Display records from another form in a report view
Hey there, How can I display records from another form as I have used lookup field on another form to record all the activities and want to aggregate all the fields on a spreadsheet view. But in another form (in which lookup field is used) my records are duplicated for keeping transactions of records to show transaction of a particlar ID. I need to display only distinct records with all the duplicated records on detail view. How can I achieve this. Thanks in advance!
Calling a workflow from a custom function?
Is it possible to run a workflow using a custom function? if not is it possible to run a workflow with an action button? Any help would be great
getURL response handing
I'm not a programmer by training, and am trying to use getURL to import data from an external site via their published REST API. I have successfully executed the HTTP GET, passing the proper parameters, and have the json file returned which I can put into a record, but only as straight JSON formatted text. Now I'm unclear on two things - how do I convert the JSON into XML (assuming that is necessary) and then how do I parse or map the XMLvariables to populate fields within the Creator form? So my
Count the number of weekends
Can anyone tell me how to count the number of weekends between two given dates? The reason I ask is I'm developing a scheduler for orders in production - each job has a certain amount of hours allocated to it. So In theory I have a start time (the time that the last job finished plus the allocated hours = the finish date. But because we don't work weekends, I need to insert 48 hours for each weekend between the two dates?
Page break in record template
i have a record template(landscape) and when the subform record show more than 4 rows, the 5th row will get separated in page 1 and page 2. anyway to make it seperate it after X rows? thanks Jeff
Accessing Record Template through Page
Hi! in Zoho creator, is there any way to print the record template through the page(HTML snippet) I mean if the page contains the data of "Person 1" then I need the exact record template with the same data of "Person 1" by clicking a button associated with the Html snippet
Restrict visibility of custom action (function) in reports
I have created some functions and integrated them into reports as custom actions. Is it possible to restrict which users can access this custom actions? Currently they are viewable to all.
Formula to add fields from SubForm
Hi If i can get some help that would be grateful Basically have a form with number field called "TotalPoints" On the subform i have various blocks being added and on those blocks it has number field called "BlockPoints" Basically want everytime there is a block point added for it to be added to TotalPoints
Correct application development workflow
Hi All, I'm newbie here, trying to develop application for my own biz. in my understanding, Zoho Creator is starting up with Forms (which in the back end converted into underlying Tables). I've made some forms, say Customers-Orders-Products. The way I made is by using Single Line field for a field which I know it will be Lookup to other tables. My thinking that I will change that Single Line field with a Lookup later on after I've created the associated Forms. But it turn out wrong. I got confused
Need Kanban board to manage tasks in a particular record of Zoho creator
Consider an engineering company who designs a car, pre-engineer (Checklist involved), Assemble the car parts and ship the product to Vendor. Between this, there are 70-80 tasks (may be more) involved for several teams. Currently, we do not have kanban view of tasks to manage the operations smoothly and in a quick way. This is much needed feature medium sized organizations.
Drop Down Default Value
Hi, I have a linked drop down box that imports the user choices and I would like to have it show "N/A" as the default value until a user selects a value. Is this possible? Thanks Nick
Dynamically populate conditional drop down on two lookups
Hey there, Is there any method to dynamically populate fields based on two lookup fields as given in the guide here: https://www.zoho.com/creator/help/fields/add-to-picklist-dynamically.html I have two lookup fields on which I need to have conditional drop down. Any suggestions would be appreciated! Thanks in advance!
Confirmation email from Zoho form goes to junk mail
Hello there, We subscribed to Zoho forms so we can manage the event registrations from there and to map it with our Zoho CRM. However, confirmation emails to the registrants go to their junk mail. Are you able to help please. Melinda
Text cutoff
The app I'm working with has a text input for client email history, but the text box can only hold so much data (about 50,000 characters) before the text gets cut off; some email histories are a lot longer than that, so data ends up being lost. We've implemented a system to create a Googledoc to hold text that doesn't fit, but the system is annoying to manage and we're thinking of phasing it out. We need some way to store large amounts of text (preferably in rich text format) without it getting cut
No option to create a subscription payments via PayPal
Just signed up with Zoho forms, and when setting up my form and followed all instructions here: https://www.zoho.com/creator/help/forms/accept-payments-through-forms.html#Creating_a_Payment_Form I cannot see the following in my From Settings. I was able to do a single payment but no option to check for recurring payments ? Please guide me how to achive this or have you taken that option off ?
Add 2 Default Values To Multi-Select Lookup Field Not Working (On Load)
Hi, I'm having problems setting a multi-select field to have 2 default values on form load. The field is a lookup field with 8 options to select from and 2 of these always need to be selected, as standard. I have approached this many ways but can't seem to get it to work. I am trying to pull the 2 default options through using their ID's and have 2 to set manually. What I have tried: Scenario One: input.field = 123456789; input.field = 987654321; This works, however, it only sets the last ID as it's
Report do not regenerate
am unable to regenerate data in my report. When I select regenerate it is desable and I see the message "Regeneration has been initiated for this report... but never end. Beside, the number showed are wrong I have allowed edit access. Our URL is https://app.zohocreator.com/lepanem/point-of-sale-2-0#Report:VENTAS_DEL_DIA
Any kind of popup in HTML view??
Hello, I have been searching the forums for this and keep hitting a brick wall. I have a permalink HTML view of worldwide meetings that will be searchable by the public. Each meeting record contains a lot of information making it necessary to offer a summary of each one, and allow the public to click on a "More Information" text link for the meetings that pertain to them. I provide a screenshot of my HTML table: I have modified the default List View's "View" link and it works great, except that
How to get user email of the zoho user?
Hi , I have a lookup field that get the user name of the zoho users.[Like Lead assigned to functionality]. Whenever a user is assigned to I want to send a email from the admin user to the assigned to user. How can I get the assigned to user email based on the user name?
Grid/Spreadsheet Style Field?
Hello- I'm new to Zoho Creator and Web App development in general so be nice :^D. I'm really enjoying converting an old FileMaker database I have over to Zoho Creator. Creator is awesome! But here's the question: Is there a way to create a very simple grid or spreadsheet style field? I use this to quickly capture 'to dos' inside a database I have. I'm enclosing a picture in case it helps. It looks like I need to create a separate form and then add it to my main database as a subform, but I could
Create Invoice with 2 or mor lines on Quickbooks with Deluge
Hi, Do you know how to create an invoice with 2 or more lines on Quickbooks from Zoho Creator with deluge? I've tried many times, but when I add a text variable to a map variable like this: Invoice = map(); Invoice.put("Line", TextVariable); The map variable ends up with a lot of "\", and I can't do anything about it, even after removing the "\" with replace all because it ends being a text variable. Thanks.
Total items selected in mulit select field
Hi all, Sorry I think this will be a really easy question to answer. But I can't work it out. I have a mulit select lookup field called schools. I want to use a formula field to calculate the total amount of items that have been selected. Thanks in advance.
Record Template Summary as attached PDF in notifications / schedule
Hi, We'd like to set a notification everytime a new record is created or edited. Is it possible, is there a way to send the record summary as an attached file (PDF) instead of embeded html format? May be throught schedule options since there seems not possible through the form notification section? Thanks in advance and best regards. P.S. You can read on your documentation about the new application builder: You can even use this record summary in email notifications (send it as inline or as a PDF
Reporting Grandchild Data Elements
Hi all, My data is set up so a top form called assembly uses a multi select to hold different parts. My parts form uses a subform to collect different materials that the part is made out of. I am able to report on the materials from the parts section but I cant do so from the assemblies section. ZOHO does not seem to realize that assemblies and materials are indirectly related. How can I set something up so that when I click on an assembly all of the materials (grandchild data) is displayed. Thanks!
Drag and drop functionality to design wedding hall for a wedding planner client
Hello folks, I am working on a Zoho creator applicator for a client in wedding planner industry. I would like to know if we can use "drag and drop" functionality just to set the seatings and placement of bride and groom sofa's etc. As far as I explored the system, I didn't find any thing related in Zoho creator, Kindly advice if there is a possibility around the same or if I need to choose any custom solution including third party language like PHP, java etc to achieve this. thanks in advance! Rabia
How to export actual ID number to CSV
I am exporting my creator data to excel. I need to reference the ID number generated by Creator but when I pull up the csv/xls file, the ID number is in scientific notation. I've tried formatting it as a number as well as text and general. Regardless of the format change, it doesn't equate back to the original ID number. It appears as a generic number with all zeros at the end (example 3588737000000020000. It should be something like 3588737000000023014). Does anyone know how to export the data and
Pulling Data From Child to Parent
Hi all, I'm new to Zoho and Have been experimenting and would really appreciate y'alls help with a issue I'm having. I have three forms - FMEA, Part, and Failure. Failure is a child of Part (there is a lookup for failure in Part) and FMEA has lookups for both Part and Failure. How can I set it up so that when I add a Part to FMEA, the Failures in the Part are loaded into the Failures Section in FMEA? Part is only a tool we use to categorize failures and quickly add multiple failures to an FMEA so
Filter subform lookup field
Hi, I need help to filter a subform lookup field based on a field in the parent form. for example, I want to enter a job number in the parent form and have a lookup field in the subform only show phase codes for that job number.
Creator Sub form - change layout whiten the form its embedded in
1. Is there way to change how a Sub form displays on a Form? Right now its one line that scrolls. Id like to have the SubForm in a layout similar to the form its embedded in. Seperate lines for each field. 2. Is there a way to apply conditional formatting to Sub form fields?
set first in list as initial value (lookup)
Hi folks, Is there any way that I can set the first value in the list of a lookup field as the initial value? The lookup field has a filter set on it, so the initial value will often be different. I just want it to auto-input whatever the first value in the list is. I would appreciate any help! Thank you, Lindsay
How do we get the Report generated of the Forms which are submitted for the Apporval
How do we get the Report generated of the Forms which are submitted for the Apporval. I have created approval Process. i wanted to create a Report stating these approved and these are pending ...kindly let me know
Record Visibility in Customer Portal with Hierarchy
Hi, I had develop an order management apps with customer portal. Our customer has hierarchy i.e: Company A with Agent A1,A2,A3 and Company B with Agent B1,B2,B3. Please refer to attachment for the overview. Record entry is via API, customer portal apps or sometimes record is entered by our staff (zoho user) on behalf of agent via apps. Every record will always refer to a specific Company and Agent via record lookup and customer portal lookup (zoho.loginuserid). Hence an order form will have 2 record
Please Wait is not at the scroll location
Hi, I've had some really quirky drama's with my forms and Zoho insists they can't do anything about it so I'm looking for any and all help. The sole reason I put this client with Zoho was their form capabilities and now they aren't working as they should which has been supremely frustrating. FIRST CHALLENGE: We have 2 forms for clients to complete which are quite long and involve them uploading up to 5 images. What is happening is that the "please wait" that should tell the client that something
Removing fields from form
hi all, i’ve serached The forms but am unable to find an answer. I’d like to remove the fields “referrer name” and “task owner” fields. I’ve attached a screenshot
Stateless Form "Error at on click script."
I have a stateless form in a creator app. It has an onload script and a on-user-input script. Both use values in the form to calculate and populate other values in the form. I added an onclick script for my submit button, and regardless of the contents of that script, when I click the button, I get an alert that reads: "Error at on click script. Note: We are working on giving more meaningful error messages on script failures." I have tried making the script empty, only having an assignment (eg.
Auto populates a 19 digit number instead of company name
I've been working on setting up what I like to call a "Scheduling Tracker." I'm a virtual assistant and trying to create an application to help me be more efficient when it comes to scheduling for my clients. I have one form where it just lists the company names. I have another form called "Contacts," where the associated company for the contact is a lookup field to the other form. On the scheduling form I'm creating, once I enter who is being scheduled with, the individual's assistant (if they
Updating records in form
I have a form call Plants that is filled with a list of products. To update the list I, I import an updated list to another form called Upload Plants that uses the On Success Workflow scrip below to copy the newly uploaded list to the Plants form. This works fine to update existing information if the items match but it does not add new items in the Plants list. Can someone help me with the logic to do this? My attempt to add a new item is the scrip starting with if(input.Description = Null) but
How open a record to edit using openUrl using perma-link?
Hi, I need open record to edit via record id. But I want that form and view are private and open record using perma-link, is this possible? I saw this link https://www.zoho.com/creator/help/views/editing-records-via-record-id.html. http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>?recLinkID=<recordID>&viewLinkName=<viewlinkname> I tried http://creator.zoho.com/<userName>/<applinkname>/#Form:<formlinkname>/<formpermalink>?recLinkID=<recordID>&viewLinkName=<viewlinkname>/<viewpermalink>
Use Form Data To Fill A PDF Form
I have an app from which I would like to be able to somehow export the data from it in order to fill out a PDF form. Is there a way I can do this? Also, is there a way I can save that populated PDF to the Documents module in CRM?
Custom redirect on sign-out of shared app in Zoho Creator
I am posting this up in the public forum after following up with the developer team on one on one basis, looking to understand if that's just me who need this feature or there are others as well. So I have developed a couple of applications using Zoho creator platform, but due to license limitation and use case of the requirement it was never a problem to just use the app as a "shared app" per say, and not really buy the Customer portal license and share the app to the users as a customer. That being
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