Lookup-Field-Search as parameter for reports
Hi there, I love the functionality Zoho Creator is offering, its awesome! One thing I could figure out properly (probably because I'm not using the correct search terms), is how to do the following: I want to have one page with a big variety of lists and KPIs, but all the underneath data should be filtered by one criteria. I figured out, how to pass the searchstring from the search widget to reports, however the search is not the best option to provide the criteria as it is free text field. I'd basically
Weird border when printing HTML pages?
Hi all I'm sure there's an easy solution here. Whenever I print a Page, a grey border appears around the body (see attached). Strangely, I have a couple of Pages that do not have this issue, yet I don't think there's anything different between them, at least in the script builder. Anyone come across this? Thanks!
Creating Multiple Records (tasks) from Form Submission
We have a community event where we offer services. Customers come to our booth to purchase the service. The event is about a week-long so when they come to see us they typically purchase more than one service. I'm new to Creator but my current set up is: Attendance List List of attendees, contact info and site location of where they're located on the grounds (we obtain this form the organizers) Service Request Lookup field showing "First Last - Site" 8 Checkboxes, one for each service day. Formula
purchase system
Hello there, I'm working on a system of purchase Below the form i'm using. Everything works well and i receive the orders like this: I was wondering how to get stats of how many of each item were ordered by month ? Any way to do it ? Thanks for your help.
Can you add files for download on your app?
Hi there! Just want to say what great customer service ZOHO has, I had an issue yesterday and within an hour it was fixed! Great service and friendly employees! My question is, can you add a page where clients could go to view and download PDF files? I have monthly files for each of my clients and would like them to enter the app go to a page let's call “files’ for now and be able to download the current months file and see past monthly files? I feel this may need some code which I’m not to clued
Custom actions in report header - get selected records
I have created a custom action for a report with a. Display Type - Show action in report header b. Execution Type - Execute action for collection of records. I want to write a custom function to take some action on selected records in the report. For eg. to send a mass sms with the selected to records in a single call. I would like to know how to get the selected records. Is this possible? Any example?
Display only one Value in a table
Right now, I have a table that gets updated daily. There are separate postage amounts that get put in, and I want to only display the total of all the postage, not each individual postage import. <body> <div class="divTableHeading1">Section A: Costs / Expenses</div> <div class="divTable"> <div class="divTableBody"> <div class="divTableRow1"> <div class="divTableCellB">Invoice Number</div> <div class="divTableCellB">Date</div> <div class="divTableCellB">Description</div> <div class="divTableCellB">Status</div>
Count # of "NEEDS ATTENTION" for sections?
Hi all, I was trying to script a workflow for counting the # of "NEEDS ATTENTION" radio buttons I have for each section I have in this form. Is it possible to count the # in a section(field) or no? Also, what's the easiest way to script counting these "NEEDS ATTENTION" radio buttons? I have posted 2 pictures below for reference.
Portal Form - DOWN
Hi all, anyone experiencing issues with any forms loading on a customer portal. As you can see its not a case of hidden fields as there are no buttons to submit or reset. also when clicking to edit an existing record the loading page is just continuously loading
How do I fetch data from a subform?
Here is the scenario: Form 1: Submit_issue Fields: WorkOrder (autonumber) Issue (multiline) Notes (subform - form 2) Form 2: Notes Fields: Date Time User Note Form 3: Open_Issues Fields : This_work_order (lookup field -> from work order on Form 1) Notes (note field where I output data) Submit_issue form has a subform called Notes. So within the subform you can submit as many notes a you like as it pertains to the main form (Submit_issue). I am trying to
Restrict report access by customer (NOT user) ZC5
I want to restrict access to records in reports by customer. I will have multiple customer portals on my db and when a user accesses a report they need to be able to see ALL records for their customer, irrespective of which user added that record. I have created a deluge script that add a unique Customer ID to each record based on the user logged in. I want to restrict access to reports based on Customer ID that belongs to the user logged in. Can I do this?
Need to create a callback URL to get incoming SMS messages from API
Hi, I need to get all incoming SMS notifications from a site I use for my application. I created a callback on the site I use for this task. https://smsgateway.me/sms-api-documentation/callbacks Can anyone help me how to accomplish this? I'm not a developer but I was able to create everything I need for my app by myself until I hit this stumbling block. This post seems to answer my questions but I can't access the links. https://help.zoho.com/portal/en/community/topic/api-and-url-callbacks Any
HTTP PUT/DELETE for Constant Contact API integration
Hello, I am trying to do some integration with Constant Contact. Some of their API requests require the use of the HTTP PUT or DELETE requests (https://constantcontact.mashery.com/io-docs), but it looks like Zoho only has GET and POST implemented (https://www.zoho.com/creator/help/script/built-in-functions/built-in-function-url.html). Is there a workaround for this?
Update Record in another forms Report
Hello, I am trying Update status of few records in "Purchase Order" form from "Inventory" form when i tried to code that it said this type of updation is not supported. Records in Purchase Order form are in Subform is there any other way to do it?
One Customer Login for Multiple Applications
Hello, I am wondering if it is possible for a customer to sign into multiple applications using one login? so rather than the customer making a new login for several apps if they would access multiple apps with the same login information based on the different links. Thanks for the help!
simple (I hope) Deluge script requests from a newbie
Hey, Complete newbie here - wondering if you good folks can assist with a script request (or two) and general Qs? I have a form with a single field that requires a QR code input (a mobile phone scan) How can I introduce a delay (in seconds) to prevent the same user from re-submitting a form (after their successful initial submission)? In reality, this will prevent repeated back-to-back scans of the same QR code. I also wish to show an error message (e.g. please try again in X seconds) I need a
Page
Hello, I have created Report Page using page parameter, so my question is can we mail the page report?
Update/Transfer Field Value in Creator form
I originally made a mistake many years ago and setup my database to use a text filed for phone numbers. Now I added a actual Phone Number field. How can I copy the contains from each records "Mobile" field to the "New_Mobile" field? I have limited experience and could use some simplified assistance. Thank you!
How do I pre-fill some fields?
I need to create a form to allow people to enter data for multiple workshop events. I now have a form which allows a user to select their name, city and state date, time, location from dropdown menus. This works great if someone is entering a single event, but if they need to enter multiple workshops, they have to repeatedly select their name, city and state. Since this information will be the same for each event and since only the time. location and date will differ, how can I have those specific
Div / iframe
I've been having a few problems with embedding my reports in pages and Zoho has suggested two fixes using HTML snippets. One using div and one using iframe. I'm not an experienced coder so I wondered if anyone could explain the difference between divs and iframes so I could think about the implications. Many thanks!
Trouble with Un/Share function
I am using the function from this article: https://www.zoho.com/creator/help/share/sharing.html I want to share a form with my users once they complete a separate form. Once the user submits the form, I have added the code: share form("Form_Name",zoho.loginuserid); However, after completing, the form is still not shared.
Calendar Report: Freeze header and left time intervals
The header and the left time intervals on the Calendar Report are not freezed, so if the user scrolls up-down or left-right they dissapear causing the user to do not know to where the events belong to. Here an example: Before scrolling: After scrolling:
Search app for large number of records
Hello, i have a large number of records, 50000. I want to filter the records but I don't want to do it in a report because it will be really slow to show the 50000 records everytime. I would like to have a gui that I create my filters and then click apply to only see the records I want. Is it possible?
Filter
Hello, I have "Purchase Order" form i would like to have a status field where it would filter whether the Ordered product is in stock or went for cutting product wise and it should update on every update in Stock. And the product details is in the subform. Is this possible? If yes, please help me how do i do it?
Creator Customer Portal - Lookup Portal User ID by Email Address
I created a form which creates a Portal User via Email Address and assigns a user profile based on selected radio button (this part works great). I'm using the record of this as my own "User Profile". I've added a "Users" field but I can't get that field to auto populate. I assume it needs the ID of the portal user, but I am unsure of any deluge code which allows me to lookup the userid by email address.
Lookup field / linking forms by ID?
What would be the best practice to link multiple forms to one. Here some explanation in detail: My application is for people to add their details and upload personal files, like a sort of personal CV. Main form: Personal Details form 2: Section Add documents form 3: Section Add files form 4: Section... etc And a Page: to view all sections together and links/buttons to each section to add or update those. Would be working with customer portal. Each user can login and should see only their file(s).
Does this App already exist?
Does Zoho have a pre-made app that I can organize the following information. Group One Client Info Name, address, etc. Group Two Seller/storefront info Name, links, notes Be able to link a seller to a particular client Group Three Business/individual info, notes, attachments Then be able to link a client to individual sellers for example where a client is monitoring 30 different sellers, it would show a list of those sellers under the client name, or where a different client is monitoring the same
Does anyone know how Pricing Plans and Users works?
First off, I just want to say I asked Zoho Support directly if they could help, and I didn't get a useful response. So I'm asking here. I am trying to set up my Pricing Plans for my SaaS solution I'm creating in Zoho Developer. This may sound dumb, but I really can't figure it out. Let's say I have an SaaS app. I want the monthly cost to be $80 a month for 5 users up-front. And I want to give them the option to add additional users for $10 each. Can I do something like this?
Fetching data from other app
Hi I've been trying to fetch address information from a client database in one app into another app. I understand the normal way within one app doesn't work. I've already found a few responses on the forum but none seems to work. I understand I create a function in app 1 and call on it in app 2. For now I'm using in app 1 forthe function the following code: string GetClientInfo(int varID) { fetaddress = Nuevo_Cliente[ID == input.varID]; return fetaddress.Direcci_n_Cliente; } In app 2 I call on
Best method to search for a customer using CRM - Creator integration
Hi, I'm working on an app that makes use of the Creator/CRM integration. Since you can only access one field at a time using the Integration field type, I'm trying to find the best way to do a customer search. For example, if I choose Last Name as the Integration field, then you could have a dozen customers with the same last name and no way to see which is the one you are looking for. Any advice? Thanks, David
insert data into two forms from stateless form- script doesn't work
I initially created this script for a stateless form to generate a unique accession number based on the current year and then insert the data into a normal form (Master_Nursery_Database). The first two portions of the code work fine. This script executes on submit. Recently I wanted to also record the data in a second normal form (Master_Database), but when I add another 'insert into' script it doesn't work. What do I need to add to get it to input data into the second form? I've included the whole
How to learn how to create custom functions and learn Deluge
What is the easiest way for me to learn how to write custom functions and learn the Deluge programming language? Where can I find samples so I can understand how to write the deluge code properly?
Annoying/ugly grey lines on header
UPDATE: Forgot to mention that this is happening on FireFox and Chrome. ORIGINAL POST: Been using Zoho Creator for a few years and always wondered about the ugly grey lines that appear all over the header (see red arrows in attached screenshot). Can you please tell me why they appear and how to make them disappear?
Check for duplicate
I have a persons register in Creator. Now because the database has been populated from different sources, it is possible the same person could be in the db twice. Even with different data. Therefore I want a function that can check for duplicates based on just one (or two) fields. I think what might work is check the DOB. If there are two records with the same DOB, it could be the same person. Not necessarily, but possibly. So if I could have a function that checks all records and outputs a list
Calendar Report: Ability to define the time interval in Week/Day view
The time interval defined for the Calendar Report in the Week/Day view is defaulted to 30 minutes and it can not be edited. This causes that any event with a timeframe lower than 30 min is not properly displayed. Here an example with 5 slots where 1 slot has a 30 min duration (it looks great) and the other 4 slots are 15 min (they are cut): Surprisingly, the timeline report has the minimum interval defined as 15 min so it looks to me inconsistent to keep the calendar report defined with a minimum
Import or get data from CSV file in Google Drive
Hello everyone, I'm trying to figure out how I might be able to get data from a CSV file, preferably from Google Drive, and use that data to input records into my app. I would like to have a CSV file of bank transactions import into my app, and hopefully via workflow/automation, rather than add transactions via mobile app/form one by one each time a transaction happens, or having to use the standard import function. At a minimum, I at least need a way to retrieve the data from the CSV. I could
Giving a number value to a drop down label
Hi, I am trying to denote certain values to the numbers in the dropdown. I did this on the last program I used shown in the picture below. I need to set 1" with a value of 10, 2" with a value of 28, 3" with a value of 51, and so on. What's the easiest way to do this in Zoho Creator? I would love it if someone what help me out and send me in the right direction! The data is exactly the same in the old program as it will be in creator as seen in the picture below. Thank you so much, Kevin
Workaround for multi-language support beyond the standard
Hello all, I want my app to support English, Spanish and Portuguese languages. There is a localization feature in Zoho Creator but it's limited to field names and some field types like Drop down, Radio, Checkbox and Multi-select field. Has anyone figured out a workaround to translate certain single line fields? Not user created ones but there are many that will be predefined, for example, for my app which manages activation for wireless service from different carriers in different countries I have
Report from another application can't be viewed
Hi, There are two applications A and B. The application B has a page with report from the application A. For the administrator (myself) this works perfectly, I can view the report. However, for the customer there's an error "Report not found.". I have enabled customer portals for both applications. I have also added one test customer in the application B customer portal. I believe this is an access rights related issue, how could I allow the test customer to view the report? Or allow the report be
Sending data from ZCreator form to an Estimate in ZBooks
Trying to figure out how to send data from a Zoho Creator form to an Estimate draft in our Zoho Books account. In the form is a lookup field to "Products" in our CRM, which is synced with our "Items" in Zoho Books. Maybe this is all wrong from the get go but nonetheless still trying to figure out the best way to make this work. I've tried using flow but since the form as deluge scripts the "Flow" won't work properly. The "Products" from our form are actually part of a sub-form so ideally let's
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