Add and Delete Customer Portal user via Deluge
Using Creator to build an app involving a customer portal. I'm trying to integrate the customer portal for the first time and it is raising questions, mainly because it's new territory. Is it possible to add a new user to the customer portal via deluge? For example, if an existing user invites/refers another potential user to try our app, is there code to automate via deluge, setting up an account ready to go for them? The referral would include their email address, and a workflow would set up the
Is Zoho down today?
I can't do a single thing. I tried changing some views and reports and got "undefined" - then I tried editing a form, got "undefined' - started a new form and can't add any fields as when I drag and drop it also says "undefined." What is going on? HELP.
Passing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
How to Display Formula Result as Currency?
I have been searching this topic for an hour now. The best I can find are posts from more than 2 years ago with no solutions. Is this still not possible? The formula field does not allow for a format option. The report does not allow for a format option. My formula is based on a currency field with basic addition, multiplication and division. Why would the result not maintain the currency format? From the (outdated) Help section (https://www.zoho.com/creator/help/fields/configuring-a-formula-field.html)...
Sort a Multi-Select Lookup Field
I have a multi-select lookup field coming from one app to another. Currently that lookup data is being sorted on the printed report based on the added time of the form that's being brought in. Problem: I'm ideally trying to sort the lookup data by a field
New Gantt Chart Extension problem with relationLinkName in Creator
I've burned a few hours now trying to solve this one, but no luck and there aren't any posts in the knowledge base yet: Anytime I try to include "subRelationName" the Gantt chart fails (invalid subStartdate and subEnddate). Works if I exclude the "subRelationName",
Developer access
Hello, how can I limit the developer role access level? I want to remove access to all reports.
Integrate with Power BI
Hi, How to connect Zoho CRM dashboards & reports with POWER BI ?
Simple way to add Support Contact to CRM Leads/Contacts on New Ticket
Case Scenario: Support WebForm is used as contact form on company website. Visitor is not yet customer of company, and is not listed in company CRM. When form is completed, Support is updated with contact information, but CRM is not... therefore potential customer cannot be located in the CRM for follow up or automated responses/workflows etc. I've been looking through the documentation and there does not seem to be any automated way to create a CRM Lead based on a new support ticket creation (by
Suggestions to Enhance Translation Features in Zoho Creator
The localization capabilities in Zoho Creator are great, and as a partner who heavily relies on them, I’d like to suggest a few improvements. These changes would streamline workflows, save valuable development time, and enhance the customer experience.
Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps
Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console
Creator Simplified #4: Modifying the app structure using the Application IDE
Hey Creators, Here’s this week’s Creator Simplified post with a tip to enhance your app development skills. Objective Modifying the app structure using the Application IDE. Use Case Assume a scenario where you have to make trivial changes to your application
Custom Domain for Customer Portal
Hi I have a personal domain that I want to use for Customer Portal on Zoho Creator I have follow all instruction including updating the DNS but it still does not verify. Zoho Support has not been able to assist with getting this resolved
connect zoho creator with google drive
Hello everyone, I need to connect to a folder drive. The idea, is that google drive loads a text document with some data, I must read that text document to be able to autofill a form that I have in zoho creator with that data. I also attach PDFs and place
Insert field data on each row of uploaded and parsed content
Hi, On the upload and parse content below, I want to insert data into each row that I need on the parsed input to the other form so the data can be grouped by this field, but it can't be on the uploaded .csv. How can I do this? fileContent = input.Cruise_Sales_Upload.content;
Offline mode for pages based app
Hi community, I have a request for creating an app where users can enter data into multiple forms. Those forms I plan to embed into creator pages. The users navigate throw the pages and can access the forms to enter their data. The use case of the app
Embed detail view of a report in a page layout?
I have a form that allows one entry per user, and a report that only shows the current user's report, so there will only be at most one record. I'd like to display the detail view because it shows the related records. Is there a way to force the report
Update field from second form based on Lookup value on first form.
I'm sure this has been asked a zillion times. I am using Lookup field to obtain a value from a second form. Based on the choice I want the corresponding value for another field on the second form to be input into the field on the first form. I know this is a set value action of some sort but am new to Zoho Deluge and cannot see how to do it or see any build functionality on the field properties to achieve this. Basis stuff but how?
Share your success story
We would like to hear from our passionate users how much Zoho Creator has changed the way you work and benefited you. If you would like to share your story to us and be featured as a proud user of Zoho Creator, then this is for you. Fill up the form below and if you want to be included in a case study, we will get in touch with you to get further details. So what are you waiting for? Tell us your story. Charles
Improper statement line 31 (Highlighted in red) pls help
// Fetch the current record from the AMER form previous_record = AMER[ID == input.ID]; info "Previous Record: " + previous_record; // Fetch the record from the AMER form by its unique ID previous_status = previous_record.Status; // Get the old status
Is there any way to fetch records in ascending order by Name Field?
for each userItem in User [ ID != null ] sort by Name.first_name { }
Creator Offline Form from Record
Hello, We have a list of records that need to be viewed offline. When a mobile user opens the detail view of a record we'd like for them to click a link or button to open a form. For instance. A list of work tickets. The user opens a work ticket offline
Prevent Enter Key From Submitting Form
I have a client who really likes the Zoho form but doesn't like how using the Enter key (Return key on Mac) submits the form instead of moving the cursor to the next field. I am personally used to this so I only use the Tab key but perhaps this option would be nice functionality to add. From what I have seen on the web there appear to be ways to code this alternate functionality. Unfortunately I am not a programmer otherwise perhaps I could do this myself using your scripting functionality. Thanks
Subfrom data in Excel
Can we send a Subfrom data in a excel sheet while Triggering a Email in Zoho Creator.
SEARCH BOTTON MENTION IN SALES BY SALES PERSON COLOUM
DEAR SIR/MADAM, THIS IS MY REQUEST TO YOU PLEASE GIVE SEARCH OPTION TO SALES BY SALES PERSON COLOUM.
Zoho Creator - Portal - Custom Domain Verification failed
Hello Guys, I've been trying to verify my custom domain for my Portal on Zoho Creator. I've contacted support and they told me to add CNAME Records which I have already done. I've tried adding CNAME, TXT rec , TLL - 600 seconds but no success. Domain
Creating pdf template with pivot table
Hi, I have a form which is a list of customers with delivery dates, more than one date for the same customer name. There is no subform, so I need to do a report with pivot table to make a list of customer with same date of delivery. I would like to create
How can I make a part of a form be divided into two columns?
Hi, i have a form, and i want to have 2 columns in the form but not completely, so, the first part of the form have 1 column but in the bottom of the form, i want 2 columns, how can i do? Thank you.
CORS in Zoho Creator Custom API
I have a Custom POST API in Zoho Creator with the authentication type using Public Key. My team tried to use this API in client service and apparently there's an error with code 2945, UNAUTHORIZED_CORS_REQUEST
Star Rating - New Field Type
Hi, Just an idea, How about a Star Rating Field. Simple 5-star system. Enables User to vote/rate on Form. View also displays rating for each row. It will be a new field type that we can drag and drop in form building. Dunno if it will be useful to everyone, but I'm aware that a lot of Creator users are here to use the forms for some sort of online questionnaire. This will surely help.
Cannot Edit Zoho Creator Apps
Hi. I have been unable to edit my creator apps. When I click “Edit Application” it goes into a loop.
Page variable do not show decimals
I have a variable in a page for a currency amount. The original data is from a form in currency with 2 decimals, and the page variable is indeed a decimal type. But the decimals do not show in the page. The script is : input.FactureDecimal = Administration[Courriel_client
Preserve metadata info of images
Hi everyone, is there a way to preserve metadata info of an image taken or uploaded to an image field?
Generate Revision Number in Format 1.0.3
Hi all, I am trying to implement an automatic version number for our management system, so when we make a change, it will go from 1.0.3 -> 1.0.4 and so forth. Can anyone help me with this, please? Many thanks Nick
Automatic import from ini file
Hi, kind a tricky question today. Our client send as record via email stored in a text file (.ini). As per today, we open that file, copy and paste in a ocr field and then processed with a workflow to store info in zoho creator fields. Is there a more
Creator roadmap for the rest of 2022
Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
Post to Cliq only working for me (Top lvel admin)
Hi, We have started sending messages to Cliq to help us monitor things; however, the Cliq messages are only generated when I submit the record as the account holder. If another member of staff does, no messages are sent to Cliq. Am I missing something?
Report access on portal for page only, not sub-menu
Is it possible to give access on the portal to a report on a page only (dashboard) and not in the sub menus ? Having the sub-menu is redundent and useless for me, and it might confuse my customers. I triied many things on the portal permission setup,
Hide "Section" headers when using a form as a subform in "List view"
When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and
OpenURL working Intermittently
Never had this issue before, everything was working fine up to a few days ago. We have a buttons on reports to open forms with pre-filled fields. Now, there are instances where it will throw and error and gives no feedback. What is really strange is not
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