Spreadsheet conversion into a database
We are looking to develop the attached spreadsheet in creator, which we use to take client data to create a UK tax return to HMRC within Tax Calc. I have written a problem statement here: https://www.dropbox.com/s/s9a4vymf8e59qzh/Business%20process%20-%20Problem%20and%20requirements%20statement.docx?dl=0 I have also provided the spreadsheet here: https://www.dropbox.com/s/iugu0u3wnuwlzbt/-%20sa%20-%20client%20fact%20find%20v41.xlsx?dl=0 We need to ensure that: - It may form part of the Zoho Support
generate pdf of customized HTML contents using zoho creator deluge script
Hi Team, I am creating a request to send a set of HTML contents using SendMail function of zoho creator. I can send the HTML contents succesfully in email but along with that I want to do is to create a PDF file of that HTML contents & send it as an attachment from zoho creator's SendMail fucntion. Firstly is it possible.? If yes, how do I achieve this scenario.? Thanks & Regards Amit Thakkar
Add Note field permissions
Hi everyone, Is there any way of configuring the permissions over the "Add notes" field in a form?, because depending on which User Profile I'm using, the field appears or disappears. Thanks!
Schedule a Task
I have created a simple form with a "Follow Up" date field. How do I create a reminder that pops up or tells me that I need to follow-up with a patient on the specified date field? I looked at the Create Schedule feature. While I can enter the date in the When to Do section, I don't know how to enter the What to Do section. My goal would be to create a list showing all the follow ups for that day. I would also like to see the scheduled follow ups on a calendar. Thank you.
Subform view in mainform report
Good day, I have an issue with subforms doesnt show properly in the mainform view but only as plain text as below screenshot: What is the cause of this issue?
Time zone
Hi. I was using wrong time zone before and used add hour to adjust but now when I changed time zone to the correct one it changed all the stored records time as well and they're all showing wrong date or time. How can I avoid it. Your help would be much appreciated. Thanks.
Unable to display images in pdf
Hello. I have an HTML page that is to be used as a "final report" to summarize details about a claim. The result is intended to be emailed to employees and customers as a PDF. I have included images that were attached to the claim by doing this: claim = Claim [ID == input.Claim_ID.toLong()]; claimPhotos = List(); if ((claim.Image_1 != null) && claim.Include_Image_1_In_Final_Report) { photoHTML = claim.Image_1.replaceFirst("/sharedBy/appLinkName/",zoho.appuri); photoHTML = photoHTML.replaceFirst("viewLinkName","Claim/"
pick list
does anyone know how to dynamically update the displayed value of a pick list using deluge script?
Max Size of a Webhook
I need to drive data from CRM to Creator using a webhook. I understand how to do that and it works. The question is - how many different fields can I send in a webhook? For example, I have 55 fields in my Leads module in CRM. Can I send all of them in one webhook? Is there an actual or theoretical maximum to the size of the url that is created by the webhook? Thanks in advance Jon
How can I update the existing data?
Hi, I have created a form with employee data. Now I have changed the data and want to update existing data based on the employee id which is the first field. But when I import again it adds up the rows rather updating existing ones. Please let me know how can I update existing data from a CSV file. Thanks Manpreet
I want to use zoho Creator existing products in CRM module to add the purchase price and selling price, would you help me?
I want to use zoho Creator existing products in CRM module to add the purchase price and selling price, would you help me?
Change the status of a record in a report based on the success of an other form.
Hi Zoho community, I need some help with this case: I have a report (PR_Detail) where the products that are in queue are, the records in this report have a Status field, Quantity field and a Description field. Then I have an other form (PO) that has a subform (PO_Detail, with Quantity and Description fields too) where the users choose the products that they want to purchase, they can only choose the products that are in the PR_Detail report. I would like that On Success, if the Quantity of a product
Checkbox show and hide multiple fields
Hello I am trying to get my form to show multiple fields. When I select one checkbox it works fine but when I select a second no fields show. I have tried using different IF statements and am now using ELSE but it still does not work when selecting multiple options. Here is the code I have. Form Onload sets my fields to hidden on the field that is selected this is the code: if ( (input.Industry_Vertical.toString() == "Agriculture and Mining") ) { show Agriculture_and_Mining_Specific ; } else
Dynamic Drop down list based on import from Zoho Reports
Hi all, Any help would be appreciated! I have this app connected to my database in Zoho Reports. I want to create a dynamic drop down list in my stateless form which fetches all the value from one column in a Zoho Reports table. I found the 5 years old post with similar topic. https://help.zoho.com/portal/en/community/topic/desparate-help-please-reporter-and-creator I tried to use Zoho Reports Export API with the following codes ticketDetails = getUrl(("https://accounts.zoho.com/login?servicename=ZohoReports&FROM_AGENT=true&LOGIN_ID=<email>&PASSWORD=<password>"));
Pages Script Editor - formatting feature request
Hi, Would be possible to prevent the script editors from automatically reformatting my code please - particularly the pages editor! I'm sure there may be valid technical reasons for this auto-formatting, but free form on the Pages script editor is only free form until you save and then re edit. With complex interactions between deluge and HTML, the code quickly becomes a visual mess and makes it impossible to do anything other than the simplest of tasks. The syntax is already visually quite messy
Update formula in a subform with a value in the form
Hi, I am looking to update some values in a subform with changes in the forms... I created the formula that multiplies a value in the form with one in the subform. But if I change the value in the form, the calculation is not redone. I am looking something to write in the Action update , but I can't seam to write it correctly Can somebody help me Thanks
ZCRM TO ZCREATOR
hi, i create a record in zcreator from zoho crm trought webhook. Now i need update this record trought webhook, but i cant make this. Help please. Thanks you.
New App Builder: Serious Oversight
Setting Report Criteria in the New App Builder I cant believe we're back to this!!!! I posted this months ago and a fix was implemented. Now creating graphs is even more confusing than it was before. Clicking on creating a chart and it takes you to the interface for creating a pivot table. The worst part is that I desperately need to restrict user access to charts using the criteria established in the view which used to drive chart and pivot creation. Using the filter on the chart doesn't do
Can do some other task when cancel button was clicked.
Hi, I've two forms form1 & form2. When cancel button in form2 was clicked, record inserted by form1 should also be deleted. I tried with stateless form. But both forms should contain 'file upload' field which was not provided for stateless form. Please suggest me how can I do this? Regards, Appadmin
Use URL to filter a view (report) with criteria for form field not in the view
I would like to call a view via URL with criteria for field "Customer." Works great, except I don't need the "Customer" column to show in the view. Unfortunately, if it's not in the view, the URL criteria does not work. Am I missing something? Work around? Way to hide the column when displaying the report? https://creator.zoho.com/egutshall/task-manager/#View:Client_Report?Customer=16085000007371003
Auto populate Text field with a lookup field
I've been looking all over for a solution and can't figure out why this is happening... I want to populate a text field with the value of a lookup field on the same form. I've been using the same fetch script that I've seen everywhere but no luck. I've placed it on the lookup field 'Company' - 'On User Input' within the Real_Estate_Brokerage form in hopes of populating the 'Company_Name' text field. data = Real_Estate_Brokerage [ID == input.Company]; input.Company_Name = data.Company_Name;
Locale in Decimal Separator ?
Hi, notice that the currency can be changed, however the decimal separator remains the same. In the EUR Zone the Numbers have comma as decimal separator 100,00 EUR instaed of 100.00 USD. Displaying is not a big deal, but when exporting data for import to other application it produces considerable trouble. Any plans to fix that ? Google Docs and Excel do an excellent job here. Thanks Alex
Insert record to a specific location
Hi, I want to know if it's possible to insert a record to a specific location. For example, I have 4 records with order like this 1 Book 2 Movie 3 Car 4 Laptop Now, I want to insert a record called Mobile between Movie and Car and it will have order number 3. And the Car and Laptop records will be pushed down and the number will be updated automatically to 4 and 5. It will be 1 Book 2 Movie 3 Mobile 4 Car 5 Laptop I want to know if it's possible to accomplish this. Thanks
relate lookup field with total amount in report.
Hi, I have report where all the requested items are. This report is grouped by Description and I set it to show the total quantity of each Item in the report. I have a Purchase Order form. In this form there is a subform where users add the items to be purchased. The users select the items from a lookup field in the subform. I would like the lookup field in the Purchase Order subform to show only the items that are in the requested items report and to link the total quantity. is this possible?
How to automatically set value for one filed based on value of other filed when data was imported from Excel file
Hi everyone, I need your help on this. I imported data from excel file. One of the filed is Analyst Name, I want to add "Department" based on the name found in "Analyst Name". For example: If the analyst name is Mark or Peter or Marie, The Department filed would be "Research", if name is Jubin, Relji,... the Department field would be "IT support". Thank you
You have reached maximum number of rows. You can not add further.
Good morning, One of my employees has been receiving this message and I cannot work out why. We are on the enterprise edition of Zoho Creator, so I believe we have no restrictions. Please see the attachment. I am aware that I have not given a lot of information, I don't really know what would be helpful so if there's anything I can find out or provide, please let me know. Kind Regards, Mike
Clearing "Signature Field" when duplicating a record
Hi, When duplicating a record with a signature field how can I clear the field? Thanks, Damien Cregan Hire an Expert
Dear Sir
how my new Domain name dufmeducationaltrust.in not be Publish why????
ExecuteXPath - Cannot fill out Specify xml/string variable
To fill out "Specify xml/string variable" is required, but not possible to write or choose anything from dropdown ? I can just fine select from the xpath builder and generate the code and execute and apply, thats fine, but still no way to specify this ?
Displaying the form title in the default record template
How would you display the form title in the default template for printing records?
HELP
HELP Hello I need some help to edit one of my flight plan app's , for some reason I can't get into it to change some of the fields? I could really use some help this is a safety sensitive app and any help would be much appreciated. https://creator.zoho.com/coldstreamhelicopters/electronic-flight-plan/#Form:Operational_Flight_Plan_Itinerary
Formula Fields - How to get the Text from a Lookup Field to be saved
I am trying to use a formula field to put together the values of some of the fields on my form: Example: Accounts + "-" + "Project" + "Products" On my form the Accounts and Products fields are Lookup Fields - Links to other forms that display the Account Name and Product PN. When this field executes I am left with the Record ID for Accounts and Products captured in this field. What I want is the Name of the Account and the PN of the Product. How do I get the text values of these fields to be saved
Added User field
All of a sudden the field AddedUser is being populated by "Public" for all records added to my ap by all users. My ap is not published but is for internal use only. I rely on the added user field to create reports and track which of my employees are entering their time cards. How has this happened (has been working fine for 8 months) and how do i fix it?
Cancel button in Subform - Creator App
Hello, We have a mainform and within that a subform. We don't see a "Cancel" button on top-left corner of the screen within the subform. Kindly refer to the attached screen. Do we have to write a special script to get it or is it a bug in the app? Thanks!
How to automate tickets in ServiceDesk via ZC?
The ManageEngine Service Desk Plus promotion states this: "Automate creation, updating, and closure of tickets in ServiceDesk Plus On-Demand every time a record is submitted or updated in your custom app." So how is this done? I've looked all through the ZC documentation and can't find any way to get ZC app form data to post to a new ticket in ServiceDesk. Any help is appreciated. Steve
How to OPEN rather than DOWNLOAD (??)
Hello from faraway New Zealand I am trying to add a link to a PDF document from a Notes field on a form. It is a print version of the form in PDF format. This is something the client has asked for. Unfortunately, the file downloads rather than opening. This is the URL format I am using for the link: https://creatorexport.zoho.com/workingwise/pacrad/KeyDocEdit/654604000011936102/File_upload/download/1473212208812_PRG_Induction.pdf Can somebody please tell me how I can amend this URL so that the document
Odd responses shown in text field
Hi I have an application with an external facing stateless form which updates fields in a normal form. In one record of the normal form, the text entered in the stateless form has not been transferred to the normal form successfully. Instead the text is being displayed as two buttons side by side with "Alt + M" and "Alt + N" on the buttons. In fact all the longer text fields in this record have been changed to show these buttons. Does anyone know why this has happened? Thanks Craig
Logo/Image insert in the form
Can some body tell me how to insert or add image / logo inside a form thru Add Note. if somebody can tell me in detail, it would be greateful.
Is there any options for the 'file upload' field to upload more than one file?
Hi, I have 'file_upload' field in myform. I want to select & upload more than one file at a time. Don't want to use more than one file_upload field. Is there any option to set in file_upload field. Thanks for your help, Appadmin
Sending Emails with Attachments
Has anyone written a general purpose send email function that can send emails with attachments using the ability of schedules to send emails with attachments?
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