Zoho CRM getRecords and search question
Hello, I am looking into the Creator - CRM integration. I can succesfully fetch records with this command: zoho.crm.getRecords("<ModuleName>",<fromIndex>,<toIndex>); For example I can create a list that contains the names of my accounts. Now I also would like to search for contacts in CRM I could use the following: zoho.crm.searchRecordsByPDC(<moduleName>,<criteriaColumnName>,<criteriaColumnValue>); The fields I can search for in the module contact is only accountid For the module contacts
How can i do this ?
hello Members, I am creating a form which provides me order from my customers for this i am use two Forms first form for registration and another for Create Order on the registration time i am provide 50 Orders to my every customer. this mean my customer give me only 50 orders. Now in my Create order form there are following fields 1. customer name 2. date 3. total Orders -50 default set on load 4. Rest Orders- 5. Order 6. email ID so now i want that in rest orders filed the customer sees his rest
Adding new entries for lookup fields
I have an application I am developing that has nested lookup fields; i.e. I have lookup fields in a form that allow users to add new entries to the form that is being looked up and there are also more lookup fields for yet more forms in these lookups. The problem is when I add a new entry for a form via this method it is not updated immediately so that I can select it as an option from the drop down lookup list. Specifically, I have a PERMIT form that needs to have a SITE attached to it. From the
Can form or view title be changed dynamically?
They can be changed manually in form designer, and by changing the textual form definition. BUT: - is there a way to change them dynamically, from deluge script? This would be VERY useful, since it would allow greater application customization based on some settings, by customer information, etc. etc. Just in case, I tried setting form.displayname variable from deluge, but that did not seem to work ;) Please consider adding this simple feature if it's not there yet.
Error Message
I keep getting this error message and I am not sure what exactly is going on. 1 . [t_506841000000384059] Exception occured while setting value in PreparedStatement for the Column [invoiceDat_506841000000426035] Check whether the datatype for this column is given as specified in the data-dictionary .[t_506841000000384059] Exception occured while setting value in PreparedStatement for the Column [invoiceDat_506841000000426035] Check whether the datatype for this column is given as specified in the
Feature of Creator
Hi, there, Creator Html View support Dhtml or html5? dhtml or html5 is a good feature. Thanks, Andy
My application disappeared completely
Hi guys, I've been working on an application to manage a pilates studio, and have had so many bugs in the scripts that I decided to start over. Forms don't display correctly either, sometimes it helps to just log out and log in again, but not always. So I renamed my application to "pilatesv1" or "gestionpilatesv1" something like that, and started over with a new application named "pilatesv2". And now, misteriously, a new application appeared called "Alumnos" which should really be the name of a form
drop down list going null on success action
I am rebuilding a few (lookup) drop down lists as the user goes through the form. When I get to the success action and try to use the field values they are null. Previously it was working, but all of the sudden I was getting null values. I checked everything and put in alerts and info to see where they were being changed. To no avail. My question is. Are the input actions executed again during Submit? This is the only thing I can think of. I rebuild certain look up fields depending on previous
invio automatico di email
Salve , ho creato un form con un campo col nome invio email di tipo dropdown con valore (si, no) ed un campo per l'email Vorrei che se in nel record invio email seleziono si il sistema invii in automatatico un'email all'indirizzo messo nel campo email. non so assolutamente come si fa lo script
Can contacts be linked to different profile types?
I am trying to create a non-profit organization database (using one of the shared applications as a start). I have categories of contacts like "donors", "volunteers", and "event staff". Is there a way that I could create the database so that a contact can be in more than one category? Such as, a contact is a donor and also a volunteer, with all the fields pertaining to both categories on their contact page? Is there any way to do this in Zoho Creator, or am I trying to make something work that just
record exist
short Q check if this record exist before adding the new record detailed Q now i have a form that i entered data to a data base using it and i want to verify that this new record is not exist before how can i do it?
Simple Question - How to auto update a field?
Hi, I am very new to Zoho Creator. I am trying develop my first application for a small company I work for. My problem is as follows: I have a one form called Estimator which has 2 fields Estimator's name Estimator's Email Id The second Form is called Estimator's Log where one of the fields is Estimator which is a "Lookup" field and the values are looked up from the Estimator list. I also have an Estimator's Email field in Estimator's log which I want the program to auto update as soon
relation between tables [forms]
how can i make a relation ship between tables? is it a MUST that i make it using MDB first and then import it to zoho?
Prevent Adding Record within To/From Range
I have a form that has "To" and "From" fields for a range of days (e.g. FROM 0 TO 30). There are multiple records in the table From To 0 30 31 60 60 90 I would like to prevent the user from adding a new record between these numbers on the form. I tried to do this with a on validate action as follows, but it does not seem to work: if (count(Cancellation_Policy[((Property_Code == input.Property_Code && From_Days >= input.From_Days) && To_Days <= input.To_Days)])
Deluge scripting failure
Hi support team, In july, I wrote a deluge script using apitite Creator-CRM library from the market place. The purpose is to retrieve a few records from a CRM custom view and populate a table in creator for reporting purpose. Everything was working fine in July, but it appears now nothing works anymore for no reason. After half a day trying to understand what was going on, deleting script parts in order to pinpoint the issue, upgraded to the latest apitite version, I tried to follow the running script
auto complete for multiple textbox
I am having 2 autocomplete textboxes. One for 'product Id' and another for 'product name'. If I change ID, automatically name should be updated and vice versa. How can I do this.
Edit a checkbox to completed
I am having the following issue and can't seem to find the answer. I have 2 forms in my application. 1 creates a request and the second for is used for follow-up. On the second form I created a link that pulls a drop down list of the requested with completed == false from the first form. What I wanted to do is on a succesful submit the field of the selected record ID the Completed field becomes true. Any ideas on how to do this? Thanks in advance for the assitance!
create and search question for public database
I am trying to build a publicy available database, that will accept data from approved sources from various states across the country. It will essentially list a restaurant. Then on the same website, i need to build a search feature that allows the general public to search through that filtered data to find specific locations. I got the first part down pat but I'm stuck on the second. Can anyone help? This has been great so far!
Links inside of PDF export
I have a form with an upload field. I have run the form and uploaded a picture. I have seen the sample app which displays the picture with the standard view or html view and been able to get my application to work the same way. If I export the view to PDF however the picture comes across as a img link which is not a hyperlink inside of the pdf. Same is the case within the sample application. The HTML view exported to PDF does not show the image either. Within the pdf doc how can I either show the
Counting Form Cells
I have an app that a client will enter in a bunch of information about customers and who is the salesperson. What I am wanting to know is if there is a way for another form view to show a count of all the entries for a particular salesperson. So I would need it to go through each entry of the other form and check the salesperson then keep a count. I know how to keep a count and stuff but I do not know how to check each entry like that.
Displaying complete records (not just a few fields) from 2 forms in 1 view? Possible?
Hello, I have built two forms for a client organization with groups and service centers (called intergroups) worldwide. Groups and intergroups have to register with the main office, hence the two forms, group_registration and intergroup_registration. I have thought about consolidating the two into one, but each one collects some specific data that the other does not. The forms are made, but nothing is being used live yet. Both forms have 2 multiselect fields, named identically, Country and State/Province.
on click script in stateless form returns an error
Hello, I am developing two stateless forms to insert data into a main form. All I have is an insert code, an alert, a sendmail, and a reload. When I test the form I get the following error. Error details: Error occured while executing on click script. Error occured. (this is what I get when I'm logged in as admin) If I'm logged out, I get 'A problem has occurred, contact the administrator' The form I'm referring to here is "Group Registration S", which inserts into "ROOT Registration Form". I
Populating Drop Down list from Form
I am creating a class website that will have information for my students regarding test, homework, and other information. I would also like to add a scheduler so that the students can set up times to come see me. I know basic html but I am not familiar with databases which I learned is need to populate the fields for the scheduler. I thought Zoho would be the solution to my problem however after creating the form Im wondering is it possible to connect the information from the database to the drop
postURL not working
For the life of me I cannot get the postURL to work. My objective is to post for example id, name, address to my own PHP website. The PHP website reads the variables and creates a PDF file which is flattened and loaded into the browser. I have tried everything, read everything, but cannot get it to work. There must be a way! Somebody please help me. I am stuck!
Recommendation to relate 1 form with another?
I have a form, Policy. On it I have field Policy Number and Expiration Date. I have another form, Attachments, since a Policy form can have multiple attachments related to it. One attachment is only relevant to one policy. On Attachments, I have fields, Title and File Upload. What is the recommended relationship direction and why? 1) Put a lookup field on Policy to lookup the Attachment title (multiselect) or 2) Put a lookup field on Attachment to lookup the Policy number
User login without "zoho user login system"
Hi. I had created a input data form on Zoho creator and i woud like to grant access rights only for or a list of specific users and password provided by me. Is it possible i design the user/password system without to use "Zoho Creator login"? Cause i have a free signature and needs to grant access rights only for a list of specific users. Thanks. Regards. Juliano.
Cannot add records
I cannot add new records in form or list view. Below is the error message. 1 . [t_650582000000012062] Exception occured while setting value in PreparedStatement for the Column [Strategy_N_650582000000019535] Check whether the datatype for this column is given as specified in the data-dictionary .[t_650582000000012062] Exception occured while setting value in PreparedStatement for the Column [Strategy_N_650582000000019535] Check whether the datatype for this column is given as specified in the data-dictionary
Filtering an HTML view by Country and State without making hundreds of pages with iframes?
I have a form that collects country and state service area information from groups via 2 multiselect fields. They are multiselect because groups can provide services to one or more states or even countries. This information will be accessible to the public to find groups nearest to them. I need a way to display the data once the user selects the criteria. They will select their region, then their country, then if in the US or Canada, their state/province. This will take them to an HTML view
Roles & Profiles?
I am creating my first Creator database for a customer. My customer has 6 employees and needs them to have different access levels to the data. Is it possible to create roles or profiles or field-level security for a Creator database like with ZohoCRM? I am currently a free basic user. Thanks -- DJ
Sum Form to display another Form
I have two Forms - in one, the User inputs Daily Sales, Labor, and other figures. In the other form, the User inputs Supply ordersm broken down by Food, Paper, etc. User can input more than one Supply Order a day. I want a View that shows me the Daily Sales, Labor, and Total Supply Amounts for that day. How do I sum the Supply Amounts and add that to the Daily Sales Form? Thanks, Kim
Use of empy field condition
I have generate 2 forms (1) Form-1 : 3 fields (2) Stateless form Data will be entered in stateless form. Total 6 fields generated in stateless form. A customized button also generated. A deluge script attached with this button (On click). Script is such that it will add first 3 fields of stateless form as a first record in Form-1 and another 3 fields of stateless form as second record in Form-1. But If I keep fill only first 3 records in stateless form, keeping another 3 fields empty, deluge script
Help: Need to fill in a field on one form based on field in second form
Form hierarchy: PROJECT ---- WORKAREA ----------WORKFLOW The relationship is that 1 project can have 1 or many workareas and then each workarea can have only 1 workflow When each workflow is marked complete via the field COMPLETE? = yes, I want the associated workarea to be marked complete. Further, the project needs to be marked complete when all of the associated workareas are marked complete. Also- this needs to run well on a mobile device and not include anything that would prevent an iPhone,
Editing Forms and Child.Parent Relationship
In my application, I have set up a relationship between "Courses" and "Programs" by creating a look-up. Each Course and Program is also associated with one or more fields from a "Taxonomy" form. I have created a View called "Programs and Courses for Taxonomy." I would like the View to show a list of Programs, and then the list of Courses associated with each Program. I would like the following in this View: 1) For each Course to have its own line and for the Course Name to be a hyperlink into
How can i attach two forms with one form?
Dear Members, I am create a form which value are depend on other two form then how can i create this type of relationship. like one is type of login form and another two is type of signup pages. now how can i create both (signup) pages relationship with only login page. means when user type any information in the login page then it is fetched or verify data from both two pages. Thanks in advance Wait for reply
Uploading large Excel File
I have an excel worksheet that contains 90 fields that I would like to upload to an existing application in order to create a new form and view within that application. I rec an error message from the ZOHO migration tool stating that there are too many columns. Can you help?
Help linking forms
Zoho newbie. No scripting experience. And now my questions: How do I create my app such that completion of formA directs the user to either formB, formC, ... formN based on inputs on formA? Also, are Zoho Creator apps (forms, views) intended to function 'as is' or are they supposed to be embedded in one's pre-existing website (via HTML or whatever)? Thanks, Steve
Linking forms based on inputs
How do I create an application that launches a form based on input from a previous form? For instance, launch formB, formC or formD as based on answers (input) submitted in formA. Thanks
How to add multiple data in one form?
I need to create a simple application that has the following information: (it's a letters database) The user create a new "Received letter". He chooses from a list of senders, just ONE name. Then he chooses date, subject, etc. And he chooses, from the same list of senders, the "RECIPIENTS", that could be MORE than one. How to associate more than one recipients in just one form? If I use Multi-Select box, I cannot search for a name (have more than 20.000 names in a list). Suggestions?
Update field value in another form
Help with syntax please. I have a form [tasks] that records tasks and links them to the Jobs form [jobs] using a job number. I've created script in the Task form that counts the number of active tasks against a job number and assigns the value to a variable called active_task_count. What I want to do is update a field in the Jobs form called active_tasks with the value of the variable active_task_count against the specific job_number. Martyn
Can a field be conditionally required?
For instance, I have a 3 fields: Allergy---- Dropdown- Yes/No- REQUIRED Severity--- Dropdown- Mild, Moderate, Fatal- Not required on form load Allergen--- Dropdown- Pollen, Bee, etc.- Not required on form load Here's what I want: IF Allergy is Yes, THEN require the Severity and Allergen fields IF Allergy is No, then no change needed This is necessary because if you make the Severity and Allergen fields required on form load and the Allergy is NO, then you don't need to fill them in. But if the Allergy
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