XML RPC API - Keeping Auth Token private in a public form?
We have a public form that we wish to add records into a creator application (inlcuding is't subform). We are able to successfully submit our form data into Creator using the XML RPC API, with the data structure as per the support doc examples - https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-add-records.html#Sample_Request My question is how do you keep the Auth Token private? Anyone who inspects the source code of the form will be able to view the auth token and username. Many thanks
How to update a list via REST request
There is no documentation about updating array via REST API https://www.zoho.eu/creator/help/api/rest-api/rest-api-edit-records.html If I send only one element as a string "Some value" list updates. But if I want to update the array with several elements, API responses with failure "status": "Failure, Invalid column value \"One, Two\" specified" I tried different variants: - [One, Two] - [One,Two] - One, Two - One, Two - One;Two
Subform width size not working. Fields displayed in two lines
Please see below how my sub-form is displayed. Any fix? Custom Size does not work i change to any value and it simply ignores it. Also tried to adjust the size of each field but still the same. I also tried creating a new form with just this or any other subform and all are displayed the same way with the X to erase the record on top instead to the left. Please help
I woud like to create a report that displays info from multiple types of forms
The reason for this is so that we can sort all of the active jobs whether they are service calls, new sales or front door sales (3 different forms) by the city they are located in to make day planning easier. Any help would be greatly appreciated.
Have a very simple array, how can I turn it into field choices for a drop down or multi select?
Hello I am hitting a database for an array of names and wanting to use them as choices for a drop down or multi select Here is an example response: ["bill","bob","jon","brendan","jane"] I have tried using map functions to no avail. Any ideas?
Is it possible to get the logged in users First and Last name?
I'm trying to display the actual name of the logged in customer portal user - is that possible? Just using the email or login username is not that pretty vs. seeing a persons name. Thanks.
*RESOLVED* Prepopulate form with data from another form
I've spent hours on this today - I feel pretty silly because there is so much info out there. I have a staff details form (HR_Form) that one person has to enter Employee Name, Start Date, etc. The next person has to fill out an IT requirements form. I want the Employee_Name field in IT_Form to be pre-populated with the value from the Employee_Name field in the HR_Form. What is the best way to do this? Ideally, the person filling out the IT_Form clicks a link in an email, and is prompted to fill out
Can a Form on a Page drive a Report also on the page?
If I have a Form that's embedded on a Page and it has a relationship to another Form's data, can I also embed a Report (in list view) below that Form on the Page and have the data in the Report show the Report for the records related to the record shown in the Form portion? So: Form at top of Page Report of related records on bottom of Page I hope that's clear. Thanks.
*RESOLVED* Return error if date field input is within 7 days from current date
Hi all, this is my first question on the forum. I've got a field called Start_Date, where a manager can enter when a new employee will start at the company. I'd like to have it return an error if the date chosen is within 7 days of the current date. Something like if input.Start_Date < zoho.currentdate.subDay(7); maybe? Any help is much appreciated Levi
Commenting System
How do you go about doing a comment system on a particular form. Example, I have a Project Form, I want users to be able to add comments on a project. Once a comment has been added, it cant be edited anymore. Any idea how to achieve this? Ofcourse, I want to know who commented and when it was written as well. Appreciate any help.
How to have info show up based on a drop down menu selection?
I have made a drop down menu where our customers are stored. There is a search bar at the top and an add new button at the bottom. Once I have selected the customer I want; id like to see all of their information displayed on the form. Any help would be great!
Auto Record Advance
I need to enter numbers "heads down". For this I created a sub form with one (text) field. Now, after every entry, I need to manually hit the + ADD NEW button to be able to enter a new line. What I need is, when the user enters data and then hits Enter (Carriage return), the record is Added and a new line is presented. I looked into the scripting section but I can't find how to do this. Anyone?? Thx!
Adding Commas or Separator to Compiled Values
So I'm trying to fetch the form "lesson material"'s module name ("module_text"), subject name ("subject_text") and category("category"): FetchMaterial = Lesson_Materials[ID == input.Lesson_Materials]; Then I'm trying to insert those 3 things (module name, subject name, and category) into a multi-line text field: input.Multi_Line = FetchMaterial.Module_Text + FetchMaterial.Subject_Text + FetchMaterial.Category; This works fine, but when there is no spacing or separator between the 3 things. So I end
View URL with multiple OR values
Hi, I have 3 forms: A, B and C. Form C has a lookup field to A and another lookup field to B. I created a stateless form S where I would like to select A records and obtain all related B records (through form C). I have successfully coded the form action (using "for each") and now have a list (an actual deluge list) with all B record IDs but the problem is (apparently) I cannot use openURL of view B with multiple OR values (all the IDs I got from going though form C): openUrl("#View:B_Report?ID="
Sort 'searchRecordsByPDC' results by Date field
I am using the below code to fetch all CRM 'PurchaseOrders' records from a specified CRM 'Potential' and then insert them as SubRow items "On Success" At the moment they are inserted in their default order, however I need them to be saved in a custom date order (Start Date). What is the easiest way to sort the fetched record for inserting in the SubForm? var1 = input.ID; //pull data from CRM based on Potential id srch = zoho.crm.searchRecordsByPDC("PurchaseOrders", "Potential Name_ID", input.Bookid);
Record summary - How to display Invoice items in table format?
I have a invoice form with item details as sub form. I want to display the invoice items in a tabular format. I tried dropping table component with each sub form field in a column. It displays all the item details in one row. How can I do this?
One giant app with multiple modules or multiple apps
Hello, in planning for developing creator apps for several aspects of my business (inventory, hr, and billing to start) would it be best practice to make one big app that includes these different pieces or make multiple apps because the uses are too different? What should be the main factor for considering one method or the other? Another question I had if I go multiple app route: if app1 is not shared with a user but app2 is shared and if app2 had lookup fields from app1, would the user be able
For each row in SubForm create a CRM record - zoho.crm.create
We're trying to create a new 'CRM' PurchaseOrders record for each row in a 'Creator' SubForm. I have written the below code, this currently creates CRM records "On Success" but instead of pushing each rows unique data into a new CRM record, it pushes duplicate data from row 1 into each record e.g. if there are four rows in the sub form, it creates 4 records in the CRM but all have data from row 1. What we would like it to do is create a unique CRM record for each row in the SubForm e.g. row 1
Password Fields in the Forms
Does ZOHO Creator provides facility to have a password field in the forms.... I tried but could not find it.......... Please tell me about it
Cant access edit form
1. I created a form at https://creator.zohopublic.com/registrocivil/registro-de-nacimiento-doble-ciudadania/form-perma/Envio_de_Documentos_inicial/UbUsnYy7X5gyZhpJCjjt9hkAj01Y0AtV1kAM9kGsjJ3hBBQtRgVvsZQQsd2qjFrTZvOeMPNh5kFpNV7BqHbsjpNG29DQAqRehUYY 2. I need customers to be able to modify captured data afterward without a Zoho account.. For that, I’m trying to use the following link: https://app.zohocreator.com/registrocivil/registro-de-nacimiento-doble-ciudadania/Envio_de_Documentos_inicial/record-edit/Envio_de_Documentos_Report/3400680000000013173/
Label Printing
Hi I would like to print labels whenever I update records among a condition. Is these posible? Looking forward to a soon reply, Greetings!
How to create a Summary Report from two forms data?
Hi I am trying to build a database wherein I store all inputs of adding a stock and another form to removing the stock, how do I create a page wherein when I putin a Product ID it shows up a complete summary of stock in hand in various locations? And do I create an indirect table to hold these values which are updated whenever there's a stock addition or removal? Totally new to this software so looking fwd to some immediate help! Thanks Amit.
How Do I Add a Filter to a Public (Permalink) Report URL
I have a public URL (permalink) where I am exporting as a xls. How do I add criteria to the export link? http://creatorexport.zoho.com/<username>/<app name>/xls/<report_name>/NSSrKNu5hhjZCQDDmEFmg6DkD4JGSR97HPSEGrgY0pVW<crazy_permalinkCode>/&Neighborhood_Associations.Active='false' But this does not work. I can use that exact critera in a non-permalink and it works fine. Can someone help with the structure? I cannot seem to get it right.
External Database Source
Hi everyone, Is it necessary to store data in Zoho creator database when I input the record through Zoho creator form? As there are some sensitive data, I would like to retrieve and store data on my SQL server or private cloud. Thanks.
Barcode scanner attached to PC
I am exploring the options available to use barcode scanning in a Zoho Creator app. At the moment it is possible to scan barcodes using the creator app (iOS), but this means users always needs to have access to a mobile device (phone/ tablet) Is it possible to use a standard barcode scanner attached to a PC to scan barcodes when the app accessed through desktop browsers ?
What is the right way to implement a new design onto an existing Zoho application
I'm new to Zoho but a long time application developer. I'm about to start making some modifications to an existing live Zoho Creator application. However, clearly I want to create a development version, make the changes there and then somehow update the live application once testing has been com pleted. My problem is that I can't find any documentation anywhere that explains the right way to safely and confidently transfer my updated design to the live database for implementation, and I don't
Zoho creator Sandbox and making updates to a live system.
I'm finding the help file on sandbox too simplistic to help me make some major design changes to an app i have been working on. It states that " Changes in Form Definition and View Definition cannot be made in Sandbox mode." However, there is no explanation as to what is meant by Form definition or View definition. I am still new to Zoho Creator and would like to know exactly what this means before I start using the Sandbox and finding out the hard way that some of my changes have not been implemented.
URL link to form not working
I created a webpage with a 3-button menu. Every button links to 3 different forms in my zoho creator app (using the URL pattern for example: "https://preapp.zohocreator.com/<my user name>/<my app name>/#Form:<myform name>" This menu page works perfect in the desktop version, and was working OK within the mobile app (which we use to scan QRCodes), but now when you click any of the menu buttons I got a message "An error occurred"... I emphasize that this happens only with the zoho creator app on my
Attach custom actions to security profiles
Does anyone know it you can attach custom actions to security profiles in zoho creator? The requirement I have is to approve purchase invoices. But the approve button should only be visible for the users in the management profile and for the users in the assistent or other profiles.
HIPPA
Are Zoho products HIPPA secure?
Call Deluge function via rest/xml rpc api?
Hi! I need to invoke deluge custom function via api. I can't find any information about it, except this tread. Is it possible? Thanks, Alex.
form/report to appear in multiple sections
Is there a way to assign a report or a form to appear in multiple sections? I want to create several sections for certain groups of users. (techs, manager, admin, etc)
Email
How can I add many emails adress in the same fealds? or add new feald for a new email adress'
Multiple mandatory fields
Hello, I'm trying to ensure that several fields are filled in based on following statement. if(DeliveryOption == "משלוח") Each field should produce different error message So I've created several "rules", one for each mandatory field like this: if(DeliveryOption == "משלוח" && DeliveryCity == null) { alert "יש להזין עיר למשלוח"; cancel submit; } if (( DeliveryOption == "משלוח" ) && (RecipientStreet == null)) { alert "יש להזין רחוב למשלוח"; cancel submit; } if (( DeliveryOption == "משלוח" ) && (RecipientHouseNum
Using Zoho Creator Login for Custom built mobile app and web application
Hi, We are trying to enable logging into our Custom mobile app and web application using Zoho's Creator's credentials. Is it possible to do the same? Do Zoho has a authentication apis/equivalent to do the same? Regards, Jeeva Gautam C K
Creating a CRM Task and assigning it to a CRM Lead
Hi, Hopefully a very simple question. I am trying to create a script in Zoho Creator that does a number of things. After a form is completed and validated do the following: 1. Send an email - Done 2. Create a new lead (or update an existing lead) if it exists - Done 3. Identify the lead ID in point 2 - Done 4. Create a new task for the lead created / updated in step 2 - Problem I am having an issue with how to create a new CRM Task AND assigning it to a lead. I can create a task, but it does not
Issue in checbox enabling
Hello , I'm facing some issue in checkbox. On some condition it should be able to check the checbox. It was working fine till now. But dont't know why it is not working! 1st form:Order 2nd Form: Line items. one Order has multiple line item. In the line item one check box is there. If the check box of all its line items is true, then Order form's one checkbox should be enabled. Earlier it was working fine but right now its not working. is it a org problem or what? How to fix this issue please
Error when trying to import .ds file
Hi I'm trying to import a .ds file from my developer account to the client one and am getting the following: Problem encountered while creating the application Error at line number : 727 Number of arguments mismatches A conversation using the chat feature seemed to time out though there was mention of needed to relink things? Can anyone help? Thanks
Dynamic Lookup field
Hi I have a lookup field (Lookup field 2) to show entries from another form. How do I control it to show variable # of entries per value entered in another field (Lookup field 1)? On the "on user input" action of the other field (Lookup field 1), how do I generate in real time the # of entries for this look up field (Lookup field 2)?
Zoho Creator - Subform not visible in OnEdit of all records.
Hi, I can't see the subforms in my OnEdit view, There are No error messages, and I can access those fields in OnAdd. So that it's proved that I have the access rights for those forms. How can I make the subforms visible? Any suggestions would be helpful, Thanks in Advance.
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