatory to fill the company exist previously because we have sold it before another project or service, the information that I already have stored in the Accounts module for that client is automatically complemented in the Lead for example like tax identification number, business address, point of contact,
CRM Display Radius in Navigator
Hello Is there a function that can be used to display the radius search in CRM? I often search for our customers for contact addresses of our craftsmen and which of the artisans, e.g. is positioned more favorably. And the most of our craftsmen have a special radius in which they like to work for their customers, eg 50-100 km greetings Martin
Confused with Pricing/ plans & Fetaures - Help !
Hi, I need to create a portal with 500 users logging in from customer portal there will be only 1 user ((developer - me) I have gone through the old pricing and new pricing . The old pricing - https://www.zoho.com/creator/help/zoho-creator-old-pricing.html Professional Express allows Unlimited Users BUT does not allow cistomer portal as an addon - is this correct? The New pricing - https://www.zoho.com/creator/pricing.html is even more confusing cause its limited users. If someone signs up through
ZML or HTML Deluge Snippet
hi i am just working on a Dashboard Page. i have a simple question: When is it better to use ZML and when HTML Deluge snippets? thank you L
Will Customer Portal do this?
Hello, We have a creator 5 application, a register of people, each record is one person. We would like: - individual access for each person to their record with a name/password - the person must login with password and then only see his record. Some fields read/write, all other fields read only. So here are my questions, I have numbered them. 1. Will the Customer Portal addon bring in this functionality? Or would this need to be customized? 2. And if 1 is yes, will it work for existing records.
Using Creator as a Proposal Presentation Tool
Currently running a trial of ZOHO creator to evaluate if it is capable of performing the tasks I would like it to. Wondering if the community can help. Background: We are a construction company that currently uses ZOHO crm. We generate designs for a customer in a CAD style program, which can export these designs as images (jpg). We then use either a 3rd party program to generate a financial proposal, or an excel worksheet and upload that information to our sales reps in ZOHO CRM as a PDF attachment.
Naming strategy for Form Links and Field Deluge Names
A general question as I have encountered what many have probable encountered before me, when you set out on building your applications you find yourself a few years down the road, with a mess of a backend due to lack of clarity of what a field represents and does. I am therefore interested in knowing if someone has a clever, generic system on how to name the Form Links and Field Deluge Names in a hierarchical way so everything is easily identied? As a thought example in Application A, we have form
Auto-populate selection from sub-form
I have two forms, one being a series of art works, the other being a list of experts who may write about it. I want to assign multiple experts to a work and then have a "confirmed" check box next to it. To do this, I created a form called Expert_Assigned, consisting of a look up field and a sub-form. The look-up field allows a drop down list of all of the art works. I select one. The sub-form pulls from another form called "Experts". If I type in a name, it adds it to the "Experts" list, which
Compare 2 fields of type date and time in CRM by Deluge
Good morning Zoho team, I need your help, I am performing a personalized function in which I verify that the data that has been entered in the subform, before going through the management approval, have the correct prices. Before that, I need to know if the date of inclusion of the data in my subform is less than my management approval date I have the following if(Datecomp(fechaInclusionAccesorio) < Datecomp(fechaAprobacion)) { //Function In Sub Formulario } else { info "Not
Get ID of last record entered by a user
Hi All, I'm struggling to develop a script to get the ID of the last record entered by a user by latest Date and Time. Can anyone help me out please? Many thanks Chris
Restocking Form
Hello, I was wondering if I could get a little help. My boss has asked me to make a new form for Restocking. He says it should have a place to scan a bar code and when it is submitted it should add the 1 to inventory, update our book inventory from all our bundles and add a line in our invoice data with a charge type of restocking fee that is 20 percent of the bundle cost. Thank you for your time.
Pivot Table malfunction
Two days ago our pivot tables crashed and not working correctly. It doesn't regenerate. We need urgent help. It might due to upgrade on backend in Zoho Creator and adding new features.
Track mail conversations on client reports
hello there, i was wondering if it's possible to track all the mails conversations and see them on a report for every client. obviously it can work only if the person "A" send a mail from the address connected to the same person mail field. this would be very useful to create reports that include all the conversations between me and him. thanks
REST api Creator from vb.net or c# error 403
Hi, after hours of trying to call a request from vb.net or c# to upload a file i'm giving up and need you're help. Who has a working sample of code to call the rest api from creator out of vb.net or c#? the image is the Postman which does work, but every line of code (webrequest, httprequest, restsharp etc.etc.) gives me an 403 error... any clues?
Creating Dynamic URL to Filter Report on Name Field
Hi - I have Form A that contains employee names, and Form B that contains notes associated with the employee, with a lookup to Employee_Name in Form A. When a note in Form B is created or edited, the script below writes a link to a rich text field in Form A that when clicked in a report opens to a pop-up of all the notes associated with the particular employee. It is working fine by creating a URL where ?Employee_Name=lookup.Employee_Name.last_name, but I'd like to include first_name in the filter
vendor_record.Application_Status = ”Scheduled for Meeting”;
Hello, I have a question. I just learning Zoho creator and reading "Build a Vendor Selection app in 60 minuets". But when I read to Page for workflow. I got a error it indicated that "Field "Vendor" does not exist in form '{1}" I have typed precisely as the book written. Could you give me some advise for this trouble?
populate data
i've got error when i try to populate data, helpme pls..
Single Field Dynamic Drop Down
I have three Reports(Tables), One is Manufactures that has a one to many relationship to Consoles then i have Games. I have a form for Games, i want to select the manufactures using the dropdown then it clears the drop down and finds consoles that relates to the selected manufacture using the one to many relationship. I would like to use a Deluge script no sub forms.
Database meetings... Help
hello there, i'm a realtor and i'd like to have a resume of all the property visited by a and for all the clients that went to visit a property. I'd like these relationship to be connected. So if Mr Brown visits the apartment A automatically on the report of the apartment A i can see that mr Brown went to visit that apartment And the same if I add an appointment on the Apartment form i would like to see on clients side that he went to visit that apartment on a certain date. I'm not sure how many
Emails from Creator are now going to GMail spam
On Success of saving a form in Creator I have a report template sending out an email. As of this week the Gmail recipients of the emails are going to spam. This is new. The emails come from : <my address> via usermail.zohocreator.com The via part is what GMail doesn't like and pushes to spam. I can't add sender to not spam because the sender is me. It's the via part.
Image gallery of a product in ZC5
Is there any way to create something like image gallery (3 or more images) or slider or carousel of a product in ZC5?
Patch command in zoho Creator ?
Is there any alternative of Patch command available in deluge / zoho creator. since only getUrl & postUrl functions are available to call any Rest API in deluge. and i have to Update data in a google spreadsheet using this API https://sheetsu.com/docs#patch provided by sheetsu which needs patch command to call that api to update records. I know the workaround , but if any direct command is available so that'll make my system more efficient.
Sending email notification upon successful submission of data does not work
Hi All I have some scripts under the on success of the form being submitted through Zoho Creator. Please note that the 'Cascaded_To' field is actually names of users with email addressees. I would like email notification be sent to the user being selected in the 'Cascaded_To' field. The data is successfully submitted through the form. However there is no email notification to the user being selected in the 'Cascaded_To' field including other email addresses specified in the 'To' in the sendmail
Is old.<fieldName> deprecated?
In the past, I've used old.<fieldName> to compare old values to new input in the On Validate workflow. I now get an error message that says "Variable 'old' is not defined." I know I could work around this by fetching the current value of the field being changed, but was hoping the "old" syntax was just replaced with something else? Also, if you want to send a confirming email saying the field has been changed from "old" to "new," there is no easy way to pass on the "old" value without creating
How to Fetch Yesterday's Date Records on Update those records on Schedule Workflow
Hey there, I am trying to create scheduled workflow on daily basis where yesterday's balance becomes today's balance by fetching yesterday's record. How Can I achieve such using deluge workflow? Any help would be appreciated. Thanks in advance!
Basic record update on other form
Hello there, i have a simple question but can't find the answer on forums or examples online. I have 3 forms On the 1st one I have the details of all the clients (Vendors and sellers). It has also a dropdown field (Buyer or Sellers) On the 2nd I have the products they want to buy (If buyers) with the prices On the 3th I have a form with products and price they're selling products (If sellers) I'd like that when I add a new client, if he's a seller to open the form "Seller" and update the lookup field
Payment workflow "Payment success" not triggering!
Hi guys, I just released an application yesterday using Creator for people to sign up and pay for dance classes. The form is embedded on a website. When they submit the form, they're redirected to paypal, since we're using a payment workflow. In "payment success" of that workflow, which is linked to the form, I set the current record to "Paid = 'Yes'" and create an invoice on Zoho Invoice. I was never able to test it because there isn't any Paypal sandbox on the new version of Creator. Today I've
How to do Dual Entry to credit and debit the balance?
Hey there, How to do Dual Entry to credit and debit the balance. I have field called deposit / withdraw (Currency) and account from and account to with their balances which are been fetched by fetch record. Now whenever I save the record it should reflect both the accounts resulting in credit and debit of the accounts. Any help would be appreciated. Thanks in advance!
Fetch Name Based on zoho.loginuserid
Form 1 collects user name, email address, and zoho user id. While creating a record in unrelated Form 2, I would like to fetch the user name from Form 1 based on the email address of zoho.loginuserid, and input as a field value in Form 2. I've fetched from other forms before but using zoho.loginuserid as the lookup in Form 1 has been throwing me off. Thanks for your help.
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