Integration of Contacts
Hello - I am creating an application with ZC. In many forms/tables, I need to access basic information about Individuals and/or Companies ie, name, address, birthdate, etc) Information that could happily live in Zoho Business: Contacts Is there a way for my AC application fields to lookup the data from Contacts? Or, do I need to create it from scratch within my application? Thank you - Marion
Adding Records By email With Empty Fields
I have a form with many fields I use for people to submit stories that we might cover. It includes dates and many other fields that we use to assign the story to some one and track its progress towards completion. Most organizations do not have the time to fill out the form and just send us an email announcing their event. Until now, we've cut and pasted those emails into the form to create a new record. That's a labor intensive process and I'm looking for a short cut. I would like to forward
Stateless Form > Redirect Upon Submission
I will be using Zoho Wiki pages to display my forms. The forms are pasted in as ZC i-frames. The issue I have is that after a user submits one of my stateless forms, only the i-frame is updated. Here's the end of my script... alert("Thank You! You will be notified by email after the PTO moderates your suggestion. This page will now reload."); openUrl("http://mywiki.net/Suggestion.html", "same window"); Is there some other way to notify the user of his success in submitting a stateless form, and then
EMAIL DROP DOWN BUTTOM
Hi, i need some advise, i got a form set up, but in my form i have a drop down box with 50 peoples names, i want to make my form in scuh a way when the visitor complete my form they select the relevant person from the drop down box, when they click the send button it must email a notification of the form to the selected persons email adress, I obviously need to add all the relevant email adresses somewhere, but when they send it must only send the form to the selected persons email adress, Can someone
Creating a Form Picklist using criteria based on common ID from different Form records
I am trying to create a Picklist that has a criteria based on a common ID stored in different Form records. Here is the scenario: ACCOUNT Form - creates records for Companies - unique record ID is created (Account.ID) CONTACT Form - creates contacts with reference to Account.ID (Contact.Account_Name) - has field Full_Name for Person's Name (Contact.Full_Name) NOTES Form - has picklist that imports Contact.Full_Name (Notes.Contact) - has the parameter Account.ID fed into it and stored (Notes.Account_ID)
Edit link on view record openning up in New Windows??
Is it possible to chose how the "edit" link on a View record opens up the input form for editing? At the moment, the input form opens up inline to the page being viewed, which is fine inside the application, but unfortunately it becomes a problem when the View is being embedded into another website using the <iframe> approach as it creates a very small scrollable region for the input form. The <iframe> height is set to auto as I have more than one View being displayed on the external website page.
Embedding Deluge Script View not correctly using "no prompt for login"
I have a deluge script view that I have used the "Embed in your Website" without require login feature, however the login prompt still comes up when I view the page with the embedded iframe in it. What is wierd about this situation is that some of the embedded page does work and some does not. The iframe code is very straight forward: <iframe src="https://creator.zoho.com/XXXXX/crm/view-embed/Detailed_Account_View/9sneBBK3zXr9NNOEezxttKGfaO5U0MAVZ6RuD3YQgAR9KNmedYH0TmerJuHWGX7AwnOsrrgVh0K8KGkqJxQjwRQw0FmZSRJ1TQWf/account_idstr=310076000000041991"
Advanced CRM
I would be willing to pay someone to develop a Zoho Creator solution to this and it would require some phone time to explain and detail the problem. Problem: I have a dataset (in excel) of about 300 records that needs to be tamed into a workable solution Issue: Two lists - Some overlapping memebers We have a mailing list that includes members that have contact information including addresses and emails. Some members are unique to each list, and others exist within both lists. There are members
Error when trying to embed form without login
I am trying to embed a form in another website using the API key but I get a message that displays "Error occured please contact application owner.". I searched for that error and didn't find anything. Any help would be appreciated.
Display a table within a form
Can anyone tell me how to insert a table into a form? Here's what I want to do: I have two tables and two forms. Form B has a lookup pulled from Table A (Field A). I would like Form A to include a lookup of all items in Table B that use the lookup pulled from Form A (Field A). Is there any way to do that in Creator? And once those items are displayed in Form A, can I add more items to Table 2 through Form A? Thank you!
Looking for developer help for Invoicing application
I am working on an application for tracking some physical therapy bills. It needs to create an invoice to an insurance company that is broken down by patient and searches across a date range. I am stuck on creating a query that can have 4 parameters, Start Date, End Date, Insurance Company and Patient Name. All of these items must be changable on-the-fly. I built the date range filter but the application needs to be edited in order to adjust the date ranges. Now that I found out from the user I also
Form vs. View dropdowns
I have a small app that takes user input via a simple form. When the form loads it sets the values of a dropdown (the Activity) based on the contents of a table (i.e. the Activities table). This allows new values (i.e. new activities) to be added to this dropdown by the user. This all works fine. However in the view these new values do not appear when a record is opened in edit mode. The edit form is the same as the entry form but the new values from the activities table do not appear. Can the
how to sort an imported "list"
I am trying to sort a picklist that is imported from data that is stored in a table automatically created with a different form submit. The code that imports this data is below. I tried having the Pick_Student field be sorted alphabetically, but that didn't work. I don't know how I can change my code to do this. Can anyone help? must have Grade_Level ( displayname = "Grade Level" type = picklist values = {"5", "6", "7", "8"} on user input
Apply script on 'child' form field based on 'parent' form field
Hi, Right, I did a bit of cheating and combined fields in one form which should have been in two seperate forms - a contact form and an event form. Seeing the error in my ways, I decided to redesign and split the field up into their respective forms. Here is how they look now. Contacts firstname surname email Marital_Status (Dropdown - Single, Got a partner) partnerfirstname partnersurname Event ContactID (Lookup field importing ID from Contacts) Attending_Event (radio field - Yes, No) Bringing_Partner
Contains Criteria
I am working on an if statement in which it looks for the word "AUP" in a specific field. For example, if (y.AUP_Status == "*AUP*") { show sFiles_Activated; show Password; } Thanks, Justin
Note field span
Is there any way expand the note field so it spans across both form columns. I need produce a form sub-header.
Stateless form submission invokes script
I have successfully created a stateless form that sends data to my "default" Zoho Creator database. What I'd like to know is if this submission can trigger a script in the default database to send me an email. I put a simple script in the default database's On Add>On Success section, but did not recieve an email. Any advise on this issue is appreciated.
Hide app name in summary view
I put the iframe of a list view in a webpage and when the user clicks on an item, it takes them to the summary view of a specific item. There's a link at the top to my app that says "app name by username". How do I hide this? The link is clickable so the page is loaded within the iframe. Is there a way to edit this? Ideally, I'd like to be able to customize the heading so that the information is specific to my item (maybe a link to a wikipedia page, or something). Other options would be to just hide
Personality Variable
Can anyone tell me what a personality variable is, or how I would declare it? Here is the code: if (count(Further_Category_Options[Sub_Categories_Selection == input.Material_Sub_Categories]) == 0)
{
clear Further_Category_Options;
}
else
{
for each subcategory in Further_Category_Options [Sub_Categories_Selection == input.Material_Sub_Categories.toString]
{
Futher_Category_Option_Field:ui.add(subcategory.Futher_Category_Option_Field);
}
} In line 7 I added "toString" because
Would like to learn more about using built in functions
Hi, While there is some information in the Help on the definitions of built in functions, there is little in the way of examples on how to use them to make your application more powerful and elegant. I'm guessing that some of the functions are fairly standard amongst many database platforms so there most something in the way of resources to teach me how to use these even if there are not directly related to Zoho?? Are there some example of how to use and call these functions in the Help files that
Chart Views: Group by issue
Techies, Brainiacs and Wizards-- I have an app (written under free version) that captures consumer information about creditors. The main form captures the zip, state, dollar value, opinion questions, etc. It appears that the database behind the forms is creating a unique id for each user--which is good--exactly what I want! So here is the trouble--I want the bar chart/pie chart to group the total dollar amount by state. What is happening is the chart is grouping the dollar value by state by id--I've
Newbie Warning:
Hey Brainiacs, Warlocks and Wizards– I LOVE, LOVE, LOVE this ZoHo creator product–what a fantastic tool–even though I’ve only been working with this tool for a day, I can see its potential!:-) I am REALLY confused about something though. I want to create a payment allocation matrix. What I want is a single currency field which takes any $usd value–let’s say for this example: $100.00. I then want to create the matrix for a lookup based on a customer/client that is predefined. So, let’s say user
How to sort by refered lookup field ?
Here's my sample case I have to forms: Form1 Product Color Size Owner (lookup based on Name in Form2) Form2 Name City I'd like to have a view based on Form1 and sort for a specific city (and maybe not showing City in the view). I'd like to sort by URL like this https://creator.zoho.com/<user>/<appname>/#View:<viewname>?City=Montreal Thanks for your help. Pascal | nsisolution
Hi There | Big Form Problem
Hi there, I'm new to this Zoho thing but I'm liking it so far. I have a client who is requesting a form be made. The company does a shuttle service for college kids and on the form, there needs to be (2) drop down windows. One for university, and the other for dormitory name. The client is asking for the dormitory drop down window change accordingly with the university selected above. So say, if I chose Baltimore University, the dorms would appear for JUST baltimore university, in the second drop-down
"Sharing" a Public App?
I started a public application in someone else's workspace. I created two forms, both with typical data. When I log in to the system and go to the data view page, I can edit the data. The person in whose workspace I created the application can also edit the data. However, none of the other users she invited into the workspace seem to have edit privileges. I tried to "share" the application, but since it's public (and needs to stay that way) I can't. Nor can I figure out a means to allow these
Use Captcha before downloading a file
I have a view with uploaded documents and information about the document such the name of the person who created the document and the creation date. Before the file is downloaded I want to display a Captcha verification to make sure it is a human that is requesting the download. I've thought of several ways of doing this using functions that call a form asks for the verification string. On success it calls a view that shows just the selected record. The user then clicks on the document to download
assign the values to field
Hi..Zoho Developers, I have two forms and views with same names. form1 fields: filed1 - text field field2 - text field field3 - text field Note: above fields are fixed menas it has given values which will never changed. form2 fields: filed11 - text field field12 - text field field13 - text field What i want to do: If form2 field12 = form1 filed2 then assign value to form2 field13 = the same value what form1 field3 has. Note:
Updating is very slow
I have put a lot of work into a member database, and I'm not happy with the speed when updating records. The form is not that complex and the only script is "on succes" which syncronizes the data in the primary DB; input.Hjemmetelefon = thisapp.FormatAsPhoneNo(input.Hjemmetelefon);
input.For_ldremobil = thisapp.FormatAsPhoneNo(input.For_ldremobil);
input.Mobil = thisapp.FormatAsPhoneNo(input.Mobil);
MedlDB = Medlemmer [Medlemsnr == input.Medlemsnr];
MedlDB.Adresse = input.Adresse;
MedlDB.Postnr
Editing hidden fields
Hello, I have some hidden fields on an application, which I show during editing, so that my coordinators can record information about the applicant. The coordinators do not use the owner login like I do. We just realized that when they edit the hidden fields and click "Update", Creator says "Data Updated Successfully", but all of the data they have entered in the hidden fields is not saved. They can, however, edit the non-hidden fields just fine. Could someone help me fix this? Thanks in advance!
i need build web application tool
i need build web application tool
Would Zoho Creator be an appropriate way to go to embed Zoho CRM forms and Reports in a WEB page
Hi, I am not sure if I properly understand how Zoho Creator is used with Zoho Applications (It looks to me more like a device for creating free standing Apps) so please excuse me if this is a dumb question. Can I use creator to pass login information to a Zoho application like Zoho CRM. I want a Joomla CMS admin or super user account to log in as a Zoho CRM user. Can I pass forms and reports back to a web site once a login is complete? I would use standard registered users of Joomla as 'Accounts'
Clearing Lookup Field on Update
I recently created a form with multiple lookup fields with various criteria used to display the appropriate choices. However, when I attempted to clear these fields "on update", I was warned it was not possible for these lookup fields to be cleared "on update". These lookup fields are cleared "on load" of the form. Is there a way to clear these fields dynamically "on update" as a user selects, in this case, radio buttons, on the form.
Accessing API through PHP
Hi all, I want to read, write and update the records in zoho. I tried using the REST API and getting no success. The message I am receiving is: Not Found The requested URL /api/test/xml/ride-info/User_Settings/*****************/update/apikey=****************&Name=********* was not found on this server.I am giving the ID of the record for the first stars, APIKEY for the second and a name as the new name. Please let me know any way to update the records. Thanks. Sangharsh
Creating Invoice from Work order view
I am creating invoicing, work order and work log functionality into my app. I created work orders and work logs via the sub-form work-around as per the help guide (a 'log work' button in the work order view'). I now want to add invoicing, but that won't work the same way, as the relationship goes the other way. I want to be able to select the work orders to invoice from the work order view and then use a custom action at the bottom that invoices the lot of them. I would like to have that be the only
using add record to create 2 records -- lookup issue
I have 2 forms, a contact info form (Contacts) and a project inquiry form (Projects). I am using a stateless form for clients to create both their contact form and project inquiry form. Projects looks up email addresses from the contacts form for its Partners_Involved field (multi-select, in case I am working with multiple people on the project). This ensures that I have to have full contact info from anyone involved in a project (instead of just letting arbitrary addresses be added). My stateless
Indirect Variables
Guys : Is there a feature where I can declare a Variable name to be the current value of another variable as in Visual basic an Fox ? eg: a="b"; b=35; so &a == 35 will be true. Or, in other words : a="b"; &a=35; so b==35 will be true If not, is there a work around for this on deluge scripting ? Thanks, Nelson
Survey / Diagnostic Tool - Complex Branching Supported
I've been asked to build a tool that will allow ask a user to answer five questions. As they answer each question, the list of possible options should narrow. So, at the beginning of the survey, there are 13 possible systems, but based on the answer to each of the five questions, the list narrows down. I'd like to be able to display the list on one side of the page and the question on the other. Any ideas on the best way to do this in Creator? Thanks! - Jay
How Query External Database ?
I need run a query from my app to a external mysql database, how do I do this work ? thanks
add "report broken data" or "update data" link with email?
anyway to add a "report" or "update" feature that will allow users to send me an email either saying the information (in my directory) is incorrect - or that the information is incorrect and here is what it should be with the correct corresponding reference id or field/name? reference what i currently have https://creator.zoho.com/silent1643/phone-bypass-2/ would prefer the link directly under the "view" text link
Issue creating a correct XSD file to store data retrieved from Zoho Creator
Hi all, I did a "GET" in REST to retrieve data contained into my Zoho Creator database in XML format. I get the data below as response but I do not manage to associate it to my XSD. Did anyone know which XSD need to be used ? Is there a specific namespace for that XSD ? Please let me know, Thanks, Nico Message: rest_connectorGETResponseMsg Part: response <response> <records> <record> <column name="First_Name"> <value>michi</value> </column> <column
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