CRM Opportunity Amount in Creator
Hi, I am trying to get the total Opportunity amount from Zoho CRM for a Sales rep for a particular month and have that information fill up a field in Zoho Creator. I have tried various ways and scripts but was unable to. Can you please point me to the right direction or may be provide me a sample snippet? And I apologize if I have posted this in the wrong place. Thanks, Wadoos.
Email
hello I'm new to zoho creator, I'm trying to create forum called leaves which employee can apply for leave, when employee apply for leave I need the form to send me email for approval or rejected. please advice how to achieve this.
Subform lines limit
For a subform, if there are too many lines, is it going to have performance issues? If a subform has 2,000 lines, can I limit the # of lines to 10 maximum, and page-lize the records, and add in a search function for the subform records?
Is Zoho Creator Integrated with Zoho Subscriptions?
How to call Zoho Subscriptions API[ "create new subscriptions"] from Zoho Creator? https://www.zoho.com/subscriptions/api/v1/#create-a-subscription Do you have any default method or Do I need to call POST api?
Adding new fields on load
Is it possible to make a form dynamic and add fields on load ? For example, if on load i request records from CRM and in the response I have 5 records. I would like to recreate a new input for each record loaded from CRM. Is it possible ? thanks, Guillaume
Adding one row for each record in my zoho CRM base
Hello ! I'm trying to build a page with a list of records coming from my zoho CRM database. What I want is to put a checkbox next to each record and then a submit button on the bottom of the page, then, for each record selected, I want to insert another records in my CRM base. ----SOLUTION 1 I thought about: What I tried: -I created a page (not a form) -I retrieved all the records needed from Zoho CRM -Added a line per record (with name, position, checkbox) with a "for each" -Added a submit button
Using a form to query and receive output & Passing Dato to a web page.
I have a question in regards to Zoho Creator and it capabilities. 1st Question Here is the hypothetical work flow process I was curious about: 1. Zoho Form Captures Contact and info. (This I know can be done) Below is the step I would like to know how difficult to create would be. 2. Data from the form then passed through a to wordpress/or zoho site. They would receive an email with link and if they would confirm accuracy and asked to like to "share" on social media. (Is this possible using Zoho
Ipad and the ZC App
The ZC App has the useful function of being able to easily update and edit records on the Ipad, something that does not appear currently possible with an embedded form (unless I am missing something). However the upload document function is very limited, namely from Photo or Camera. I I use ZC with Google apps so it is most unfortunate that there is no option to upload a document from cloud storage such as Google Drive/Google Docs Anyone working on this? Any work around? Am I missing something?
I am new
Hi everyone, how to add validation in zoho creator i have 3 forms, 1)Registration form( contain details like username,password and personal details) 2)Login form(contain username and password) 3) third is a welcome page what i want if a user register with all the details,whenever user enter username and password in login page user should be navigate to 3 page before that i need to check username and password is matching or not
How can I get the username field type to appear in a Field Name?
Hello, How can I get the username field type to appear in a Field Name (Make this field as Record Owner)? My subscription is a 3-user , 6,000 record subscription, but I can only get one username to appear in the field name dropdown. If I share the app, the user cannot access the app. Please help me get out of this conundrum. Thanks, Norman
Image Field and Upload Field in Zoho Android App
Hi, First I would like to thank you for an excellent web and Android app! Our company has just bought a Samsung Galaxy Tab Active 8" tablet running Android 4.4.4 that we hope to use at our goods recieving. In my form I have added one Image field and another field for file upload (for documents, PDF etc.). The problem is that when I try to add a picture (either by camera or gallery) or add a document, nothing seems to be uploaded. The filesize is less than 1MB for both images and documents that I've
Viewed email link in Creator
Dear All, Is there any way (or an app in marketplace) when I send an email with a link (lets say a contract) then to return me that the 'Link is viewed' by the client? Like the functionality of the 'Send Email' in Zoho invoice where the user knows if the link (in an email) is viewed by the customer!
Importing data tree
Hello, I am having trouble keeping the data tree together for a multiple lookup box. Here's the issue I'm having: (In this scenario I have 3 fields) Year, Year 2000 has ID "YEAR2000" Year 2001 has ID "YEAR2001" Make, Year 2000 has ID "YEAR2000", Make Suzuki has ID "YEAR2000SUZUKI" Year 2001 has ID "YEAR2001", Make Suzuki has ID "YEAR2001SUZUKI" Model, (on import) Year 2000 has ID "YEAR2000", Make Suzuki has ID "YEAR2000SUZUKI", Model Wagon R+ has ID "*UNIQUE1*" Year 2001 has ID "YEAR2001", Make Suzuki
Need Help with Code in Zoho Creator (CRM/API)
Hello, I work with a manufacturing business and we are trying to get products that are listed in the ZOHO CRM as sales orders to transfer to a new app in Creator without the price but with product information. Currently the info from the sales order does transfer to Creator but only the first product! How do I get all of the products to transfer? Can someone help me with my code? I would really appreciate it! sales_order = zoho.crm.getRecordById("Salesorders",input.order_id); line_items_str=sales_order.get("product");
Uppercase on edit?
Hello, i have the following script: //You can drag and drop tasks from the immediate left pane //Below is the SAMPLE validation script if(!(input.IATA_No.toString().matches("^\d{8}$"))) { alert ("The IATA Number should be 8 digits long!"); // replace 3 and 5 with min and max digits.. cancel submit; } if((input.Amadeus != "") && (input.Amadeus != null)) { if((input.Amadeus).length() != 9) { alert (("Office ID Amadeus must be a length of 9!")); cancel submit;
Date -Time difference
I have this code to return Days, Hours, Mins, which somehow doesn't seem to return the correct amount of hours. I have been looking at it for a while, but I am not sure where I am going wrong. (((((((((Task_Completed_Date_Time - Request_Date_Time) / (1000 * 3600 * 24))).toLong())) + " Days ") + (((((((Task_Completed_Date_Time - Request_Date_Time) / (1000 * 3600 * 24))).toDecimal() - (((Task_Completed_Date_Time - Request_Date_Time) / (1000 * 3600 * 24))).toLong()) * 60)).toLong()))
How to create URL valid for mobile and non-mobile version
Hello, I'm creating an application which will be used with PC and mobile devices. I don't know how to know in deluge script if the user is on mobile or classic interface and URL that I create for redirections works on classic or on mobile version, but not on both versions. How could i know if i'm on mobile version or how could i make redirections that works on both versions. Thanks, Chrsitophe
Transferring info from one form to appear on another.
I am building a database and need information from one form to appear on other form, I have looked into the look up function but this doesn't do what I need it to. I have a form where a persons info address and contact details are entered but need all that into to appear on other forms in the app. How do I do this.
ZC and Ipad: Edit and View Record functions
When viewing an embedded list on a google site on the Ipad i can see the list of records. I can also print the individual record. However the Edit and View Record functions do not appear to work. Basically the screen goes white and nothing happens. Is this the expected result? Fixed this issue thanks
Problem with adding scheduled tasks
Hello, As it happens I am a rather clumsy newby. I am trying to set up the scheduler for adding new tasks, which base on the older ones (where new entries are meant to be dated for another month). So: Added_User = zoho.adminuser Date_field = input.Date_field.addMonth(1) Name = input.Name Notes = input.Notes Status = "Open" I have been trying to use if to add automatically new entries only when input.Date_field <= zoho.currentdate. It does appear to sort of work. I expect it to
pass ID of record to a custom page
Hi, I have a custom page where I display more detailed information of a record, plus information from other linked tables. What I would like but can't find: A link in the list view of a report (for each record) eg 'more info...' which links to a custom page, passing the ID of that record so that I can fetch the record in the custom page. How can I achieve this? Thanks, Peter
Iphone Picture too large for Image field
Hello, I have an image field in my form. On my iphone I need to select a picture I took with the Iphone camera to upload into the form field but I can an error saying the image is too large. How do I get around this or what are my options? I need to be able to upload pictures into the Zoho Creator database from my iphone and Ipad. Iram
List of currently active users
Hi, Is there any way in a Deluge script to get a list of the Users current using the App? I don't mean authorized to use it, I mean actively logged in right at that moment Thanks
How to add a name to the FROM field of the Sendmail task
Dear All, As we know the sendmail task has the following format: sendmail [ From : <string expression> To : <string expression> Subject : <string expression> Message : <string expression> ] In the 'from' format I can add my email etc etc. I would like to ask you, when I send an email is there any way to show to the recipient the Name and not my email in his inbox (like the second email in the image below)?
Help with file size of image uploads
All of our image uploads are being done on mobile, but all of the images that smartphones take are bigger than the file limit. Is there any way to lower resolution or something to reduce file size upon upload?
how to update a account in crm if changes made in edit in creator?
i want to update a record in account if i edit in creator account.
Fetch & Update Records in a Form
Hi, Can any body help me with deluge Script , to fetch and update the records if records already exists,and create new record if no record found. Thanks, Neha
Calculating difference between two date-time fields, EXCLUDING weekends
Is it possible to calculate the difference in time between two date-time fields, EXCLUDING weekends? I need this to measure the productivity of one of our departments. At the moment, it includes the weekends, which is not an accurate reflection, since - say, if someone submitted a ticket on Friday late afternoon, it makes it look like it took all weekend plus whatever actual working time to complete the request. Thank you in advance!
Report Summary - Page Layout - Fonts
Hi I am trying to create a letter using a report summary. It seems to work ok apart from the fact that the font seems to scale incorrectly and is very small on the page. Does anyone have any ideas on what I could possibly be doing wrong? Thanks in advance.
Company intranet
I saw a post from 8 years ago on opening up zoho to company intranet but at that time there was no solution. Is this possible now ? If so can you share a link to information around this subject? Thank you
number of unique values in the report total only
I have a standard report with managers and their transactions with clients during a month. What I need is to add a total number of (unique) clients processed this month. It is easy to add such a column using Aggregate formula but I don't need the column, only a total number of unique clients. What is the easiest way to do it? Thanks in advance! Ph
how to display data in page ?
In the form page i have username one field and search one button, enter username xyz it should fetch the username and display details in page as a table data
Problem with Google Apps Integration
I probably created this problem, but now I can't seem to fix it. I had an app with "Google" authentication setup on the General settings page. Since we are a Google apps domain, I went through the steps of enabling Zoho Creator on our apps domain (installed it on our domain and enabled "Google Apps" on the General settings page. After doing this, I discovered an OAuth 2 error when any of our sub-domains try to log in with their google apps credentials (we have a primary domain with some users, and
Date and time difference in Days, Hours, Mins
Hi, I have a formula which calculates the difference between two date and time fields. It works, except I have it set so it only displays difference in hours and minutes. (((((((Task_Completed_Date_Time - Request_Date_Time) / (1000 * 3600))).toLong())) + " Hours ") + (((((((Task_Completed_Date_Time - Request_Date_Time) / (1000 * 3600))).toDecimal() - (((Task_Completed_Date_Time - Request_Date_Time) / (1000 * 3600))).toLong()) * 60)).toLong())) + " Mins" What would I do to have it
Importing data into related tables
I have a csv file with data for three related tables and want to import it but am not sure best to go about it. Curriculum -< Course Course -< Lesson Lesson -< Resource Do I import them all at once or once each for each table?
UI issues with position:fixed headers
Is anyone else having issues with the report headers? For the Zoho Team... I checked out the console and it looks of course like position:fixed is used with a scroll spy event listener to update the top css property. The issue is probably due to the fact that a dialog (with screen mask) jossles the scroll but doesn't fire the listener when closed.
Validating File Uploads and Disappearing Uploads
I want users to be able to submit up to 5 attachments via File Upload and I want to validate those attachments. To do this, I have a Dropdown list called How many Attachments with 1 through 5 This dropdown list will either show or hide the appropriate number of file upload fields. After they upload the files, and click Submit this On_Validate script runs: if (input.How_many_Attachments == "0") { input.Attachment_1 = ""; input.Attachment_2 = ""; input.Attachment_3 = ""; input.Attachment_4
Is there a program available to open/edit .ds files?
Hello, I am trying to import a .ds file to duplicate my application for testing purposes. The application is built on an older version of Zoho Creator, and there are scripts in the .ds file that are no longer supported in new applications. I'd like to edit these out of the file, but I'm not able to do that on import. I have attempted to open the file in WordPad and Notepad, but I believe this corrupts the .ds file. It generates incorrect characters that I believe interfere with the import (in addition
PRD refresh to DEV
I have a Zoho Creator App which I have been using for years. It's PRD and I never had a DEV version of it. Now I want to create a clone of PRD and call the clone DEV, in another Zoho account. In the future all development and coding will be done in DEV, and from DEV I will push incremental changes to PRD.... how this can be done ? this is in a retroactive fashion... usually u create a DEV then do a copy from DEV to PRD and call it system copy... thanks!!!!
Criteria with space and date add time
Hello, Could you help me in two items: I'm trying to make an API via query by using: https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html # 1 - But I can not seek criteria containing space. I can get situation = Cancelled I can not get: situation = Waiting Sale How should I do? # 2 I would seek also to seek the registration date, as I do? Added_Time> = 4-May-2015 11:13:10 It does not work. How should I do? Tanks Tulio
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