Creator to fetch Potential (deal) and update field
Hello, I need some help, i'm trying to get my code to lookup on CRM by id the deal (and it works) After it i want to update a dropdown field on it with the data from my creator form. I'm using this code: LeadRec = Add_New_Lead[ID == input.RecID]; LeadRec.Lead_Status=input.Status; dealidstring = toString(LeadRec.Oportunidade_Relacionada_ID); dealid = zoho.crm.searchRecords("Potentials", dealidstring); vend = dealid.get(0).get("STAGE"); updatedeal = zoho.crm.updateRecord("Potentials", dealid, {"STAGE":LeadRec.Lead_Status});
Css Pseudo Elements
Hello, I am tring to apply some css to a form by adding them to a Note field. But, All Css Pseudo Elements styles are being removed! .popupbox .alertMsg p, .popupbox .alertMsg span { width: 0 !important; white-space: nowrap } .popupbox .alertMsg p:after, .popupbox .alertMsg span:after { } .popupbox .alertMsg p:after { } .popupbox .alertMsg span:after { }
images display fine...until I generate a page's PDF
I have an app which has lots of images (photos, logos, signatures, etc.) and the all seem to display fine on all my reports, forms and Pages. BUT when I click the "PDF" button on a page, the resultant PDF file shows a blank box. Printing the Page is fine and the image gets printed out, so the problem seems to be with the PDF button. Any ideas what I'm doing wrong? What I'd like to do is be able to click "PDF", create the PDF file and then email it to a client. Nothing fancy I would think, but
Costum App Developing Secure
How can i share my app with a developer if he'll be granted all access and data? is there a way to share the app without the data?
Backup Schedule
I am a Zoho One subscriber. How do I create a backup schedule of an app I created with Creator? I read in other threads that this is only supported in the Enterprise edition while here https://www.zoho.com/creator/help/application/application-backup.html It says "it's supported only in Professional Edition and above". Not only do I find your editions totally confusing but I also find that Zoho does not provide a resource where it clarifies all the editions you offer PLUS all the features included
Trouble getting total of fields in subform.
Hey! I've got a form that has a subform called "project worksheet". That subform has a row with 2 fields (length and width) that get multiplied together, and then divided by a number, the answer (sheet usage) is then displayed on that row also. I need to get a total of every "sheet usage" field, displayed on the main form. What I have is mostly right, however the answer that is displayed on the main form appears to be the sheet usage from the first line of the subform, multiplied by the number of
zoho creator wish list
Hi fellow creator user, I'm been designing with Creator on and off for some time now and invested a fair amount of time to appreciate the feature and functionality of the software. Overall it is simple to design a functional business application, with most of the critical features (field actions, scheduler, deluge) covered or with workarounds (adding a button on a report/stateless form is clumsy). However, there are a few things I cannot do without to make the applications competitive in the marketplace.
Stateless Form: File Upload
HI team, How can I add "File Upload" in a stateless form? Or other way on uploading file in a stateless form. Thanks, Jee
Sticky Group Header In List View [Feature Request]
Hello, I would like to thank the devs for refining the app while waiting for C5... An additional improvement would be to have the group header being sticky. When there's a large number of rows in many groups, you can feel lost when scrolling up or down and not being able to identify what you see (lost context). Sticky group header would help. I made a little video showing the feature. Thanks for taking into consideration. Best Regards, Thierry C.
Record Summary with live links to bidirectional lookup entries
In the normal table view report, forms that have bi-directional lookup can display associated records with links to the related form views (image 1). This allows a user to click and see the details in the related form. I would like to be able to have this same functionality in the custom record summary, but all I get is static text for the same related fields (image 2). Is this possible?
Can't add or change record summary using form definition?
Hello, I am trying to copy all changes from one app to to another (the first app is used for testing new features, and the second app is actually used by the users). I have some record summaries that I want to copy to the second app, but when I enter one into the Form Definition script and save, the changes are not saved. I would very much like to avoid remaking these in the editor because they aren't small (and I hate using drag-and-drop editors). Is there any way to copy or modify the record summaries
buildsoft Cubit Integration
hy Is that possible to integrate zoho creator and buildsoft cubit ?
Make creator app lookup customer details
Hey Everyone. I have a call out company and when we get a call out I select the company calling us and start typing in information such as the response client As we visit the same client sometimes numerous times through the life of this app, what I am hoping to be able to do is start typing the client and it will give me a dropdown to select from and IF we have the client in the system it will auto fill the address for me. If we don't have them in the system then it will add it to the system. I
Populate form with CRM Contact data?
Greetings, I'm trying to populate this form (attached) with CRM Contact data. I am a Zoho One customer (paid) which means I have the Enterprise editions, so it's not an account limitation. I'm working strictly with deluge scripts. I can default the Email field like this: input.Email = zoho.loginuserid; My goal is to get the first and last names and default the Zoho_CRM field from the corresponding CRM contact record using this script: crmContactRecord = zoho.crm.searchrecordsbypdc("Contacts","email",zoho.loginuserid);
is it possible to change a decision box (boolean) value displayed in a report?
Right now, all decision box values displayed in reports appear as either "true" or "false". I'd like to map those to something other than that (just as a display feature; not functionally in the data). You know, display "Yes" or "No", or "Y" or "N", etc., instead of true and false. Possible? If so, how? Thanks, bruce
Customize form style with CSS (not for published forms)
I am using Zoho Creator to run a Word Order database application and would like to know if it's possible to customize the layout of the form. I keep reading that you can customize a published from but that's not what I am looking for. I know you can go to Settings > Customize but this only allows me to choose from pre-built layouts. The other thing I discovered is the option to set the form to single or double column in the screen where you can edit the form but this also is limited. I would like
Composite Keys?
I have just established a ZOHO account, and am in process of familiarizing myself with ZOHO Creator. My object is to create a database application to track my library of sheet music. I have several hundred pieces of brass quintet sheet music arrangements to track. First, I need to identify each one. But the title, by itself, is insufficient for this. I have determined that there are three data elements necessary to identify each piece. None of them are sufficient to uniquely identify a piece by itself,
Interative DELUGE Tutorial link doesn't work - how can I learn DELUGE?
Just watched this video Introduction to DELGUE-Preethi / Nandini https://www.youtube.com/watch?v=e-Y23JefgLs at the end of it the instructor states you can go to an Interactive DELUGE Tutorial and promotes this website: https://creator.zoho.com/learndeluge The page appears to be broken in Firefox and IE. I found the video difficult to understand and I was hopeful the Interactive DELUGE Tutorial would help me to understand Deluge and how to use it. Grateful for any assistance with this, Lisa
Duplicate button swaps ID with original record
Lets say I a have a record with a couple attributes: ``` { name: "John Doe"', address: "123 Main Street", } ``` Zoho assigns this record a unique ID that is 19 digits long for example: 1810278000027362038 I call the API to download the data and it give me this: ``` { name: "John Doe"', address: "123 Main Street", ID: 1810278000027362038 created_at: "2018-1-1 12:30:45" modified_at: "2018-1-1 12:30:45" } ``` Now I want to duplicate the record and change the address of the new record that is created.
Use Workflow or Formula Field for VAT Calculation
Hi, I need to calculate the VAT based on the rate selected in a dropdown, so far I have managed to calculate the Net cost based on the Unit Cost multiplied by the Quantity. The VAT dropdown has 3 options, 0, 0.05, 0.20 depending on which is selected the Net Cost will be multiplied by the VAT however I'm running in to syntax errors My field names are... Qty Unit Cost Net VAT Total VAT Gross Any help with this would be great as I'm really struggling to get this working
Dataset in Creator
Hello, I am building a massive app with customer portal. The users that will connects will be parts of companies. So I need every users of the same company to view/edit only the records of the company. Sadly, it is not possible with the customer portal to do this type of profile/permissions. I was thinking about dataset. Is it possible to build different folder(dataset) in the backend? Each company would be a dataset. After that, I would apply permission of the dataset based on a list of users per
Report Criteria Using an Indirectly Related Form? Example Criteria: RelatedForm.RelatedFormsRelatedForm.ClientEmailAccounts.contains(zoho.loginuserid) - Potential Critical Limitation of Zoho?
Hi all (especially @zoho) I would like to use a Form field in a related Form's related Form (i.e. Widgets>Factory>Account) as part of the Criteria I use for filtering a Report in Zoho (Widgets are related directly to a Factory, but I want to use the Factory's direct relation to the Account Form as a Criterion but can't access the Account Form's fields in the Criteria box). To explain I will give a quick example and background of what I currently do to enable deeper filtering of data in my Customer
Mark a roll
Hey guys, I am trying to build a fairly simple application to mark attendance. Four forms, People, Classes, Attendance, AttendanceDetails. People with one field "Name", Classes with one field "Class". Attendance with two fields, a date field, and a subform "AttendanceDetails". AttendanceDetails with two fields, one to one lookup for "Name" and one to many lookup for "Class". Workflow is to enter the date, add rows to subform selection the name and classes attended. The problem is that with 300 names
Sticky Group Header In List View
- Moved to Community Driven Features - https://help.zoho.com/portal/community/topic/sticky-group-header-in-list-view-feature-request
Bi-Directional Multi-Select lookup to Sub-form bug!
Hi, I was trying to set-up a multi-select bi-directional lookup field for a sub-form, everything worked as expected until I tried to access the main form. I got the error "Form not available, please contact support". I had placed some script in the multi-select "On User Input". I have since reverted to using a drop-down instead... Thanks, Damien Cregan Hire an Expert
What happened to Zoho support?
I used to get replies eventually for tickets I opened through help.zoho.com. The last one I opened 5 days ago and has yet to receive a reply. Just wondering if anyone else is experiencing the same Non-Customer-Service as I am experiencing.
remove duplicate in report
Hello, I want to build a report showing only one instances of the same record. Example: There are 3 Walmart in NewYork, 2 in Chicago and 2 in Boston. There are 2 Target in Seattle and 2 in Teaxs. I want to see in the report: Walmart (Grouped by) NewYork Chicago Boston Target (Grouped by) Seattle Texas And not: Walmart, NewYork NewYork1 NewYork2 NewYork3 Walmart, Chicago Chicago 1 Chicago 2 Walmart, Boston Boston 1 Boston 2 thank you
QR Code
Hi, Is it possible to create a qr code on a form that when scanned it would action an email to the contact on that form?
Help setting up Program
I need to hire a ZOHO expert to help create a app based on the existing apps, but I need some fine tuning. I have to get this finished fast, and the contacts on the hire section seem really old (anyone know what "Hotmail" is :) please contact me at scult1@gmail.com. TIA
Is there a way to search by QR code input in reports?
Hello All, I'm relatively new to Zoho. I've recently created a database so I can log a collection of artwork. I have assigned each artwork an ID number. Currently in the report, if you want to search for the work by ID number you have to type it in manually. I have been able to generate QR codes that contain the numbers, which I will put on the back of each physical work. I was wondering if there is any way the user could have the option to scan a QR and have the app input the number into the ID
Update Button to Send Confirmation Email
Wish to have the Update button execute Send Confirmation Email in the same manner that we can set up the Form Properties / Success / Send Confirmation Email
Make A Field Equal To The Result of a Calculation of Other Fields
I'm sure this is a simple one but I have some fields that I want to be equal to the calculation of other fields. I just don't know the syntax to do this... For example...I need a field called Delivery_Weight to be the result of Total_Weight minus Direct_Ship_Weight. There are a few other fields I need to do this one but if someone can lead me in the right direction for this, that would be great. Thanks... Brian
Slight issue with Dynamic Picklists
Hi, I've only recently been put to work on our company Zoho project, but I have some background with code. A colleague of mine asked if I could do some clean up with his forms and make them a little more user friendly. Currently, what I'm trying to achieve is a simple (or I thought...) dynamic picklist. I've worked through the example you have put forward within the Creator Help pages, but there must be something I'm missing. It's a shame that I can't start at the beginning, but also trying to figure
Success Message
How/where do I change the msg that appears when ZOHO has successfully saved my record ? I've looked everywhere and cannot find it. The words, "Data Updated Successfully" completely cover my info so that I must wait for it to disappear before making anymore changes. I'd like it to just be "OK" or be able to have it appear elsewhere on the record
Printing In Creator
What can be done in Creator to expand on the few Printing options available by default? Is there a good training resource I can study for this? For example, our DB has over 25 columns but obliviously, they will not print on a single page and some users may only need a certain amount of information printed. Looking for resources on how to expand on this for customized prints.
Customer Portal Usage Limitation
I have my app ready for my customer, but I noticed that there is a limitation for customer portal user. if I want each of my customer has their own login account to access their own data, is there any better way to do this. (Our company currently have over thousands of customer)
show REPORT and not form to public
I am trying to show a final report to all viewers, but when i do that, the FORM I use to prepare the REPORT also is available to all. How do I ONLY make the REPORT available. If they see the form then they can change the data which I do not want.
Fetch from Another App?
Can you use the fetch command to lookup data from a different app? I have a look up field that references another app. However, if I try to access the selected field data in deluge, it returns the ID number. I need to use the selected data from the other app in deluge. Something like: MyCollector = AnotherApp.SomeForm (ID == input.MyLookup); ItemColor = MyCollector.Color;
Removing custom actions button from print
Is there a way to remove the custom actions buttons when exporting to a pdf or printing?
Stateless form button 'on click' won't update record (or do anything at all!)
I'm going crazy over this one since I can't figure out what's wrong. I have a stateless form that fetches data from an existing form in order to update a specific record. I know that the code works because when I use it on another field (on input) it does updates the records, but the same code when used under on click on a stateless form button I doesn't do anything. I tried an alert, or using openURL to open a new window, just to see if the onClick was doing anything but it doesn't seem to be. This
Next Page