Any tool to build a "Take a tour" for my Zoho Creator Application?
Hi, Are there tools to help build a "Take a tour" for an application developed with Zoho Creator? This is a good way to help users understand how an application works. Thank you! Stephane.
How to make a schedule automatically run a macro daily
I need to make a schedule to automatically run my macro everyday. I need to have all the records in my opportunity module automatically updated everyday so when i run my report the dates and things in it are accurate and zoho can calculate the proper age since zoho does not automatically update the current date on records continuously.
How to get previous value added to Zoho Creator by import?
When I do an import in Zoho Creator Report, in the On Success, I want to take in every record, his previous record ID (of the previous inserted record), with the objective of comparing the previous ID with the actual ID of the record and see if it is the same. How could I get that previous record ID?
How to update a field value from another form's field value ?
I have two forms in my application . I want to Update a field value of one form where the value will come from another form's field . Thanks in advance .
Is there any predefined options for getting the list of countries/cities/state?
Hi, I want to get the address from the user. Each address line has separate fields(i.e AddressLine1,AddressLine2,City,State,Zipcode and Country). Is there any predefined rule/options for populating the list of countries/cities/states in dropdown box?
Limit records in view: zc_RecLimit=<number>
With reference to: http://help.creator.zoho.com/Style-based-URLs-for-Embedded-Forms.html Where do i put the zcRecLimit parameter in an Iframe embedded on my web page? - I want to limit the records shown to 2 <p><iframe height="500px" width="100%" name="zoho-Stem" frameborder=""0""""" scrolling="auto" allowtransparency="true" src="http://LINKTOMYVIEW/zc_Header=false&zc_SecHeader=false/>="" paging="false&<span" id=" xinhaeditingpostion"></iframe><br></p>
Add lookup selections to other multiselect lookup
Hi I have 3 lookup fields on a form, first two list two different types of training, and the third hidden one needs to contain both selections from the first two lookups. This is all so I can then use a custom function to show training participants. This should happen as lookups 1 and then 2 are selected, so no extra steps are needed. Lookup 1 dropdown select - Training type 1 Lookup 2 dropdown select - Training type 2 Lookup 3 multi-select auto adds - Training type 1, Training type 2 Thanks
Two dropdowns (not lookups) return ID numbers when adding.
In my Add Student form I have Grade and Class Day as dropdowns with a few values each. On adding the values become IDs, but when I edit them, I can X out the ID and choose a dropdown value again to save them as the correct non-ID values. I'm not really sure...
Show/Hide fields in HTML page on click of a button?
I'm aware that Creator does not support javascript, but is there a work-around to show/hide elements in an HTML page via buttons?
Header space still shows after params='zc_Header=false'
I am trying to completely remove the header in reports embedded in an HTML page but the white space still shows even if I input the parameter params='zc_Header=false' I hid all of the parameters but this still does not do the job. How do I hide this white space on top of the report?
Automatically updating my opportunities everyday
I need to have a schedule or something which will either update my opportunities everyday so when i run a report it will calculate the correct age. Even better would be a way to have the crm update the opportunities every time i run a specific report
C# REST API File Upload
Hello, I am using C# and WebClient to add/edit/delete records in Creator and it has been working very well. Please see example below. This code adds a record, then I have been trying to upload a file to a file upload field. I am not having any success using WebClient to upload files and have tried a number of combinations based on the Zoho Creator API file upload documentation. If anyone can point me in the right direction here it will be a big help. -Wright var response = Http.Post("https://creator.zoho.com/api/myzohoapps/xml/ncportal/form/Documents/record/add/",
Duplicating records in a report from a custom button and changing the value of the exstg record.
Hi all, I've managed to successfully copy an existing record within a report by using a custom button (code below). I am struggling with changing the revision number of the new record. Currently the code below highlighted in yellow successfully copies the revision number of the existing record, but I would like to change the revision number to the next corresponding letter. e.g. if the existing revision number is 'A' I would like to change the new record revision number to 'B'. Any ideas how I can
I need to make a copy of my application
Hello everyone! I'm new to programming with zoho creator, and I'm going to maintain an app. I've seen the Sandbox option,in order to learn how to fix things without danger, but I push the link "Create SandBox" but nothing happens. there are 3 little circles on the screen, like it was working on it, but we leave it for hours and notthings happens. Can anyone tell me how can I activate the sandbox, or how can I start working on code without touch the application on producction? thaxs!
Subform : Delete subform rows when main row is deleted
Hi, How do I automatically delete subform rows when the row of the main form is deleted ? Many Thanks !
How to duplicate a record
Hi All I am wanting to duplicate a record and not sure how to do this. I would like the entire record to be duplicated using old values when the user changes the revision number of the record. For example, if the user opens up an existing record and amends the revision number field from A to B, I would like the entire record to be duplicated using the old field values (revision A) before the amendments where made. During this event I would also like to change the 'superseded' field from the default
Schedule Report to send as excel file
Is it possible to set a schedule for the report to send a excel spreadsheet/ CSV file, at the moment its just a PDF.
Refresh the page (with a filtered report) when I click submit.
I created a page which consists of a form and a report (the report of the form). Lets say that I have filtered the report to find some records. When I add a new record and click submit is there any way to refresh the page and shows me the filtered records (which I have found them before the submit)? Without need to search them again. With other words with the refresh to return back to the filtered page view.
Error in CRM task - SearchRecrods
Hi, I am trying to fetch data from CRM to ZOHO Creator on User input of a fields like here "Accounts" using "SearchRecrods" task. It is working fine for when every respective fields have values in CRM response but what I notice that when any of the fields in CRM of any record is blank then I got the below error it seems the response can't handle null value or it doesn't include this field in JSON list even. so script can't iterate the list. I tried to use "ifnull" but not working so. for instance
Populating lookup based on another lookup
Hello, I have a form for new projects. I want to allow the user to select a contractor from a list of contractors to assign to the project. Each contractor also has multiple employees, one of which will be assigned to the project. What I hope to accomplish is a filtered list of contractor employees based on the selection of a contractor in a lookup field. Not sure how best to go about accomplishing this. Any help greatly appreciated. Best, Chris
Conditional dropdown - Set Filter Not working.
I have a lookup field and configured the condition in the set filter. The filtering condition shows in the box after the condition setup is done. I see the Set Filter is unchecked with no condition text if I navigate back to the field again.
New form: how make visible only the report
Hi all, I'm creating my application with Zoho Creator. Every time I add a new form, I see in the section specified both the form and its report. What I want to is seeing only the report and adding new record with the usual "Add" button. Can someone help me? Thank you!
Subform Totaling of Invoice
I'm not the most skilled at coding, but I think something is wrong. I have created an order form that is similar to other templates I have seen online. I am having an issue getting Total amount of all the item subtotals entered into a subform. When I select the item, the subtotal of the item is populating, but the addition procedure to get the total is failing. I had this working before. I created a new application just to test this issue and make sure none of my other code was interfering. I
Calendar custom record summary does not show in HTML page
I have a calendar report embedded in an HTML page. I created a custom record summary, and it does not show. This is only for calendar reports embedded in HTML pages. I have tested this problem with list reports and the custom record summary shows.
How to get querystring value in stateless form?
I have written a custom function to show a stateless form. querystring = ""; for each Account in Accountinfo { querystring = (querystring + "accid=" + (Account.ID)) + "&"; } openUrl("#Form:Send_SMS?" + querystring, "Popup window", "height=400,width=400"); The forms opens correctly. But I am not able to access the query string passed in the form. l = input.accid; It throws error accid is undefined. What am I missing:
Editing subform within a subform
Hi, I've got three forms: - Parent registration form - Child registration form (subform within parent registration form) - and Program registration form (subform within child registration form) I've shown it pictorially below: I'm wondering whether I can get the child registration form to open as a popup dialog so that I can allow users to add program registration data to the child registration subform. Has anyone faced this issue before? Any ideas?
URL problem when sent to a gmail account
Hi, I new working with Zoho creator. Not a IT person. Just added 2 forms. When I add a employee in the first one I was able to send a mail to the employee with a URL link to the second form. When I try with my Office365 mail, it works just fine. When I try with my gmail adress, it's not working. Any ideas? Thanks Marie-Andrée
Prevent duplicate month/year form
The forms in my application are set up to record financial indicators by month and year. Currently I have a simple drop down box to select the month and a single line field to manually enter the year. The problem is that the month and year can easily be duplicated with a separate entry. How would I make the month and year fields exclusive so the same month and year combination can not be duplicated? Also, I assume a Look Up field would be needed to modify the data for a particular month.
Embedding Report under Pages
Hi all, I am very new to Zoho Creator. I have created a page with six reports however they are all below each other, and for visual purposes, I would like to have them in two rows of three. Is this possible and if so, how? Any help would be greatly appreciated. David
Sendmail record template of another form
I'm aware this works in deluge sendmail ( To : email From : zoho.adminuserid Subject : input.Subject_field Message : input.Message Attachments : template:Invoice as PDF, file:input.Date_of_Event.Planning_Form )I would like to know if I can attach a record summary template from another form in this script. I am already attaching an uploaded file from another form with file:input.Date_of_Event.Planning_Form I have tried Attachments
Sharing my application with other users
Hi Zoho, I've created an application and would like to share it. I have added the user in Settings -> Share -> Shared details, but when he tries to enter the app he gets the following error message: "This application is not accessible. Sorry USERNAME, you are not allowed to access APPNAME. Please contact this application's administrator." When I try to invite the user through Settings -> Share -> Invite, both "Select Users" and "Select Groups" windows are stuck at "Loading", so I can never pick
Subform Display Issue Main Form
Currently my SubForm (in the MainForm) on ALL forms has this odd gap under the SubForm title. Any suggestions on how to fix this or what could be causing it?
Bug with embed report in HTML page
I embedded a report in an HTML page and the height sometimes doesn't show all the records. This problem only happens when I open the app for the first time and click on the page link, or if I refresh my window, and click on the page link. The report shows all of the records when I click on the link for the 2nd time. But I wanted to try something. Below is a picture of two reports that contain the same exact script. These 2 reports contain the EXACT same script, but one shows all of the records,
Dyanmic Subform
Hi, I have created travel form for Employee travel management. I want to create conditional form. Condition is here. employee may have either international travel or domestic travel. employee may have international travel as well as domestic travel. First, Employee will fill the international travel form. if he needs domestic ticket he can apply for it. Here i want conditional form. if employee says " YES" he needs domestic ticket then this form will appear down side to the international Form, If
Create a report with calculated column and filter by calculated column.
I have a invoice form with invoice date, duedate. I need to generate a overdue invoices report where duedate is past current date. Also, I need to show the number of days between duedate and current date.
How to call a field name from another form ?
I have two forms in my application . I want to get value/data form one form to another one . How can i can get value/data form one form to another one and How to call a field name from another form ?
Filter a Report based on a date
Hi, I am building a club membership app. Each member has an expiry date. I would like to generate a report that displays a list of anyone expiring within, say, 45 days. On a the report, I am trying to use a Criteria condition. Expiry Date >> Before >> (now + 45 days) How do I code the "now/today + 45 days"? Best regards,
Open url after deleting a record
How to OpenURL after deleting a record? I put the script in On Delete -> On successs and also on Delete -> Validate but its still not working
"You are not authorized to view this record"
This has never happened before. I am the one who is creating the application. How can I take this off? Any linked record within this specific record summary gets this error. If i work my way around the application, I can view the linked records, but if I try to view them via record summary from another linked record, I get this.
Auto populate fields in same form
On User Input I would like Curr_Version_Name and Curr_Notes to auto populate into a field (while remaining in their current fields) called Notes_History and to add a date/time stamp + a single line space In that same form I would like any changes On Update of the Curr_Version_Name and Curr_Notes to add an entry below the last one in Notes_History Been stuck on this one for a while. Would appreciate some help. Thanks, guys.
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