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.
Lookup field question.... using the If statement to refer to the user input
Hi I have a lookup field named 'country' in a form which is looking up country names in another form. I am trying to write the code below to say something like "if the country = Singapore then make the 'project sell cost' field visible, which is currently hidden. My dilemma is how do I refer to the actual country name? Currently I am using the code below which is using the ID of the country. What am I doing wrong? Regards Martin
displaying a Signature field on another form
Is there a way to display the contents of the new signature field on a different form? With an image field I can display the contents in a note field on the second form. But I have been unable to get the signature to format and show. Thanks for your help. Herb
Cannot adjust width of custom action column in report
I have already managed to adjust the width of columns that aren't custom actions. But when I try to adjust the width of a custom action and then click "save changes" it goes back to how it was. I also tried adjusting the width via report definition but this also does not work. This is what I want This is what I keep getting even after I click "save changes"
Upload to Google Drive
Hi Zoho, I know its been discussed before but I could not find a solution: I have a form that is uploading files to the Zoho system, I need to store that file on the Google Drive as well, automatically. Can I use Google Drive API in a postURL script in order to add the file? or can I send the file as an attachment to email? Thanks a lot Ravid
Linked record does not view in HTML
I have an HTML page that has text and is hyperlinked to a report. When I click on the hyperlink and the report pops up, I try to click on a linked record in the record summary but nothing happens. The report simply closes. What's going on? Below is a picture of the report that pops up. (this happens with any report, by the way). When I click on Event Date, the report closes. Also, it closes if I simply click on the record to view it.
Triggering a Zoho Creator Function from a Custom Button
Can I create a custom button, placed in another application, such as Zoho Inventory or CRM to trigger the execution of a function defined in Zoho Creator? John Legg Owner: The Debug Store
Zoho Creator Access to other Zoho Applications
Hi I want to be able to use Creator to read and write to data used in other Zoho Applications, such as Zoho Inventory and Zoho Books. Can someone please direct me to information that will assist me do this? I assume that it will be necessary to access each application's API. Many thanks John Legg Owner: The Debug Store
Can I use a custom action to open a form and populate a lookup field?
I'm using a report with a custom action, trying to open up a form and populate a lookup field with a project code but having issues. My custom action function is as follows: void display.BookAppt(int id, Add_Project proj) { openUrl("#Form:Book_Appointment?Project=" + proj.Project_Code, "same window"); } On the Book_Appointment form, I have a lookup field called "Project" and I'm trying to pass the "Project Code" value from the Add_Project form, but it isn't working. if I change the function to
Transfer data from dropdown to a new form on submit
Hello, On submit I transfer data to another form which is working. However when I transfer data from a dropdown it reveals the ID of the dropdown and not the text. How do I code to transfer data from a dropdown into a dropdown on another form on submit? insert into Paraplanning [ Added_User = zoho.loginuser Case_Details = input.Brief_Details_of_Advice_Given Case_Status = "New Submission" Client_Full_Name = input.Client_Name_to_be_Used_within_the_report Date_Received = input.Date_Submitted
API Response Javascript Function
Hi, the problem is that a creator api call return a variable or javascript function and no valid json response. Can you please add a valid json response. Thank You, Daniel
How to remove applications in Zoho creator I no longer want?
I do not see these applications in my account through the computer in order to eliminate them. I already deleted them but I know it's still there. I know they exist because I see them through the application of the cell phone and when I try to create another it tells me that I can not add any more. I see the application of the Electronic Teacher's Book as four times and I'm not interested.
get link value of URL field
How do you get the value of the link from a url field? I want to use openurl to open the url from a url field. If I use openurl(url_field, New Window) It uses the Link name not the actual link.
Embedded Report in HTML page: Header title being cut off
How can I fix the issue below? The Header title is being cut off
Average weekly visitors
Hello, I count daily visitors, have unique names. Users want to have the statistics, where they see average Distinct weekly visitors in a month. Lets say first week I had 11 distinct Visitors . Next week I had 15 distinct visitors. So the proper calculation would be that I had (11+15)/2 = 13 .. on avarage in one week I had 13 distinct visitors. Is it possible to do this in Pivot report? It gets more complicated when I have the whole month andin this month 4.5 weeks, I have then to do the maths as:(11+15+12+17+6)/4.5.
User permission for application?
Hello Zoho Team, is it possible to setup my application for the user's (Login via E-Mail) that he only can create a new record and not delete anything in the database? Regards Carsten
How to find and set a value into a field from another form?
I have 2 forms. On occasional basis, I add new name into the first form and assign particular tax rate and commission to that name. Daily, I need to enter data into the second form. I choose a name from "lookup/drop down" menu connected to the first form and fill out couple numbers. The form calculates the rest. What I need is, depending on the name I select, to automatically look up and fill the tax and commission that were set in the first form. What would be the best way to accomplish this? Thank
Convertir Numeros a texto?
Quiero saber si es posible convertir números a texto en Español, Quiero enviar facturas con números y texto: ejemplo: 1000 (Mi ) ó 20000 (Veitemil) Es posible o algúna funcion similar dentro de zoho?
Zoho Api Question
Hey All, Have a quick question regarding parsing json. I believe my code is valid however it doesn't display a response when i search for specific key / value. I can however return the response->uri just fine but can't get anything other than that or the full file. function GetLeads() { $file = fopen("https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=API KEY&scope=crmapi&criteria=(Last%20Name:test)", r) or exit("Unable to Open File!"); while(!feof($file)) { $theData = fgets($file);
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