Integration with Zoho CRM not working
I have been trying to follow the examples in the help documents to the letter in setting up integration between a very simple Creator form and Zoho CRM, but I can't get either of the examples to work. Using the script builder, I created the following: crmResp = zoho.crm.create("Leads",{ "Company" : input.Company, "First Name" : input.Name, "Email" : input.Email },2); This is the action "on success" and it executes without any errors, but I do not get any updates in Zoho CRM. Also, I have tried the
how to count entries with multiple variables?
hi! right now works the next code res = zayavki_form [sold_result.contains("0.1")]; count = res.sold_result.getall().size(); if (count > 0) { alert "Alert"; cancel submit; } this code works fine. it counts all entries from zayavki_form which contains "0.1" in sold_result. how can i count number of entries which in same time contains "0.1" in sold_result AND "zero" in field_A ?
Data gone missing!
In the last 5 or 6 hours, the last two months of records have disappeared... I know it's not a 'view' problem, because there are multiple different types of records, and in each case, anything added in the last few months has suddenly disappeared. Was there an update rolled out a while ago? Does it have bugs? Nothing from our end was touched. I generated a report one minute, and saw the data. A few minutes after that, it was gone. Anyone else having the same, or similar, issues? I suspect it might
Auto Increment Number based on other field values
I was curious if there was a way to Auto Increment Number based on the values of another field? For example, If Field 1 =A and Field 2 =B then increment by 1 based on the amount of entries containing 'A' and 'B'… So if I have 32 records where Field 1 =A and Field 2 =B, then the next record I add which has A and B will increment to 33 If i then make another record after that one, that has Field 1=J and Field 2=B, and I have no previous records that have those conditions, the auto number will display
Embeded public html views and error 400 (Bad Request)
Hi, i have embeded multiple html views in a website, with public sharing option. When i load the page, the first items are displaying correctly but others are not displayed, i get the zoho creator login page instead of the content i want to publish. Using Developer tools for chrome i can see the errors that are generated : 400 (Bad Request) Unsafe JavaScript attempt to initiate navigation for frame with URL The frame attempting navigation is neither same-origin with the target, nor is it the target's
On Dashboard show last modified date, record count
Can additional information be provided on the application dashboard with the list of all the forms? The ability to see the last modified date and the user who made the change will help in maintaining the application. Showing the record count for each form will help in buying the correct subscription. Being able to sort/filter by these fields will be beneficial.
Looking for Zoho Creator / Developer - remote work --- my client in Dallas, TX
Need 6+ years developer (.net or java or php) along with 2+ years Zoho Developer (Creator / API ) experience - certified Zoho developer or equiv experience. Zoho Code Review / Analysis -- enhancements ..... Contract Role - 3 months and could extend START June 1st 20-40 hrs per week -- flexible on hours jeff.kohnle@correlationpoint.com 214-450-4494
Code Problem
Hi I am a beginner with creator and I am following the tutorial - Add Business Logic - https://www.zoho.com/creator/help/tutorials/add-business-logic.html In one exercise we are asked to enter this code. if (input.Products.size() > 3 && input.Products.size() <=5) My problem is that every time I enter it I get the message Error at line number : 1 Not able to find 'size' function The size function comes from a built in Map Function. Please can someone tell me how to get passed this problem. Thank
I am struggling to get data from CRM to creator, Any advice greatly received
Hi I am trying to pull data from our CRM to my application. Creator recoginises the records with out an issue but the code on the tutorial gives me an error. Please help te code recommended is crmResp = zoho.crm.getRecordById(“Products”, input.Product_ID); input.Unit_Price = (crmResp.get(“Unit Price”)).toDecimal(); input.Quantity_Available = (crmResp.get(“Qty in Stock”)).toLong(); but the error is Error at line number : 1 Improper Statement Error might be due to missing ';' at end of the line
Downloading from Zoho - Enable ID view?
We have all of our company contracts in Zoho Creator and need to download ASAP. I used the Zoho File Downloader tool but now it is saying "Please enable ID view" Total Zoho Newbie here. Can you please walk me step by step through how to do this so I can download all the documents from Zoho this is very urgent Thank you!
How to add attachments in Zoho Invoice mail using create zoho incoice function
Dear All, With the usage of create zoho invoice I can send an Invoice (as an email) to a user-client with a default text (which is editable through Zoho invoices.). Does anyone know (if there is any way) how can I add an attachment in zoho.invoice.createinvoice ? Because I would like to send an email with an attachment (which I uploaded it in a File upload button). I found this but I do not know how is working.
Cannot adjust manually the width of a radiobutton in a subform
Dear All, I created a form with 2-3 radio buttons. Then I used this form as a subform in another form.As we know in the new form the radiobuttons are shown as dropdowns. My question is, I am trying to adjust the radio buttons width (dropdowns in the subform) manually but they are not shown in the Configuration pop up. Why this happens? Is it a bug or is is something else? Is there any explanation for that?
Zoho Creator Email to include all fields
Hi: I understand that form action "submit" can trigger an email " on success" to use the variable formdata to include all fields and values of the form in an email.... but in a custom-written function, for example I select 20 rows/records and click the button to send one email per each row, what variable can I call so all fields and values are included in the email? I set it up so one email per each row is sent. Thanks!!!!
Digital Consultation form
I was wondering if anyone could help me with Zoho Creator or let me know if a different application would be more suitable? Within my buisness I frequently have consultation with customers where I fill out their details and requirements on a paper form then add them as a contact to zoho books. I was wondering if there was a way of creating a digital version of this form that once submitted would create a contact and save all their requirements under their profile or as a lead? I have managed to
Double digit number field
Hello, I was curious if there is a way to enforce double digits in the number field? For example, i inserted a Number Field with a starting value of 01, however when it displays the form, it just shows 1. Also if I call it in a formula it returns 1, and ignores the 0. I would like to force the display of the 0 because this is part of a formula I am trying to write to formulate an inventory number… Example JW 01 01 15
Email Dependant on Input
Hello, I am creating a form which will be embedded on my website, On the form we use a "Postcode" field which we expect our clients to input their postcode. Within this field we expect the postcode to begin with either BD or S. We want an email to be sent to a person based on the postcode entry. So any postcodes beginning BD would need to be sent to John Smith and any postcodes beginning S to be sent to Joe Bloggs. Is this possible?
My Account package details
Hi, Can't seem to find out where to find the details of what Zoho Packare I am on and my Plugin purchase history. Is there anywhere I can get a summary of this please?
Filter, unless the value is null
Hi, I am trying to create an order form - I have a Vendors, and those vendors offer items, which are stored in Vendor_Items form, using bidirectional (Vendor Items is a subform on Vendors). My subform in the Order Form for Items Requested has Vendors and Vendor Items. I would like to filter row.Vendor_Items by the row.Vendor, but ONLY IF a value is put into row.Vendor. If they have not put a value into row.Vendor, I would like all of the Vendor Items to be available. Is this possible? Any
Feature request: show list of CRM fields
Hiya, I'm creating a custom CRM contact modification form. It involves mapping fields from CRM to creator and vice versa. It's quite tedious to switch between tabs to get the field names. It would be great if I could have a field list from CRM as well as the field list from Creator so I could quickly copy/paste field names. cheers -- If you need any help with this or anything else related to Zoho, check out www.nuanced.it or email me at jeremy.nagel@nuanced.it
I just got locked out of editing my account for no reason
This is not a good situation. I have an enterprise account attempted to add a user, got message saying I had hit limit. (which is not correct) and then suddenly I could not asses any editing of setup features of the application. I am the only administrator for my application. Urgent assistance needed. bfstrachan@bahamaselectricity.com Spoke to support. Told fix can taken up to a day. Given the subscription cost I would expect quicker resolution to a problem that should not have occurred in the
Why does this keep giving me a null error?
form Principle_Investigator_Registry { displayname = "Principle Investigator Registry" success message = "Data Added Successfully!" field alignment = left PIReg=investigators.Investigator_Registration[]; I've also tried these iterations. PIReg=investigators.Investigator_Registration; PIReg=investigators.Investigator_Registration It just gives me 'Error modifying the page null'.
how to autofill fields in zoho creator with the data from zoho crm ?
I have build 5 leads with Candidates name , email , Status (qualified , not qualified , etc. etc.) now i've build an application in Zoho creator , with First name , Last name Email, status , Final status . I want these to get autofilled by the data from Zoho CRM. And any updates made in Creator should get reflected back in CRM ! How should i do ? Please guide . Regards!
Mandatory format of a value in a field
Hello, I can't find the following functionallity. A single line field can be filled in like: 12AABB I would like ZoHo Creator automaticlly adjust the value in the field to: 12-AA-BB. Or is it possible to make the punctuations mandatory? Hope to hear from someone soon! Greatings, Erwin
Manipulating text string
Hi, I need a favor. Would yo give me a clue on how to remove the HTML remarks from this text string by using deluge script? I want to leave the red text only... Thanks a lot Luis <span style= 'font-style:italic;'><span style= 'font-style:italic;'><span font-style:italic;>Ideal para MDF, Acrílico, Papel y tela entre otros. Excelente calidad y detalle para su proyecto. Disponible tamaño de hoja completa 1.22 x 2.44m </span></span></span>
Customer portal page centering
I have customized the size of the customer portal page to 800 px, but it's not centered on the browser as shown: Cheers, John Whitney
How to sync ZOHO CRM with ZOHO Creator
I am trying to sync lead data along with related activities in CRM with data in Creator. Saw some previous discussion on how to do this thru email ( https://help.zoho.com/portal/en/community/topic/synchronize-zoho-creator-and-zoho-crm-data). This solution is not working for us, since Email template does not allow us to pull activity/task/notes related information. Is there any alternate?
You are not allowed to access this application.
I have a standard account and pay for 3 users, 6,750 records. The app I created has a required field (Username) that is checked as "Make this field as Record Owner." I understand that I cannot share the app,, as it will not work, and have since deleted the shared user and have gotten the said user to access the app. However, since the user has been deleted from the shared user list, his Username also does NOT appear in the dropdown list of available record owners. In other words, the user can access
Help Regarding Zoho creator subscription plans.
I am working on a client project and they have professional edition of ZCreator. Owner added me as a developer in Zoho creator but I am facing some problems and I am unable to write code for them: a. When I go to crm.zoho.com and click on ZCreator tab, I can see the ZCreator interface. But when I type creator.zoho.com in browser, it does not show "Workspace" tab and I do not see customer's Zoho Creator account. Can you explain to me ifcreator.zoho.com and ZCreator are different applications or same?
Passing parameters to a embedded website view
I have a view embedded in a website and want to filter based on certain input. I tried for hours the Zoho creator examples for passing url parameters and none didn't work. The form is asking me to login. <iframe height='500px' width='100%' name='Form:Copy_of_Reporte_de_Pedidos' frameborder='0' allowTransparency='true' scrolling='auto' src='https://creator.zohopublic.com/jaflores/pedidos/#Form:Copy_of_Reporte_de_Pedidos/?NombreCtaHide='sedyco'></iframe>
Having trouble constraining reports to specific content
Hello, I'm having trouble running reports based on specific criteria in my application: Form (A) collects different Job Types (Help Desk, Services, Development, etc). Form (B) collects Employee Info including Name and Job Type (using a lookup to Form A) Form (C) assigns Office Equipment to different employees I need to run 2 reports on Form (C). The first is a pivot table, and the second is standard report. However, these reports must be limited to employees of just 1 Job Type. How
Integrate SalesIQ into Zoho Creator App
How can I add SalesIQ tracking to my Zoho Creator App? Oliver
Simple text formula field
I want to reference a field from a parent form in the child form. The parent has a lookup field to another form; and I want that field statically represented in the child form. In SFDC it's a simple Text=(Insert field) How is this done in Zoho? Thanks.
How to remove a starting newline?
How would I remove a starting newline from a string, if it exists? Since I created the newlines using "\n" I'm not sure exactly how to check for it and then to exclude it in the revised string. FYI I'm building a string by concatenating multiple values and starting each with a newline. Those with no value are skipped, but the end result can be a starting newline. The logic would be something like this, but I don't know the deluge syntax or best practice, I'd think it involves startsWith, Length,
Creating a Function to edit another record
Hi all, I have a request manager tool I am working on (and constantly improving) and within the tool I have a main table that captures all my requests and I have a second table that captures the asset and serial numbers of the device or devices for each individual request. The device details are captured int he main form as a subform. One of my reports concentrates on the asset details and the report is based on the device table, however what I want to be able to do is search for a specific asset
Can data in a report column be SHOWN for some records and HIDDEN for other records?
Is there a way to configure things so that on Reports, for most Profiles, for a certain field, let's say "Price", data can be shown in the column for some records and hidden in the column for other records? This would be based on another field in the record, say "Internal/External". So, for most users, for the "Price" column, on Reports: for records marked "External", users see the "Price" data for records marked "Internal", although the Price data exists, users see blank (the data is hidden). And,
Sorting grouped records in a report
Currently, the default sort order for records works extremely well for me. I guess this is based on displaying records sorted on ID with latest first. Now, when I group my records by a text field from the parent table (which summarises the parent record), I am forced to sort A>Z or Z>A (in the Grouping box) on that text field but I really want to sort by the parent ID field Z>A but I don't want to display the parent ID. Is there a solution to this?
Tip: Dynamic texts on a Form, including dynamic clickable links
We had been wishing for a way to have dynamic texts on the form, and for some to include dynamic links. Turns out this is available (yay!) and documented . In case helpful, here is some additional info we've found from initial experimentation. Please see that attached PDF for images of some actual results: On form next to lookup field: If a record is selected, add "Edit this Record" convenience link. On form next to attachment: If attachment exists, add link to the attachment. On form next to
Aggregate Excluding
Working in Creator on a Pivot Table. The table is an aggregate table of pricing for products across multiple vendors. Col 1; Average price, excluding our listed price. Col 2; Our price. Col 3; % difference between the two.
Validation using forumla field
Hello there Zoho community, I'm a bit stuck and wonder if someone can help me... I have a form with a formula field which generates a customer reference: Form name: Registration form Single line: Last name Date: Date of birth Formula: Customer reference ((((Date_of_birth.getMonth())) + Last_name) + (Date_of_birth.getDay())) + (Date_of_birth.getYear()) I'd like to set it so that if someone tries to fill in the form again (and therefore generates the same customer reference) an error message will show
Script for capitalisation
Hi, I am using the following script in functions in order to make the first letter of text uppercase and the rest of the text lowercase: string getCapitalised(string txt) { if ((input.txt).length() > 0) { input.txt = (((input.txt).subString(0,1)).toUpperCase()) + (input.txt).subString(1,(input.txt).length()); } return input.txt; } Although it works when text is input in all lowercase, it does not work if text is input in all uppercase. Do I need to add a bit of script in order to do this? Thanks
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