SMS Integration with 3rd Party SMS Service?
Hi, Please share how to integrate with 3rd party SMS Service (except pre-listed SMS service in zoho creator)? Regards, Easwaran
Zoho Books --> Zoho Creator
Hello, In Zoho Flow I've made a connection between Zoho Books and Zoho Creator where there will be a new record added in Creator after creating a new invoice containing the Invoice ID. In Creator I would like to fetch the invoice information based on the Invoice ID and add a record in a new table in Creator with at least the following information: 1. CRM Account ID; 2. Total excl. VAT; 3. Total VAT; 4. Total incl. VAT; 5. Invoice number; 6. Invoice date; 7. Invoice due date; 8. And when possible
Create a form in oder to let my client update informations on a Potential
I would to let my client fill informations into a Potential entry of CRM. here the flow I would like : 1 - A Lead fill a form on our website. 2 - Convert the Lead to a Potential 3 - Send a email to the Potential explain him we need more details in order to process. We provide a link in order to get form with some Potential infos pre-filled. 4- The Potential fill the form. 5 - Save the data into the Potential. Someone has already do something like this? How I can create a form with some parameters
Conditional logic - how can I create an if/then situation for two fields
I need to correlate tree height with tree diameter. For example, if a tree is 5 feet/metres tall, the diameter has to be at above 12 inches/100 centimetres. If the correlation doesn't work, I would like the entry rejected or appear with a warning. Any ideas! Thank you in advance for any help.
Drop-down field sorted as text instead of date
Hi Zoho, I have a drop-down field on my form, listing dates. When fetching the data from the form sorted by that field it's sorting it like it's text instead of date. for example: ListMe = (Loan_Valuations[ID != null].Assign_Valuation_to_Date sort by Assign_Valuation_to_Date).getall(); will get me 01-Apr-2017,01-Apr-2017,01-Apr-2017,01-Apr-2017,01-Apr-2017,01-Jan-2017,01-Jan-2017,01-Jan-2018,01-Jan-2018,01-Jul-2017,01-Jul-2017,01-Oct-2017,01-Oct-2017,01-Oct-2017,01-Oct-2017,01-Oct-2017,30-Dec-2017,30-Dec-2017,30-Jun-2017,30-Jun-2017,31-Dec-2017,31-Dec-2017
Script to upload image files
I need a deluge script that will upload an image files from a local drive into a image fields with minimal user input. Any suggestions? Is this possible?
How to build recurring payment in Check register
I’m building a checkbook register and I’m lost on how to build in recurring payments. Form Add Transaction has the fields required (recurring =yes, Start date, etc). What I thought would work is to use the schedule features add a new record at a scheduled date. That seems straightforward enough, but what I can’t figure out is how to properly identify the records with recurring info, then using that record(s) to create a new record(s) with the recurring data. If anyone has any ideas, I would love
Autofilling fields in subform with multiple rows
Hi, I've made a subform (Next_Steps_subform) and a want the input in one field (Next_steps_responsible) to dictate an autofill in "User". I have created the below code and it works fine on the first row created in the subform, but not in subsequent rows. Image attached to show issue. Any idea why? if(input.Next_Steps_Subform.Next_Steps_Responsible == "Callum Wood") { input.Next_Steps_Subform.User = "alderhey"; } if(input.Next_Steps_Subform.Next_Steps_Responsible == "Jason Taylor") { input.Next_Steps_Subform.User
auto number depending on the last record created
Hi, I want to use the Auto number filed in C5 but the problem is that my number I want to auto create has to have a letter and -. I have a list of project. Each project has a number like P-18-0200. When I create another project, I want the filed "Project number" in my form to be autopopulated with the last project number + 1. Ex: Last project number was P-18-0150, so the next number should be P-18-0151. How can I do that? Thnak guys!
C5 Page/Dashboard - Configure action when clicking a panel
Is it possible to configure the action when clicking a dashboard panel to open the underlying report but to set the same filters used in the panel configuration? Ex. a dashboard shows the COUNT of events where an action button is not marked. Can I set the Action to open the report with the same filter? Thanks
"Map" function in Zoho creator / Zoho Workbook help
Hello, I'm new to Zoho creator and I'm just going through the workbook. I'm currently in the "Add Business Logic" section of the workbook and trying out "Change delivery option based on number of products selected". It does not seem to recognise the ".size()" function and returns it as an invalid syntax. My understanding that is the "size()" is a built in map function. I need to check Product.size() where "Product" is a lookup field, but it doesn't seem to recognise it. Did I miss something? Can
Importing data from Access with auto numbers
Hello, I want to migrate an Access application into Zoho. My existing application has multiple tables linked on ID columns which are of the type "auto number" (using Zoho terms). Can I import those tables and keep the data in those columns BUT THEN have Zoho start incrementing the values going forward? Example: existing student ID's ranging from 1-10000. After my import, can Zoho start adding records with incremented Student IDs? Thanks in advance!
Sending MMS text to avoid concatenation issues
Greetings, When sending text messages longer than 160 characters you may run into situations where certain carriers (Sprint and Verizon in particular) are not able to receive the text as one message, rather it breaks it up into multiple texts, and often out of order. One solution to get around this issue is to send the message as MMS (Multimedia Messaging Service) instead of SMS (Short Message Service). See link for more details on the concatenate issue and possible work arounds - https://www.smallbusinesstech.net/concatenated-sms/.
Creator API - Getting Subform field values.
Is there a method to get subform field values using the Creator API?
Private Multiline Textbox
Hi, I searched pretty extensively on the forums but couldn't find any clues to solve my problem. We are building an asset management system for our construction company. The intent is to inventory prospect applicants and track current employee availability/earmark them for subsequent projects. I would like to add a multiline text box on the employee information page which our supervisors can populate with their own private notes about an employee when they work with them. I would like to make it
Zoho Creator 5 = Bugs, bugs & bugs?
Hey everyone, we are a heavy user of Zoho products at my company, espacially the Zoho Creator is used a lot. It really is a really, really great product, as it allows business guys like me to build apps without a lot of coding knowledge. But since the update to Zoho 5, the creator is not really usable in a professional environment. I try to expand our core creator app by some features, and since the update to Zoho Creator 5 I have bugs in pretty much every second step I try to do: - Backups does
Populate Subform with already existing Items
I added a subform to a form and I want to populate them with items already inserted from another form. Can I insert into a subform an already existing item using its unique ID?
Bootstrap CSS affecting embedded report on a HTML page
I am trying to style a custom page in creator with an embedded report. When I embed the report with no style then the report comes in as expected. However when I add the bootstrap 4 CSS file in the overall report area remains as expected but the content is compressed against the left hand side. I dont see any parameters within the zc-component that allow for sizing of the report area so wondering how the CSS is impacting this? I have attached two screenshots - one with the bootstrap.css applied and
How can I go back to the last version until the bugs are worked out?
How can I go back to the last version until the bugs are worked out?
Attach file to Desk Ticket from Creator App
Is there a way to pass a form that is uploaded from a Creator form into the Desk app? I am able to pass all the other fields with no problem, and I found that you can do this with the CRM app using the following syntax: <CRM Response> = zoho.crm.attachFile(<Module Name>,<RecordID>,<file upload field>); Is there any way to do this with the Desk App instead? There is no documentation of this that I could find.
Auto-populating field data once a option is made
Hi, How would I auto-populate fields in a form that relate to a different form? For example, I have a form in which I want to choose a specific category, and the price to auto-populate (note that "category name" field relates to a different field. Within the related field, I would have the category name and price. Essentially, I want the main form to fetch data from a related field within a different form. Note the category name is a lookup field. I'd like to do the same for Employee Name and employee
Showing subform fields in Report Summary
I have a form that uses a Subform defined as a separate Form. The subform-form also has a list subform within it. In my Report Summary, I want to display not just the list of items in the subform (which it does) but also the subform-subform. Parent form -> sub-form -> sub-form items Is this possible?
Subform, populating values from lookup record
I have a subform with several fields. The subform does not use an existing form, it was added as a "new" form. However, the subform contains a Lookup field. I would like some of the fields on my subform to be populated based on values on the linked lookup record. Can someone provide the deluge script required for this?
Using replaceall with URL field loses the Link name when used more than once.
Hi, When using a URL field in an email it actually uses the link name as expected and creates a hyperlink automatically. When I try to use the same URL field with the replacall() function more than once it removes the link and only returns the URL without hyperlink. Can this be fixed please. Thanks, Damien
Calculate percentage field in C5 pages (Dashboard)
Hi, is there a way to have a percentage value calculated from two field values in the new C5 Page builder? I found a panel with a percentage sign but it only allows the regular operations (sum, average, etc.) but not a way to set the two values needed for a percentage. Thanks, Constantino
Can i build apps with database and chart options
hi, I am new to zoho and was confused whether i can build custom apps with it. MY requirements is like below I want to create page with custom widgets for daily tasks belonging to different category example 1. went to gym yes or no 2. How much protein i ate today . text box 3. how many book pages i read etc text box Then i submit via form so they get saved in database. Then i want to have various charts which can show my progress like 1. Line chart showing when i went to gym and when i missed 2.
Copy Signature field from one form to another on user input
Copying Signature(image) field from one form to another. For our business needs we would like to be able to copy our customer's signature from on form to another. But in trying this using Deluge, it appears this is not possible. Please confirm. The code looks like this, the problem line is commented out. if(Offline_Work_Order[ID == input.Offline_Work_Order].count() > 0) { temp = Offline_Work_Order[ID == input.Offline_Work_Order]; input.Job_Facility = temp.Job_Facility; input.Signer_Name = temp.Signer_Name;
Field type "Name" how to input/parsed to the "First Name" & "Last Name" part
Zoho Creator has field type "Name" which consists of 'First Name' & 'Last Name' If pulling a first name and the last name of a contact from CRM related contact, how can this be input/parsed to the Zoho Creator 'Name' field? Here is an example of the deluge code im trying to correct: potIdStr = input.Potential; //***Working crmRelat = zoho.crm.getRelatedRecords("Contacts","Potentials",potIdStr); //***Working input.Email = crmRelat.getJSON("Email"); //***Working input.Name[First Name] = crmRelat.getJSON("First
auto populate from Crm
Hey Everyone. Ive been playing around with this for ages and cant seem to get it to work. im trying to set up an onChange event. so that when a certain field is entered the rest of the form populates from the crm. The issue im having is that the info i need to populate is in a custom module. so far everything ive tried fails and throws an error. I have tried using an integration field but it wont allow me to access the custom modules. Is there a work around for this. Thanks Roland
How to aggregate SUM data using a criteria from a lookup field
I'm trying to figure out how to use the .sum feature when aggregating records, but only for records with criteria Account = Commerzbank This formula works to add up all the Actual Amount field in the Add_Transactions form. input.Balance = Add_Transaction.sum(Actual_Amount); However, I only want to sum up records that have a critera Account = Commerzbank, but I continually get an error that Account is BIGINT and this doesn't work to search for a String. I can't seem to figure this out. Thanks for
Additional access security for Creator app in iOS devices
Is there any way we can secure the access to the creator app in iOS devices (iPhone/iPads)? Currently the login is only required for initial login and the app will remember user's login details until signed out. Is there any plan from Zoho to make access to native apps more secure (like banking apps - switch to another app / press home button, the app will ask passcode again).
How do I get access to ZC 5?
I am currently old version of Zoho Creator. How do I access to version 5.
Send Email Function
In the old Creator (4), it was much easier to script and email. It seems more difficult now. I was trying to find a flaw in my email routine and it is much harder in C5. If I point to the line number next to the Send Email (Edit), it does nothing on click. I tried to re-create the same making another email script, but found no "Insert Fields" like the old. When I go to </> icon, it does bring up fields, but it is still difficult to enter something on the subject line like "Project: input.Project_Name".
Accessing a specific row's data in a subform
In my sub form i have several rows and I wish to access the last row inputted in order to send some of the info in it via email when the form is submitted (On Add -> On Success in the main form). I have tried using the script from this forum: https://help.zoho.com/portal/en/community/topic/subform-get-value-from-the-row-above My rows in the sub form ( AKA Actions_Taken) before the script is executed: Date ROW ID 4/21 1 4/22 2 4/23 3 4/24 4 My Script (I tried it both on the 'On Edit' -> 'On Success'
differrent "subform default entries" ON ADD and ON EDIT ?
does anybody know how to workaround this ?
Deleting data from forms
Hello, I am working in Zoho Creator and am a bit stuck. My app is for Production Inventory. The offered apps don't really fit my requirements. I have created 3 Forms to capture incoming goods that have unique serial numbers for each item: GNSS board, Camera and Antenna. I have also created a Form called Build Orders. This form allows me to gather the items needed for a production build. When I fill out the info in Build Orders, I have look up fields for GNSS boards, Camera and Antenna. This allows
Embed form translation
Hello, i have published a creator form, and i have included the embed code on the italian version of my website, and it works fine. Now i need to translate this form into other languages, is it possible do create embed code in different languages using the Creator app translation feature?
Fetch Product Name, Qty,Price Etc in a quote module to zoho creator?
is this thing possible? thank you for your reply
Accessing Subform Fields
I have added a subform to Zoho CRM. How do I access the fields that are in the subform both in Zoho CRM Workflows and Zoho Campaigns? I want to access them so I can use them in these apps.
Zoho Creator - Special field 'Integration' with CRM Potentials - How to get record ID and use to update other fields
Hi, I have used the Zoho Creator - built in special field 'Integration' to lookup CRM Potentials in a Form. Field name: 'Potential' Field link name: 'Potential' Im trying to get a deluge workflow right that will find the Record Id (Potential ID) from the Potential field as integrated already in the form. This would then allow updating other fields in the Zoho Creator form by populating the data from CRM record. So, this deluge scrip works in a workflow if specifying the potential ID: crmResp =
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