make 2 CRM lookup fields dependent from each other in Zoho creator
Dear Zoho Community, I’m creating a form in ZOHO creator which hold 2 CRM fields. 1. customer name 2. contact name I’m looking for a way to make the contact name dependent from the customer name. When we select customer A, that the contact dropdown only holds the contacts linked to this customer. Is this possible? Kind regards, Noël
Need developer to improve application
I need help of developer to add a few functions to the application. The scope of work will be the following. 1) To send automatic email to the client with attachment once order is booked and change the status of the product 2) To be able to generate monthly charts based on status. 3) To develop a simple dashboard. 4) Few generate a few other charts automatically every month My Budget is Rs 25,000/- If anyone is interested he can mail me on the following. rachit_a@hotmail.com
Push Notifications - email not working
Hello, I have placed and "Automation" within the form settings. The rule added is if status is changed from "pending" to "accepted" then send email to xxx@gmail.com and xxx@domain.com The email is being sent to the gmail, but not the domain. Not sure why a user can sign up with xxx@domain, but not receive notifications. Any help would be great. Thanks
Select an image in a stateless form
Hello experts! Could you give me a help with this? I have a form with products. Each product have an image uploaded and fields with characteristics. I would like to make a stateless form where images of products are dynamically shown, according to the characteristics selected by the clients. The images have to be able to be choosen by the client. The question is: Which is the way to show images able to be selected?, and how is the hyperlink structure to call images? Thanks in advance. José.
Zoho Creator: Recipe Builder
I am trying to develop a recipe builder which incorporates a function for the app to reflect the quantity of ingredients used according to the serving size of a recipe. May I inquire if there is a way to enter the serving size of the recipe and the quantity of the ingredients will update automatically for me to print it out as a recipe? Thank You
Dynamic Record Summaries
I would like to propose an improvement to the Record Summary templates used to generate PDFs and print. I propose to add functionality that allows a user to either flex which template is used based on a value in the record OR hide/show fields based on a value in the record Example: We have a master form and a master database that is used by multiple clients. Each client has a unique identifier that we pass into a text field. Based on this identifier we show/hide certain fields. We would like to be
Zoho creator api - search view returns var variable instead of json
I am trying to search a view the following api call. https://creator.zoho.com/api/json/app-name/view/Books_Invoice_Report?authtoken=xxxxxxxx&scope=creatorapi&zc_ownername=xxxx&criteria=(Invoice_ID="127624000019543065") The return value should be json. But the result is like a java code like this. var zohomarkozivkoview70 = {"Books_Invoice":[{"Status":"sent","Due_Date":"12.12.2017","Customer_Name":"Radica Goran dr.med.dent.","Salesperson_Name":"Josipa Guzanović","Sub_Total":"kn 85.50","Invoice_Number":"2017-1-5088","Invoice_ID":127624000019543065,"Salesperson_ID":127624000013211099,"Invoice_Date":"12.12.2017","Customer_ID2":127624000000145967,"Customer_ID":127624000000145967,"Invoice_Amount":"kn
Pull data from a currency field on previous record
Hello. I've been off Zoho for a couple years and can't recall a few things. I'm trying to create a simple checkbook registry. On the form I have a "Beginning balance" currency field and an "Ending balance" currency field. I would like to pull the number from the "Ending balance" currency field from the previous record and input that in the "Beginning balance" currency field for the new record on the "On load" work flow line. Any help is appreciated. Thanks
Difference between view-perma & view-embed
What is the difference between view-perma & view-embed ? Also, What is the difference between form-perma & form-embed ?
Record summary page header
Hi! I have a record summary based on an orders form wich also displays the order details. The order details is a subform of order form. It works great, but if i have many order details another page is generated. How should i have the order details header at the second page? Open the attachment to see what i mean. Thanks!
Select multiple developers
I have 3 users set as developers. When I go the my application settings and choose developers, I am only allowed to choose 1 user. How can I have multiple developers?
Removing Items from Lookup Fields as they are selected
Hi all, I'd love some guidance on the following: I have a form [Dependants] and there can be multiple records in the [Dependants] form that link to a master form [Main Member] through a unique value that I've created "Member Number"; so a many to one relationship. I have another form where I want to have the user see and select (one by one) all the Dependants linked to the one Main Member, however as they select one (easy to show them via lookup field), I want it to disappear from the next lookup
Deluge Scripting - find rows with duplicate values
The FAQ on Deluge Scripting (copied below) indicates that there will be a code snippet, but the code snippet doesn't appear. Can anyone here provide the code? 9. Sometimes, my requirement is such that combination of a field has to be unique. For example, Name and DOB combination has to be unique. Is it possible to set that in GUI or script? It is possible to do it in script mode by writing an on submit script for the form. The "on submit" script gets executed before the data is persisted. In the
Add Record - API - PHP / Curl Script
Hi, I've been trying to figure this out for ages and have eventually resorted to asking for assistance. A really simple request: Does anyone have a sample of a php script which shows how to make a post to a Zoho Creator form using the Zoho Creator API interface? I can clearly see this exists for Zoho CRM and can easily get this to work. The same process does not work for Zoho Creator. I can also see that this question has been asked before without any real follow up, so hence my question now. Any
Schedules are not working, can not fetch more than 200 records from Zoho CRM to perform tasks.
I have got two issues. 1. Schedules are not working while I have got 500 limit available in my account. 2. I am trying to fetch records from potential module where the closing date is more than 30 days from today and update the stage according. It works for few records while few records are not changed even if they are matching the criteria given. I found that the issue is the index limit, you can only call 200 records at a time. However, I would like to perform this task on each record available
Error in executing zoho.books.getRecords
Hi - I have been using the following code for few months aWhere = "invoice_number=" + input.invoice; // Obtenemos el registro de la factura booksResults = zoho.books.getRecords("Invoices", "999999999", aWhere); Note: 999999999 is replaced for real value of my organization. // Obtenemos los datos propios de la factura invoiceMap = (booksResults.get("invoices")).toMap(); Today, i am now getting the following error; Error details: Error in executing On User Input script of Factura. Error. Error
Use Record Summary in a Page
Is it possible to have a record summary in a page? The record ID is a parameter for the page. What I want is to display the summary without the report eliminating the need for the user to click the record to see the summary.
Contacts Filter
I am building a Contacts app that contains; Postal Code, State,County,City. My requirement is to filter down with updating all the forms as I input or lookup. I am structuring as; Postal Code (form) >State (List Field)(Form) >Zone(form) >County(form) >City(formI have tried many ways to Bi Directional with Filters, but find doing double work at times. I am trying to determine the best way to handle 4 forms and filters at once. Postal Code (input field) State (Lookup Filter) County (input field) Zone(Lookup
Add entry into another form for each record in one form
Hello all, New to zoho creator and built one app for my company. Although I could get basics to work but stuck with one situation for now. Any assistance would be of great help. Here is the overview of my forms Users - (firstname, lastname, status, email, etc..etc..) System - (systemname, category, etc. etc.) Access - ( Users.email, System.systemname, access_status, access_date) There is one default system (Google apps) that every user will have access by default, so I want to create a script
How to import data from CRM to Creator Order Management
We have/use ZOHO CRM for a while now and have many customers. We are now just starting to think about order management. How do I get CRM Customer data to feed automatically from CRM to Order management? Thanks
Printing/Uploading PDFs with Deluge
My applications stores notices (letters, not emails) that are sent to various recipients. I can create the letter with code, but is it possible to print it and store it in a upload field with code?
Urgent Issue: Creator Forms have suddenly started throwing On Load Error. No response from support.
Hi, We are having an issue where a few forms in our application have started throwing the following error: Error Details Error occurred while executing on load script. This also affects forms on a separate application that was a prior instance of the current application and hasn't received any development updates for a few months. I've removed all On Load scripts and still receive the error. I've sent support an email and added edit access, but have not gotten a response. This is an urgent issue
Back Orders
Hie , All items that don't ship should automatically transfer to the next order, based on back-order rules for each customer. How can i Imply that ??
Newbie Question - Pass parameter from one form to another
Hello, I am new to ZOHO but I think it is just what I have been looking for. I want to pass a parameter (facility ID) from one form to another. Here is a summary of my app: This is a basic assessment questionnaire of about 100 questions for a facility. Questions are broken out into sections (Forms). A facility will sign in and go through all the questions (forms) and then I'll compile a report based on total answers for that facility. A facility should not be able to see any data from other facilities.
HELP....Link 2 or more forms with record ID
Anybody know how to link 2 or more forms by a record ID? I'm still trying to figure out if this is possible. I have a facility ID on an initial form that I need to autopopulate on additional forms when a user goes to the other forms. Seems like this should be easy but I have looked all over other place with no luck. Basically when a customer fills in facility ID for an initial form any other form they goto should autopoplate the facility ID from the first form. Thanks.
In Report conditional Formatting
Hie , I have a bunch of Report conditional formats. They each highlight the next task due when the previous task has a date entered. The color it highlights is based on Task Importance. Here is example what i'm upto:- “01: Courting” call made on Monday. (Already Done) “02: Email” is sent on Wednesday (2 days later) (Already Done) “03: Social Media” will then highlight on the following Monday when it’s due (3days later)wanna skip Saturday & Sunday every time(
Interesting map results
I've been playing around with a map variable, just to characterize how maps work. I want to return a map from a function so several pieces of information can be used by the calling code. Here is what I have tried: map com.testFunction() { testMap = map(); testMap.put("str", "String"); testMap.put("num", 123); testMap.put("bool", true); // info isText(testMap.get("str")); info isNumber(testMap.get("num")); info isText(testMap.get("bool")) ; info if(testMap.get("bool")
Sharing Issue
I have shared an application with one of the user. The forms named Orders, Depot Despatch & Depot Arrival is being shared with the said user but instead of the said forms the user 'piyush257' is able to view Customers form instead of the above 3 forms. Please help. A screenshot of piyush257 is below
Inconsistent search results.
Has this been raised before? I have a database which defines a service, the service name is free hand entry by user. Another user at a later date searches for services based on availability by time and location. I search the database and provide a list of services by name loaded into a drop-down list. The user selects the service by name, I collect that and search the database to recover the record appropriate to the selection. This sometimes does not work. It does not work because of an inconsistency
Add a related record using deluge?
Hi, I would like to add records using deluge so they appear in a subform. For example, if I have a company form with a subform relating to a contacts form, I would like to programmatically create contact records so they show up in the correct parent record's subform. I can create records with deluge OK, but can't work out how to create the relationship. I saw a similar post to this from 2013, but nothing since. Thanks, Andrew
Select a random record
I'm trying to set up a web page (view) where I can select a random record from a report and display that record only. I want the record selected to change randomly each time the page is loaded. Can anyone think of a way to accomplish this?
Creating a SMS Sender ID for zoho messaging.
We are looking at using sms to notifiy external users on the progress of their on-line application forms. I have created a test function which can send an sms to a designated phone. In real live I will take the phone number off a form and pass that to the SMS send function. However we would like a sender ID to appear instead of the default sender phone number with the sms message so the recipient knows it's from our company. Is this possible with the ZOHO Creator default sms facility? if so where
Pick List
I have created a form with City as a field. I have it as a dropdown with imported cities. If a city is not in the list, how can I add it without editing the app list? Can I script it such as the "+" plus sign?
Fetch Records from a form using a multiselect
Hi, Looking to see if anyone can help. I have Form1 that has a multiselect on it I have some records in Form 1 that have options added to the multiselect (say a mix of option1, option2, option3, option4 etc) I have Form2 that has a dropdown populated with option1, option2, option3, option4 etc When I select an option from the dropdown I would like to get into a collection the records that contain that dropdown selection. Currently I was trying to work with: <variable> = <form> [ <field> <opr> <expression>
Auto Populate a lookup field based on a User input
HI I have a form "Despatch" with fields 1. Despatch_ID 2. A lookup field named WH_ID (Linked with a form named Warehouse) 3. A lookup field named Material_ID (Linked with a form named Material) and some other fields I have another form for taking arrivals of material in Warehouse. The form named "Arrival" with the fields 1. A lookup field named Despatch_ID 2. A lookup field named Warehouse 3. A lookup field named Material_ID and some other fields. When i enter Despatch_ID in the "Arrival" form, I
How to consume api data in zoho creator work flow
I have an rest API with user name and password I want to consume that data in zoho creator but i am not able to do so. any video would be preparable? please help me out.
dropdown selection for zoho page (simple html code write selection to zoho variable.)
Since scripting is not working properly in zoho pages We need simple code simple dropdown selection writes selection in a zoho variable. Zoho_Variable = "null" //Here dropdown lis code will come Select a value dowpdownselection1 dowpdownselection2 dowpdownselection3 Selection_var = "One of user selection" //if user select 1 and Zoho_Variable =Selection_var; I try to describe very basic way hope you will get what I mean. can you give us a proper working coding of this small
How can I remove unused custom Functions I've declared?
Hi all, I declare all my business logic in custom Functions, then I have 1 point to change if the logic needs to change. Anyway, I've built up a lot of these functions, and some I no longer need and they are cluttering up my lists... This being said, how the heck do you delete custom Functions you no longer need? Thanks kinly Check out my Android apps, they're free - http://goo.gl/ludism
How to Efficiently Enforce Unique Values but With a Filtered Context? Good Ex: Parent 1: AB, Parent 2: AC, Disallowed Ex: Parent 1: AA, Parent 2: CC
I'm looking for the most efficient route to script in a validation which requires all tag numbers for a Parent record to be unique, however, the tag numbers can be reused among different Parent records. Example of good logic: Parent 1: Tag #1 Tag #2 Tag #3 Parent 2: Tag #1 Tag #5 Tag #7 Example of disallowed logic: Parent 1: Tag #1 Tag #1 - Must be unique per Parent Tag #3 Parent 2: Tag #1 Tag #5 - Must be unique per Parent Tag #5 Now I am quite advanced with Deluge and I could simply grab all
Issue on select a picklist in a subform
Hello, I have a form with a subform. In both of them y have a dropdown. I need to select an option by code. For example: In form I have the Dropdown whith values a,b,c. on add, on load I use the code Dropdown.select("a"); to select the value "a" . It works. In subform I have the Dropdown whith values d,e,f. On subform, on Add Row the code row.Dropdown.select("d"); to select to select the value "d". Id does not work. Zoho creator say: Error at line number : 1 'Dropdown' does not exist in this form
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