ZOHO CREATOR NOTES (CRM STYLE)
Hey guys! I'd like to create a notes field in my Zoho Creator form that automatically time/date stamps the note...and allows me to continue adding more notes by clicking a button such as "new note". This function is available in Soho CRM...BUT i'd like to build a similar function within my Zoho Creator...is this possible? Thanks!
Section doesn't show on menu
I have created a new section and added a couple of reports to it, but the section does not show up on the menu bar at the top. I am the administrator/owner of the application so I should see everything. What am I missing?
Inventory in zoho?
how to make an inventory in Zoho, do you know any tutorial? thank's
Sorry Public, you are not allowed to access....
I created a page and made it public. I also created a report and made it public. Both links work for users with no password. When I embed report in the page and try to access the page from the published link I get This report is not accessible. Sorry Public, you are not allowed to access current_dogs. Please contact your administrator to get access. current_dogs is the report that is public on its own.
Cookie disabled error accessing application
I've just created my first form. I've clicked the "Access this application" button and I get the message: Note : Cookie is disabled in your browser. Please enable the cookie to continue. I'm sure cookies are enabled. Another thread suggested this was the website, so this is the URL: https://app.zohocreator.com/zoho_david2253/railway-article-database/#Form:Railway_Article_Database Thanks, David
Populate Lookup Field Based On Previous Field Entry
Greetings, I have created a form and need to populate a lookup field based on a previous selection. This is the example. I have a form that has client information. The client information form has 5 statements provided by the client. In the evaluation form, we select the cleint from a lookup field. The next field needs to look up the 5 statement from the client information form based on the client that was selected. Is this possible?
Form Schedules with bulk records
I need to send messages in bulk messages at different times of the day. Is Form Schedule right way to do this? What will happen when bulk records scheduled at the same time?
Fetch records from multiple subforms
Hi, my set up is as follows: Form1 >Subform1 (Name) >Subform2 (Address) >Subform3 (Bank Details) Form2 >'Name' Lookup field to Subform1 (inputs name from Subform1 'Name' field) >'Address' field (Want to input corresponding address that was entered into Subform2 at the same time as Subform1/3) >'Bank Details' field (Want to input corresponding bank details that were entered into Subform3 at the same time as Subform1/2) How do I link the subforms together? Can I fetch from a combined report? Unless
Shall i use ZOHO @ Offline
Hi, How can i use ZOHO in offline mode. If any Setup is there please share to my mail id narendaran75@gmail.com
Populate other form fields based on a dynamic Dropdown selection
I am using a dynamic Dropdown field to pull in filtered records from the CRM Vendor module e.g. CRMresponse = zoho.crm.searchRecords("Vendors","(Vendor Name|starts with|A*)"); for each vrs in CRMresponse { Dropdown:ui.add(vrs.get("Vendor Name")); } reference: https://www.zoho.eu/creator/help/fields/add-to-picklist-dynamically.html I now need to Auto-populate other Form fields based on the selection made within this drop down. e.g. pull in the "Email", "Phone" etc fields from CRM for the selected
Subform Update Problem [Solved]
Hi, I have a Form ("Residents") with First_Name and Last_Name fields. On Success or Edit, these strings are added together and put into the Full_Name field. I use this Form as a subform. When I add or edit a record through the Form itself, this concatenation works fine and shows up in the parent report; but it does not execute when I add or edit a record via the subform field nor does the record update in the parent form. Edit: Here we go. https://help.zoho.com/portal/en/community/topic/update-records-within-subform
Is there any Custom Function execution time limitation?
I need to send bulk sms messages through a custom function which invoked when a form is submitted. Is there any execution time limitation on custom functions? Any Timeout time?
Link a zoho user to its correspondent record
Hello, how come can I link a zoho user, i.e. "user@application.com" with its correspondent record in my data base, (which has more information) than just the username from zoho? I'd like to have a record with its zoho user and also the name and other information which is related to that specific zoho user
dynamic changing default value of field
I have a form which is used to track inventory activity. There are 4 options in a dropdown. (can just as easily be changed to a radio) two of these options are "parts received" (added to inventory) and "parts used" (deducted from inventory) The default is "parts used". When a record is saved, a new blank record is presented with the default value selected. Here's what I would like to be able to do. When a record is saved and want the next blank record to default to the previous value. When I
Regular Expression help
Hi, Can anyone please help me to write reg expression of below. I want to validate a string field so it will not allow user to enter any of the below special characters Characters : ~ # @ * + % { } <> [] | " \ _ here is the example something I have been using for validating phone number : phoneNoFormat = input.TFN_01.toString().replaceAll("^[0-9]{3}-[0-9]{3}-[0-9]{4}$","correct"); if (phoneNoFormat != "correct") { alert("Phone Number should be in the format of " + "<b>"
Box.com Integration with Creator
I see on this feature list that there are in-built Integrations for Box.com. https://www.zoho.com/creator/images/zoho-creator-pricing-comparison-in-usdollar.pdf Where can I find the documentation on this? Thanks! Patrick
Subform - get value from the row above
Is there a way to fetch a field value from the row above in a subform and input into the row below? Basically - on user input, we need to fetch a field value from the above row, modify it, and input into the next row? Any ideas much appreciate Thanks!
Using tablet
I can't seem to edit a form when I'm using a tablet. What am I missing?
getting null response when executing post url task
Hi, I am getting response as null. when i execute the below code. get_cus_id=Product_Load[ID == request.ID]; get_cus = Customer_Master [ ID == get_cus_id.Customer_Name ]; finalmap=Map(); finalmap.put("customer_id", get_cus.Zoho_Customer_Id); finalmap.put("Customer Name", get_cus.Customer_Name); finalmap.put("date", get_cus_id.Invoice_Date); finalmap.put("invoice_number", get_cus_id.Invoice_No); //Line Item //LIne Item List line_item_list = List(); for each rec in get_cus_id.Enter_your_product_details
Subform feature
Hi , Can i change the name of "Add New" button to "Add Product" in sub form? Thanks, ITKES Admin
subform feature
Hi, Can I change the name of the "Add New" button in Subform to "Add Product"? Thanks, ITKES Admin
Decimals
I have created a field to input a decimal (ex. 12.9) and disable(lock) the field upon user input. However, it disables immediately upon input of the "1" and won't allow the complete input. Is there a command to allow full input before disabling?
How to make numbers field align to the right?
My currency fields are all aligning to the left in the List report: How to make them align to the right ? In some case, the currency is missing the $ sign too (like the Achieve field) . Please help. Thanks!
Global Variables
I am fairly new to Zoho and have been following the instructions relating to global variables here: https://www.zoho.eu/creator/help/script/sample-application-global-variables.html I have two questions: I can get this to work populating a field in a 'results' form using a script on the 'result' form's onload event but what I would really like to do is to call the getGlobalValue() function in a formula field - is this possible, I cannot seem to get it to work. The function works on strings, if I
Will a record with incomplete mandatory fields be saved if created or updated by delute script?
I am trying to modfy some existing code in an application to add two more fields to a function for updating a record from another or create a new record. However I have found that the record that is being written to or created (destination) has three fields that are mandatory whilst the record used to supply the data (source) does not have these three fields mandatory. So my question is, will I be able to save the record if any of the mandatory fields on the destination form are incomplete.
Create records in embedded subform
Hello, I have a main form (Scheduler) and added a subform to it (Product_Subform).. I can create records to add an new appointment repeating every X weeks that matches an existing appointment... but I want to also duplicate the subform records in the new appointments that are being created. Thanks, Jason //get current appointment record myApptID = input.ID; //repeat appointments repeatInterval = input.Reoccurring_Appointment; if(len(repeatInterval) > 0) { //get substring repeatIntervalDuration =
Will old Perma-Links still be valid if I change to the new UI
I read that the new UI, uses a different URL structure. However I have a number of users accessing published perma links to forms (without having to sign in) to enter data, will these old URL's still work if I opt to upgrade ? Are their any other migration considerations when moving to the new UI. I've been very happy with the old UI for many years, but maybe the time has come to update ! Thanks Neil
Get key name from map based on index value
Is there any way to get the key name in a map based on the index value of the key -> value pair? map.getkey(0) or something like that?
Subforms IDs instead of data using REST API
Hello. I have defined a form with subforms, and an associated report. When I download the report in CSV format using the web interface, the subforms data appear ok. But when I download the same report using the REST API, subforms IDs appear instead of their data. How can I make the real data appear instead of the IDs? Thanks in advance.
Lookup field returning ID not String on page. Please Help!
hey all So I have a page that displays selected product information triggered via a custom function on a report. It shows the name of the product, price and image I'm also trying to show the company name of the product, but only get the ID number not the string value. On the "Add_Product" form, the company name is selected via a Lookup Field that gets its results from the "Add_Company" form I've made the code in bold that is returning the ID number. Anyone know what code to add and where to make
Calculate the End date
Hello everyone! I have a Start date field and a Number of days field, I would like to get the End date by using the fields mentionated before. Also, I would like it to not count the weekends, e.g: Start date field: 15-september-2017 Number of days field: 4 End date field: 20-september-2017 ...and so on. I managed to do it in the other way around though, can anyone help me out with this please? I would really appreciate it. Best regards.
Zoho Creator IOS app- filters on a report
This just recently stopped working. I've tried multiple tests. Basic problem: On my iphone APP of Zoho Creator, my filters on the reports aren't working. Via Web Browser, I create a custom filter within a report. It filters properly and is working great on desktop web browser. Over in the iphone app, I immediately see the new filter that I created is available, but when I choose (See attachment)... it doesn't filter. Looks like all same data. Thanks for your help! -Zach
How do I find who is application owner?
I'm working on an application and need to debug it. I think I can use Info statements to give me information at various points to help me find out where the problems are. However zoho tells me that only the application owner can see info statements. So my question is. 1) How do I find out who is or which group of users are deemed application owners, including myself, so that I can warn them in advance that they may get my debug notices.
Formula field displaying long ID instead of string value
Hello, I have set-up 2 forms "Clients" & "Project codes". On the "Project codes" form I have the following fields: 1. Project_name << standard text field 2. Client_ID << lookup field to look up Client_ID from Clients form. Client_ID is a text string (such as "ABC" or "XYZ") 3. Project_code << formula field to concatenate Project_name + Client_ID My problem is that when selecting Client_ID (for example: "ABC" or "XYZ"), the Project_code field reads the Project_name + a long record ID number. How can
Deluge script: IF (condition) in On User Input behaving oddly after working fine for 5 months
My form Add_Charge started behaving oddly with a sequence of "if" and "else" conditions. The sequence is meant to pass a set dollar amount to the Fee_Earned field On Add>On Success and On Edit>On success. The sequence worked fine for 5 months, then it stopped passing the dollar amount about a week and a half ago. I created a support ticket with Zoho Creator (#17925342#) on Aug 31st that remains open and without any updates since Sept 4. Thank you for any input or assistance in advance. Here is the
List filters
Hi There, I've been struggling with this for a couple days now.... I have a long list of lighting products. I'd like to create a filter for indoor/outdoor. Then another filter for the product type (high bay, low bay, wall pack, wrap, etc). Below that, I would like check boxes (rebate eligible, in stock, etc). Each selection further narrowing down the list. Thanks for your help,
pop up message
how to a pop up message every 1 minute of the user accessing my application ?
Authenticating with Zapier
Hi, I'm trying to connect Zapier to Zoho Creator, but can't get it to authenticate. Zapier is asking for an auth token (which I have successfully created) and my "Ownername" or "screenname". The instructions (here: https://zapier.com/help/zoho-creator/) says that this can be obtained through the "My Workspaces" menu item below my profile icon at the top-right of the Zoho screen. However that "My Workspaces" menu is not present for me. I've tried using the "Full Name" used in my Zoho profile (which
Can't use scrollbar in disabled rich text field
Our client is asking me to enable the scroll bar in a text field that is disabled. The field is disabled because the content of the field should not be edited by most users, but they all need the ability to view it. Is there any way to enable the scroll bar, but not have the field be editable?
Split Page Results into two columns?
hey all So I have a page that displays selected product information triggered via a custom function on a report. It shows the name of the product, price and image the results are all under one another. How can I modify the code so the results display in two columns? I.E Product A Product B Product C Product D Product E Etc Thanks, here is my code: htmlpage ProductSample(empid) print = true pdf = true content <%{%> <h2>Mood Board</h2><%prodLst = input.empid.toList(); for each prod in Add_Product
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