DB in Creator or Report?
Hi, I am writing an application to collect data using form (with a lot of scripts inside) and show sophisticated reports and graphics. I also need Customer Portal Function and SMS integration. As far as I understand there are at least 2 scenarios: 1) the DB and the Form is in Zoho Creator and the reports are made in Zoho Reports and shown and embedded in Zoho Creator pages or in web pages. 2) the DB is in Zoho Report and the Form is in Zoho Creator. The Reports are in Zoho Report and are shown and
Need Help With Images in HTML View
I'm using an HTML view to produce printed documentation of a supervisor's evaluation of an employee. I want the supervisor's signature to appear on the printed documentation, but I can't seem to get it to display. The supervisor's signature is stored in a field called signature_image in the form Employees The linkname of my HTML view is Supervisor_Visit_Record_HTML Up near the top of the HTML view's script, I have the following: <%{ r = Supervisory_Visits [ID == input.ID_in.toLong()];
how to make on_add/on_success if with "contains" ?
hi need in workflow a rule that will on_add/on_success use condition with "contains" right now workflow rules work with == or != how to make rule in such manner? if ( field_A contains " text_in_field_A ") { ..... }
Best way to update a single record via an ZC HTML Page
I have a ZC HTMl Page that I am creating and have a table where I am listing elements. On each row I would like to have a button that when clicked will update one specific field in the associated record. What is the best way to do this? Thanks!
Embeded report is down for maintenance.
I'm having an issue with embedding reports. I'll embed a report from a different app into an html page in Zoho Creator. I'll share that HTML page to the 'Customer Portal'. When I log into a "Customer" account it will not open, it says it is down for maintenance. It opens fine when I log into my Zoho Creator account.
Is Custom Action passing parameters in Public View Possible ?
Is it possible to create a custom action on a public view that passes parameters to a payment form also with public access? I have a view that's embedded in a webpage. The view has a custom function on each record. The idea is a visitor on my webpage could find a product they like, click the "Buy" custom action button and a form opens that shows what they are about to purchase. They then click the submit button and it takes them to paypal for payment. The trouble im having is from a public view
Managing application for sale on market place
Is it possible to share an application and allow another zoho account to install it but not be able to edit, duplicate or download the application? What im trying to achieve is to be able to install an application on another zoho account where the owner has purchased the application from me but not allow them to edit or duplicate the application. I notice some applications on the zoho market place are for sale. I assume that once purchased someone cant just copy the application and post it online
CRM Opportunity Amount in Creator
Hi, I am trying to get the total Opportunity amount from Zoho CRM for a Sales rep for a particular month and have that information fill up a field in Zoho Creator. I have tried various ways and scripts but was unable to. Can you please point me to the right direction or may be provide me a sample snippet? And I apologize if I have posted this in the wrong place. Thanks, Wadoos.
how to insert bulk records in creator?
i want to insert all the leads data from crm to creator how to achieve this?
Error Messages for Developer
I am listed as the main developer on an application. I created a function and get the following error when I execute the function from the create function screen. At this point I'm not concerned about the actual error but that as a developer I can't see the error message. Now I either need to contact the owner and walk them through the steps to recreate the error or I need the owners credentials to see the error myself. The first is time consuming because the owner is not a programmer. The second
Input Masking
HI, I have a Single Line field "FIELD" that has to contain only digit [0-9] and not contain any other character. Reading other post on the Forum I understand that there is no way to define a mask but on Validate section I can write a Script. The if (FIELD .matches("[0-9]"== false) ...does not work. I don't know the exact number of digit to input in FIELD. Can You help me? tks Pippo
Email
hello I'm new to zoho creator, I'm trying to create forum called leaves which employee can apply for leave, when employee apply for leave I need the form to send me email for approval or rejected. please advice how to achieve this.
zoho creator very slow/does not work
2 hours zoho creator does not work (from Italy).. any update? tks
Chat - email address
Hi, I am using the Customer Portal funcionality. Every Customer has to login with His own email. When the customer open a chat he has to enter an email address. Why don't Zoho automatically assign the email address as the login email? Is there a way not to ask the email address in the chat start up? tks, Pippo
Subform lines limit
For a subform, if there are too many lines, is it going to have performance issues? If a subform has 2,000 lines, can I limit the # of lines to 10 maximum, and page-lize the records, and add in a search function for the subform records?
Is Zoho Creator Integrated with Zoho Subscriptions?
How to call Zoho Subscriptions API[ "create new subscriptions"] from Zoho Creator? https://www.zoho.com/subscriptions/api/v1/#create-a-subscription Do you have any default method or Do I need to call POST api?
Adding new fields on load
Is it possible to make a form dynamic and add fields on load ? For example, if on load i request records from CRM and in the response I have 5 records. I would like to recreate a new input for each record loaded from CRM. Is it possible ? thanks, Guillaume
How to open a url on submit click in zoho creator.
HI Team I have created a HTML page in zoho creator. In this, I have created a button <input type="submit" name="submit" value="submit"> Please tell me how can i open a url on click of this button in zoho creator.
Request: "Edit Report Fields" - to open Form with only the fields shown on that Report
The business need is for another way to offer a simpler form (subset of fields) for some tasks. (Hide/show, stateless forms, and Spreadsheet/Grid view are existing solutions, and they are very useful, yet each has it's issues.) The idea would be: That the admin, per Report, can configure whether the Edit link offers: the normal "Edit" a simpler "Edit Report Fields" (or similar label) - that offers a form that auto-hides all other fields both Benefits: User convenience: since the Report shows
Adding one row for each record in my zoho CRM base
Hello ! I'm trying to build a page with a list of records coming from my zoho CRM database. What I want is to put a checkbox next to each record and then a submit button on the bottom of the page, then, for each record selected, I want to insert another records in my CRM base. ----SOLUTION 1 I thought about: What I tried: -I created a page (not a form) -I retrieved all the records needed from Zoho CRM -Added a line per record (with name, position, checkbox) with a "for each" -Added a submit button
How to Publish a HTML page in zoho creator
Hi team I have a HTML Page with embedded form. I want to publish the Page with form, How it is possible in zoho creator?
How to open a url without login in zoho creator.
Hi Team I have created a HTML page in zoho creator in which I have embedded a form. Page having fields from form as well as its own HTML fields. When I click on submit button, link of same page will be send to customer by mail to put an signature. is it possible in zoho creator when we send link in email to customers. Customers can oper url without login? Please help.
Using a form to query and receive output & Passing Dato to a web page.
I have a question in regards to Zoho Creator and it capabilities. 1st Question Here is the hypothetical work flow process I was curious about: 1. Zoho Form Captures Contact and info. (This I know can be done) Below is the step I would like to know how difficult to create would be. 2. Data from the form then passed through a to wordpress/or zoho site. They would receive an email with link and if they would confirm accuracy and asked to like to "share" on social media. (Is this possible using Zoho
How would I create a form that will feed that information into a task in Zoho CRM
Hello! I'm looking to build a customer-facing form that will create info I can use in Zoho CRM. Essentially: I want to be able to build a form that can take customer input after they know they want to sign up for our service, and then dump it into either a) their existing record or b) a new task that someone on my team can then follow up on. I read the examples over here, and I feel like I'm close, but can't quite understand how to do it. I was also unable to find the right support docs (other than
Ipad and the ZC App
The ZC App has the useful function of being able to easily update and edit records on the Ipad, something that does not appear currently possible with an embedded form (unless I am missing something). However the upload document function is very limited, namely from Photo or Camera. I I use ZC with Google apps so it is most unfortunate that there is no option to upload a document from cloud storage such as Google Drive/Google Docs Anyone working on this? Any work around? Am I missing something?
Can't install Apps
I ahve been trying to test out different marketplace apps and creations of my own. I currently have NO apps active or installed, but when i try to install or create, I am told I have reached my limit. But how can that be since I have NO apps in my dashboard?
I am new
Hi everyone, how to add validation in zoho creator i have 3 forms, 1)Registration form( contain details like username,password and personal details) 2)Login form(contain username and password) 3) third is a welcome page what i want if a user register with all the details,whenever user enter username and password in login page user should be navigate to 3 page before that i need to check username and password is matching or not
How can I get the username field type to appear in a Field Name?
Hello, How can I get the username field type to appear in a Field Name (Make this field as Record Owner)? My subscription is a 3-user , 6,000 record subscription, but I can only get one username to appear in the field name dropdown. If I share the app, the user cannot access the app. Please help me get out of this conundrum. Thanks, Norman
Building multiple ads from one database
Hi, With a database of product information, I need to build several ads a month. I was thinking that a possible method could be having one form for all the products, and then making forms for each ad. That way the same product could exist in any number of ads. The ad forms would just need two fields: page number and page position + the product (identified by the unique SKU or key field). Problem is I can't figure out how to link in the product records. Can this be done with the 'lookup' field? Any
Forms
Need a little advise as to how I create a form which I can use when having a consultation with a customer that then once complete and submitted it would automatically save the customers details and their requirements? Currently I use a paper form and then set up a new contact in Zoho books, however I have just created a digital version of the consultation form on zoho creator but now it is saying i need to upgrade but I don't actually know what I will get? Do anyone know if creator is the correct
Image Field and Upload Field in Zoho Android App
Hi, First I would like to thank you for an excellent web and Android app! Our company has just bought a Samsung Galaxy Tab Active 8" tablet running Android 4.4.4 that we hope to use at our goods recieving. In my form I have added one Image field and another field for file upload (for documents, PDF etc.). The problem is that when I try to add a picture (either by camera or gallery) or add a document, nothing seems to be uploaded. The filesize is less than 1MB for both images and documents that I've
Viewed email link in Creator
Dear All, Is there any way (or an app in marketplace) when I send an email with a link (lets say a contract) then to return me that the 'Link is viewed' by the client? Like the functionality of the 'Send Email' in Zoho invoice where the user knows if the link (in an email) is viewed by the customer!
Importing data tree
Hello, I am having trouble keeping the data tree together for a multiple lookup box. Here's the issue I'm having: (In this scenario I have 3 fields) Year, Year 2000 has ID "YEAR2000" Year 2001 has ID "YEAR2001" Make, Year 2000 has ID "YEAR2000", Make Suzuki has ID "YEAR2000SUZUKI" Year 2001 has ID "YEAR2001", Make Suzuki has ID "YEAR2001SUZUKI" Model, (on import) Year 2000 has ID "YEAR2000", Make Suzuki has ID "YEAR2000SUZUKI", Model Wagon R+ has ID "*UNIQUE1*" Year 2001 has ID "YEAR2001", Make Suzuki
How to declare a variable in an HTML page
Hello I'm having problems creating an HTML page. Also, thank you for taking the time to read my post. Basically how do I declare a variable in an html page? All I really need is a good example of a declaration that is in the middle of some sample HTML code because I can't seem to declare variables correctly.
scheduling a daily mail to all the customers (customer portal) with attached the customer's Page
Hi, is it possible to schedule a daily mail to all my customers (I am using Customer Portal) with attached a personalized Page (containing information about that specific Customer) ? Is it possible to have the same text information cointained in the page in the body of the mail? tks pippo
Is it possible to display related field data as well in search interface?
i am able to search lead details but i want to search and display lead owner notes as well in same page is it possible? urgent .
Zoho Creator and PayPal: I want to accept recurring and non-recurring payments
Hello, I have been using the Zoho creator service to create forms for a non-profit site that will collect data and accept Paypal donations. We would like to have the option for those who donate to either donate once, or make recurring monthly donations. Is there anyway to give the option? As far as I can tell, when setting up payment, the payment has to be either non-recurring or recurring, but there doesn't seem to be a way to give the customer filling out the form the option. Am I approaching this
is it possible to show the data based on some status?
i want to show the lead from zoho crm field(present in zoho creator form)based on lead status=="xyz".its poping up all the leads present in lead crm
Error in executing Send Mail task.
Hi, I am trying to send daily a report with Workflow, Schedules, Report Schedule. Testing using "Execute Now" gives me this error message: Execution Failed Error details: Error in executing subscription script(Custom Schedule). Error. Error in executing Send Mail task. Can You Help me? tks
Bulk Edit of FileUpload Field in zoho creator
Hi, In my zoho records one fileupload field is thier,if i select mutiple records to bulkedit that fileupload field is not showing.Is their any solution to bulk upload the fileupload field in zoho creator. Thanks, siva
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