zoho crm field displays incorrect dropdown
I am attempting to intergrate the zoho crm of both my Accounts and my Contacts in a Creator app. I can get a drop down to choose the Zoho CRM account in a field but when I click on the zoho crm drop down that is attached to the contact app it gives me a list of names that are partially contacts and others are titles or other fields. When I use the creator app through Zoho CRM interface the app lists all the contacts correctly. What is going on? Is this a bug? (see attached pdfs to compare the lists
Report Sort Not Working
Hi, I am trying to sort a report either automatically or using the arrows at the top of the report view but after sorting by 'shots' once it will no longer sort by anything else. I want to be able to sort by the field 'decimal' so that the user can change the order by changing the value of the row in 'decimal'. Why is the report not sorting? Other reports are sorting.
User Access Control
I have a user for my accouting person on my order management app. I'm using Standard Plan and only shared the reports to this user under "Settings->Share" She is able to edit "Orders" form in one report but not the other. See two screen shots. I don't see any setting in the two reports that control a record's editibility. Please help!
Any One Else Have Backup Problems & Secondary Options for Backing Up Data
Backup Issues Anyone? Are There Common Errors That Keep Backups from Saving?Has any one else had issues with backups failing? Our backup gets fixed and then it fails again. I'd appreciate any tips you learned if you have had this recurring issue. (Tip) One item we learned that may prove helpful to new users...too many lookup fields in one report can prevent your backup from saving. I don't know the threshold but Zoho Support said this was one reason our backups failed. Other Methods of Backing
Edit & Submit a Form Update via One Link in an Email
Hi, I would like to be able to edit a field or two in a form and for this to be done in a single click from an email that I create inside of Zoho creator. This would be very similar to an "unsubscribe" functionality where a user clicks a link, the link then edits a form where a field is changed "Active subscriber" from yes to no and then adds a date/time stamp, then automatically submits without the user even noticing. Is this possible? I have read this post... But it does not talk about how it is
Create Record and pass a Lookup ID from another module
Hello Guys, I'm using creator to create a record in Contacts Module and one in Leads Module. I'm doing that to separate fields that I use in each Module. ------------------------------------------------------------------------------------------------ fieldMapLeads.put("Last Name",input.name); createLead = zoho.crm.create("Leads", fieldMapLeads); fieldMapContacts.put("Last Name",input.name); fieldMapContacts.put("Lead Lookup",createLead.get("Id")); createRecord = zoho.crm.create("Contacts", fieldMapContacts);
"Null" cannot be used in the criteria for a rule!!!
Hi, I would like to create a rule that if a value of a lookup field has not been selected then it will hide add entries of a subform. When I try to create the rule I get this error "Null can not be used in the criteria for a rule." Please explain how to create a rule for an empty value of a lookup field if criteria cannot be "Null"??? Thanks, Damien Cregan Hire an Expert
Return row number in table
Hi Zoho, I have an HTML page with a table. I need to get the row number in every row. How can I do this? is there a built in function or should I build on based on the number of <tr> in the syntax? and if so, how can I write it? Thanks!
How to make the values of a list wrap in reports (change value seperator used when rendering list)
In a Zoho Creator form, I have a value list (check box field) containing the days of the week (in French). When a record for that field contains a few or all of the 7 values, it looks like this : Lundi,Mardi,Mercredi,Jeudi,Vendredi,Samedi,Dimanche This rendering does not allow the content to wrap. How can I make this content wrap without having to include as space in the form before each value (not even sure that would work, but anyway it would be a silly solution). Basically, I would like the list
PDF Export Issue in Zoho Creator
Hi, I've taken subcription from Zoho Creator, While exporting the report in PDF, report is not getting downloaded.. Can you please help on this.
Question Bank application - randomise records
I'm setting up a database to use as a training question bank and want to be able to print out a report which chooses a random selection of questions from the database. Does anyone know if this is possible and how it might be achieved?
Zoho Creator Formula variable lookup based on selection in a Drop Down list
I have a Zoho Creator form for Storage Tank Inventory Tracking where the first field is a drop down box with selections like "Tank1 / Tank2 / Tank3 etc." Another field is where the user enters the inventory level in Gallons. I have a formula field for automatically computing the lbs of inventory (Gallons * Density) but the density varies depending on what Tank the user has selected in the Drop Down. If Tank1 then Density = 1.2. If Tank2 then Density = 1.5 etc. How do I code this most elegantly?
Can you create a conditional Zoho CRM field
Hi, I want to create a field that only lists CRM contacts associated with the CRM Account I have already chosen in my Creator app. From the help documents I can see that you can filter a lookup field to restrict what appears in the drop down but I can't see any information that allows you to restrict the Zoho CRM "contacts" that appear so that they just show contacts attached to the Zoho CRM "account" you have already selected. Please help. Thanks
Trial expired
Hi, I signed up for the 15 day trial which has now expired. I created a small database for my brothers business and shared it with him. My brother also signed up for an account. Shortly before the trial ended I received an email from Zoho account manager asking if I wished to extend the trial which I accepted. Instead, my trial period expired and I now cannot access my App although my brother still can. The App currently has 2 users and about 290 records so I would have thought still within the 'free'
Zoho creator - add record api - permission error
I am trying to insert a record to a form. I am getting the error. Permission Denied To Add Record(s). - 2899. I am the owner of the application and I have generated auth token with my account. Any help?
Refer to the ZC Workbook - Advanced App Building
Hi, I am new to ZC and learning from the ZC workbook (https://www.zoho.com/creator/help/tutorials/advanced-app-building.html). It seems I can't get the correct result. Can anyone help me to point out what I did wrongly? Thanks in advance! Br, Andy
how to add user in zoho Creator
I added a user in zoho creator but this shows when i open zoho creator with email user Help Please. "You are already a user of an organization account whose admin is a Zoho Creator user. Please contact the admin to access Zoho Creator"
list urls and href
Hi, I've created a map, with 1 value for each entry - a name Now i'd like to add for each entry on the map a URL - which will be "http://" followed by the entry's value under "name" Than I'd like to show on my page a list of hyperlinks: the text will be the name, and the hyperlink will be the URL attached to it on the map. Another option - to create to lists, one with the names and one with the urls Can you please suggest a syntax I can use? Thanks!
Understanding error log
Hi, What is the best way in understand error log such as the fllowing Error details: Error in executing ABclose workflow. Error. Error in executing IF rule : Error in executing If block. Error in executing IF rule : Error in executing If condition. Error evaluating Boolean expression : Error evaluating BOOLEAN expression : Error evaluating BOOLEAN expression : Error evaluating BOOLEAN expression : Accessing the value Finalise_actions.{1}.
embeded map variables from zohobooks
Hi, next is the style of response I get from zohobooks if for instance I look for contacts. {"name":"George", "Balance":"10.50"}, {"name":"Mike", "Balance":"5.00"} I understand this as embeded map variables (?).... My question is: how can I extract data from this data format. For example, how can I generate a list containing the names of each contact, in this case (George, Mike)? thanks Luis
URL in an email
Hello I am trying to send an email with an order to a supplier. I ad text end variables and it works great. But now I want him to confirm my e-mail. So I want him to click on a link in the email and end up on a page where he can confirm, decline in a drop down field with out being logged in to soho creator. Is this possible and how do I do this? Would be great to get some help! Best regards JB
How to create a dropdown list in Creator with data from a zoho report table and/or sql table ?
Hi, I'm wondering how to create a dropdown list in creator with data imported and synchronized periodically from a zoho report table or SQL Table ? For instance, we would like to create a simple form to give an evaluation to one of our suppliers. All our suppliers are stored and updated in our accounting software (base on sql server) and we have already synchronised it in a zoho report table. We would like to create a form where: 1/ the user can search the existing supplier (in a dropdown list)
How to create record from zoho creator using custom functions/deluge scripts?
Hi, We are working on zoho creator. We want to create/add records in zoho creator using Deluge scripts and custom functions. How Can we do that? Any help will be appreciated.
Json return function
Hello, I want to send object of type JSON in return of the function , but when received I want get the values by array. result={ "Descricao" : [{ "Carro_ID" : "Mercedes", "Carro_QTD" : "10" },{ "Carro_ID" : "GM", "Carro_QTD" : "30" }] } In JavaScript I get: result[Descricao][1].Carro_ID result[Descricao][1].Carro_QTD result[Descricao][2].Carro_ID result[Descricao][2].Carro_QTD How I do in Zoho?
Auto Populate a field
Hi, Please can you help me with this query I am trying to update a field in one form with a lookup of another form var = New_Product [ID==input.Product_Code]; input,Vendor = var.Vendor Error at line2 Variable 'Vendor' is already defined of data type 'STRING' but trying to update 'BIGINT' data type Vendor is lookup in the New_Product form coming from a look up in a third form. I haev tried following an example form the forum as follows: temp = New_Product[ID == input.Product_Code];
Zoho Creator - Production Management
Hi, I am trying to use Zoho Creator for Production Management for a well known Material Processing Plant. In that plant, production moves in Phases and the materials are processed in Batches. For example, Phase - 1: Material is Issued for Production Here, I would like the Material Issuer to Record the Lot No and the Quantity Issued Phase - 2: Prcessing Here, I would like the Processing Manager to receive the Lot and Process it, and Record its completion Phase - 3: Finishing Here, the Final Aesthetic
Chain of Lookup Fields
Hi everyone, I am trying to make a chain of lookup fields across multiple forms. In other words: Form 1 = Company Names Field = Company Form 2 = New Leads Lookup Field to Company in Form 1 Form 3 = Work in Progress Lookup Field to Company in Form 2 The idea is that we collect as many company names as possible and make a database in Form 1 = Company Names. As the names are qualified they will get entered into the New Leads (Form 2), the company name being selected by a Lookup field
sum of variables inside "rowspan"?
Hi Zoho, In a table in an HTML page, I'm trying to merge a few cells (span on a few rows, depending on a previously-defined variable plus 10 extra). When I use <th rowspan=10+<%=entries_count%>>CELLTEXT</th> I get it to span on 10 rows (without the variable count). if I use <th rowspan=<%=entries_count%>+10>CELLTEXT</th> it spans on the number defined by the entries_count variable (not adding the 10) How can I sum the two inside the "rowspan" command? Adding () got me nowhere. (WITHOUT setting a
Auto Populate - in more detail
Hi there, We are busy building a database of collected company names that we want to use as leads for sales. I have two forms; New Names and Leads. This is the simple version of the database: New Names has the following fields: -Company Name (Text) -Contact Person (Text) -Phone (Numerical) Leads has the following fields: -Company Name (Lookup) -Contact Person (Text) -Phone (Numerical) -Comments (Long Text) I want to select Company Name in the Leads form and then have all the other fields in the Leads
Subform lookup to main form?
Hi, I have a form with several subforms in it. I need the subforms to be connected to the main form when looking at the reports later on, so I've created a distinct variable for all the subforms to have (same as the main form). I wish this will be done automatically - the variable will not be visible to the users in the subform, but will take the variable value using lookup from the main menu. How this can be done? Thanks Ravid P.S - the option on having a subform within a subform could really help
Backup Failure - out of memory exception
Dear Zoho, I'd like a response to the two support tickets and 15 emails I've sent regarding the inability to backup our application, which on every attempt produces a java exception. I originally posted a request on the 19th of May and have yet to receive a response other than the first "thanks for your ticket" email. After chasing via email I created a noter ticket, again we got an initial "thanks" email but still nothing. At this stage we are unable to get OUR data out and as I've explained on
Mobile datepicker won't select February dates
I have a datefield in a form that has a problem selecting a February date on a mobile device. It automatically moves the date to the same day in March. Selecting a date in January or March does not show this behavior. There is very little code in the 'on user input' that just updates another date field: // update the end date row.End_Date_Time = thisapp.com.addDuration(row.Start_Date_Time, row.Duration) ; row.edited = true ; Selecting a February date using a PC does not have this problem either.
How to use api response string
How do you go about reformatting or getting values from an api response value? I used the Lead Convert method to convert a crm lead to a potential and create a contact. I get the following response: {"responseCode":"200","responseText":" \n710378000007272009<\/Contact>710378000007272011<\/Potential><\/success>\n"} How can I use this response? I know that 710378000007272009 is the contact ID I know that 710378000007272011 is the potential ID But im not sure how to get these values out of the
Formula field based another formula field
I found that to construct a formula field, I can't call another formula field .......... is this by design or sth is wrong with my form??? thanks.
How to import data in a blank subform?
I would like to ask you if there is any way to import data in a blank subform. I have the following excel file I created a form with a blank subform like the following (with exactly same field names) then I clicked the Import data (it shows that everything is ok) but in the report shows me 3 empty records. Why this happens? How can I add these 3 records in a blank subform and to show them in a single record in the report (as we know, whatever we add in a blank subform it keeps it as a single record)?
Notifications from form entries not being sent
I set up the contact form to email me and it does not.
Linking an Account & Contact created from same Creator form
Hi, We are capturing & creating an account and contact from one creator form. We are successfully able to create a Account and Contact record in Zoho CRM but not able to figure out how to link them using the 'Update Record' integration function. Below is our code - any help is much appreciated! // Creating Account myAccountmap=map(); myAccountmap.put(("Account Name"),input.School_Name); myAccountmap.put(("Account Type"),"Boston STEM Week"); myAccountmap.put("Billing City",input.Shipping_City); Response_Customer
Trying to find and display records with null fields
Hi, We have a large database of subscribers imported from Access. We've found that a number of them are missing data in fields that need to be filled. What is an easy way to find the records with these null values and display them e.g. in a report?
Please help with some fetch code
I am having trouble with the following code if (Salesman[Name == input.Salesman].count() < 10000) { temp = Salesman [Name == input.Salesman]; input.Salesman_s_Email = temp.Company_Email; } Gives the error Error at line number : 1 at column 5 In Criteria left expression is of type STRING and right expression is of type BIGINT and the operator == is not valid but all the fields are strings Please help
adding a dot to a field
Hi How do I make a field that says 'nigel cross' to say 'nigel.cross' notice I want the dot in the middle instead of the space. Thanks
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