How to create a report, that dynamically merges data from two forms?
Hi, I have 2 forms: 1) Customer Contacts (Company Name, Email Address) 2) Customer Purchase History (Company Name, SKU) I want to generate reports dynamically so I can look up a particular SKU (from Form 2), and then a custom report will be generatedSubmit form within same page
Hello. I've just created a custom page and embeded a form as a component (not iframe). My problem is that when I submit the form the success message loads in a blank page instead of show the alert message within the same page. Is there a url parameterIf statement on pre-built actions
Hi Apologies for the simple question but I am hitting a wall! I am trying to get a workflow action to update rows on one form if a column entry matches the row that has the button that triggers the workflow on another form. Basically, table 1 is a listForm , HTML Snippet in a Page integration
Hi I have a Page Named Page-1 Page -1 Containts the below Form-1 -> Stateless Form With Two fields Result-1 -> HTMl Snippet My Query is as below When i enter a data to search in Form-1 , i want the result to be displayed in the html Snippet-Result-1 iAdd New Values to a Drop Down Field in a form using deluge.
Hi, Here is what I am trying to do. I have an API that returns a list of names. This API is triggered when An Input Field is Created or Edited. Upon calling the API, I want to display the names as a drop down list on the form. Is there a way to do thisAllow a single record associated to a single CRM Contact
Hello. I'm building a form which I need to restrict to create only a single record for each CRM contact. Once I add the Integration field on the form. It loads all Contacts but I need to have available those contacts that doesn't have a record createdCombining Parent form and subform data in a report
Hello, I am trying to generate a pivot table (Matrix) report where some of the fields are in the sub-form, and the other fields are in the parent form. Although they are related, the problem is that the report builder shows me only the fields of the form that I choose to build the report on. If I chose the parent form, then I don't see the fields in the sub-form and vice versus. Is there any tricks to go around that. The tedious way or alternative is to copy each of those elements on the parent"On Edit" rules do not work when bulk edit
Hi Zoho, I have a report list of many documents. I have a rule that when adding a link to an entry, the "Done?" checkbox goes from "false" to "true". When adding a link to multiple files with bulk edit, the rule do not work and the "Done" field stays "False". when trying again to edit the entries one by one, everything works. Please fix this.... really need it :) Thanks! RavidRelated data in CRM databases
I have two data bases say, A and B, in CRM and I am using Creator(Deluge) to manage them. I can create rows in both databases with no problems, however, database B has linked fields with database A. The user can see all the created rows in database B,Integrate zoho creator with Facebook
Please let us know how we can integrate Facebook with Zoho Creator. We are aware that Zoho Social works directly with Zoho CRM for integration. We are trying to achieve the same integration with Zoho Creator. However, we know that there is no direct integrationDropdown menu populated from API call on a form?
Hello, I am new to Zoho Creator. I want to understand how I can create a form with a drop down menu that pulls data from an external API. I tried creating the drop down menu first and then looking at the options to see if there is a way to populate it,How to create this programe?
What steps should I take to perform this program in the attached pic?Migrate Access Database that is "split" into Zoho
Hello. I have created an Access database that's split. The data/table side is on a centrally shared drive and the clients use a different kind of a file which has the forms, queries, reports, etc. Can a database like this be imported into Zoho? If so,Creating an audit log of all changed fields
I'm trying to create an audit log to track changes made to any field in a form. It's set to work on Validation on form submission. I've tried using the trusty old ChatGPT but it's getting confused too! Can anyone point me in the right direction please?How do I format report records based on a checkbox value?
I have an attendance report that I am trying to format with styles. I have done conditional formatting before in Creator, but this is not working. I have a single choice checkbox field in my form that I want to use as the criteria for the formatting.Zoho Creator/Portal, user logs in, data prepopulates from CRM
Hey all, I am looking to do the following: User logs into or signs up at the portal They are greeted with a standard form: fname lname email phone address etc. If the user is in our CRM already (based on email address), the form would pre-populate name,Assistance Needed: Adding Company Logo and Phone Number to Printed Report
Hello, I’m using Zoho Creator and need assistance in adding my company’s logo and phone number to a report I’m printing. I’ve attached an image of the report, which is primarily a row in the Report section. Could you please guide me on how to do this?Publishing a page with a widget
Hey all, I need some help with publishing a Creator page with a widget embedded (in the regular way, not as a snippet). The widget itself appears, but it can't access the record inside a report (which works when the app components are not published).How to callculate number on record
Example, i have 1 form. And have field Total Peminjaman. I want to callculate with some criteria for Total Peminjaman on record. Im try using collection, just get result like this example: 1 2 i want that to be, 1,2 and i'll callculate 1+2 = 3 PleaseRename a template as PDF
Hello, Is it possible to rename a template when we send it by attachment mail ? For exemple, I've got a template named ""DevisJour"" and when I send it by mail I would like to rename it "DevisJour & N" Thank you for your helpHow to restrict embed URLs?
We have a Creator form that I want to only be embedded on approved sites. It looks like you can do this easily in Zoho Forms (here) but I'm not seeing a way to do it in Creator. We have had this set up for a long time, and it would be cumbersome to changeLink to specific week in calendar view
I'm trying to create a custom action to display an event in calendar view, and I'm able to specify the month but on the week view the calendar always opens on the first week of the month. I'm trying to open the calendar week view on the third week of the month making the users click through the arrows searching for the specific event. Is there a way to make the calendar open on a specific week of the month or specific day via parameter? Here is an example of the link I'm using to open on the specificMaking a Web Service API Request to Third Party Server With SOAP Endpoints
Hello! I am building an application in Zoho Creator to manage course registrations and online testing. I would like to set up the registration forms so that when a student commits the form, a request is made to the third party testing service to add the student as a new user. The testing service API documentation is a WSDL file. The part that I need is formatted as follows: Web service URL to call: https://secure.test.com/webservices/ws_users.cfc?wsdl <soapenv:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"Why is there no "n days from today"?
(Same would go for months/years). There's: last n days, next n days, and n days ago; but there's not "n days from now" or "n days from today" (opposite of "n days ago"). If I'm wanting to pull up how many service tickets I have 5 days from today, I'mDynamic timeline display
I'm looking for a way to jump to a specific date in the timeline view using Deluge. I don't think this is currently possible, unless anyone has any ideas for a workaround? If this isn't currently possible, to me it would make sense to add parameter toSubform row with a lookup to another subform row in the same Main form
Hi All Could you please point me in the direction of solution to solve this problem. I have a Main form called Ingredients. Inside ingredients i have a sub form called units (standard subform linked to Units form) and another subform called Pricing (linkedMultiple Barcode / QR Code Scanning
Hi Creators, Barcode / QR Code scanning is really nice feature. However, the ability to scan multiple barcodes/qr codes and enter it in a multi line field will improve the speed and efficiency. Regards, SushanthUpdating an existing record through an email link click
My application tracks tasks assigned to individuals. It sends a nightly digest email with each individual's open tasks. I'd like to include in that email a simple mechanism for the user to click a link and mark the task as done. Ideally they'd not have to see a Zoho form; e.g. the link would be a call to a web service, with parameters preset with the task ID. The receiving service would simply select the task by that ID and update the value of the field called "Complete." If the only way to do itZoho Creator Calendar - Sorting Events
Hi, I have a calendar view to hold the schedule for a group of engineers. I have created a formula field to show the combination of fields I want visible as the title of the event, but I need to be able to sort the list by something other than the eventFocus calendar report on specific date dynamically
Hi, Is there any way to focuse a calendar report on a date using deluge? ThanksSchedule a function that exceeds number of statement execution limit
Hi guys, I've got an error on a schedule that I'm running to update the age of my service users. It says the number of statement execution limit is exceeded. Each day I use a schedule to run the following function: void update_age() { for each rec inDisabling Add Record in Reports
Hi all, Is there a way to disable the option to add a record in a report view? It seems to have been present in Creator 4 but cannot find any reference to it in Creator 5. I'd like to have some reports that are there to view information only and not add new records, to control the flow of data. MHow to stop publish of stage
I accidentally closed the stage production before hitting publish, and now nobody can edit it, and neither can ICan I Hide/Show fields based on user ?
Hi, Can I show / hide fields depend on user ? ThanksMass export of record templates
I have a Creator application that basically takes a published form submitted by the public, generates a record template pdf, then attaches it to an email that gets sent to both the person who submitted the form, and to someone in my organization. ThisIn zapier get lookup field as string.
I am trying to Zoho with Zapier. I am setting a filter on a lookup field. But look field showing a record id instead of actual string value, so in Zapier i am unable to match value for the filter. For example in filter:- if look_field_name = some_string then add record to google sheet.Circular Math Calculation Formula
Hi i have a need to do a rotational calculation between a set of values FOr example Lets assume the below values assigned to the Location Location-A= 1 Location-B=2 Location-C= 3 Location-D= 4 Location-E= 5 IF I PASS a query asking : what is the distanceImage Display in HTML Page in Portal
I have an HTML page that displays an image from the database. It works fine when outside of a portal. I want to put that HTML page in a portal but I cannot get it to display the image. I get the broken image symbol when I try to run it from inside the portal The code that works is below. The input.property is the record ID of the record that I want to display and comes across from a stateless form that is used to open the page. I moved the stateless form and the HTML page into the portal andUpdating a Multiselect Lookup Field
I'm currently trying to update a multiselect lookup field in a record, but it's giving me the error {"code":3001,"data":{"ID":"3268991000041877010"},"error":["Invalid column value for Staff"]} . I've tried the list method and the collection method. The[Free Webinar] Creator Tech Connect series - Active Directory and SAML Authentication
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep intoNext Page
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Suppose I have a sort_order field in multiple tables and I want to increment it by +1 onCreate of a new record. Is there a way to pass the form object as an argument into the function to keep things DRY? The following function from Zia works, but I'dResend Client Portal Invitation + View Email Delivery Status
Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitationMCP > Creator connection failing with Claude
I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receivingPrinting from Zoho Creator hosted on my own server to printers hosted on my clients local network
Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.Zoho Creator Form Search
I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have
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