custom apps- workflow task forms
I am trying to create a workflow task form. step 1: a user will inform that a new staff member will be joining (this is standard info-name/ start date etc) step 2: the contents of this form will flow to the IT department for them to action ( i am not sure how to get the filled in information from step 1 to come into step 2 (non editable just visible) step 3: some information gathered in step 1 & step 2, will be sent to another department for them to action some internal steps. step 4: a welcome email
Latest Version Bug with Subforms & Bidirectional Relation
@ Zoho Creator Support, In the latest version there is still an issue where the Bidirectional Relation field in the subform clears after updating the main record. I sent a support request about this a month ago. Since then I am using multiselect lookup fields in place of subforms, but I need to use a subform now(lookup field won't suffice). I have sent another support request. Can ye please fix this issue. Thanks, Damien Cregan Hire an Expert
Problems importing related data
I have an employees form (167 records) that includes a sub form to position history (330 records). The forms work properly when I manually add test data through creator. But I can not get the data to relate on import from excel. I've tried uploading both forms separately, and I've tried combining excel files then selecting the option to upload sub form data on creator import. Uploading separately populates the forms correctly, but the data is not related. Uploading a combined file creates 497 records
No scroll bar in upper banner on edit mode
Hi Zoho, On some screens there is no scroll bar on the upper navigation pane in edit mode, so I cannot reach some of my pages, reports and forms. Screenshot attached: Ravid
How to access data from one application through a page in another application?
Hello everyone. I am stuck in a part here. I want to access data from one application through a page in another application. Please do voice out your ideas and fixes please.
Scripts for multiple subforms
Hi, I have multiple subforms in a form and want to sum up the score fields in each one. I am using this script b = 0; for each row in input.General { b = (b + row.Score); } input.General_Score = b; c = 0; for each row in input.Hygiene { c = (c + row.Score); } input.Hygiene_Score = c; But I get error Variable 'row' is already defined of data type 'ZC_SUBFORM_85' but trying to update 'ZC_SUBFORM_60' data type Any help is appreciatted Ant
Create dynamic survey based on responses
Hi, I'm trying to create an application that is based on certain data that I've collected. The workflow would look like this" First, the user selects their hardware they currently have (can select multiple) Hardware 1 Hardware 2 Hardware 3 Then, based on their hardware selection, it looks up the services that are offered on each hardware, so for instance Service 1 Service 2 Service 3 Hardware 1 TRUE FALSE FALSE Hardware 2 FALSE TRUE FALSE Hardware 3 TRUE FALSE FALSE and retains
Setting and clearing field values on button press.
Hi People, I seem to be having an issue setting values upon a button press (in a stateless form). Defining a field's value works fine if the code is run "On User Input" or "On Load" however "On Click" does not set values. An example line would be input.text_field = null; which would normally clear the field but if called "On User Input" does nothing. Is this intended functionality or a bug? In any case, would anyone know of a workaround that still allows me to use buttons to define/clear fields?
My Email is going in SPAM of Recipient Email box.
Hello Respected Members , I have an problem which is coming from some days, it is not come when i am beginning my application. The problem is that the Email function (Which is added to the Form). It is confirmation type mail which is delivered to the Form Submitted user. But these days every generated mail is going to the USER'S Email Spam folder, instead of Inbox. Now please tell me what can i do so my mail is go to the inbox instead of Spam folder Please solve my problem , my many users are report
default view filter and/or removing view criteria
Hello, I have a view that I want to be filtered by default rather than having to open the view and then select the filter from the dropdown. Right now I'm using view criteria to restrict what records are displayed, but I don't see a way to turn this restriction off while accessing the view. My only alternative, and correct me if I'm wrong, is to have a view for each criterion and not rely on filtering— problem is, this is pretty inefficient. Any ideas? Thanks.
Display Multi-Select Field in HTML page
Hello there, I'm trying to show/display a multi-select field in a HTML page. Below is the code i'm currently using. <%for each task in job.Task {%> <h4><%=job.Task%></h4> <%} This is how it ends up displaying: <h4>3094299000000125003,3094299000000125007</h4>But I need it to display like this: <h4>3094299000000125003</h4> <h4>3094299000000125007</h4> If anyone could point me in the right direction that would be smashing. Thanks, Giles.
formula field to create a dynamic, conditional link. is it possible?
I am trying to use a formula field to create a dynamic, conditional link. I want to check to see if an organization has any members and if so display the organization name as a hyperlink in a view that links to a summary page for that organization. If there are no members in an organization, the organization name should appear as simple text (no link). I can get each step of this process to work individually but putting it together doesn't seem to work. Am I doing something wrong or is this just
Limiting options in number field
I have a number field, and want to use it in a calculation. Is there a way of scripting to limit the input to 1-5?
sync existing data base with customer portal users
Hi, I have an empleoyee report, with the information of all users in the company, among this info there is an email for each person. Now I activated the customer portal, in order to create an user for each empleoyee, what I am planning to do with the same emails in the empleoyees records. It tis possible to sync the users I create with the info already existing in the report? So far, I created just one user to test this with no success. I create the user, set his profile to be able to view only their
purchase order and purchase request
Hi, I have a Purchase order form, that works really good. There is a subform in this purchase order with the following structure. Reference (lookup to Product Catalogue) Description Cost Quantity tax Total Cost Status (dropdown with 3 choises: approved, disapproved and pending) Now, I am working on a Purchase Request form that has a subform with this fields. Reference (lookup to Product Catalogue) Description Quantity Status (dropdown with 3 choises: approved, disapproved and pending) I would like
Relation between forms
Hi Zoho Community I need some orientation creating relations between forms in my app. I will explain you what I have and what I want to do. I have a Catalogue, where my products are. I have Purchase Request form (PR), trough this form all departments in the company request the products they need to the purchase department. this form(PR)has a subform (PR Detail), that has a Description field, which is a lookup field to the Catalogue. It also has quantity field and Status field (dropdown with 3 choises:
Barcode Scan Record ID
It looks like record IDs are 19 digit numbers. When using the IOS apps (iPhone and iPad tested) it will not scan barcodes that long. Most I can get it to scan is 11 digit numbers. Is there a setting to restrict the number of digits assigned to the record ID when created? Or maybe someone can tell me about the structure of the record IDs? We only have 140 records so far, but they all start with the same 14 digits. The first 8 digits being 3014701 followed by 7 zeros. This leads me to believe the
Is your software able to implement this case?
I have the synonym database, including 2 tables: words table: id (int) word (text) synonyms table id (int) word1_id (int) word2_id Several notes 1. Columns word1_id and word2_id are id-s of words table records. I know that it is not the best solution for this specific task, but it is just the example. 2. Synonyms table cannot include two records with the same ids of both words (at least in the same order). I want to have one or several softwares (or online services) which makes possible without any
Links to other 'filtered' reports from current report
Need to have links in reports that will take me to other 'filtered' reports. See the attachment that shows an example of what I'm trying to do. The cells that are underlined can be clicked and the app will take you to another datasheet that is filtered according to the cell that was clicked. New to Creator and need to know if it has this capability via scripting? Thanks!
API - "New Application via .ds" OR "copy existing application"
Hello, We need to be able to make new configured instances of an app for clients. Currently this is a very manual process. I want to be able to automate the creation and configuration of these apps for clients. Ideally the API can be used. But I can find any "New Application from a .ds file" command via the api. And the https://www.zoho.com/creator/help/api/rest-api/rest-api-copy-application.html method is marked as deprecated. Is there any api method available to make a new application from a
Posting to a web service using JSON
Hi I have a job to do for someone and it's a new area for me. Can someone help, or take the job over please? Background: Source data in a simple table in a Creator database. Records added manually or via CSV import User wants a button on a View or on a Creator form that can post to a web service, using JSON We have the web service URL and it uses Basic authentication, for which we have the credentials The JSON format has 4 parameters: { "requestId":4, "cleardocsOrderId":1000000462, "status":"registered",
Shedules Settings Issue in Zoho Creator
I'm using Zoho Creator and want to add rules to trigger an email notification whenever one of these criteria is met: 1. It's 7th day after the date recorded in death_date field, which is Date-Time type field 2. The 40th day, respectively 3. And one year past after that date I want the system to send reminders in form of email notification 2 days before those specified dates. I've created some schedules (see screenshot): But the Form and Field fields are inactive, so I can't edit them. And here is
Problems importing data
Hi, I´ve been trying to import a csv file several time, trying different configurations in excel for the columns, with no succes. the file consists of several number and currency columns. the problem is that in the same column there are numbers correctly imported and wrong numbers, I have no Idea what could be wrong. I am trying to import numbers like this: $ 40.767 some of them import properly, but in many rows I get numbers like this: $ 4.076.666.667 Any help will be appreciated
Help to enter A picture!!
I want to upload an image to an html page but for them it must be housed somewhere but that's what we do not know how to do, I 'm driving this new platform , thanks
Updating checkbox values on user input
Hi Zoho, I have a checkbox field with 5 items in my form. I'd like to add an "Import all" option. I've added a "Import all" item to the checkbox list, and added the following script to the "checkbox field -> on user input" on the form script: if checkbox_field.contains("Import All")=true { checkbox_field.add("element01"); checkbox_field.add("element02"); checkbox_field.add("element03"); checkbox_field.add("element04"); checkbox_field.add("element05"); } if checkbox_field.contains("Import
Fetch and update
Hi everyone, I have the following code, but it only updates the first record of Cost in Costings. I need all price.Cost records to be updated. Can anyone help? //Fetch all records from Costings that match the Item Number and store them in a variable price. price = Costings [Material.Description == input.Description]; //This might be the problem or the previous line of code. Should find a solution in order to update all records. At the moment it only updates one of the records (the first one).
filter lookup
Hi Zoho Fans! I have a subform that has a dropdown field with some options and I also have a lookup field to a code catalogue, I would like that when the user choose an option in the dropdown the codes in the lookup field are filtered acording to the previous election. How can I do this? any help will be appreciated.
OnClik Action does not show calculation results on field
Hi I've a stateless form to calculate prices. I've created a button to calculate the price after user data submission. The script only makes some simple fetching and a simple calculation like input.price=p1+p2+p3 I verify that through Debug Info all the steps are well done through all steps, but the field input.price does not show the result (it continues with zero). For stateless forms in On Click action, is there any function to refresh/show/update or something the on screen fields in order to
Html Page Print and Pdf True
Good day, I create a Html page and I set the print and pdf = true on the header (code), I save the script but when I open the html page there are no option of pdf or print, I return to the html code and this part of the script disappear. I have another html page that works great. Code htmlpage Generate_DataSheet(equipcode) displayname = "Generate DataSheet" print = true pdf = true Best Regards,
New To Creator doing a Timesheet
I know this should be easy for me but I'm just getting my feet wet. I work for a consulting firm so we all have multiple projects that we work on daily and have to log the hours spent per project. Right now they are using an excel spreadsheet. I've set up the form and included a radio button that says "do you need to enter more time for another project" Y/N How do I set it up so if they say yes the need fields pop up again. Thank you in advance for your help.
Record Audit for Users from Customer Portal
Does Zoho creator support record audit for users who are from the "Customer Portal" when they edit a record?
Aggregate function in formula field
Hi, Are aggregate functions like sum, average etc supports in formula fields? It doesn't look like it. My "Customer" form has a one-to-many look up relationship with the "Order" form. I want to create a formula field to do : sum(Orders.Order_Total) to show how much order the customer has placed. Thanks
Need example of creating a request in Zoho Support from Zoho Creator
Does anybody have a good, working example of script that creates a Request (ticket) in Zoho Support from Zoho Creator? The Zoho Creator help documentation is not useful and its example is incomplete and not well-explained.
Fetch other form fields with wilcard
Hi I need to populate a stateles form with a previous stored data or stores the form data if it does not yet exists. The test I've made that works fine is the following on the stateless form: (final_form is the form to store data, but not to be used by user) ON LOAD: // present on screen the data already stored in db rec = final_form [number == input.number]; input.a = rec.aa; input.b = rec.bb; ON CLICK: rec = final_form [number == input.number]; if (rec.ID == null) { // if the record
Reading múltiple info from single input(csv)
Im working on a little project. Im reading a qrcode with this formar "name:your-name,age:99". The idea is take that values and pase to a variable so i can work with them, like calculate age of birth and send it too. Im reading that map can be usefull but dont know how read until the "," and the assign next value.
Look up fields
We use look up fields to multi-select Rooms from a Locations table and are filtered based upon a Site look up field in the same form. This works fine on first edit of the form but when we go back in to the form, we have to delete the Site value and re-select the Site (which deletes the Room data). What are we missing?
update on duplicate
Hi. I am playing with a way to send reminders to my customers based on them choosing a number of days between them on a form. I have put a form on our website with compulsory name, email and days between reminders. My question is that the email is probably going to be the unique identifier and if they want to go back and change the days i would either end up with two entries. My question what is the best way of dealing with this. I would like them to just update existing info.
report criteria n days before?
I'm trying to set up a report that shows records where a Date field is before 14 days ago. I'm using Criteria: (Date Field)...Day - n days ago...14 but it's not working. Am I doing something wrong?
Updating records of a form based on input of from another form.
Hello, I have 2 forms. The first form is a simple product key list, where I import product keys from an excel doc, and then I have a second column to assign a users email to them. The second form is where users register. I have 2 field that are admin view only, First is the application status, where we accept or reject their application. Second we have a lookup field that shows all the unassigned keys. (meaning they do not have emails associated with them yet) What I am trying to create is a workflow
Forbidden characters in HTML Page parameters?
I recently ran into a problem. There are certain characters I cannot pass in an HTML page parameter because it causes errors. Some are obvious "&,+" some are less obvious "#". I want users to input a form. And then I made a custom HTML page to display their results. But if the form values contain characters I cannot pass through as a parameter, the page will not display properly. I DO NOT want the HTML page to fetch the form data. Is there a function I can call that will catch entries that cannot
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