Using get from CRM fuction in a subform
Hi I am struggling to get code to work in a subform. I want to use grab data from our CRM system to populale a Subform. I have built a form populated it with this code crmresp = zoho.crm.getRecordById("Invoices", input.Invoice_ID); input.Total = (crmresp.get("Grand Total")).toDecimal(); When I test it in the main form it works but when I use it in a subform it does nothing. Is this a error/limitation in the system? Cheers Dan
Where do I see the audit log? I don't have data management under setup
I need to see all audit activity on my tables (forms), but I don't know where to access that. Thanks!
what happen? i Can't edit my app suddenly
is this a error? i cant edit it and some links disappear
App Account Problem
I have a problem with my account, when I execute the Edit On Success for the following form https://creator.zoho.com/appbuilder/czambrano1/compraseinventario/form/Shipping/Auto_Id/workflow/edit#OnUserInput Appears the following advice without executing the code, I try log-off and login again but the problem continue. If you need support access is allowed
On Input - Avoiding Infinite Loop
I have a nice routine to validate a UK phone number, but I want to update the field with the reformatted number (spaces removed) as part of the routine, which just sends me in an 'on input' infinite loop ? Any suggestions ? Thanks Neil // Set RegEx Variable Match Strings UK_Phone_RX = ("^(((\+44\s?\d{4}|\(?0\d{4}\)?)\s?\d{3}\s?\d{3})|((\+44\s?\d{3}|\(?0\d{3}\)?)\s?\d{3}\s?\d{4})|((\+44\s?\d{2}|\(?0\d{2}\)?)\s?\d{4}\s?\d{4}))(\s?\#(\d{4}|\d{3}))?$"); UK_Mobile_RX = ("^(\+44\s?7\d{3}|\(?07\d{3}\)?)\s?\d{3}\s?\d{3}$");
quickbooks & zoho
my goal is to have a form / database for sales reps to submit sales orders directly to me - once submitted i would love to import them into my quickbooks db is this something that is doable without extensive development and programming knowledge
Blank Dashboard / Can't access creator
I was using my Creator trial, did something (granted access to someone or something like that) and now my dashboard is blank and I can't do anything. How can I reset everything to zero? I had nothing of importance there but I can't use it anymore.
How to avoid an endless loop between two fields where their On User Input affects the other?
Is there a way to avoid an endless loop in this situation? Fields Transaction_Date is standard date field Transaction_QTR is dropdown with choices such as "2015-Q1", "2015-Q2", etc. If user supplies the Date: we supply the proper QTR. I have a nice OnUserInput that calculates and supplies the proper Transaction_QTR choice. This works nicely by itself. If user supplies the QTR: we supply the approximate Date. Unfortunately, with this in place, the result in an endless loop between the two (sorry!).
Calling a function - can someone please tell me where I'm going wrong?
Hi I currently have a problem calling a function from another application and getting it to set a variable value in a second application. Any guidance would be much appreciated. Here's the scenario... 'dbs' is my lookup application. I have created a function in the 'dbs' application, called 'ClientID', to fetch the 'Client_Name' field from the 'clients' form - used the following code: string ClientID(string ClientName) { rec = clients [ID != 0]; return rec.Client_Name; } 'submissions'
Page can't be edited. Please help
would you please tell me why this page can't be edited? https://creator.zoho.com/appbuilder/yaxche/catalogo/page/Productos_Pagina/edit I was working on it, everything fine. Pusblished it, used the URL for my webpage system. Came back and tried to make an adjustment and the page code simply can't be seen. I don't want to lose the code I made.... Could it be related to the fact that I published the page? please help... Thanks Luis
Function Generating HTML Problem
Good day, Im trying to edit a function that create a HTML page, but when I change something I need and I try to save, it shows me the following Error, Error at line number : 28 'Proyecto' is a lookup field and child fields cannot be accessed The issue is that I am editing other line, and the function is working already with that existing code. If I open the function and click save script with any modification always error appears. Support is available in the application and the function name is
Calculate due date
Hello, I have a date field which is the invoice date. Now I a user must have selected the amount of days before payment. I would like the due date to be based on: input.Due_date = input.Invoice_date + days; This doesn't work. Does anyone has a solution?
Zoho CRM create Task
Hi, I am trying to add a new record in Contact Module of Zoho CRM on Success action of a form but I am getting an error on submit action of form crmMrk = Market[ID == input.Add_Market].Market_Name.toString(); crmBr = Broadcast_Management [ID == input.Add_BM1].BM.toString(); myFieldMap = map(); myFieldMap = map(); myFieldMap.put("Company", Add_TVStation_Name); myFieldMap.put("Last Name", "Contact"); myFieldMap.put("First Name", "Creator"); myFieldMap.put("Email", "noemail@noemail.com"); myFieldMap.put("Market"
Disable Field not working from a Report
I am trying to disable certain fields from being edited, but when I access the record via the Edit button on a List Report, the disable function is not applied ? Any thoughts for each REC in Access [User_ID == zoho.loginuser] { alert("Level : " + REC.Access_Level); if (REC.Access_Level.toLong() < 5) { disable Site_Name; disable Seaware_Code; disable Seaware_Detail; disable Floor; disable Location; } }
Who can I call to get information?
I'm looking to develop a platform to manage a cloud based electronic medical records, for doctors, we want to include services such as mail, calendar, directory, etc.. But I'm finding hard to understand the license, pricing and would like to get in touch with some one on the sales department that can help me> Thanks....
mCreator and geolocation (geofence) feature
Hello, I am wondering what the geofence restriction feature in mCreator uses to capture a potential submitter's location when determining if they are within a geofence or outside of the geofence. I would like to use a query to the mobile device's GPS software stack instead of using the IP address of the submitter when determining what their location is. This is a feature found in a few other mobile form building software platforms that I find lacking in ZoHo Creator. Having this feature would allow
How to separate output data
Hi, I need help to provide me simple script to get the input data from a source "single line" data and output separate into two different "single line" Example : input data = '"2015-04-29 18:00:00" Target A = "2015-04-29" Target B = "18:00" Please refer to the photo attached.
Error inserting a record-Reference Field field_name not having the value 0.
I'm inserting a record with a function. I'm getting the error Reference Field Field_name not having the value 0. Field_Name is a lookup field but it is not required. The funny thing is I still get the error if the field is not referenced in the insert section. I also get the error if the field is in the insert section with a valid value.
Custom Actions: Work OK in stand alone report - Fail when embedded in HTML page
I have never had this problem (see details below) before and have been running the apps in question for years. Has something changed on the Zoho end? Do I need to add new parameters? Within an HTML view I have a report named "SessionsNotYetBilledADMIN". The code for that part of the page is below. <td><div elname="zc-component" viewlinkname="SessionsNotYetBilledADMIN" params="zc_Header=true"><br /> </div></td> If I load the report outside of the HTML page, the Custom Actions work fine. Within
New Pricing
I am wanting to upgrade my Zoho Creator account to the new pricing plan with the $10 per user, but when I click upgrade on my account, it only takes me to the $25 pricing. Is there not a way for me to upgrade to the flexible users plans?
Recurring Tasks OR Events
Request your help. In one of the applications: we are trying to create a recurring Task feature. So the user can specify the Start Date, End Date and Frequency (i.e. Daily, Weekly, Monthly, Quarterly, Yearly). And the system will automatically create those many tasks with different Due Dates. (Quite similar to the way Zoho CRM functions). Is there any Sample Application that I can refer? Thanks: Arnab
Can't Purchase Add-On Usage - Getting Error
I am trying to purchase additional Zoho CRM Integration API credits for my account but I keep getting an error that I am not logged in when I go to pay for the credits. I have attached a photo of the upgrade page and the error I receive when I click submit. Please help! Thanks, Jeff
Format a function field
How do you format the number output of a calculated field? I cannot use the currency fields as I deal with too many different currency types. I'm calculating the following fields: Revenue Per Media Area * Number of aircraft. The results shows xxxx.x (1 decimal) I need the result to show xxxx.xx (2 decimals) One of my fields is set to 0 decimals (and it cannot change) One of my fields is set to 2 decimals Thanks! PS. I'm a beginner beginner so please respond in simple terms. :)
Sendmail Attachments : Template as Inline, Subform displays Label even though it's set to "without label"
Hi, Subform in record summary template when attached to email as "Inline" displays label. Same attachment as pdf displays fine. Damien Cregan Hire an Expert
Zoho Creator connection to an Azure SQL Database
I have a Microsoft Azure hosted SQL Database. How do I connect to it from Zoho Creator by mapping Creator forms with tables in the SQL Database? Thanks.
Updating a Subform with data from the main form...
So, I'm a beginner with Zoho---a real beginner. Can someone please walk me through how to populate my subform with data from a main form? Main Form: I have an "airline name" field and "media area" field. SubForm: I have an "airline name" and "media area" field. When I use the dropdown in the main form to select the airline or the media area, I want the same information to update in my subform. Thanks for any help you can give. DZ
Integrate Asterisk
Is it any way to integrate Asterisk with Zoho Creator?
Unable to fetch records from sales dist report to field view
I have two forms Sales_Tracker and Field_View. I am tried to get the data from sales_Tracker to Field view with a Mobil no as lookup column x = Sales_Tracker [Master_Mobile_No == input.Mobile_No]; input.Distributor_Name = x.Dist_Name; Pls suggest where is the problem ?
Publishing Deluge Code to Another Wesbite
Hi, I am trying to publish my deluge code from a form that I created in an <iframe> format to another website. Can anyone help me with how I go about doing this or where I am able to access the code? Thank you.
Pivot Table refresh/re-generate
Hello, My pivot tables in Zoho Creator are not automatically refreshed with new data unless I go in and Regenerate. It used to be about 10 minutes at most to refresh for new data. Has anyone experienced the same issue? Thanks AA
Display form records into a Page
Hello, I need to create a page that displays the data from three forms based on an option selected from a list, for example: Let's say I have 3 forms: - One named "employee" that has 4 fields: ID, name, phone, extension. - A second form named "department" that has 3 fields: lookupID1 (is a lookup field from the employee form), role, officeNumber. - And a third form named "payment" with 3 fields: lookupID2 (is a lookup field from the employee form), salary, payDay. I need to create a page with this
Add column to list with a calculated value
Hi, Is it possible to add a column to a list, which contains a calculated value ? For example > the value is the amount of records that occur in another table with a given value. Thanks! Peter
Add header rows to report
Hi, I'm evaluating Zoho Creator. I need to create a tabular report with about 300 columns that is exported using a TSV format. This is then input into another system. I have been able to create a report with the necessary columns, and can export that as a TSV file. So far so good. However, I also need to add two header rows at the top of the report. These would be immediately above the row with the column names. In these header rows I need to put some required data for the system that will process
Send mail function not working
I have my form sending emails to the Purchasers when the Employee submits further comments/questions. I would like it to also send another email to the people CC-ed on this request if possible. The Purchasers are receiving their emails without any issues, however the CC-ed people are not. Not sure what is wrong with my coding here: //If staff member sends comments/questions about an existing Request to Create new SKU, there is a CC but no CC1 if ((((input.Comments_Questions_to_Purchaser_Assistant
keep getting "Improper Statement" errors
I've spent hours trying to do a simple IF statement and I keep getting errors. I'm on the trial version and attempting to setup a quick demo for a customer so that they can decide if Zoho works for them. It's a simple Commission tracking application. There are Sales Reps, Expense Categories, Customers and Invoices. On the Invoice, there are multiple Expenses (subform). Based on the Expense Category of the Expense, I need to pull in the Rate_Type and calculate the amount of the expense. It seems
Insert Crm "Contacts" into Zoho Creator Form
Hi, I am using below script to insert Contacts from CRM into Zoho Creator form, it is working correctly except not inserting Zoho CRM Contact Name link . Please see below screenshot contactlist = zoho.crm.getRecords("Contacts"); for each contDet in contactlist { insert into ContactForm [ Zoho_CRM_Contact_Name_ID = contDet.get("Zoho_CRM_Contact_Name_ID") Email = contDet.get("Email") company = contDet.get("Company") ] } Form : Output of Script: What I am expecting from insert Task is like below Could
Print HTML Page in Portal
I have an HTML page that I want portal users to be able to print. What is the functional URL for printing an HTML page in the portal? I tried "https://soundcyclists.zohocreator.com/portal/<appname>/print/Sign_In_Sheet_HTML/ride_ID=" + ID_string where ride_ID is a paramter, but that's not recognizing that I'm in the portal Thanks
Create labels into a lookup field options
Dear All, I would like to ask you if there is any trick or tip of how can I create a lookup field like the filters dropdown (with labels inside the options). For your information, I do not want the lookup to have the functionality of the filters dropdown. Just only if I can create labels like that! In my example the Year and Version are the 'labels'. Is it possible to do something like that with CSS (maybe?) in the lookup fields?
Building a dashboard
Hello, Can anyone help me. I'm building a dashboard with 3 reports. Now I would like one search field which works on all the 3 reports. How can I do this? I'm thinking about a blank form with a look-up field. Hope to hear from someone soon. Greatings, Erwin
In Record Summary view - Sub form data problem
Please see below image .It is record summary view. In this view three column - City , Hotel , Check IN. all are sub form data. I want output like this City Hotel Check IN Bangkok Bangkok Palace 2015-02-11 Pattaya Bella Express 2015-02-16 But i m getting output like this Code Package Details City Hotel Check In ${HOTEL_Rates.City} ${HOTEL_Rates.HOTEL} ${HOTEL_Rates.Check_IN}
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