Modify records from multiple forms
Hello, I have been trying to figure out how to share information across several forms. For example, I have a main form that is used to capture customer information (named Customer) and another that is used to generate an estimate (named Estimate). I am using the lookup tool on my estimate form to reference the customer form and to bring in customer information (named Customer) but I have not figured out how to get the estimate form to publish information to the customer form. This needs to allow
How to count the number of selections in multiselect picklist?
Hello! We have a form (see it live here under Step 2) where the non-prisoner public can select from our list of potential prisoner penpals and give us their email address. (If you use it, please call yourself Test, test@test.com, and only select the Test prisoner records). Currently, we have an email sent whenever a form is submitted to people who review the requested penpals, and only approve it if there are fewer than 5 penpals requested. Ideally, there could be an automatic cutoff built-in.
How do I change the font used in a report?
Can I change the fonts of single lines, dates, email addresses etc. in a report?
Problem with 2 Subforms View in HTML
Hi, I have an HTML view called "Product Offer Sheet" based on my form Create_Products. I fetch and display data from the form = no problem (using: rec = Create_Product [ID == input.id.toLong()]) Then I fetch data of on linked form = Problem (using: for each z in rec.Product_Quotes_ID) And then I fetch data of a subform = no problem (using: for each i in rec.Composition) When I try to save my free-flow script, it cannot and the error is mentionning that my used data (for example: z.Payment_Quotes_Customs_Fee)
Invoice ID Field
Hi Team I have created an invoice within Zoho Invoice from Creator. I want to extract the Invoice ID from the mapped invoice. However the following code to populate Invoice_ID does not work. As a matter of fact Invoice_ID, Invoice_Status and Invoice_Sent_Date do not populate at all (these 3 fields need to be populated right after the invoice gets created). gateWays={ "PayPal" : 1, "Authorise.Net" : "", "GoogleCheckout" : "" }; invCustResponse = zoho.invoice.createcustomer({ "CustomerName" : input.Customer_Name,
Get text from a Zoho CRM field in Zoho Creator
As we know Lookup field in deluge script (input.lookup) gets record ID from lookup table(form) regardless our display settings. To access fields in lookup forms we have to use val = formname[ID == input.lookup].field; My question is, if I use a Zoho CRM field in my form with a field ID like Details_ID how can I get the text (and not the ID) of the selected field? For example this one returns the ID Name = input.Details_ID;
Dead-end ZOHO support on dynamic pick list
list = Product [Category == row.Category] sort by Product_Code ; clear row.Items; row.Items:UI.append(itemlist.Product_Code.getall()) ZOHO acknowledges that the code above at https://www.zoho.com/creator/help/fields/add-to-picklist-dynamically.html doesn’t work. I’ve waited weeks in vain for support to get back to me with a solution. Any ideas? Thanks.
Populating information from CRM Modules
So I am trying to use code that I have used previously with no luck. In the past I have used the CRM Lookup to populate fields in a creator form from the Leads Module. It works perfect every time. Now I am trying to do the same but pull the information to/from the Accounts module and get a generic error every time I try it. Code that works: crmResp = zoho.crm.getRecordById(("Leads"), input.Zoho_CRM_ID); input.Company = (crmResp.get("Company")).toString(); input.First_Name = (crmResp.get("First
Using a record as a template for a new record
I'm wondering if this is possible and if my idea of how to do it might work. Maybe someone has an example of this they could share? I want to be able to create a new record that pulls all the value from another record (the template record). The simplest way to think of this would be a drop down that when a value is selected will fill in the entire form. I don't want to code this long hand and instead I want the values to be fetched from another record that is a template already filled out appropriately.
Embeding Image In Creator from URL of Image Using Deluge Script
I would like to be able to pull an image into my forms image field using it's URL by Deluge Scripting. Here is the URL of the image I want to pull in: http://s3.amazonaws.com/gimages/san432/4169643/21826/Image_1_ae045da0-acb2-0131-847c-22000a1fb1c7.jpg Is this possible? In other words; I want this image to reside within Zoho Creator, not on another server. Thanks for any help.
Subform field actions not working in parent form
I am creating a sales order form that will have a subform, called products, that has a lookup field that searches ZOHO CRM-Products. The products form also has a quantity field and a price field. I added a field action to the lookup field that populates the price field with the price of the product selected using this: crmResp = zoho.crm.getRecordById("Products", input.Product_ID); x = crmResp.get("Unit Price"); input.Price = x; This works fine. However, when I access the the subform through the
SendMail Not Working
I have a public sendmail form but require users to zoho-login before they can see it. Here's the error Here's the form Cheers, John Whitney
Unable to set correct variable
I am stuck, and in need of some assistance please. Line 5 (VAR_Tool_State) if I understand correctly should return the newest entry that meets the two criteria stated. However it is returning the FIRST entry made for the tool and serial number combination. Any ideas? Support has access. //ASSETS Current Location Lookup VAR_Location = Assets[(Part_Number == input.Part_Number && Serial_Number == input.Serial_Number)].Move_Asset_To; VAR_Assigned_To = Assets[(Part_Number == input.Part_Number && Serial_Number
Company Info on Form
Hello, I created a form in Zoho creator for Invoices. I have added all of the fields necessary. All is good but at the top of the form I would like to include my company name in case I need to print the Invoice. How can I add/embed the following to the top of the form? Invoice My Company Name Address City and State Zip Phone Thanks. Iram
Formula data type doesn't show up as Currency
I have a formula field (Revenue) that is calculated from multiplying a Number field times a Currency field. The result is not showing as a Currency field. Details: Qty is a user-input field, data type is Number Price is a user-input field, data type is Currency (USD) Revenue is a formula field, (Qty * Price) -- it should be shown as a Currency type, but it's showing up as a decimal field. How can I make Revenue show up as a currency data type in my views and reports??? Thanks.
Cannot iterate all values of a subform in HTML view. Only the first one appear
Dear Zoho team, I am working on an HTML view (page) add it to a custom function in a report and it works fine. It is a "Product_Offer_Sheet" HTML. It will fetch data from my Form "Create_Product" No problem about that but in this HTML view, there is one table where I must display the composition of the product which is in a Subform "Composition" of the Form "Create_Product" I did the following code but I can only see the first record of the subform htmlpage Product_Offer_Sheet(id, hidePrint) displayname
Newbie needs expert advice PLEASE!!! :)
Hi All, I have two forms, Job Enquiry and Customer List. In the Job Enquiry I have a dropdown box field that selects if the client is new or existing. If new is selected I want to be able to automatically open the customer list form and complete the add new customer data entry. If possible I would like to be able to select a client company name from a drop-down list in the job enquiry form and the other associated fields from the customer list (I.E. Contact name, telephone number, email, address,
Adding Data From Email (Disclaimer, Signature, Images)
Hi has anyone found a way to get Zoho Creator to ignore footers at the bottom of an email when adding data to a form through email? I have setup an excel file that uploads to our database however I have found many of my clients have a Disclaimer, Signature, Images etc at the bottom of the email. I am getting excel to generate the email as n HTML file however any text after the form information causes Zoho to generate an error. I contacted support and was told the is no work around. This is a huge
Cancel Delete if there are records in another form that are related to the form I am trying to delete
I think this is simple. Basically if someone tries to delete a PO that has a single or multiple time records associated with it I want it to cancel the delete. I am not sure if I need to count and then create a condition off of that count for it to work? For example, rec = Employee_Time [ID == PS_Work_Order_Purchase_Order]; if (rec != null) { alert "There are Labor / Equipment / Material records in the database you cannot delete this PO / WO!!"; cancel delete; }
business rule.
Hi, I am trying to add following business rule. Please let me know how can I do this. Check box1 Check box2 If the check box2 is checked we have to make check box1 as mandatory. Can this be done by creating creator rule or do I need to do this by java script. Thanks in advance.
How to Make HTML Content Editable without JavaScript / jQuery?
Dear Colleagues, My question is general and I do not know if it is possible to do that in Creator. Let's say that I have an html page with a simple table like <table> <tr> <td contenteditable="true">Hello!!</td> </tr> </table> As we know, HTML has an attibute called contenteditable, in which we can edit the data in our page. The problem is that if I change the text and then click the Print button, it returns 'Hello!!' and not the text which I last inserted. I think that this is because
Is there an easier/better way to create a script that repeats n number of times?
nline = List:Int({1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11}); cntLst = List:Int(); num = input.n; for each integ in nline { if (!(num == 0)) { cntLst.add(num); num = (num - 1); } } for each ent in cntLst { some proceedure } Any help would be great!
How to determine if the lookup dropdown does not have a selected value
I have a master form: Branch Master - ID - Branch Name Another form - Account Name on Account Branch (Lookup from Account to Branch Master on ID column of Branch Master) On the Account form, when I write this code input.Branch != null to determine that the lookup dropdown has a value, I can't even save the script. How do I determine if a selection has been (or a selection has not been made) made on a lookup dropdown?
Public Access and Login
Hi, I've built an application that I wish to make public and commercialize. Is it possible to customize the registration for my App that combines with your login registration? ie I want to ask additional questions and log them plus send login confirmation with username and password. Key reason is I use the login variables within creator throughout the App and if I make the app public with login I think I lose this variable use, I'm not sure how to get round this. Also want to change the Home option
Duplicates/launching same application multiple times
I'm creating an application that I would like to launch to all students on campus. I would like to relaunch the SAME application every semester to update the students file on which classes they have taken. How can I do this? Also, how can I make sure that every time they fill out this application, their information will automatically update their previous report and not add a duplicate student with the same name? Thanks!!
Subform Bidirectional lookup
Hi Zoho Team, I have the following problem: I have 4 forms (Supplier, Product, Quotation, Order) Supplier has a bidirectional link to Product (One Supplier, Many Products) Product has a bidirectional link to Quotation (One Product, Many Quotations) And now I am working on the bidirectional link between Quotations and Orders (One quotation, Many Orders) But I'm stuck, I want a subform in my Order Form because it allows users to create an Order including several Quotations I can create the lookup field
auto fill field in sub form
Hi I have tried following other posts about auto filling fields but cannot seem to get it working, here's my set-up: Main form: quote_system Sub form: areas Price list form: master_price_list In the sub form, users will fill out rows of data completing a quote, they start by selecting an area (which populates from a lookup field), based on this selection a new lookup field gives them a type from the master_parts_list which in turn gives another dropdown with possible parts (again from the master_parts_list).
Identification of Duplicate Records
What is the most efficient way to identify duplicate records for a large number of records? It does not seem efficient to compare each record to all others because of the maximum number of executable statements per deluge action. Note: I did not enable one record per user due to the type information being gathered. Cheers, John Whitney
multiple many-to-many relationships
Main Problem is I want to ensure the database structure is correct so that I can convert it into Zoho Creator Form Combination (This is one element from a multi-function 50 Form application (Functions range from ordering products from suppliers to maintaining inventory etc...) I can give access if necessary, I have attached a visual of the 'problem' as Design Specs.pdf and A copy of the already implement database in Zoho Creator (which works and I am happy with, I develop the relationships in Access
User Creator to create seo application to track domains and project status/next actions
Is there a way to use Creator to extend ZOHO Crm to track domains per Account and marketing activities. Is this done easily by integrating zoho projects or do we need to build a custom app in Creator? Thank You
Missing Embedded Code
Dear ZoHo Experts, I have a problem with ZoHo Creator, i have builded an app. It looks good. But now the problem: I cann't find the embedded code for the website. It seems that the embedded code has disappeared from the Publish tab. Can you figure out what is wrong? Is it a bug that you have to solve? Kind Regards, Jan Willem
Possible Bug?
Hi, When I try to execute the "Add Product" action from your Order Management 4.0 sample. (Please refer to attachment Script image) The Error message displayed. (Please refer to attachment Error image)
Why does this request give error 2892? The application name is correct.
https://precreator.zoho.com/api/json/myapp/forms/?authtoken=0e508cec205591dc3f137662b614f2fb&scope=creatorapi I don't know why this gives an error. The authtoken and application name are both correct. Is this a bug? If not, how can this be fixed? Thank you.
Not All Table Objects Available in Form?
In my Phone_Line form, I am trying to add a reference from another form Line_Account. The following is the code from the field I'm creating in the form Phone_Line. Why does this work: must have Line_Account_BTN ( displayname = "Line Account (BTN)" type = picklist values = Line_Account.ID displayformat = [ Parent_Account_ID + " - " + Phone_Number ] sortorder = ascending searchable = true width = 206px ) But this does
Is there a formal enhancement request system with Creator?
Is there a formal enhancement request system available for Creator? I am hoping that I can log many enhancement requests to make this tool more wonderful. It is a great tool already. But like every piece of system, there are always rooms for improvement. I would appreciate if any of the Zoho Creator team can response to this. Thanks.
Import Inline Subform Data
Is it possible to import data from Excel to a form that has embedded subforms in it (subforms that are created inside the parent form as opposed to being created on their own and linked)? In excel I have one subform field populated with comma-delimited values. In the import wizard, I map this excel column to the subform field (tried it by selecting and deselecting the import subform data checkbox on the first page of the wizard). The import declares success for both the parent record and the subform
Automated Mail to Specific used
Is it possible to send automated mail to specific users based on user selection? I have 5 spocs whose names are available in the drop down field, Automated mail need to be send to them based on the user selection with some or complete data of the details entered by user. As of now I have used send confirmation mail option which send mails to all users. I need to restrict it to specific users. I don't know scripting nor any have any developer to help me. I understand it is possible with little bit
Possible bug with date-time list
I have a records with date-time values (Program_Starts), and have copied some of the values below to explain what I'm seeing 29-Apr-2014 13:00:00, 29-Apr-2014 17:00:00, 30-Apr-2014 09:00:00, 30-Apr-2014 13:00:00, 30-Apr-2014 17:00:00, 01-May-2014 09:00:00 What I'm trying to do it make a list of records that only have date-time values after today. Here's my code class_list = (Classes[(Program == "XYZ" && Program_Starts > zoho.currentdate)].Program_Number).getall(); When I run this, it returns all
Calling Zoho Creator API from .net CSharp
I'm able to make the request with desired fields (WebRequest.Create), using csharp code but got an error in response. Below is the response (request.GetResponse()), all required fields are provided still I get the error: Failure, Enter a value for...... <response><result><form name="Decision"><add><values xmlns="add"> <field name="LDC"> <value>AGL</value></field> <field name="Commodity"> <value>Gas</value></field> <field name="Customer Name and Parent Name"> <value>TEST CUSTOMER</value></field>
Issue about HTML page
Hi, In old edit mode, I can using the code in HTML as below: <%if (count(Dept[Dept_NO == 1])>0){%> You have already added the department. <%} else {%> You need to add department first. <%}%> But in new edit mode, I can not using this code in HTML. It displays "null". Kindly help me to check it ?
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