Setting default value in pop-up for Lookup field with "Allow new entries" option
I have 2 tables, Sample and Test, with a bi-directional relation. In the Sample table, I have a multi-select lookup field with the "Allow new entries" option enabled. When the user clicks the Add New function, a pop-up box appears with the Test form. The form has no value in the Sample field on the Test form. I want this field to default to the sample from which the new entry was initiated so the user can't accidentally select a different sample. How do I make this work?
How to code auto numbering on certain criteria?
Could someone help, please? I'd like to have an auto number field based on certain criteria. I want to count a delivery note document. The delivery may happen in multiple actions. If I edit the record in the same action several times it should not influence counting. For example: In delivery1 action I open the report for editing and update two qty fields. It means +1 in counting. Later I open the record for another editing, but this is still delivery1 action, so there is no counting etc. Next time
Customer Portal - More user information and broader permissions
Hi, I'm investigating how to use the Customer Portal within an application. I understand the Sign-Up page (Name and Email address ) fields cannot be modified. However, in trying to capture additional information about user preferences and their company (which some of the information would also be contained within Zoho CRM. Is it possible to capture more information about the customer outside of the two key fields? And what is the best way of doing that? I have assumed it would be to create
Select which Admin email to use
Is there any way to choose which Admin email to use, in deluge, when emailing notifications?
email reminders to specific user
Hi I have a database of procedures, where the operator is specified in a field. The operator is a zoho user. I would like to send a reminder to review the procedure to that specific operator after a set interval (say 90 days). How can I do this? thanks!
Deluge commands used to duplicate records from reports?
Does anyone know the deluge commands that are used when you select one or more records in a report and use the duplicate function the the report menu? I need to build a workflow off of that to allow me to duplicate records with related records as template records. Thanks for any help with this Jason
change expression of radio button with update records
I'm using a script in a subform so that when I change one field, the expression of a field in another form changes. I'm doing everything according to the instructions of ZOHO but nothing happens. The field I'm referring to is a radio button with 7 options. So the setting should change from one option to the other. Does anyone know if this is not possible? or if there's a workaround? The script I'm using is: x = Nueva_Muestra[Lote == row.Numero_Lote]; x.Ubicacionlote="Trillado"; Nueva_Muestra is
Zoho Creator Form Rich Text Field
A very weird bug, I have created forms in Zoho creator using rich text field, now when I am copy pasting from word files, some of the spaces are disappearing. Why is this happening? Refer to the screenshot below:
Deleting Subform rows Via Script
Please help this topic Thank You//
Id Names in Form
We could be able to choose an ID name for the fields we create in forms, so we can edit their CSS without problems. Maybe the ID could be the same as the "Field link name". That way we could really improve the the style and user experience in our applications.
Some Needed Functions
Follows from my post here: https://help.zoho.com/portal/en/community/topic/cryptography-function If we had these functions (from PHP), much would be possible URL encode a string: rawurlencode($var) see: http://us3.php.net/manual/en/function.rawurlencode.php Decode a url string: rawurldecode($var) see: http://us3.php.net/manual/en/function.rawurldecode.php Convert a string to base 64: base64_encode($var) see: http://us3.php.net/manual/en/function.base64-encode.php Decode a string from 64: base64_decode($var)
PDF Record Template - text getting cut off
I'm having an issue with one of my PDF record templates. One rich text field that is populating the template seems to be overflowing / getting cut off on my PDFs. I've tried fiddling with the settings for about an hour, and I cannot stop the text from being cut off on the right side. I've use the HTML editor to increase the div margins, I've using the record template settings to try various settings for the padding and margins. All to the same effect - the text is constantly overflowing / cut
Zoho Creator: Hide subform add entry task won't work if you add a condition. Possible bug?
Hi guys, when trying to add a task to hide subform buttons such as "Add entry" and "Delete entry" it only works if action has no condition. If I add any condition it won't just work. Also this happens when disabling buttons in the base form. Some buttons are not being disabled on condition.
Fetching data from a related form
I related two fields from related forms with the lookup option,so I get the code for the second form to display the rehab value from the first form but it doesn`t works.Here is the code if(Property_Analysis1[ID_Operation == input.Property_analysis_I].count() > 0) { x = Property_Analysis1[ID_Operation == input.Property_analysis_I]; input.Rehab1 = x.Rehab; input.Property_address1 = x.Property_Address; } Here's the program when it executes the code If someone could help me I'll really appreciate it
Add up values of one field of two forms base on the value of another field
Hi I have two forms: Form A: Add_product, contains fields of product name, Product description, EC code and sales Form B: Sales_report, contains fields of EC_code and sales I want to send the value of sales from Form B to Form A and keep adding up when there is new record, when EC code of two forms are the same. And here is the code i wrote: fet=Add_Product[EC_Code == input.EC_Code]; fet.Sales = fet.Sales + input.Sales; I try to execute the code when the Sales_report is successfully submitted. However
Make app run on a specific time zone no matter where the user is
Hi, I'm based in Ecuador and a client which has access to some forms is from Spain. There is a form with a date field that doesn't allow to select a previous day from the current date, and this is a problem given the 7 hour difference between us. Sometimes he needs to add something fox example at 3AM Spain time on May 25, but it should have Ecuador's date which is still May 24. He can't pick the date because it will give him a validation error as his computer is already on May 25. Is there a way
Is it possible it iterate against multiple collections at once?
I would like to know if you can do something like this.. for each r in <collection1>, <collection2>, <collection3> It would seem this is not possible as I cannot find any reference to it. Any help? Thanks!
Create 1:N application from import
I am trying very basic 1:N (Member:Transactions) Import. Primary Key is Member ID. XLS spreadsheet has a Members sheet and a Transactions sheet. I created the relationship during the "Create Application with import" wizard. But no relationship gets created. All data got imported, but no relationship between the two. I followed instructions exactly. Help.
Import Phone Number
I'm importing data from a CSV. One column is a phone number and it's mapped to a Zoho phone number field. The import fails with the error on all rows with phone numbers: Row 3 Col 10 - The field value '262-1986' needs to start with the + symbol How do you resolve this? There is no way to add a + symbol in a spreadsheet cell, as it gets dropped. Thanks!
How to deselect an item in a Checkbox/MultiSelect field using a separate stateless form?
Hi guys, Is possible to deselect an item in an another form Checkbox/MultiSelect field using a separate stateless form? I have 2 forms: Form_1 is a stateless form with 2 fields (record_ID, Name) and a Submit button. Form_2 is an database form with 2 fields (record_ID, Multi_Select_names). For all new records in this form the multi select have this options selected by default : Tom, Steve, John, Marc. In form 1 I want to be able to enter into the field ”Name” that is single line type the text ”Steve”
date matching
Hi I am creating a form to insert trauma records, in the date fields i need to insert a control for each date, to be mandatory later (also of a minute) of the prev date. (classical exemples are the booking date, check out date is showed as after the check in) How can i do this? in attachment a pic of the form. KR Claudio
Return Type Error in Custom Function - Return Map
Hi I have created a custom function to get order details with customer data. Please find code map GetCanCustomerHistory(string Custtype, string custname) { custdetails = Customers[Customer_Type.Type == Custtype && Name == custname]; custnumber = custdetails.Customer_Code; orderdetails = Map(); candelivered = 0; cancollected = 0; total = 0; amtcollected = 0; candifference = 0; amtdifference = 0; for each b in Can_Orders[Name.Customer_Code == custnumber] { candelivered = (candelivered + b.Qty); cancollected
Fucntionality based url to open a calendar report focused on date
Is there a way to pass a date in the url to open a calendar report and have it open with the focus set on that day? Or at least open showing the month of the date passed?
Deluge script after record duplicate action
Hi, I am searching how to add deluge script after a record duplicate action into a report form. I want to duplicate a record and just after that, change some fields values.
Quickbooks Integration - Create Record in Invoice Module - Response Error
Hi, I am attempting to implement the creation of a Quickbooks Invoice by using the Creator method as per the below help information: https://www.zoho.com/creator/help/script/quickbooks-add-record.html and the referenced Intuit developer information for the Invoice module as per below: https://developer.intuit.com/docs/api/accounting/Invoice However when I run the below code I am receiving an error from Quickbooks that appears to indicate that there is a formatting error in the request - any assistance
Notification
I would like to know if you have facebook equal user notification. badge
Filter iframe report in a page with a custom function
hi guys, i've got 2 reports in a page, Report A and Report B. Report has a custom function button named "View". what i want to achieve is that whevener user click the "view" button on report A, automatically Report B will be filtered by the criteria on Report A on the same page. i made both of the reports published. below is the custom function code: void CustomAction.viewallreport(WORK_ORDER_FORM recID) { openUrl("https://creator.zohopublic.com/howard200/icon-production-version-2/report-embed/Services_Report1/zFAFOx8SpJ0Mg6f393TJayHNOn2YF00CABYUqZGh5puBSRPxvsWFBQ2wJsZrNMDCGA8y8OxxDAA1N8a9UO7zCYVOkFy2xA7jnFhD?Work_Order_No=1047","iframe","test");
Tally the total of certain records then change the status of those related records based on the total?
Ok I might be pushing my luck but I am going to describe the feature I am working on and see if anybody has ideas on if its possible. I have a form called credit memo. This form has a look up field to the Vendors form. The Credit Memo form has a subform that allows the user to choose products that are being returned for a credit memo. There is a field in the main form that totals the subform and gives a total credit memo. I also have a form called Quotes. This form also has a lookup field to the
Problem with template attachments in mail notifications via custom action.
Hi, Im experiencing issues with pdf attachments on our emails since yesterday. For some reason the record summary pdf seems to loss its format or render incorrectly. I had implemented email notifications via a custom button in my report as in the following: https://zoholic.blogspot.com/2016/01/zoho-email-notification-with-record.html which has worked like a charm for more than 2 years, until 2 days ago. I attach some pics to clarify the problem: Incorrect PDF...the templates are sent rendered wrong.
Color Background
hi , i didnt find an option to change the font size or the background color of the form . IS there any way i can change my background color of my form because my website background is blackground and when i add this , its full transparent . mraviprakash06
getRelatedRecords doesn't work
Sales_Orders_List = zoho.crm.getRelatedRecords("Sales_Orders","Deals",ID.tolong()); {"code":"INVALID_DATA","details":{},"message":"the relation name given seems to be invalid","status":"error"} why?
removing onload error
tempCaseCustomerInfoFormID = Case_Customer_Info_Form[ID != 0].ID sort by Added_Time desc; //this ID belongs to the row that data lies // take the relevant.data tempID = Case_Customer_Info_Form[ID == tempCaseCustomerInfoFormID]; input.Case_ID = tempID.Case_ID; The code above allows me to bring a Case_ID of another form into this form, on load. I have got a error message saying "invalid value found for the variable Case_ID, Line 5. How can i remove this error?
Software as a Service
Hi, I would like to develop an App (property management) that will work as SaaS with the following terms: 1. As a customer you can create a user with limited functionality (you can manage one property - Freemium version) 2. If you want to create more properties in your business, you can do it with a monthly payment per property 3. You can have 5 users per business (for example 1 admin and 4 users) What is the type of licensing (zoho creator suscription) that I need to have an optimal cost? Thank
How to collaborate through chat or groups ?
Hello, I would like to chat through Creator apps & forms. Is that possible ? I can't find. Thank you,
Update contact ID in custom field while creating a contact
Hello, I am trying to update a custom field in Contacts Module itself when a new contact is created. What I want is that whenever a new contact is created, its contact ID should be copied to that Custom Field. respMap = zoho.crm.getRecordById("Contacts",input.CID); // get the record paramap = Map(); // create map to update CID paramap.put("C_ID",CID); createResp = zoho.crm.updateRecord("Contacts",pId,paramap); info createResp; Thank you for your help
Creator adress field
I experience strange behavior with the address field When you search an address and choose it, it inputs the street number in 1st field, street in 2nd and City & District in the related field. Here in Germany it is common to have first the street and then the streetnumber. Also the City is in general enough, so it would be good to have City in a seperate field and the District in another. In a Report the streetnumber is now first and then comes the street. So, I just wanted to avoid the address field
Can I put a better filter on Reports?
Hello, I'm trying to create reports for our stats, and I can't figure out how to fine tune the filters in the pivot tables. Right now the filters that I'm adding are an all or nothing sort of thing. I want to be able to use the and/or options (like in other filters on Zoho Creator)... but for the pivot tables it seems I can only do the "and" filters. For example, I am doing a quarterly report and I want to basicly filter for: status = active OR status = discharged AND discharge date = Jan 1 -
Problem with & character in ZML button
I have a simple 'for' loop in the ZML Editor like the below for each rec in Test_Form[ID!=0] { temp = rec.Media; %> <pr height='fill' width='fill'> <pc width='100%' padding='10px'> <pr height='auto' width='auto'> <pc> <button text='<%=temp%>' size='3' color='#000000' bgColor='#F0ECE6' type='flat' action='OpenReport' parameters='' target='new-window' componentLinkName='' cornerRadius='60px' /> </pc> </pr> </pc>
Which plan required for App Store submission?
I am a single developer interested in using ZOHO Creator for developing applications that will be available via the Apple App Store. I want to ensure that the Premium plan has the ability to do this. In the complete feature list, the "Ultimate" plan is the only plan that has: Download and publish rebranded mobile apps. Does this mean that single developers like me cannot publish our apps to the Apple App Store unless we pay the yearly fee for 10 users ($4200) on the ultimate plan?
Zoho Creator price - subscription
Hi all, currently i am testing Zoho Creator, i think i have now an old price plan Unlimited users express for 199,00€ - 250000 records - GB? / i cannot find the price information on the Zoho website Is this plan also availible in the future? I hope so. As i see, Zoho Creator have also a new user price plan. Currently i have for future 6 inhouse users here and want to integrate some clients & vendors. For now I do not figured out the different, between Client portal and maybe to offer Clients a
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