Multiple filters on report
I have a report that covers a range of dates. The range is based on pay periods, and I need the filter to display the current period. However, I need to keep the previous filters. Bottom line, how can I ensure that the current pay period is the default filter. I don't have a problem changing this manually twice a month. but I can't seem to locate a method of even doing that.
Does Zoho support "Unmanaged Packages" as does Salesforce.com?
I am working with small businesses that will need a lot of the same customizations. I have worked a lot on the SFDC platform and loved the convenience of creating unmanaged packages to quickly install the customization into a clients org. How is this handled in Zoho? Thank you in advance! Larry
Changing the display name of Sendmail From field
Hi, I'm sending out emails from zoho.loginuserid, which happens to be backoffice.assistant@example.com My customer sees it as backoffice.ass because gmail shortens it. I'm looking for a way to specify a user-friendly display name for the Sendmail task.
Add or Modify record
I am new to zoho so any help would really be appreciated I have a simple customer form with the usual customer info when i enter the phone number, I would like one of two things to happen If customer is already on file, display all data and allow for modification if not on file, allow for new data to be entered for the customer seems simple enough but i am not sure if i need a subform or can i do this in one main form? Thank you ps: submitted this an hour ago but has not shown up so reposting
Format of pdf in schedules
Hi, The layout of the pdf file generated in schedules are missing several configurations. Sorting, grouping, group count and sums are not performed in the report. please compare the two files enclosed. Thanks in advance for adressing the issue. Brynjulv
Can't use share/unshare deluge task with variable as a component name.
I am trying to write a function that takes an email address and a page name and share the page with the user. I found that using the share/unshare task with a variable like this: componentName = "somePage"; share view(componentName, email);... causes an error, but this works: share view("somePage", email); Is there a way to share/unshare pages without hard-coding all of my page names?
extracting data from xml
Hello I am trying t develop an application where only the specific xml data is required. The xml data is availablle online. Please see the below link. http://www.hmrc.gov.uk/softwaredevelopers/rates/exrates-monthly-0517.xml from this I want only the ratenew field for specific countries. Please let me know how to do this.
Disable "On Success" message
Hello, I'm relatively new to Zoho. I'm wondering if there is a way to deactivate the "On Success" message entirely when adding or updating a form record. Currently, it's taking me to a blank form with the success message and no buttons, I have to hit the "back" button on the browser. I do have code in the "On Success" sections of both the On Add and On Update blocks of the workflow, if that matters. Thanks! Dan
Mobile Phone Apps via Zoho Creator
Good day I am wondering if it is possible to create something similar to the App below in Creator? https://www.i-card.com.au/ Many thanks Emma
Scan disappeared
I had a form which included two fields set to scan both bar codes as well as qr codes.This morning, I re-arranged some fields including the field that reads QR codes. Sadly, when I got to the warehouse, I was unable to scan. Looking at the form designer both are properly enabled. Oh, and I have this problem on both my phone as well as my tablet. Any ideas?
stateless form
I think I understand the basic concept of a stateless form. I have not yet attempted to build on, but I do have a question about it's use. Can I use a stateless form to define several system-wide variables? Example: I have technicians in several states and I want them to see only the service tickets in their state. I believe that I can set a filter based on their user name, but I need to set the filter based on the state. So, can I get the user to select a state from a dropdown and pass that
How to split/convert a string into a list/array ?
How can I convert/split a string into a list/array? Example - "how are you" now we will convert this string into a list/array like - {"how", "are", "you"}; How can I do this? Is there any built in functions for this?
Creater zoho.crm.create problem
I am trying to send details to CRM from Creator using deluge "on success" script. This is going to the "Deals" module of CRM. //creating map productDetails = Map(); //inserting details to map productDetails.put("Product Name",product_name); productDetails.put("Unit Price",unite_price); productDetails.put("Quantity in Stock",qty_stock); //sending to CRM crmResp = zoho.crm.create("Products",productDetails); everything works fine and I get the correct response back, but
Creator -> CRM Deals
I have a form that creates an invoice, on the creation of this invoice I want to push data to CRM "potentials" I wrote the following code. (FYI, to debug I entered in the ACTUAL record ID for that field. but still seems to give me a 4401 error. some pretext the date is in MM/dd/yyyy in both CRM & Creator attached is an image of the CRM module with * showing the required fields line 10 is a picklist, this is def not the issue as I can replicate this in other modules with no problems line 6,7,8 pushes
fetch/copy one form sub form data to another sub form
hi all, i have an application where there are 2 forms first is material requisition form (Material_requisition_form) with fields Requisition no. and a subform items required (items_required) with fields Item1 UOM Demanded_quantity 2nd is material issuance note (Material_issuance_note) having a lookup field of material requisition form no. (as parameter) and subform Item Details (Item_details) with fields Item1 UOM Demanded_quantity i want to fetch/copy material requisition form sub form (items_required)
franch accent on a pdf file name
Zoho creator does not let me create a pdf with a french accent in its filename.....it just does not create the pdf file at all.... Does anybody has had this problem béfore ...) ?
Managing same values ' field inside a subform
In a quote form, the subform is a list of products. As the user add a product in a subform, how do I check, right after the product code has been typed in, if the user has not already typed in the same product in any rows above ? We frequently have quotes with up to 400 lines in the quote subform... That is why we would like to help the users by telling him that is has already typed in the product he is adding.
Report Conditional Formatting - Highlight records that where created more than 7 days ago
Hi All I am trying to created a conditioning format criteria to highlight in red all records that where created more than severn days ago. I am using the AddedTime system field in the condition and the operator 'n days ago' and this only highlights records that where created seven days ago only. How do I show records that are seven days old and older? Regards Martin
another newbe question
managing service calls. I have a subform for "trips" some calls require multiple trips. When the main form is displayed the subforms show up as they should with one exception. The ticket number is empty. More important when I view the subform table, that ticket number is also empty. If I manually enter the ticket number it will show up in the report. The ticket number is the link between the form and subform, but I don't remember specifying that fact. So, how do I get the ticket number written
selecting a form or report
I have accumulated a fairly long list of forms and reports.When I want to edit a form I have to scroll down and find it in the list, or use the browser's search function to locate the desired item. Is there a better and/or faster way to locate the form/report?
Can't openURL in a popup window from a published form
I have several published forms (no login required) that I'm accessing via their permalink url's. A user-action in Form 1 calls openURL and sends parameters to Form 2 in order to pre-populate some fields. After closing Form 2, I then need to return to Form 1 to continue. (I'm doing this since ZOHO can't send field values via "add new"for a look-up field !!!) If I am logged in: Using openURL(form2sPermalink, "popup window", <dimensions>) works, although I have to manually close the popup window.
How to import Excel data in a blank subform?
I have a form which only has a blank subform (with 3 fields). Is there any way to import data from an Excel (with 3 columns) in this blank subform?
Problem in Send Mail Task
Hello, When we Add Form Data in Send Mail Tast, there is issue in displaying data of lookup fields. they show ID instead of Data. For example, if I include <%=input.product_name%> in Send mail task (Product name Field is Lookup) In Triggered Mail it shows 3222601000000033005 instead of Hydrazin (Product Name). Please help
How to make a list report that displays similar fields belonging to records from unrelated forms?
I'm new to Creator and just beginning to get my mind around it. I know its possible to combine records from different forms into a single list report so long as the records are linked such as a Department Form and Employee form. However, what I need to do is combine records from different unlinked forms into a single list report (or page) such that each row represents the record from a different form. Is this possible? To be specific, I keep inventories of different types of media that fall into
Pages: How to set report parameter for a decision box?
I am setting up a page what is showing a report. To filter elements by default there is the option to set parameters like: params='Name=John&&Doe'This will show all lines, where the field "Name" contains "John Doe". But how to search for the value of a decision box? I have tried: params='Booked=Yes' and params='Booked=true' but this doesn't have any effect. I receive always all available lines. Any idea? Thanks for helping.
Automated field values
Hello, I've been doing some searching, and there are probably some answers to this from people with more Zoho knowledge than me. However, I am new to Zoho so please assume zero knowledge - and my terminology may not be quite right. My main problem is not knowing exactly what to search for to find relevant answers! I am creating a new module, entries will have 2 checkboxes and a text field (simplified to describe functionality). I would like the text field default to "None" then if one checkbox is
Average data on subform based on date on main form
Hi I would like to take an average of a subform for certain months. The dates are located on the main form. I tried using a code that returns an "error at null" currentmonth = Delivery_Date.getMonth(); history = Purchase_Order_Items[Product_ZID = item.ID && Purchase_ZID.Delivery_Date.getMonth() == currentmonth]; averageprice = history.avg(Price_Unit_Inventory); Thanks
Upload file to external storage
Hello all, I have one question to you. Is there any way to upload file to external api? I would like to do this on success event in my form. Thanks in advance! Cheers, HK
Show subform on Form completion, and pass variable?
Hi - we'd like to have a Parent/Child subform scenario. When the Form initially loads, we'd like to hide the subforms (we know how to do this). The parent will be related to various subforms/tables. Our example is this: We have a products table (the parent). In that products table, we'll have -Product Type (Drive, Server, Laptop, etc drop down) -Manufacturer (Intel, Dell, Asus, etc drop down) -Model Number (single line text) We then would have several ProductDetails children tables, each with their
thisapp is Being Converted to App's Literal Name by Script Builder Breaking Function Calls in Custom Schedule Scripts
Hi, I am trying to call a function by using the regular "thisapp.namespace.function..." code. This works everywhere except in Custom Schedule deluge scripts. The problem in the Custom Schedule scripts is that the Script Builder is converting "thisapp" to the literal name of the app and it breaks the Function call. @Zoho Support: Please take a look at this and fix it so I can proceed on my maintenance script, thank you! Check out my Android apps, they're free - http://goo.gl/ludism
Can Not Import Data to a Form with Script in On Add > Validate Form Action
Hi, I tried for an hour this morning to import data into a Form. Nothing worked, I kept getting errors with no error messages. I finally decided to remove all deluge script from the Form's Action: Validate and the next import I did worked as expected! This confuses me, does this mean the Form's Actions are run when importing data? Or is this a bug? To summarize: How can I import data to a Form that has a Validate Form Action in place? Thank you! Check out my Android apps, they're free - http://goo.gl/ludism
Auto Fill Field in Subform from Field in Main Form
Hello, I have been researching this topic thoroughly throughout your site, but I still cannot find a way to write a script in which a field in my sub form can be auto filled by entering it in a similar field in the main form. If it's not possible for it to be auto filled while filling out the original field, then say the original field in the main form was already entered by the admin before the user enters in the other data. What is the script that is needed? Mohammed Alhaj
How Add Dynamic Images in Email Template
we are creating custom App in Zoho Creator for Car Classified. we need vehicle details with images as PDF attachment (using email template) to customer.My question do the vehicle images need to exist in zoho or it will Generate PDF with images as attachment from external images(URL) as well.
No longer able to modify Field Deluge Name of a Note
Did anyone else observe that recently changes to notes Field Deluge Name do not work? When you create a Note, it is created with Field Deluge Name of "note". If you change the Field Deluge Name from "note" to anything else, for example "My Favored Note", the system appears to be saving your change, but when you click elsewhere and then return to the note, it shows again "note". Your change was not saved. If you ran into this issue and were able to come up with a workaround, I would appreciate your
Passing a default parameter to a view and carry throughout the "Add a Record" function of that view
I am using a calendar view and was successfully able to add criteria to filter the view by passing a parameter through the URL. When I use "add" to add a record to the view the form pop opens and the lookup dropdown is not pre-populated with the value that i passed/filtered on. It seems it does not get passed from the view to the popup form. Is there a way to ensure this parameter gets passed to the "Add" functionality?
Publishing guidance
During a evaluation, I am unable to play around with the publishing feature. I have a number of questions as to what can/can't be done. I expect to be creating a directory of family members (large family reunion) and the report needs to be embedded into the family web site. I saw that it would be available to google crawler and others, which may or may not be a problem. But I will have a subscription for about 4 or 5 users, but the report potentially will be accessed by hundreds of people. How
How would I get my data to update
I need to get the records in my crm to update.
Populating Products in CRM through Creator
Hi, I desperately need some help with the following: I need to populate (from Creator) the Product fields inside the Quotes CRM module. I have written the following code to send the information to the CRM: ListaProductos = List:Map(); for each xProducto in Productos { LineaDeProducto = Map(); LineaDeProducto.put("Product_Id",xProducto.ID); LineaDeProducto.put("Quantity",xProducto.Cantidad); ListaProductos.add(LineaDeProducto); } CotizacionCRM.put("Product_Details",ListaProductos); Respuesta = zoho.crm.create("Quotes",CotizacionCRM);
single and 2 column layout
I want to combine layouts. fields in the main form in two columns and the subforms in one (so that I can see all the fields). Can it be done? If so, how.
Remove item from picklist in subform
Hi Zoho, I have a subform with an Item field(dropdown). I would like to remove an item from this dropdown if it was selected in a previous row in the subform. how can I achieve this? any help will be appreciated
Next Page