Populating email field based on CRM user
I have created a form in Creator that is being launched from the CRM app. I would like to auto populate the name and email address of the user submitting a request in the form. Is there a way for Creator to retrieve/fetch the username from the CRM? Thanks in advance for any assistance or guidance.
Concatenate text fileds to keep running notes about customer interaction
Dear Zoho, Could you please help wit the following problem; 1. I have a record keeping app called Concatenate App. It's designed to keep notes of conversations or other interactions that we have with customers. Please access it at https://creator.zoho.com/zoho_zubin/concatenate-app/ 2. It has one form called "Concatenate Form". 3. Each one of the records in this form relates to a customer's file. 4. The form has 3 fields: a) All File Notes - this is the field which I would to display the combined/concatenated
what is the difference between zohocreator.exe and zoho-migration.exe?
I would like to upload a csv file to my creator project every night. I'm pretty sure I need zohocreator.exe but I cannot find it. I did download zoho-migrator.exe. Is that a new version or something? Thanks!
creating a formula using the results of another formula
Hi - Newbie here again. This seems very basic: I'm trying to create a series of calculations. Many of them depend on the values returned from other formulas. How do I accomplish this? Those formulas don't appear as options in the Field list when creating my formula. thanks Charles.
Importing Images via data import
Hi Zoho Community I'm hoping this might be a simple answer...and I just haven't found it yet! I have an XL spreadsheet of about 3000 rows identifying indivudla items. Each item has a corresponing item has an image associated with it - stored separately as a file (so yes - 3000 individual image files). Data import is working through the normal method - however I have not had success in importing the images into the form. I would like to avoid to going to each record individually to upload the images
Preventative Maintenance Visit Date Tracking
I have a database of conference room information. Main Form has all the information about the room and then there are two subforms that tie back to the main form. There is a subform for assets that belong in each room and then there is a subform for Preventative Maintenance visits to each room. We would like to track these and be able to make decisions based on certain date intervals. What I would like to have is a calculated field called "Date of last PM Visit" that would show on our Main Form
Change Date format
Hi, I am trying to pass date value to API call but API wouldn't accept the formation that is already set in creator So I need to convert it to respective format. Actual Date format in Creator : 11-August-2015 15:59:30 API call Format : : 2015-08-11 15:59:30 Can anyone please help me how do I convert the creator format to API format Thanks Arfater
zoho.loginuser id in a pusblished page
Hi, I am trying to count every time a user access a zoho page but I am trying to filter out company users with an account in zoho. in other words I want to count only user with zoho.loginuser=Public. My problem is that everybody looks as public when accesing this published link... Is this how it is supposed to work? for instance here a link link at the bottom of tha page I display the zoho.loginuser, allways Public even if I am logged in to Zoho at this point. thanks Luis
Pagination top and bottom
Hi, I wonder if it is possible to have the pagination of a list from zoho view to show on the bottom, not only on the top. The reason is that if the user goes looking at the records from top to bottom, it is logical to have a "next" button right there, at the bottom, rather than having the user go up all the way only to click next. Thanks Luis
Missing system fields in form
I have a zoho creator form that appears to be missing all of the standard system field. Im not sure how to add them or why they are not there in the first place. This is a stateless form and im thinking maybe stateless forms do not have these fields normally. That said, i have another stateless form in my application that does have all of these fields. These fields are not listed under System Fields as expected but are listed under User Defined Fields. Im not sure how a stateless form can have
Register a Customer Portal User Using Delgue Script
is it possible to invite users for customer portal by delgue script. We are creating application in which we need to assign a email address with different organisation. So when we adding a record using creator form we want to register user with an email address and want to directly invite him. Is it possible to achieve this using delgue script. Currently we are sending direct link of registration page but it might be possible that user could use different email address so we want either restrict
Send notification by screen pop up
I see that there's a notifications area in Zoho Creator. I'd like to be able to send a user a notification within zoho that links to a particular record programmically. However, I don't see any references in the deluge code to feeding into the notifications window or the chat window. Am I missing something? How can I do this?
How to check the value of lookup is selected or not
I have one lookup in which i have names and after selecting names i am displaying the address of the selected name.but if the lookup value is not selected then i want to display the text-boxes to accept data from user.I have "-Select-" field at top if user selects that "-Select-" then i want to display the text-boxes to accept input from user. how can i do that.
Multiple Form Data In One Report
How can I display the records from three different forms in one report. I only need to display a few fields (first name, last name, date & time, grand total, and phone). Is this possible under one report as if they all came from one form?
Create 2 column layout like Invoice/PO/SO/Quotes module of Zoho CRM
Hi, I have been trying to create a layout on single form. I could achieve the layout as per the attachment. I want to have all the fields in 2 columns layout where as line items in single column like Invoice/PO/SO/Quotes module of Zoho CRM Layout. Is it possible to create such layout in Zoho Creator.? Thanks Amit Thakkar
Populating Subforms
Hello Everyone, I am evaluating Zoho Creator and building a Procurement Application. I've the following questions: I wanted to populate Subforms from one Form to another. I've used Collection to populate other feils but I am struggling with Subforms. I've a Subfrom in a Quotation Form that contains QT, LT, Price,,, Booked (Check Box). I wanted to populate the subform from Quotation to Order for items that is Booked (checked). Then the user can remove any of these lines from Order
Ideas needed: How to page through list of records in form
I'd like page through a filtered list of records in a form format. Here's the workflow: - the first record opens in the form - a few fields from the source record are pulled into the form and displayed - user updates one or several fields - user clicks on a "NEXT" button, which saves the updates back to the source record - in the same action (from next button), the form is refreshed with the next source record data displayed - the cycle repeats itself I see this accomplished using stateless forms
Subform won't loop on update records
Hey guys, I've been stuck for about four hours on this: I have a master entry form (Form A) that is comprised of a subform (Class_Attendance), The data entered into the subform updates two other forms (Forms Training Dossier & Training Expiration). Upon submission of Form A, the following occurs: (1) Records are 'added' to Training Dossier, and (2) Records are 'updated' in Training Expiration The code that supports the addition works fine: for each row in input.Class_Attendance { insert into
Using a formula based on a formula field
We have a formula field called total annual savings which is the total of 3 other currency fields. We then have 4 other currency fields (Year2, Year3, Year4, and Year5 savings). We would like to use a formula field to multiply (total_annual_savings * a % escalator) to equal Year 2 savings but it is not possible to use a formula field in another formula...... Hoping someone can suggest another way to make this work. Cheers!
Zoho Creator Notifications
Is there a way to programmatically pop up a notification to a particular user in my zoho creator app? I see the notifications feed area next to the chat window, but I can't figure out how to get deluge to put a notification in there... Please help.
Calculations using scripts in a form or a subform
I have a form with a numeric field calculated using a custom function ( not a formula field ) . It works well . When I use this form as subform calculation is not executed ( The script runs after you upgrade one of the two fields required for the calculation ) Any help?
Logging order status change
Hello all, I am using creator to manage all my orders, so each record represents a order and I have an "order status" field. Order status: 1. started 2. stage 1 3. stage 2 4. completed I want to log the time every time the status changes as well as the changed-to status. Can some one provide some advises? Ultimately i would like to calculate the time spent in between each phases. thanks!!!!
Like treeview graph
Hi there, I need to show three forms like treeview graph, joined in one report. I have three levels: grandfather -> Father -> Son Which type of report could I use? List report works fine but only for two levels. Anyone could help me? Best regards, Maurizio
How to redirect to another page from payment page after making payment
I have one form where i am making payment.I have a requirement where after making payment page should redirect to another page. How can i achieve this ? Please Reply.
Next button click is inserting new record on click
I have five forms.On each form I am accepting data and on next button click.For all four forms i have only one table.I am passing the DocumentID as query string and on next button click i am inserting that data in table and opening new form. While opening new form i am passing that DocumentID as query string .But when i click next my record in inserting as new record.Its not inserting in exsting row.I want that all data of four forms should insert into only one row. How can i do that?
when activating my domain, it shows that there are multiple signups from this IP, but I have signed up only once,
Please solve this ASAP.
Development vs. Production Environment
Does Zoho creator support a Development Environment in which modificationscan be made and tested before being released into the production environment? For example, if I am modifying the behavior of a form that is live and deployed to my users and I cause and error or undesired impact with a script change it would be nice to have that not be immediately live. I know this is common with most platforms and wonder if I am just missing it.
Delug Script doesn´t run on bulk edit
Hi, I have developed a script to run after update a specific field, nevertheless, when I update the field in a bulk edit, the script doesn´t run. I am going to disable the bulk edit option, but I was expecting that the script run also in bulk edit. Kind regards, Mari.
Is there a problem right not with CRM Update Record API from Creator?
Is there a problem right not with CRM API from Creator? This morning all of a sudden we cannot execute zoho.crm.updateRecord function. We are getting the following error: Error in executing Set Variable task. Unable to update template variable crm_quote_url. Error evaluating MAP expression We are getting this in our form Email_Quote. Please let me know if something has stopped working on zoho end or if our application just magically broke on its own. Thanks, Matt
Customer Portal Login
Hi, Is there a way to log in to the customer portal with cosign? I've read through https://www.zoho.com/creator/help/application/customer-portal.html and https://www.zoho.com/support/help/customer-portal.html and it doesn't mention anything about cosign. Is it at all possible to log in with cosign? Thanks!
Creating an approval based application, stuck
I want to create a simple application, which'll do following-: 1. Users will submit their expenses for reimbursement. 2. Manager will approve or reject or request more information 3. If expenses are rejected OR manager needs more information, then comments should be added 4. Submitter will be notified of each status update -- I created a user hidden dropdown field called status which has values of Pending (default), approved and reject. -- I created a comment box field and made it hidden in form
Printing Certification Cards
I need to print onto pre-made CPR and First Aid cards. I have developed a roster using Creator, but I cannot figure out how to print only the needed information onto the cards and adjust it so that the Name, Dates and Instructor prints at the proper location. As it shows in the attachment, it will be a sheet of 5 individual cards. Can anyone help? Thanks.
Cant fetch record from lookup field
Hi, Followed the tutorial for fetching a record. https://www.zoho.com/creator/help/script/fetch-records.html Went with option 3 as this is exactly what I am trying to do. I have 2 forms Form 1 is called "Anst_llda" Form 2 is called "Uppdrag" I have a lookup at Form 2 pointing to Form 1. This lookup is called "Anst_lld" I want the Email field from Form 1 to be copied to a field in Form 2 called "UserID" Here is the code that I added on the lookup field. Even tried adding it to "On Edit" and "On Success"
UTF-8 support when sending mail to Zoho creator?
Hi, When sending Germanic characters (such as Ä and Ö) the emails bounce back as it cant recognise those characters... Doesnt Zoho support UTF8? I get an email back with the following. The Following error has occured while adding this record: Failure, Invalid column value "G�teborg" specified TicketNR : 234234234234 Uppdragsstatus : Company : 234234234 Avdelning : G�teborg
How can i give permission to edit and delete to that user of customer portal
In zoho customer portal ,why user of that portal is not able to edit and delete anything ? I have customer portal and in that customer portal i have created users.and i am giving permissions to that user.I am giving permission of edit and delete to that user but still that user is not able to edit and delete anything in application. How can i give permission to edit and delete to that user?
How many columns i can add in database view ?
In zoho how many columns i can add in database view? I have 60 to 100 columns so is that possible to add this much columns in only one database view?
Converting Text to Number in Report?
In my form I'm creating a dropdown (single-select) field to enter a student's race/ethnicity (API, AAB, etc.). However, when I try to generate a pivot chart from the data, it shows the race/ethnicity field as being a number field, with data points ranging from 1000 to 1400. I have no idea where these numbers are coming from and how they are coming from the text choice options in the field settings. I've tried recreating the same field many times, but it always only shows the field as a number
Dashboard Sum Value too many decimals
Hi When displaying a total sum value in the dashboard (Zoho Creator) taken from a project value box in my form it is showing the total with 5-7 decimals, however it should just display 2 decimals. I have selected max decimal 2 in the form set up. Could you advise on how to rectify this issue? Thanks
Add event to Outlook calendar
I have a Vacation Request form. Once the vacation request is is approved, is there any way to add a link in the email notification so that the person emailed can add the event to their Outlook calendar? Thanks in advance for your help! Joy
custom function against selected records
Does anyone have a code snipet I can use to run a custom function against a selected record/s in a report? I want to be able to open a report with multiple records. select one or more of those records with the check box, and then run a custom function against just those.
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