PDF Manual inserted in Page
Hi, On the Zoho Volunteers App you have a Help Page that shows the PDF instruction manual. I have tried to replicate this in my app but am having issues. I've uploaded a PDF into my app (created a form/report to do this) just one single static file that i want to show on a page. I've right clicked the file to get the url. When i click on the Page header it downloads the pdf instead of showing it on the screen. The url looks like this. https://blahblahblah/HelpPDF_Report/3389823000000154384/File_upload/download?filepath=/1536723812345_USER_INSTRUCTIONS.pdf
Real-Estate and Facility management custom Zoho CRM
Hello, I am looking for someone that can create for me a custom Real Estate and Facility management application using Zoho. I would like to have a face to face meeting with the developing person/company as many details to discuss. Location : UAE Dubai Thanks
Fetch Zoho CRM Contact using Deluge
I thought I would pass this along to anyone trying to do what I'm doing. It wasn't working until I contacted support. They had to make some kind of "optimization" on the back end, so your results may vary. Goal Prepopulate a form containing user profile information that is auto-filled from the corresponding Zoho CRM record based on the email address. Also leverage the Zoho CRM field so the profile can be linked directly back to the CRM contact. Method Use searchRecordsByPDC() to locate the CRM contact
The ability to add additional fields after the initial import
Our app will be constantly evolving so we would need the ability to add additional fields and then bulk import the data with the product code as the lookup value to tie the data together. Is this possible with Zoho Creator? Or will I need to export the data, do the lookup in Excel and re-import the data into Zoho Creator after adding the corresponding fields to the Creator app?
calendar report print template -- use information from other forms/reports
Hi, Is it possible to use information from other forms/reports in a "print template" of a calendar report? I have created a custom print template that i would like to use other information for. Or what is the best way to create such reports? thanks!
Calculator of labor benefits
Hi, i´m trying to making a calculator of labor benefits but i don't know how to put the formula to get an especific date like Year(Date_1);12;30 . Where 12 is the month (December) and 30 is the day.
Mobile application, lookup field, add new - doesn't work, for complex form (iOS, Android)
Lookup field, can't add, new record in "add" or "+" for complex form. Android, iOS mobile application "Zoho Creator" -> sample application "Order Management" -> "New Order" -> "Customer" -> 'Add' or '+'->fill form "Add Customer" return error: 'An error occurred. Do you want to report this issue' hit OK 'Content is not allowed in trailing section' or in other apps: ' The element type "value" must be terminated by the matching end-tag "</value>" ' Record for Customer is created but it's not available
Map(Added_Location) problem
We enabled geo tag in our application. But some of the records are not showing expected result and we can not see the results in the map. Please take a look at the image.
Remove seconds from date/time field
I would like a date/time field to either not have the seconds show, or at least have the seconds set to "00". is this possible?
Select multiple days on calendar report
I would like to select a range on a calendar report, then have the form open (as it currently does, on click of a date), auto-filling the start and end date. Is this possible? or is there a workaround that i can employ for this?
How to calculate number of days in service
Hi, I need to calculate the amount of days a truck's been in service. I plan to update this with a workflow or schedule every day. I could sum up all days, but I need to exclude the days in which the truck has been in standby were no shipments have been made by that truck.
Is there any flexibility regasrding the layout and information shown in the preset approval process?
I have a client that is using the preset approval process for an app. We have ave been asked to edit the information shown to the approver in the mobile app, also to play around with the layout of the Approvals tab in the web app but have not found a way to do it. Any suggestions? Thanks Constantino
Is it possible to hide the product list price and total on customer quotes?
I'm looking to hide the individual product list price and total on a quote and just have the subtotal and grand total. Is this possible?
Create Proposal button
Hi guys, as a complete Zoho novice but not in code and understanding many other software packages I need guidance on where to start, what step comes first: Example: 4 sales guys who specialise in different areas. (sales guy 1) enters a new lead makes contact and converts to Account & Customer. (sales guy 1) cannot write this particular Proposal, it's not in his field of area. But wants to send it to he three other colleagues who can. I want to create a button in Zoho that will do this. Basically
Using Fetch Fields for Subform
Hello All I am new to Zoho creator and I would like to Fetch some records from Form A to update both the Main Form B and the Subform. I am finding it difficult to get the subform to update with the information Can anyone help me please thanks Amanda
Remove ss from Date/Time field
I am unclear on what the formula needs to be to remove the seconds :ss from a Date/Time field. This solution is unclear https://support.zoho.com/portal/zohocorp/ShowEntityInfo.do?module=Solutions&id=677280f03da271dd1f1cd9c6123cc8de&from=listView&showpage=DetailsView&&prevModule=Solutions&TO_INDEX=10&FROM_INDEX=1¤tOption=50&selectedDept=71d0ea6e5216eb98d3e3b1cbce495042&cvid=null&recordNum=3&ct=1358056144062&isload=true Can someone provide the correct formula expression please?
Is there a way to show a map report with sequence following the entry´s added time?
A client wants to see a map report with some indication of a timeframe when records are added to the app. Is there any trick to so this? Thanks
Is it possible export project data to Excel?
I want export projects data to excel tocreate custom reports
No Attachment on Service Desk email request
Is there a character limit for a service request received from an email? We have one vendor that sends an email with a pdf attachment but when we view the request in the service desk, there is no attachment.
Modified LookUp Field
I can't seem to find the answer to this very simple request. I have two forms Company and Contacts. There is a lookup field in the Contacts form that has you select a company from the company form. I want to create a 3rd form that will have a company lookup field and a Contacts lookup field. I want the contact lookup field to only list the contacts that are have the same value as the Company lookup field on the same form. Currently it only shows all the contacts for all of the companies.
Dashboard Panel Button
Hi everyone, I have two applications. Application A is a dispatching program for jobs being called in by clients. Application B is a scheduler program for our staff. The Scheduler application has a calendar report which shows all staff available for jobs on which day etc. Our staff work 12 day shifts so I have multi day selections for availability. On my dispatch application I want to have a panel on the dashboard that shows me a count of all staff available today. I can get a distinct count
Report on Page filtration error
(((Status != "Completed")) && ((Date_of_Job in next 7 days) || (Date_of_Job is today))) I received following error when i try to add above Filter criteria on a Report in page. i need above criteria for customers not for users. users should view all records through original report, therefore, i cannot apply it on original report. Invalid request The parameter Date_of_Job_op should appear atmost 1 time(s).
PDF download button in report
Hi there! I'm trying to set a buton to download the record template as a pdf from the report. (see picture below) I have some doubts with the workflow.. i know i can perfor this with an Open URL task and > https://creator.zohopublic.com/<adminUserName>/<appLinkName>/record-pdf/<viewLinkName>/<RecordID>/<PreferredDownloadFilename>/<encryptedKey> I don't know how to get the record id of that specific recor in the report, an have no idea how to get th encrypted key... Any ideas?? Thanks!
Javascript can't handle Zoho Field ID from REST API
Zoho REST API returns an ID field for each record. Unfortunately Javascript (confirmed with Chrome 69.0.3497.81) can't accurately handle the field, I presume because it's too large to fit into a Javascript 'int'? Reproduced here: https://jsfiddle.net/cx8z9dhv/ Any suggestions?
Creator: Report Criteria for Select Users
Hi, Is it possible to set criteria so that the logged in user can only see records in the report that have been assigned to them? Note that they are not the addeduser as they did not create the record. I've tried: Assigned_Case_Mgr == zoho.loginuser But since not working, assume this is because the two names may be appearing differently, ie the zoho.loginuser = joebloggs and the Assigned Case Manager = Joe Bloggs. Any suggestions?
Web Tab Titles
Hi Everyone: In our use of Zoho Creator we have many web pages open at the same time. It would be a great aid to navigating between the different pages if the page title in the web tab could be customized to tell the user which form, report, or page, was on which tab. Is anyone aware of a method to do this? i attempted the <head> <title> method for one of my html pages but that had no effect. Many thanks, Dave
add lookup values dynamically
I currently have this code to add lookup values to lookup fields on my form dynamically. It works well, the only problem being that it resets the value of the field to null. I don't want it to erase what values might already be there. I currently have this: Locs = Locations[ID != null].ID.getAll(); Trip_From:ui.add(Locs); anyone have any ideas? i tried this workaround: Locs = Locations[ID != null].ID.getAll(); myvalue = Trip_From.iD; Trip_From:ui.add(Locs); Trip_From = myvalue; It works, but changing
Prevent workflow execution on API update
How can i prevent workflow execution on API update? the workflow is create to execute on Update and i need to prevent it happening during API Edit. what are the possible solutions?
Round-Half-Even (Banker's Rounding)
I'm trying to come up with the algorithm to round a number with the half-even method since the default round formula in Zoho Creator uses the standard Round-Half-Up. See here: https://www.eetimes.com/document.asp?doc_id=1274515#A2 The problem is my app is integrated with my accounting software, which uses the banker's rounding method, and as a result I'm getting conflicted values. Anyone has experience with using different rounding methods in Zoho?
How to create form by using Deluge in Zoho creator.
I have a requirement to create a form using Deluge. It would be possible? If yes then, what is the steps to follow? Please suggest syntax as well.
phone number field
how do i format a field to accept only a phone number in that format like (000)000-0000 ??? thx, sarah sjohnson
Adding Multilist options to a drop down list
Hello, I have a form called Job Data which contains and ID and a Operations in the form of a Multi select List. And then there is another form Planning which also has an ID and a Operation but in the form of a drop down. First the Job Data is Filled and Submitted. When the ID is put is in the Planning form, I want the Multiselect List in the Job Data form appear as a drop down in the Planning form. Can this be done ?
View and sign an added file
Hi what i want to achieve is to upload a PDF through the file upload allow the user to view the file and digitally sign and then saving it to the form to submit it. If anyone knows how to view the uploaded file that would be very helpful Thank you Amanda
Zoho Creator integration with zoho sign
Hi I would like to integrate zoho sign with zoho creator. Ultimately what I need is a signed PDF If anyone can help me with this i would be very grateful Kind Regards Amanda
2/3 column view
Hi, any chance to have 2/3 column view in Zoho Creator form? J
Get calendar date
When i click on my calendar report, i would like the form to open, with the date field autofilled to the date i clicked on the calendar. Is this possible?
Execute function, update fields in response to Button click in Add Note field
Hi guys I want to add an HTML button in an Add Note field that calls a custom function (which calls an external REST API). The function returns a List of data which I want to populate a drop-down control. Is this possible? Thanks
Autofill a Lookup
Hi there, I've got a report with my customer portfolio. When I swipe left (or right), it runs a workflow: openUrl("#Form:New_Event?Customer=" + Customer_Name,"popup window"); This workflow opens the Form New_Event. Also, I would like that autofill the field "Customer" that is a Look Up from the form "Add_Customer" "Customer" field is a dropdown, and it's not a string, so the code above doesn't work... Any idea?
FInd and Replace
Is there a Find & Replace feature in Creator similar to all word processing programs ? I want to highlight a certain word (s) and replace it with another word or phrase, across all the records in a database.
Need Subform Field to Populate Based on Parent Form Field
I have a form with a subform. This is done to create a one to many relationship. The main form is Vendor and the subform is Vendor Account Number. On another form I enter the subform Vendor Account Number and want the Vendor Name field on that form to be filtered for the Vendor Name from the Vendor form based on the Vendor Account Number selected. The only way I've determined this can be accomplished is to include the Vendor Name in an additional field within the Vendor subform alongside the Vendor
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