Cross table pivot chart
Hi, I have a table of Orders and each Order has multiple Task and a Order_Total currency field. each Task is assigned to one Staff. How can i create a chart like the following X-axis: different Staff Y-axis: the Order_Total of all Orders of the Staff on x-axis. My difficulty is, when I create a chart base on Task, i can't reference the Order's Order_Total field. If i create a chart based on Order, i can't set the x-axis to Staff.
General and Specific Terms of Use
Hi I just wanted to check whether it's an acceptable use of Zoho Creator to create one or more apps, find clients for them and let the clients use the app(s) through Customer Portal, which means I or my company shall be the 'Administrator'. Clients would pay me an agreed monthly fee. I don't want to take the Zoho Marketplace route because that makes the entire pitch to the prospective clients so bumpy. A little background about myself- I'm a finance professional with more than 15 years experience
Weird identity issue
Zoho Creator's identity management has confused the hell out of me. My screenshot shows there are 4 different IDs associated with my account: lexshan1 lexshan8 lexshan@walkintour.com 51551681 I think lexshan1 and lexshan8 is related to data corruption. I might have two user accounts at one point. Such as one registered through Google Apps and another directly with ZC. Can someone explain to me how to consolidate these? I have another record access control issue which may relate to this. Application: https://creator.zoho.com/lexshan1/order-manager-v2/
Record Summary - formatting
In the Record summary, I need to format the sub-form Item like the invoice template in zoho help https://www.zoho.com/creator/help/images/record-summary-invoice-details.jpg how to do: formatting the Item rows (add line under each record) set the data position vertically (top /middle/ bottom Omar
Need a BUTTON that will increase the value of a number by 1. How do I code this in deluge?
Any assistance would be greatly appreciated. Say I have a shopping cart line item with a count value of 0. I would like a button to the right that increases the count by increments of 1. Is this possible in deluge? Thank you
Use same script for multiple pages
Hi Zoho! I have several pages in my system that use nearly the exact same script (2 different variables) How can I make the script to auto-update in all of them when I update the template? Maybe create some function that has the complete script inside and just get the two changing variables? Will really appreciate any suggestion on this one Thanks! Ravid
Embed Form Problem
Hi. I have created a site with Sites, and I am now evaluating creator to use as a back end to embed more powerful forms. I am currently using the free version to evaluate, but the "embed form" option does not appear in the "more actions" drop down. Do I really have to register to try this feature ???
Error Log Location
Simple question here. With the changes to the Zoho dashboard or interface, I can no longer find the error log. There used to be a link under usage details at the Setup screen but that has all changed now. Thanks for the help.
OnClick OpenURL?
Hi Zoho, I'm having some trouble here - I'm trying to create a button with an "onclick" event, theat will open a url using OpenURL command. this script <a class='zc-formbutton' onclick=openUrl("#Page:Pyxis_Loan_Lea", "Popup window") >Click me first</a> created a button, but clicking on it did nothing. What an I missing here? Thanks Ravid
Help please
I think Zoho is great but I am not a coder I am trying to fetch an email record for a customer from one form into another. I have Two forms Form 1 “New_Contact” Field Names are “Company_Name” and “Email_Cust Form 2 “Order_Details” Field Names are “Customer” and “Email” When I do look up of customer in Order_Details in field “Customer” I want it to fetch “Email_Cust and put it in “Email” Can anyone help me with the code.
How to hide sub forms
How do you hide an entire sub form (not just subform fields) based on conditional statements? The subform comes as a greyed out option in Deluge Script Builder when using Show/Hide function?
Special Characters remove / replace
Hi Zoho, I need check for special characters in one of my string (text) fields in a form. How can I do this, except for a veryyyyy long "If" command listing all the possible characters? Any build-in function? I've tried if (input.Insurance_Type.contains("[/\-\(\)_@#\^!\$%\&\*:;`~ ]")) { alert "Special characters are not allowed in Insurance type field, please re-enter"; } Both on field -> on user input and on the form's "On validate" - but nothing happened Ravid
Rquested products total amount in report
Hi Zoho Community, I am working on a purchase request form. Through this form all company departments make requests of the products they need to the purchase department. Currently the report shows a row per product, in each row there is a quantity field. So for example, if 3 departments ask for 2 apples I will have in the report 3 rows of 2 apples each (it is ok,I need a report that looks like this too). I would like to have an other report that shows the total amount requested for each product,
Fetch Client Portal ID to display Client Name
I am trying to somehow fetch client name based on customer portal ID. So....... I have a form "TMP_Order_Form" which contains a field called "Client_Name" and "Client_ID" I have another form called "Clients" which contains fields "Company_Name" and "Client_User_ID" So I am hoping when loading form "TMP_Order_Form" it will see who the customer log in ID is then pull the data from here and populate the field "Client Name" in my order form I have tried fetching the data but I seem to get bigint and
Zoholics: Developers 2016 Details!
Hi everyone, Join us for Zoho Creator's 3rd annual conference at our headquarters in Pleasanton, CA. The event consists of a two-day (Apr 27-28) application building workshop where you'll learn how to plan, build, and automate a Creator app from scratch. On April 29th, we'll have our annual Zoholics: Developers event. Product specialists will demonstrate Zoho Creator's advanced features, and reveal what's in store for the future. More details below 1a. End User Workshop (April 27 & 28): Going over
How to register customers on Professional plan
Hi there! I am having some trouble registering customers for the customer portal, I have the customer portal addon and I have a Professional plan, however it seems that I can only register about 8 users and according to the plan, I have 200 customers per user. I have read and this is what I found about the users and permissions. "Users and Permissions Navigate to Users and Permissions and click on “Add Users” tab in the respective permission set to add users to that particular permission set. Alternatively,
New Report Type: Map
I'd like a to create a map of addresses in my database. I think QuickBase has this feature. ZC needs to catchup. http://quickbase.intuit.com/quickbase-blog/an-introduction-to-intuit-quickbase-address-fields-and-map-reports
Language Problem!!!
I have changed my language to English, many things are now seen in English, but a lot of important things are still in Japanese! Why? How can I have only English?
Does Sendmail rely on the local email client or is it cloud-based?
I have created a Schedule that scans a table for overdue tasks and generates a reminder email to the task owner. This runs nightly and works fine, but I just noticed that all the generated emails appeared in the Sent mailbox of my machine, which implies to me that emails are NOT being sent through the Zoho cloud host but rather through my local email client. That is not good, because it implies that if my machine doesn't happen to be running (and logged into Zoho, I guess), the emails won't go out.
Need ability to print a record
Is there a way to allow the user to print a retrieved record? I have read all user docs, developer docs, and posts related to this but there does not seem to be a way to do this. Thanks for any help -Greg
Stateless form on success insert to other form
I have a stateless form set up whereby people will enter details from a drop down look up. If (Health_and_Safety_Assesment (SurnameHSA == HS_Sign_In.Surname == null); insert into Health_and_Safety_Assesment; { Added_User = zoho.loginuser; input.SurnameHSA = Surname; } it is coming up with error on line one
Add "edit" button in HTML view
Hi all, I have an HTML view for a form, which essentially displays each record in my DB. I'd like to add an "edit" button after each record so that records could be immediately edited, in much the same way as the List or Grid views contain edit buttons. Is this possible? Thanks! Sam
Creating a Vendor Bill in zoho books using Creator
Hi i have a requirement to create a vendor bill in zoho books passing value from zoho creator.Please Help with the needed info on how to go about it for that. Thanks Giriraj.R
How to delete a Auto Number field?
Hi I want to delete a Auto Number field from FORMA but when i try it says it is linked to another FORMB. But when i go to FORMB, the field is not there in the form builder but i can see the field in field actions(strange). How can i delete this field from the FORMB so that i can delete it from FORMA?
Custom Action doesn't work from inside a Lookup
I have setup a simple Custom Action that uses OpenURL to open our Client Form in a new window. This works just fine when clicked from the clients report. I have an additional report with a list of tasks related to our clients. This report lists tasks from a form that has a Lookup field that looks up the client. The report shows the client's name, and when I click on the name, it opens up the client's record, so I can see his details. So far so good, and everything is working as it should. However,
Copy Fields in Same Application
I'm not sure I've title the question correctly. I've had a very difficult time understanding Zoho creator. Zoho is unlike Google Forms because there is no button to duplicate a field. I am creating an application (form) where students can upload three photos for a photo contest. I've created the following fields that I would duplicate two additional times and then change the Photo 1 text to Photo 2 and Photo 3. Photo 1 (file upload) Photo 1 Title (single line) Photo 1 Genre (drop down) Photo
Users Logins and Filtering Data
Hi everyone, I am a new user of Zoho Creator. I like it very much and I would like to create a database to mange monthly reports that I receive from couple of agencies. I am currently use MS Excel and Access. My question is related to users' logins and filtering data. Below is my question(s) based on what I want to do: I am the main user/administrator of the database, and can see and manage all data from all different agencies. Let us say that I deal with 4 completely different agencies (A, B, C,
Adding users / sharing the application?
Hi Zoho! I'm trying to add users from my company to use the Zoho Creator system I've created. Right not I have 7 separated pro accounts that are shared to the application - I think this is not what I was supposed to do... When trying to add the users on the "Share" tab under the application settings, it contradicts something in the system and the users cannot access the system at all. What do I supposed to do than? How can I set different permissions to users in that way? Thank you Ravid
Can I create a relational database
Hi everyone. I am trying to figure out how to link tables (or forms) with relations using Primary Keys and Foreign Keys, something similar to what in MS Access. Does Zoho Creator do this? and how? Thank you.
Pass AutoNumber to next form...
Hi, I am having difficulty sending the autonumber to a number field in another form... Seems simple enough, but this is how it appears in my app 2 Forms 2 Tables Main Form Main Form Table ------- Subform ------- Subform Table Main Form - Generates Autonumber. I want Subform AND all other subforms to inherit this unique number on multiple records in the SubForm table. Please help me. Thanks
I cannot install Order Management
Is anyone else experiencing this? The default app Order management says installed but is not showing up in the apps page. Help!
Image not displaying in PDF
I have a rtf that contains an image. The image shows correctly when I view the record using a record summary. However if I use the export as PDF link the image shows as a blank box. There is also a signature field that does show correctly. If I use the print button and print to a PDF using PDF Creator the image shows correctly. Is there anything special that needs to be done for an image to show using the built in PDF? Such as publishing the underlying report or form?
Webhooks into Zoho Creator
Hi I'm looking to integrate Zoho CRM with Instamojo payment gateway. Instamojo will post transaction details on to a webhook which need to provide to update my Zoho CRM database. The Instamojo webhook request is a request with content-type application/www-form-urlencoded. Are there any provisions in Zoho Creator to enable this? Regards, Varath
Alert if a record already exist
Hi Zoho community I would like to create an alert message if a record already exists in a report. can someone please give me a hint on what should I write or where should I read? I am trying this: if (Objecion[Factura == input.Factura].count() > 0) { alert "Este número de factura ya existe, Favor verificar estado."; } with no success am I in the right path? any help will be appreciated
Fetching Data
Hi, I am new to Zoho and i am currently stuck on something. Here is my scenario i wonder if you can help. My Girlfreind has a hairdressing company so i have created her a job record , payment tracking system. The form has the following fields. Date Name Of client (drop down selection using realtionships) (from Clientel form) Discount (dropdown list, with values set on the form) Job Undertaken (Multiple selection list using relationships) (from Price list form) Number : (used to calculate price from
Noob problems in a very basic app...
Can anyone tell me what's wrong here :S (i know is more usefull if i do another list to don't repeat account names, but i'm trying to test the apis) Thanks in advance ! ^^ potential_list = zoho.crm.getRecords("Potentials"); for each pot in potential_list { if (pot.get("Stage") == "Ganado") { /* Name of the "app" */ insert into shared_view [ id = pot.get(("Account Name")) wins = 1 ] } }
custom apps- workflow task forms
I am trying to create a workflow task form. step 1: a user will inform that a new staff member will be joining (this is standard info-name/ start date etc) step 2: the contents of this form will flow to the IT department for them to action ( i am not sure how to get the filled in information from step 1 to come into step 2 (non editable just visible) step 3: some information gathered in step 1 & step 2, will be sent to another department for them to action some internal steps. step 4: a welcome email
Latest Version Bug with Subforms & Bidirectional Relation
@ Zoho Creator Support, In the latest version there is still an issue where the Bidirectional Relation field in the subform clears after updating the main record. I sent a support request about this a month ago. Since then I am using multiselect lookup fields in place of subforms, but I need to use a subform now(lookup field won't suffice). I have sent another support request. Can ye please fix this issue. Thanks, Damien Cregan Hire an Expert
Problems importing related data
I have an employees form (167 records) that includes a sub form to position history (330 records). The forms work properly when I manually add test data through creator. But I can not get the data to relate on import from excel. I've tried uploading both forms separately, and I've tried combining excel files then selecting the option to upload sub form data on creator import. Uploading separately populates the forms correctly, but the data is not related. Uploading a combined file creates 497 records
Help Calculating Payroll Date
I need to calculate the payroll date for a terminated employee. I will enter their termination date and I need to calculate the following Friday from the Friday following their last date of work. Here's what I've most recently tried... datetime = input.Termination_Date; time = datetime.toStartofWeek(datetime); Date_Final_Pay_Received=time.addDay(12); Help! Thanks! Jesse
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