Linking Customers to Customer Portal
Hello! I have a Form with 50+ Teachers. Each Teacher has multiple Students. Two Questions: 1) What is the best process for me to create portal access for all the Teachers? 2) If they log in to their customer portal and fill out a new form, how do I only show their students? Thanks!
Detecting a user closing a form without submitting it.
I probably know the answer to this but I though I'd just ask in case someone has found a way to do this. is there a some kind of on close or on quit event where deluge script can be run when a user cancels or closes a form or quits the window that a form is open without submitting or updating a form.? It would be useful for us to do some data clear up if this happened to one of our forms. Thanks
updateRelatedRecord does not overwrite CRM list
I am using the following command to replace the contents of a related list in the CRM with those of my own list. updateCRM = zoho.crm.updateRelatedRecord("Products",productID.toLong(),"Accounts",input.Account_ID.toLong(),Map:String({"Products":subList})); It adds the records of my list that are not in the CRM list just fine, but it does not remove the records not present in my list. In other words, It's adding the new records I want but not removing the old ones. Does anyone know if there is a way
Deluge function/code for converting decimal to Base36?
Hi, I'm familiar with Excel converting Numbers upto base36 with the BASE function. BASE( number, radix, [min_length] ) Can we do this in deluge in Creator? What's the workaround if not. Use Case: I have an Auto-number field, based on the auto-number field which is in decimals, I want a formula field/function to generate a BASE36 number on another field. Appreciate the help, Thank you, Jayanta
Filter by date on panel in dashboard to show calendar months
In my dashboard page, I am creating a panel showing count of selected records based on date. I want to show each calendar month of the year. i'm not sure how to do this using the date filter options. i can do for each month in 2020, using calendar options 'before' and 'after' but I want the dashboard to roll over into next year and the next etc. So essentially, I need, "if month is January, if month is February" etc. Any ideas?
Payment Cancelled - Still Creates Record
I've written an event booking part of my new system. In this they book in and pay for the competition. I just had a guy press book now, but then close the payment window as he didn't realise he didn't have his card on him. This has still created a Competition Registration record, it's just not marked as paid. This isn't the expected behaviour though. The average user would assume that this cancelled the registration process. Wondering what the best way to handle this is?
Accessing code for Form
I'm having trouble finding how to view/edit the code that makes forms work. I'm trying to make a data tracking application that will be supported by database.
Any way to add actions to Duplicate record function?
I have a report where I've enabled the Duplicate link, allowing the user to make a copy of the selected record. But I would like to give the user the option of altering three specific field values after the record is duplicated. What is the best way to do that?
Repeatedly Add Item from a lookup field
I want to create a form which could repeatedly add item from another form? is it possible? Currently i can use the lookup field to link item from another form, but I want to repeatedly added more items. Thanks for any input in advanced.
Deluge Records of Current Month
Hi I want to pull from the form "Job" and find the number of warranties in the given month. The underlined portion is what i need. On the job form I have a field called Date Received. I want the deluge script to count all records from the current month with the job number than contains W. I can do this via records however this script runs daily and need to do it from deluge. thanks Jobs_Day_Count = Job[Job_Status == "Approved" || Job_Status == "In Queue" || Job_Status == "In Progress" || Job_Status
Public Link Zoho Creator Basic form
Hello, I am trying to find a way to share the public link from Zoho Creator. I see that they say it's been done, but when I press on my share button, many options that appear on these solution sites don't appear to me. Is it because I have the free version? Best regards, Sabrina
Zoho Creator for Zoho One and SSO
Hi, In zoho creator for Zoho One, I can't find the "Click on the SAML option." as described in the help (cf. https://www.zoho.com/creator/newhelp/app-settings/configure-saml-authentication.html). I would like use SSO for customer portal in zoho creator. It is very important for me.Is it impossible with Zoho Creator for Zoho One ? Thanks a lot
Bootstrap
Wondering if it is possible to use Bootstrap for custom html pages.
Submenus & relations
I have a database setup like this : Warehouses > Sections > Boxes. Boxes are located inside sections and sections are divisions of warehouses. Considering that each section is linked to one warehouse only, is there a way when creating a new box and assigning it to a section to have the drop menu list only the sections of the warehouse selected for that box, like a "sections" sub-menu of the menu "warehouses" ? Secondary question : is there a way in a "warehouse" report that have Zoho Creator list
How to access individual fields of a blank sub-form in a report
Hello, I have a form which consists of a blank subform (with 5 fields). Is there any way to generate a report with these 5 fields individually? The only solution which I found for now (in a report) is in a single column to add these fields with space (or comma) as choice delimiter or by creating a link to view (and then the system shows the detailed view). But I would like to have these 5 blank subform fields as 5 columns in my report.
how to enable my application through my proxy server
I have a squid proxy server on my network that is used to block access to internet, i want to allow my application through the proxy settings , what ip addresses should be allowed in the proxy server so that the browser can run my application while keeping blocked the internet access in general.
Field Focus on Mobile App
In a web browser the first field in a form has the focus and is active when the form is loaded. This is not true on the iOS or Android apps. The filed must be tapped to bring up the keyboard. Is there any way to give the field the focus and make it active automatically? My application uses a keyboard wedge barcode reader. If the field is not active, the scans are not entered. It is a common error for the user to forget to tap on the field. I'd like to avoid this by making the field activate
Formula fields are null when they are accessed in "on field input" workflow
Hi, I am trying to access a formula field (KGPerUnit) value in "on input" workflow of a field ($ Per KG). The field KGPerUnit have value. But its value is returned as null when accessing in action. It is the same for any other formula field. Please look at the screenshot. Anyone facing this issue? or Is it specific to my app only? Zoho support is analyzing the issue for past 15 days. But no reply so far.
Restrict type of file uploaded
Is it possible to restrict the file types in the file upload field?
Getting Map information from Google maps
has anyone tried getting map information using an interface with Google maps? If so, what information do we pass to the URL
Conditional format based on lookup field value
All, this may be a very simple question. I am trying to apply conditional filtering to a report based on the value in a lookup field. However I am getting error when setting up the criteria. Would I need to code a fetch the lookup value before being able to use the conditional filters?
Charts being made from Reports/Views
Hi, I see something on the forums, related to Charts being made from Reports/Views, is this still possible with Creator 5? This could actually be a solution for a problem of mine, if it still can be done. https://help.zoho.com/portal/en/community/topic/record-owner-field-is-not-being-honored-by-the-charts https://help.zoho.com/portal/en/community/topic/pivot-chart-based-on-views
Limiting access to a record to one person at a time
I am building out a very basic inventory cycle count application. At times, there might be multiple people using it at the same time. I want to limit access to a given record to one person at a time. How can I do this? Thanks Gregg
Limiting access to a record to one person at a time
I am building an Inventory cycle counting application in ZOHO Creator, and I would like to know how I can limit the access to a given record to one person at a time. When I create the application, I am uploading a set of countable materials. I then will have as many as three people counting these materials around the warehouse. There will be times, that a given material is stored in multiple places that will be counted by different people. How can I lock down a record that is open by one person,
Criteria/Filter Problem for Charts in Zoho Creator
Hi, We need help with another issue in Zoho Creator, we need some sort of criteria/filter for Charts similar to Reports, right now in Charts this is the only thing that filters records - Records Show all records & Show logged in user records, and we need to insert this filter (in Reports you can do this): Location_Lookup.User == zoho.loginuser || Table_Lookup.User == zoho.loginuser Also we tried to use the Filters from the Chart inside (the one that has Wildcard in order to filter), we tried using
How to run a schedule from button click
Hi, Is possible to trigger a schedule workflow from a button click? What I want to do is to send a specific report by mail when the user clicks on a button. Thanks, Javier
For each only outputting last and single record in set
Hi all, I have created a simple function that sends an email to admin when a member of staff requests some stock items. It's all working perfectly, however, I must be doing something wrong as it's only outputting the latest and one row, whereby sometimes it can be 3 + items. Foreach Loop: for each r in itemsSubform[ParentID == requisitionCollection.ID] { cat = Stock_Categories[ID == r.Category].itemCategory; subcat = Stock_Sub_Categories[ID == r.Sub_Category].Sub_Category1; // Output items = "["
Undocumented error code 2932 "Profile inactive" when doing API POST
Greetings! This isn't really a question, but a note I wanted to share in case anyone else comes across this issue. We've been testing API integration with Zoho Creator - specifically, for creating records. Naively, we thought that setting the "format" in the API URL to "json" instead of "xml" would also mean we can submit the required payload as JSON. Unfortunately that doesn't appear to be the case. Trying to do a JSON POST results in a response with error code 2932 and message "Profile inactive".
Controlling user filtering for report embedded on a page - C5
I have a report (price list) embedded in a page in a client portal. I pass a parameter to the report based on the market the client is from and that filters the price list report for that particular market. That all works fine and was created in C5. The issue is that the user can then just go to the search function, remove my filter and access the entire price list for all markets. I have searched for solutions for a couple day and I did find this link that mentions that includes: The Menu Bar
REST API error code 2932
Hello, I am trying to use the REST API to add records from an external application. I have followed all the steps in the documentations and I am using the generated authtoken, but I keep getting the error below. Any suggestions? <response> <errorlist> <error> <code>2932</code> <message> <![CDATA[Profile Inactive]]> </message> </error> </errorlist> </response>
Subform Best Practices: Blank vs Existing Form
I would like anyone's input as to what the BEST PRACTICES are when adding a Subform to a form in Zoho Creator. The two options given are: Blank Form: This is when you can add the fields directly to the subform. Existing Form: This is when you can connect it to an existing form in your application. What I don't understand is why you should choose one over another. Is there a downside to one or the other? Example: What started me down this path is I generally create a blank subform when I am trying
Trying the count function for multi select in subform and also removing already selected employees
Good morning, I am try to count the recurring employees under the "Employees Assigned" subform field. I have the initial count working for a single row like seen here And this is the deluge code I have to make this work. I have tried putting something similar to this in the on add new row for the subform but can't get it to work. It starts recounting as I select more employees. Example. My last request is to remove the employee names from the list after they have already been selected in the "Employees
Zoho Creator : hide Section doesnt work in Published Forms - Edit Mode ... Probable Bug
Hi, Have come across the bug that "Hide Section " doesnt work in Published Forms - Edit Mode only (Add mode - it works fine) Interesting part is that within the app as a normal user it works just fine .... Any explanation ?
Is there a Site for ready made scripts
want to know if there is a repository available for developers
Search Records from zoho creator bsed on multiselect dropdown in delugue
I have two forms "candidates" and "companies" have both having multiselect dropdown "skils_set" . I want to search the records from skills_set of company and filter records of candidates using delugue in zoho creator. Let me know if anyone can help
Page item not updating when form on page is updated
So I have a couple counters in a few panels that reflect the count of items in a form. The form is on the same page. The buttons that are associated with the form work great and update the form just fine. The form itself also updates post button, however the panels do not. You have to refresh your window to see the new count. HELP! Worst case would be fine with a command to refresh the page, but much prefer just to push the panels to update the figures based on the updated data. Any thoughts?
Need help with my Deluge Script (it partially works)
Hello, I am having trouble with this deluge script working fully. When a form is updated or edited the deluge script needs to auto populate a dropdown field with either (Region 1, Region 2, Region 3, Region 4, Region 5). This is based off of what was inputted into the "State" field. My deluge script I wrote looks like this: However, when I run this code it will read through until line 21 and put "Region 4". Any thoughts?
Download PDF files stored in a file field
HI All, I have a file fields where users upload a PDF for each row, How can I download more than one pdf a time with a button? I actually made a button, but only works for one row :( a = "https://creatorexport.zoho.com/file/felipe.concha/invoice-tracker/All_Invoice_Trackers/" + input.ID + "/Backup/download?filepath=/" + input.Backup; openUrl(a,"same window"); Any solution? Please Best Regards!
Zoho CRM - Zoho Creator two-way sync
Hi, I am setting up a two way-sync between Zoho CRM and Zoho Creator. The creator app is used a client portal for Loan application. The brokers review the applications directly in Zoho CRM. Records can be created either from 1- Zoho CRM: a broker creates a Loan application in CRM, which creates a record in Z creator and invites the client user to fill the Loan application data; 2- Zoho Creator: a returning client creates a new Loan application, which then creates a record in Zoho CRM. I see that
How to close a pop-up form opened in Zoho CRM
Using the open URL function only opens the URL WITHIN the pop-up. It doesn't make sense why the form shouldn't close on clicking Submit/Update.
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