ADD NOTES FIELD
Hi, could you please explain the purpose of TABLE ICON in ADD NOTES field?
Creating a record in zoho CRM Custom Module - 4401 error
I'm trying to create a record in a Zoho CRM custom module. Code was working perfectly but all of a sudden stopped. I've stripped the code down to basics and still get an error. equipMap = map(); equipMap.put("CustomModule2 Name", "test"); resp = zoho.crm.create("CustomModule2", equipMap); This code is run onClick. I get the following error each time: {"message":"Unable to populate data, please check if mandatory value is entered correctly","code",4401"} The CRM mandatory value is "CustomModue2
Can't view report as spreadsheet?
Hi - I was wondering why I cannot view a report as a spreadsheet? The option has simply disappeared for one of my reports. I am wondering if it has to do with having subforms involved in the form? Is there a way to bring back the ability to view and edit the report in spreadsheet view? Thanks!
Customer portal in zoho creator
Good morning, I read about CUSTOMER PORTAL in zoho creator help.when I tried that I can able invite users through their mail and they are able to set their password from their mail.but I don't able to know the purpose of sign up form in customer portal.Is it able to embed the sign up form in webpage?
Adding values to a multi select lookup field
Hi, I have an Order form, which contains a multi-select bidirectional relation between Order and Transaction. Essentially, one Order can have multiple Transaction. When I need to add a transaction to this list programatically, I am doing this. Please see my questions in the code comment. tList = foundOrder.Transactions; // does this create a copy of the list or return a reference to the list??? tList.add(txn.ID); foundOrder.Transactions = tList; // depends on whether it returns copy or a reference,
Help text for form / field?
I have created a form with fields that require more help / explanation than the 255 characters allowed for the Tooltip Message. How do I add additional help text to a field?
Simple Patient Look Up
My application has a patient information form with various data concerning the patient. I'm trying to create a "Look Up" form that will search the patient information database, by first name and /or last name fields, and display the patient information form for that particular patient for editing etc. Just a simple way to look up a patient by name and edit their patient information form. I've tried to use the Look Up feature but without success. Thank you, David
Auto Number not showing up
I can't get the Auto Number field to show for some reason, even though I am the application administrator. The help page says " By default, this field will be displayed only to the administrator of the application." How do i modify it so it displays to all? Because I can't get it to work on my existing form, i can't test it. I'm also curious what happens when I add this Auto Number field to a form already have multiple records? Help page I found: https://www.zoho.com/creator/help/fields/configuring-autonumber-field.html
Scheduling an SMS based on date/time in a form
Hi everyone, I'd like to send SMS messages according to a schedule - where the time and date is filled in a form. I have used the automatic SMS function on submitting a form which is super simple and handy, but I'd like to be able for someone to submit this form and then trigger the SMS as defined in that form. The content of the SMS would be customised based on the content of the form. e.g. Form fields: Name: PhoneNumber: Date/time: Message1: Message2: It seems like this is really doable using Zoho
Display my report like my input form
I have a form that creates a LOT number. YYYYMMDD##-ProductName This all works, and I save the generate lot number into the form on save. I Started using a sub form to add ingredients into the product lot. It works nicely. My problem is I'm trying to generate a report that mimics the input form. I can generate a report using the BATCH form that shows the LOT# generating information, but can't display the ingredients nicely. If I use the sub form INGREDIENTS I can list all the ingredients,
Include Form Data in Push Notification
Hi, Brilliant app however I'm struggling to include form data in Push Notifications... I've tried ${input.formName} in gui and input.formName outside of quotes in code view, both produce ${input.formName} in the notification instead of the actual value of input.formName Any help would be greatly appreciated, Sam
Fetching data from a multi select field
Please could someone advise how to fetch data from a multi select lookup field to a single line field in another form? Thanks in advance Sean
Skip Payment Processing
I'd like to offer some customers the ability to skip the paypal payment step if they enter a coupon code. I'm not seeing a way to code for this. I added some code to set the fee to $0, but it still goes to paypal and they will not accept a $0 payment. Cheers, John Whitney
Push Creator Data to Zoho CRM
Hello, I am looking to push information from Zoho creator to Zoho CRM. Here is my current script, however it does not push the information to the Zoho CRM. The Zoho field is in the 'Leads' module and the field is called "Prospect Lead ID." crmResp = zoho.crm.updateRecord("Leads",input.Prospect_ID,{ "Prospect Lead ID" : "input.Prospect_ID" });
Custom Report
Good day, I am trying to produce a custom report that looks like the pdf attached. Is this possible. I have an order form that collects the information for each order. the form collects the vendor information, there is a subform in this form that collects the items along with their quantities. So how can a format this data to produce a beautiful form like I attached?
Form fields based on previous field
For Zoho Creator is it possible to create a form where specific fields show up based on what was answered previously. For example, someone selects A in a dropdown, so X field shows up next. Or someone selects B in a dropdown so Y field shows up next.
Custom record summary
All, I am trying to create a record summary from a form which contains subforms as well, but I am stumbling across some issues with 1) Alignment of text in subform - although I have clicked left-alignment on several occasions, the text remains centered both vertically and horisontally. Is it possible to change this default behaviour? 2) Colors of labels. In the data from the main form, I can change the colors of the labels, however for the subform this seems not possible - is this correct?
BAR CODE IN ZOHO CREATOR
Hi, Good Morning,Is it able to generate bar code in zoho creator?If not,could you please tell how to generate barcode using API ? Thank you.
Embed Forms Navbar
Hello, I have created a navbar within a page and I would like to embed forms into the difference sections of the navbar. Can someone please I am unsure where I need to add the code to embed the multiple forms which can be accessible by clicking the relevant button the navbar? htmlpage Paraplanning_Database() displayname = "Paraplanning Database" content <%{%> <style> ul { list-style-type: none; margin: 0; padding: 0; overflow: hidden; background-color: #696969; } li {
Function calling is not supported from Component Criteria error problem
I have several working conditional data highlighting in reports with the format xxx.before.today.subDay(90) to highlight data fields older than 90 days. In the last week or so, if i try to add more or to change the 90 days to 60 days i get the error message "Function calling is not supported from Component Criteria" and can't update the change. Please advise on how to fix. Scott
Lookup inside a lookup?
I have a Application Accounts, I also have an application Equipment and I am working on another Application Service Call that when I choose the Account lookup reference, I want another lookup field to show only the equipment associated with that account not all the equipment. Thanks for your help.
Checkbox Onclick "add to list"?
Hi Zoho, I have a checkbox on my html page, and when its checked I'd like to add its value to a List I've created before. Right now this is the script: htmlpage test_page(VarListParam) displayname = "test page" content <%{ List = {"Bike", "Car", "Motor","Helicopter"}; VarList = List();%> <form action="" method="get"> <%for each EachVeh in List {%> <input type="checkbox" name="vehicle" id="myCheck" value=<%=EachVeh%>onclick=VarList.add(EachVeh)>I have a <%=EachVeh%><br> <%}%>
AddYear not recognised?
Hi again, Any idea why it says it cant find the addYear function when i add this script: For each ServDue1 in Customer_Database [ServDue1 < zoho.currentdate] { ServDue1=ServDue1.addYear(1) ; } Yet if i put this For each ServDue1 in Customer_Database [ServDue1 < zoho.currentdate] { ServDue1.addYear(1) ; } It says built in functions can only be in the format x=y.z() So it is clearly recognising it in the second instance but when I call it correctly it can't find it?? Thanks Sam
How to fetch two collective data from another form, when using Lookup - MultiSelect type
Hi , If the Look-up field type is Multi select , then how to fetch the records from another form Say for example Employee Table ( Emp ID, Emp Name, Salary,Email id) with 5 records I have another Project table (Project Name, Emp Name,Email, Proj Description) Here - Project Live Form, My Email is Multi-line & Emp Name is Lookup - Multi select values.So, if I choose two Employees from the Emp Name field, then it has to display two Emails from Employee Live form. So, How to fetch two collective data
toDate() errors
I have a form called Lab_Test_Value, and two form fields that are doing a cascading lookup, as follows: 1) Field_1 is a 'Lookup' field, where the user picks a value from a drop-down list. During the 'On User Input' event, the key value selected in Field_1 is used to lookup and generate a distinct list of string date values. The format for the resulting date list "yyyy-MM-dd". This list of string date values is used to populate the options for Field_2. Here is the Field_1 'On User Input' event code,
How to fit an old database form into a double layout format?
Have an old database form in triple layout, which I would like to recreate using Zoho Creator, but since Zoho only has a double layout, I'm trying to find ways to make it fit. I've enclosed an image of my old form and under the word 'TEST' under each column, there are construction codes with boxes next to it to insert the amount (numbers). Can you guys help suggest a way to fit all that into a double layout form?
Managing an embeded from width in an html page
Hi Zoho! I have a list in my html page, and I'm using a form embeded in the page so the user can filter it. how can I set the form's width? I've adjusted the field's name width and the drop-down width in the form's properties, but it looks like there is a lot of space to the right of every form and on the buttom also (I've used float:left" to set them one by one). I've tried to use "Width="20%" etc. but it did not help.... (I've attached a screenshot to make it clear) Thanks! Ravid
How to create a Page
Can anyone provide a simple explanation as to how to insert individual field from a Report into a Page? I just want to create a Page similar to a Word document's merge function.
Passwords
I have a few ZOHO Creator databases. I need to change my password on all of them, but not sure where to find that option.
Data Analyzation Capabilities
Hello, Is possible to build an app that will allow me to upload all of the parents at my school and track which parents have and have not completed the form on a dashboard? I am not a developer but I will attempt to build the app if this is possible. Thank you for your help.
Moving App components into another App
Hello all! Very ofthen I need to move forms (with data, views etc), functions and schedules into another app. Now it's really hard to do - you need to make so much operations by hands. I'm the only one? Or someone else also wants feture: right-click and select "Move to another app"?
Fetching Contact IDs from CRM to Creator
I want to create and make updates to Contacts in Zoho CRM through Creator forms. So that if the form is filled out and submitted they are added to our Contacts in Zoho CRM or updates a Contact already present. For updates, I need the Contact ID from CRM. How can I fetch the Contact ID from Zoho CRM to Creator and provide it in the update Deluge? Or can another identifier be used to verify if it is a new contact, i.e. email address? The fetch record instructions seem to only give me help with fetching
How to give update Email Notification in Zoho Creator Application.
Hi dear friends, I need to know, how to give update Email Notification in Zoho Creator Application. Exact Scenario: I have Agenda Live Form and Agenda Live Report form In my Agenda Live Form, I have "Enable E-mail Notify". And I am getting Email Notification perfectly. But, when I am "Updating" the records via Agenda Report Live form on "Edit" mode. Update is successfully happend in Agenda Report Live form. But I am not getting update Email Notification . I have already given command "Enable
Insufficient permissions when exporting on Windows 10
In Chrome (as well as other browsers) I am unable to export data. I get an error message. It works fine in Mac/Windows7 with same user account. I am able to download other formats like pdf. I am an admin on my local machine. I can also download from other services like dropbox. Here's the header information for both Request and Response: POST /downloadExportData.do?filterVal=FY%3A2016%3B HTTP/1.1 Host: creatorexport.zoho.com Connection: keep-alive Content-Length: 164 Cache-Control: max-age=0 Origin:
Update CRM Qty in Stock based on ZCreator subform
Hi, I went through the CRM update record tutorial, but wasn't successful in creating what I need. I created a form "Store_Records", and a subform "Store_Items", in the subform there is a CRM field related to products to select a product from CRM and a number field "Issued_Qty". I need to update the "Qty in Stock" under CRM module "Products" based on the issued qty for each selected product. Example: If I select 3 items type A, I need to subtract 3 from the current Qty in Stock in CRM. Need to do
Can't get into any Creator databases for two days now
Suddenly, I cannot modify any of my 9 databases. I can see the data but can only SEARCH. If I click on SIGN IN, and I successfully sign-in, nothing changes. I still only can search. Without being able to get into the databases, I cannot get into ACCESS THIS APPLICATION (?) so I can't make any changes to the format or fields or try to see what the problems are. PLEASE help ASAP.
simulate submit
I have a decision box in a form that generate in a new window the pdf file of the record summary. If the user modify a single line field in the form the pdf will not take that modification into account without the user submitting the form (thus closing it) and then re open it. I also put a pdf field in the view so the user can genéerate the pdf as a custom action also but the goal here is to have as few clics as possible. How can i generate the pdf inside the form and take into account any user input
Search Box in Reports replaced?
As recently as a couple of days ago, all of my Reports in Zoho Creator had the search box pictured in the screenshots attached to this message. This search box made it extremely easy to rapidly search all of the fields in the Report for relevant information. This text box also had a little dropdown built into it in case the user knew exactly what column they wanted to search and in what way. Inexplicably, this extremely simple interface (which has the word 'search' on it) has been replaced by a wordless
Translate ZC using Google Translate
Hello ZC Team Here is something that may help in translate interface problem. Is it possible to use in a html view this script code made available by Google Transpator?: <div id="google_translate_element"></div><script> function googleTranslateElementInit() { new google.translate.TranslateElement({ pageLanguage: 'en', includedLanguages: 'pt' }, 'google_translate_element'); } </script><script src="http://translate.google.com/translate_a/element.js?cb=googleTranslateElementInit"></script>
Need to add rule to user, but i cant
Hello everyone, I need to add a task to a user so he can make changes only on two rows on any report published, the user cant add new reports, just edit and change two options on the report. the user is added and configured as user... Ive created a rule that could block almost all the report and let edit only the two rows i wish. But its works for admin also. Ijust want the rule to the user and there is no option as appear in this tutorial: https://www.zoho.com/forms/help/adding-rules.html#Form Im
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