Creator app permission
Hi my creator app is not working for my zoho one account, permission denied?
Parent-child (foreign key) relationship between forms - just can't figure it out in Creator
Hello Zoho support - would someone be able to look at my application to tell me what I'm doing wrong? I am modifying the Order Management app in Creator. I have a subform in Product called Add/Edit Items.. this is where I scan in individual serial numbers of the products. There is a lookup field in the subform, but for some reason it is just pulling all of the IDs of all the Products, not just the one in the parent form. I'd like to use this relationship and show the parent Product's part # in the
How to Add to Fetched Records?
I have a function that checks to see if an issue is overdue. If it finds any, it sends an email to a fetched set of people who indicated they want such emails. I would like to add the person to whom the issue was assigned to this list, even if s/he did not so designate. I tried fetchedUsers:ui.add(Users[Name == violation.Assigned_To]); but I get an error saying I can only try this in [ON-LOAD].
Access zoho people data!?!?
Is there any way for creator to access zoho people information??? It's a very common use case in any business to access the organization data, user's manager information, etc. Why is this not a thing yet? Very disappointed!!!
Iterating lookup values
I have the following code which iterates the results of a search. I then want to display the results. The field Species is a multi value lookup field... <%{ SpeciesCV = Studies [ID != 0];%> Species<%for each RowV in Studies [ID != 0] {%> <table > <tbody> <tr> <td><%=RowV.Title%></td> <td><%=Species[ID = RowV.Species].Species%></td> </tr> </tbody> </table> <%} }%> The problem is RowV.Species only returns the list of IDs. I found a suggestion to use <%=Species[ID = RowV.Species].Species%>
Fractions vs decimals
I need to have a user enter a fraction and display a decimal, and vice versa. How can this be programmed? Thanks!
Populate data from another form.
hello, I am working on a an app for backend automation of our Admin and Accounts team. I am not a developer hence please guide on the steps or material or videos to do the below. I have created a form to collect products we sell this just captures basic information of the products like Name (single Line Field), description (Multi line Field) and Part number(Single line field). i would like to generate a sales order, for the same i would like to call this data from the products form and add quantity,
Fetching records via Lookup field query - "In Criteria left expression is of type BIGINT and right expression is of type STRING" Deluge error
Hello, I've been having some difficulty working with fetching records from a form based on a lookup field value in that form. This is for a simple inventory system app for tracking sticks of RAM in our inventory by the RAM Model and Quantity. Types of RAM models are stored in their own "RAM_Models" form. The "RAM_Inventory" form has a RAM Model lookup field which allows you to select any model from the RAM_Models form and also a Quantity field for tracking total quantity. (There are other fields,
Redirect after paypal payment not working
I created a form for donations and after the payment goes through I want PayPal to redirect back to our website. I'm not sure what's going wrong, but after the PayPal payment is made it gets hung up on the redirection back and just sits on that screen. I've thought I had it set up correctly, but perhaps not. I also have an email that is automatically sent on success and that works fine.
Update Inventory of different Warehouses and different product
I have two forms Form "Warehouse" having fields WH_Code WH_Description Form "Products" having fields Product_ID Product_Description Now I have made a form "Stock_Status" having fields: Lookup field WH_Code Lookup field Product_ID Stock_In_Hand I have two more forms named "Arrival" and "Despatch" which contains information of Material arrived and despatched. I understand that I have to create a function to update Stock_In_Hand field in "Stock_Status" form "on success" of form "Arrival" and "Despatch"
Can I pass parameters to Reports before viewing
Hi, I want to create a stateless form for passing desired filter parameters to a Report. The user can decide the values and pass these as per their requirement. I also want that the applied filters are visible on the top of the report so that person viewing the report knows the filters applied. Please help. Thanks, Milind
Validate multiple fields On Add
I have a form with 3 fields. I want to validate the when submittng the form, that the record does not contain either field. For example: if (count(team_member[name == input.name]) > 0) { alert "Name already exists"; cancel submit; } will only check if the if name is used. I want to check both name and another field. Tried this but no luck. if (count(team_member[firstname == input.firstname]) > 0) && (count(team_member[lastname == input.lastname]) > 0) { alert "We found a potentially duplicate record";
How can I reorder a Report's Custom Actions / Functions for a more user-friendly iOS app display order?
Quick question. Is anyone aware of a way to change the order of custom actions for a report? It appears that the order in which they're displayed on the Zoho Creator iOS app is the same order in which they're added as custom actions in Report Settings>>Custom Actions. Every new custom action is added at the bottom of the list and I don't see a way to reorder these custom actions, for the purpose of a more user-friendly display order on the Creator iOS app. Any ideas? Thanks so much.
Zoho Page Drop Down Filter (or simple month filter)
Hello There I have created a zoho page in zoho creator fetching some recors from a basic zoho form. I am showing this values in a simple zoho page (in html table) I want to add a simple drop down month filter to this page view. (or add a month paramater to that report) how can I add specific month paramater to my html page (By this way I will have kind of dynamic report page ( users can be able change month and see previous months in same page)
If then else statement
Im new in zoho creator, I want to auto-calculate the renewal date which is start date + 365 days, how to write it in If then else statement? If { start_date !==NULL; renewal_date = start_date +365 } Thanks
FedEx web services SOAP integration - how to display XML with markup / tags?
Hi all - having issues with this integration. I'm in contact with FedEx tech support and they need the XML generated by my script, however whenever I email or print xmlString all of the xml markup is removed and only the data contained within the tags is shown. Anyone know how I can do this? I'll be happy to share what I'm doing wrong with FedEx SOAP integration when I figure it out with them. xmlString = ""; xmlString = xmlString + "<soapenv:Envelope "; xmlString = xmlString + "xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\"
Problem in attachment in Mail API
Using Mail API I can send a mail but, when I upload a file attachment, it doesn't work. This is the format that I tried, { "fromAddress": "josephabdulla@gmail.com", "toAddress": "skyclub12@zoho.com", "subject": "Email - Always and Forever", "content": "QWERTYUIO", "attachments":[{ "storeName": "646740840", "attachmentName": "Rating of Udhaya kumar.png", "attachmentPath": "/Mail/6467408401512740745391000_642421486-Rating of Udhaya kumar.png" }] } Please,
Zoho creator reports view
I have created a form for example class form and added a subform(eg. subjects) inside the form now when i click on class reports i can see my subjects field with name of the subject and on clicking that name it gives me the full information about that subject i.e fetches the row, is there any button/action so that i can get all the records of subform that are related to my form in a single view. Thanks
Zapier with shared apps
Hi! I'm trying to figure out if Zoho Creator can help me create my app. It is an app for lead management, with a three level user tier. - I am the app owner. - I share the app with my client. - He will use it for followup with his client. - He will need to set up Zapier to transfer the leads into the app he is using. - He can not have access through Zapier to the other apps I have. The question is, is that possible at all? I tried to do it, but it gave some error, specified ownername is not valid,
Form with repeatable fields, submit to multiple mudules
I have 4 custom modules in my crm, Child, Carer location and job. The business model is that we accept bookings of our carers to do a job of caring for children. These are linked to the parents via the contacts module, with each parent having the own contact. One job can have many children and many parent (contacts). I need to create a form that will take the bookings of these jobs and I think this maybe possible with creator. I have created an app with the different sets of data: job, parents, children
Subform´s Multi Line fields display issue
Hi, I´ll try my best to explain the problem I need to solve, I have a Form with a Subform as a field, this subform has a Multi Line field inside. when Adding everything works fine, but when I´m in the On Edit view, if that Multi Line field already has 2 or more lines of text, it will display only the 1st line and provide a little icon to drag and expand the field, This little icon is the problem, Its "collision box" or "clickable area" is pretty unintuitive and does not correspont to the icon's area
API call to zoho books from creator problem
Hi, there is a problem with API calls from creator to books that manifested today... did you do any changes/updates? this is causing delays and other issues for me... The code below I have used it for more than a year without any problems. but today it did not behave as expected. The objective is to pull today's invoices from books. Nomally we have 5 to 10 invoices per day, today it returned 200 records! and many of them repeated... then I use these reply to call one by one to create production
Stock Location If Statement
I have two forms, Inventory and Parts Used. In the Inventory form, I have 12 stock location for each Part. That form is updated when Parts are received from Purchase orders. When my Technicians use a part (From the Parts Used Form), the quantity is reduced in the Inventory Form for their location, there for maintaining a stock level. I am trying to create a script, that when they select the part, enter a quantity, their location, it checks to insure they have inventory in their location. I have listed
How to convert a formula field with a string to a decimal value ?
Hi, i have a formula field with this formula "(Update.getSuffix("toto").getPrefix("titi")).toString()" the result is a string that looks like this "324929.222333" if : - i try to add the ".todecimal()" built in function to the formula the formula field doesn't show anything. - i try to update a decimal field with the result of the formula field (with the todecimal() built in function) it doesn't work also. Is there any one with a solution ? Thank you
Performing CRUD on Salesforce custom object using Zoho
Hi I have a custom object in Salesforce and want my Zoho application to perform CRUD operations on it. Is it possible and if yes, how to go about it? Regards Ankush Kheterpal
Pre-Populate a field for generating reference numbers.
Dear Team, I am making some apps for our operations team, where we have to generate reference numbers. Eg. Company Name: Acme Corporation Application: Payment Receipt Current Month: January Curent Year: 2018 and auto number so the reference number will be AC/PR/JAN/2018/001 next AC/PR/JAN/2018/002 Currently i have pre-populated the field AC/PR/JAN/2018/ and expect the user to add the last digit but there are chances of mistakes and each month i have to change the month.
Notify a project state
I have a project form wich inlude: - customer (with his email) - account manager (with his email) - start date date of the project - end date of the project I need that in the middle of the project ( date = start date + (end date - start date) /2) or after a number of days after the beginning of the project, customer and account manager receive an email. How can i do this?
Editing an email before sending it (through custom action - selected records)
Hi, We are building in a functionality where users can automatically send emails to selected records (employees) in a report. However, we would like for the user to be able to edit the email (subject, body text, CC email addresses etc..) before it's sent. The email function works already with static details, we just need to implement the editing module/wizard. Hope to hear from you, thanks in advance! R
Zoho CRM Field - Module Invoices
When I add a Field Zoho CRM, Module Invoices it does not show anything and I have generated a lot of invoices, How can I display the Customer Invoices in Field Zoho CRM, Module Invoices?
How to compare a form's OLD and NEW values of a field?
We want to compare a form field's OLD and NEW values. So that OnValidate or OnSuccess, we can trigger a costly routine *only* if it has changed. But we can't seem to refer to the "old" value. We placed it into a Deluge variable during On Load. But, the var is no longer defined in OnEdit or OnSuccess. Something tells me that I'll need to create a special field for it's old value, and store it there On Load. Then, refer to it for the comparison...? Advice appreciated! Thank you!
Salesforce opportunity update
Hi, I have an application built to create sales quotes on Zoho creator. We use salesforce CRM. Do you have any suggestions on how to export zoho created quotes as Opportunities into salesforce CRM. I understand from the help docs that you cannot call the salesforce function to update opportunities as it is not supported. Is there any way you recommend other than to export data from my zoho app and import it into salesforce using external ETL tools ? thanks Pramod
First time working with zoho Forms.
Hello, I have a quick question I cannot find on your forms page. I am trying to create a rule to hide/show fields based on the user selecting a radio button. Now I would like to show only certain fields depending on what radio button is selected. For example, A customer can choose 1.) Rent 2.) Mortgage 3.) Own I have played around with the rules and looked to your tutorials but it seems that your form rules page has been updated and does not look the same when I am in the rules page. What I have
PostURL - Display result from response
I have a PostURL that is running and I would like to just return responseCode 200 - I attempted to use an executeXPath, but I dont believe the formatting is correct. result = twiliocheckmobile.executeXPath("/:responseCode/text()") {"responseText":{"success":false,"error":{"code":101,"type":"missing_access_key","info":"You have not supplied an API Access Key. [Required format: access_key=YOUR_ACCESS_KEY]"}},"responseCode":200}
Custom action email is not working
Hi all, I want to create a custom action in our team management report where we can send an automated email to selected team records (checkboxes). The addresses in the email value fields are correct but I keep getting this "no valid mail id found in to address Line:(0)" error. I am using the following code for my custom action (where toaddress refers to the correct eMail field): void sendnotification(string toaddress) { sendmail [ from :zoho.adminuserid to :toaddress subject :"Test Mail" message
Is it possible to mass export to PDF a pivot table report for all the different values from user filter?
I created a special report using pivot table and have filtered the different clients using a user filter. Is it possible to generate the reports for all registared clients? Either to export to PDF or print all with one command? If not I will have to generate the report for each client and export/print each one. Thanks,
Schedule - update a field after an automatic email has been sent
Hi, I cant figure out how to update a field following an automatic email using the schedule feature. I have a report called sent quotes which automatically sends a quote follow up. In the report I have a field called "status". I would like the status field to update to "Quote Follow Up Sent". After the automatic email using the scheduler has been sent. Any ideas?
How to Detect "Other" in Radio Field
I have a Radio Field where an additional option, which Zoho labels "Other" is permitted. I have on-user-input script set to change other fields, but I cannot figure out how to detect when the user picks "Other".
creator integration with campaign
i need to improve my email side of my creator database. i use mailchimp for mass emails but use creator app for emailing from my members table and its rubbish there's no way to really see whats happening or build templates so i want to integrate with campaign which is not so hard with CRM but seems to be much more involved with creator and the cost to do this seems high ... does anyone know a short cut way to do it or other options...
Changing List Report criteria
Hi, does anyone know if it's possible to change the criteria dynamically? In the following, i'm trying to change the expression to ID = 123 into ID = 123 || ID = 456 || ID = 789 dynamically. list SearchPart { displayName = "SearchPart" show all rows from Part [ID == 123] ( Customer.Status ( width = 70px ) . . . thanks!
How to easily have an image show in a Notes field from another form
I have a form "Company Names" that contains an image, and I want it to show on load of another form. I have the images for Company Names as an upload as well as a photo. would that be a fetch and then input for the notes field?
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